Free live webinar

Same team, more pipeline: AI-powered marketing for Dynamics 365 · Wed 11 Nov · 1:00pm ET · with Microsoft MVP Mark SmithSame team, more pipeline · 11 Nov

Save my seat
Get pricingBook a demo
Resources · Documentation

Product documentation.

Written for marketers and business owners, plain-language guidance for getting your work done, no code required.

New here?

Start here.

Getting started

First login, Business DNA from your website URL, and your first verified sender.

Using AI sessions

What a session is, where to start one, and how to write a prompt that gets a good first draft.

Your first Campaign Plan

Goal, brief, campaign type, then review and generate the plan piece by piece.

All docs

Browse by area.

Getting started

Getting started →Using AI sessions →Getting support →

Pulse

Overview →

Campaigns

Overview →Planning a campaign →Calendar and scheduling →AI sessions in campaigns →Slash commands →

AI Visibility

Overview →Running a check →Recommendations →Reports →Setup notes →

Web tracking

Overview →Web activity on a contact →Campaign breakdown (UTM) →Cookies and privacy →Consent →Page-view limits →Installing the script →

Contacts

Overview →Custom fields →Importing contacts →Subscriptions on a contact →

Segments

Overview →Building conditions →

Automations

Overview →Journey builder →Triggers →Actions →Branching and timing →Approvals →Monitoring and runs →Routines →Routine recipes →

Agent memory

User and business memory →

Events

Marketing events →

Settings

Overview →Email and SMS setup →Integrations and connectors →GoTo Webinar →Pipedrive →Connecting Dynamics 365 →CRM sync scope →CRM permissions reference →Pushing engagement data into Dynamics 365 →Sanity connector →Users and permissions →Connected applications →Passkeys →Business DNA →Guards →Double opt-in →Privacy →Plan and billing →Usage and billing →

API

Getting started →Authentication →Scopes →Conventions →Using the API without a browser →Migrating consent from another platform →Route reference →

Integrations

Slack messaging →Microsoft Teams messaging →SMS provider options →

Artifacts

Overview →Email →Email template →SMS →Image →Web artifact →Social post →Blog post →File artifact →Presentation →Version history →

Partners

Demo mode →Running the demo — a partner's guide →
Public Preview

Bring ThinkingStreams
to your team.

We're onboarding B2B marketing teams during Public Preview. Tell us a little about your team and we'll be in touch.

Prefer to talk first? Book a demo or get pricing from the top of any page.