Your All-In-One Marketing, Automation & Growth Platform
Welcome to BrandWorx AI — your centralized platform for marketing, sales, automation, and client communication. BrandWorx AI is designed to help you attract more leads, convert them into customers, and manage your entire growth engine from one place.
This guide will walk you through what BrandWorx AI is, what you can do with it, and how to get started quickly.
What Is BrandWorx AI?
BrandWorx AI is an all-in-one business growth platform powered by advanced automation and AI tools. It replaces the need for multiple disconnected apps by bringing everything together under one login.
With BrandWorx AI, you can:
Capture and manage leads
Automate follow-ups via SMS, email, and voice
Build funnels, landing pages, and websites
Manage conversations in one unified inbox
Track pipelines and sales opportunities
Schedule appointments and calendars
Use AI tools to save time and increase conversions
Manage clients, accounts, and reporting (if applicable to your plan)
What’s Included in BrandWorx AI?
Depending on your plan and permissions, your account may include:
📥 Lead Management & CRM
Centralized contact database
Custom fields, tags, and smart lists
Opportunity pipelines to track deals
💬 Unified Conversations
SMS, email, Facebook Messenger, and more in one inbox
Assign conversations to team members
Internal notes and conversation history
🤖 Automations & Workflows
Automated follow-ups for new leads
Missed-call text back
Appointment reminders
Nurture sequences and reactivation campaigns
🌐 Funnels, Pages & Forms
Drag-and-drop funnel and page builder
Embedded forms and surveys
Conversion tracking
📅 Calendars & Scheduling
Book appointments automatically
Sync with Google Calendar
Set availability, buffers, and reminders
📊 Reporting & Analytics
Track leads, conversions, and pipeline value
Campaign performance insights
ROI visibility (where enabled)
Getting Started: Step-by-Step
Step 1: Log In to Your Account
Use the login link provided in your welcome email and enter your credentials.
👉 Tip: Bookmark your login page for quick access.
Step 2: Complete Your Account Settings
Navigate to Settings and review:
Business name & contact information
Time zone
Email and phone number configuration
Domain or branding settings (if applicable)
This ensures automations and communications work correctly.
Step 3: Connect Your Communication Channels
To fully use BrandWorx AI, connect at least one outbound channel:
Phone number (for SMS & calls)
Email service
Facebook or other integrations (optional)
These connections power your automations and conversations.
Step 4: Import or Add Contacts
You can:
Manually add contacts
Import a CSV file
Capture new leads through forms, funnels, or integrations
Once contacts are in the system, you can tag them, assign them to pipelines, and automate follow-ups.
Step 5: Activate Automations
Check for pre-built workflows included in your account, such as:
New lead follow-up
Appointment reminders
Missed-call text back
Turn them on and customize messaging to match your brand voice.
Step 6: Book or Capture Your First Lead
Share a booking link
Embed a form on your website
Launch a funnel or campaign
Once a lead comes in, BrandWorx AI handles the follow-up automatically.
Best Practices for Success
✅ Start simple — activate core automations first
✅ Keep your contact data clean with tags and pipelines
✅ Monitor conversations daily
✅ Review reporting weekly
✅ Customize messages to sound human, not robotic
Need Help?
We’ve got you covered.
Browse additional articles in this knowledge base
Watch step-by-step tutorials (if provided)
Contact our support team for assistance
You don’t need to master everything at once — BrandWorx AI grows with you.
You’re Ready to Build 🚀
BrandWorx AI is built to help you save time, close more deals, and scale with confidence. Start with the basics, stay consistent, and let automation do the heavy lifting.
Welcome to BrandWorx AI — let’s grow.
