# SendWhale Docs

- [SendWhale: AI-powered email marketing for your brand](https://docs.gosendwhale.com/introduction.md): SendWhale is an AI-powered email marketing platform in private beta. Use Swell, the built-in AI assistant, to draft and send branded campaigns.
- [SendWhale quickstart: build your first email campaign](https://docs.gosendwhale.com/quickstart.md): Create your account, set up your brand, build an audience, draft your first campaign with Swell, and send — end to end in one guided walkthrough.
- [Create a SendWhale account with email or Google OAuth](https://docs.gosendwhale.com/accounts/register.md): Sign up at /signup or /register with email and password or Google OAuth, confirm your email, and move into the onboarding flow to set up your workspace.
- [Sign in to your SendWhale account — email or Google](https://docs.gosendwhale.com/accounts/sign-in.md): Sign in to SendWhale at /login using your email and password or Google OAuth, manage your session, and pick up where you left off in onboarding.
- [Reset your SendWhale password using a recovery link](https://docs.gosendwhale.com/accounts/password-reset.md): Recover access to your SendWhale account by requesting a one-time reset link at /forgot-password and setting a new password of at least 12 characters.
- [SendWhale five-step onboarding: set up your workspace](https://docs.gosendwhale.com/accounts/onboarding.md): Walk through the five-step onboarding flow after registration to configure your business identity, branding, address, team size, and goals.
- [SendWhale workspaces: manage brands and team access](https://docs.gosendwhale.com/workspaces/overview.md): Understand what a SendWhale workspace is, how to switch between workspaces, create new ones, and navigate workspace settings for your brand.
- [SendWhale brand settings: colors, logo, voice, footer](https://docs.gosendwhale.com/workspaces/brand.md): Configure the brand identity your workspace uses in every campaign: name, logo, colors, fonts, brand voice, social links, and footer compliance facts.
- [Upload and manage campaign images in your workspace](https://docs.gosendwhale.com/workspaces/images.md): Upload, organize, and use images in your workspace library — and understand how library images differ from design reference photos.
- [Set workspace design references and brand instructions](https://docs.gosendwhale.com/workspaces/references.md): Configure persistent email style guides, design reference photos, and standing instructions that Swell applies to every campaign in this workspace.
- [Manage Swell's durable brand memory facts in SendWhale](https://docs.gosendwhale.com/workspaces/memories.md): View, add, edit, and remove the durable brand facts Swell stores and applies automatically when drafting campaigns in this workspace.
- [Manage SendWhale workspace members and role permissions](https://docs.gosendwhale.com/workspaces/people.md): Invite team members to your SendWhale workspace, assign owner, admin, editor, or viewer roles, and manage or remove access as your team changes.
- [Connect and manage workspace integrations in SendWhale](https://docs.gosendwhale.com/workspaces/integrations.md): Connect, configure, reconnect, and disconnect third-party services from your SendWhale workspace, including CRM, e-commerce, and booking tools.
- [Configure agent access and brand read keys in SendWhale](https://docs.gosendwhale.com/workspaces/agent-access.md): Find your workspace ID, create scoped brand read keys, download your brand guide, and configure credentials for the MCP server and Brand Context API.
- [Swell AI — SendWhale's Built-In Campaign Assistant](https://docs.gosendwhale.com/swell/overview.md): Meet Swell, SendWhale's built-in AI assistant. Draft campaigns, build audiences, and save brand facts — all scoped to your current workspace context.
- [How to Draft and Edit Email Campaigns with Swell AI](https://docs.gosendwhale.com/swell/draft-and-edit.md): Use Swell to write, refine, and iterate on email campaigns through conversation — from your first brief to a polished, on-brand finished draft.
- [Attach Files and Images to Your Swell Conversation](https://docs.gosendwhale.com/swell/attachments.md): Share files, images, and design imports with Swell to provide richer context for campaign drafts and creative direction in your current conversation.
- [Give Swell Access to Your Website Content and Images](https://docs.gosendwhale.com/swell/website-and-images.md): Supply a public URL and Swell will fetch your site's content and images to inform campaign messaging — with clear safety limits on what it can access.
- [Use Your Image Library and References with Swell AI](https://docs.gosendwhale.com/swell/library-and-references.md): Select workspace images and design references directly from a Swell conversation to guide your current draft or shape every future campaign automatically.
- [Review and Confirm Campaign Delivery Actions in Swell](https://docs.gosendwhale.com/swell/campaign-actions.md): Swell's interactive selectors let you pick campaign, audience, schedule, and test recipients — with a mandatory review step before anything is sent.
- [Troubleshoot Swell AI Issues and Errors in SendWhale](https://docs.gosendwhale.com/swell/troubleshooting.md): Diagnose and resolve the most common Swell problems — from provider errors and expired sessions to stale campaign drafts and blank screens.
- [Import Contacts and Build Your Audience in SendWhale](https://docs.gosendwhale.com/contacts/import.md): Import contacts from a CSV or spreadsheet, map fields to SendWhale contact data, and assign them to an audience — all in a few guided steps.
- [Search, Filter, and Manage Your SendWhale Contacts](https://docs.gosendwhale.com/contacts/manage.md): Search your contact list, update fields and tags, change contact status, export records as CSV, and permanently delete contacts from your workspace.
- [Build Audience Segments with Dynamic Filter Conditions](https://docs.gosendwhale.com/contacts/segments.md): Create dynamic audience segments using filter conditions on contact fields, tags, status, purchase data, and campaign behavior — recalculated at send time.
- [Understand Contact Purchase Scores with RFM in SendWhale](https://docs.gosendwhale.com/contacts/scores.md): The Scores page shows RFM purchase scores for your contacts — grouping customers by recency, frequency, and monetary value based on real order data.
- [Manage Email Marketing Consent and Suppression Lists](https://docs.gosendwhale.com/contacts/consent.md): Track opt-in consent, process unsubscribe requests, manage suppression lists, and keep your SendWhale workspace compliant with email marketing obligations.
- [Create an Email Campaign: Setup Guide for SendWhale](https://docs.gosendwhale.com/campaigns/create.md): Start a campaign from scratch, generate a draft with Swell AI, pick a starter template, or import a design — then configure your send settings.
- [Edit your email campaign with the drag-and-drop editor](https://docs.gosendwhale.com/campaigns/editor.md): Build and refine your campaign using content blocks, layout controls, device preview, HTML view, and automatic revision history in the SendWhale editor.
- [Import an Email Design into SendWhale: HTML, Figma](https://docs.gosendwhale.com/campaigns/import-design.md): Bring an existing email into SendWhale as HTML, a screenshot, a Figma design, or an AI-generated layout — then edit it like any other campaign.
- [Preflight Checks: Validate Your Campaign Before Sending](https://docs.gosendwhale.com/campaigns/preflight.md): Preflight validates your campaign before you send or schedule it — checking sender verification, audience, content, links, and workspace send allowance.
- [Test Your Campaign: Send a Preview Email in SendWhale](https://docs.gosendwhale.com/campaigns/test.md): Send a test version of your campaign to one or more email addresses to verify layout, links, images, and rendering before delivering to your full audience.
- [Schedule a Campaign for Future Delivery in SendWhale](https://docs.gosendwhale.com/campaigns/schedule.md): Use the SendWhale campaign calendar to pick a date, time, and timezone for your campaign — then reschedule or cancel it any time before it sends.
- [Send Your Email Campaign: Delivery Guide for SendWhale](https://docs.gosendwhale.com/campaigns/send.md): Choose your recipient audience, review the suppression-filtered count, and confirm delivery — then track your campaign through its status transitions.
- [Run A/B Tests on Your Email Campaigns in SendWhale](https://docs.gosendwhale.com/campaigns/ab-testing.md): Test subject line variants against a sample of your audience, then automatically send the winning variant to the remaining contacts after the test period.
- [SendWhale Campaign Reports: Track Delivery and Engagement](https://docs.gosendwhale.com/campaigns/reports.md): Review delivery and engagement metrics for campaigns, filter by date range, export CSV data, and understand open and click tracking limitations.
- [Campaign Tags in SendWhale: Create, Rename, and Apply](https://docs.gosendwhale.com/campaigns/tags.md): Create, rename, and manage campaign labels on the /app/tags page — and filter your campaign list by tag to stay organized across projects and time.
- [SendWhale Automations Overview: Triggers, Actions, Flows](https://docs.gosendwhale.com/automations/overview.md): Use the automation workflow builder to send emails automatically based on triggers, conditions, actions, and contact enrollment rules.
- [Build a SendWhale Automation Workflow: Step-by-Step Guide](https://docs.gosendwhale.com/automations/build.md): Configure triggers, conditions, delays, and email actions in the SendWhale workflow builder to create a fully validated automation ready to activate.
- [Activate, Pause, and Resume Automations in SendWhale](https://docs.gosendwhale.com/automations/activate.md): Activate a validated workflow to begin enrolling contacts, pause it to make edits, and understand what happens to contacts that are currently mid-workflow.
- [SendWhale Automation Logs: Monitor Execution and Errors](https://docs.gosendwhale.com/automations/logs.md): View per-contact execution history, understand execution statuses, investigate failed steps, and take corrective action from the automation logs.
- [Publish and manage hosted newsletter pages in SendWhale](https://docs.gosendwhale.com/pages/hosted-pages.md): Create, brand, preview, and publish public newsletter and landing pages served by SendWhale at your unique /n/:slug URL — no separate CMS needed.
- [Create and embed SendWhale signup forms for your audience](https://docs.gosendwhale.com/forms/signup-forms.md): Build signup forms with the form editor, assign them to an audience, and share or embed your public /form/:publicId URL to collect subscribers.
- [How SendWhale handles a signup form submission step by step](https://docs.gosendwhale.com/forms/subscription-flow.md): Understand the post-submission flow: validation, double opt-in, duplicate handling, unsubscribe protection, and suppression list checks.
- [Track companies and deals in the SendWhale CRM pipeline](https://docs.gosendwhale.com/crm/companies-and-deals.md): Use the SendWhale CRM to create company records, link contacts, track deals through a pipeline, and manage stages and deal values.
- [Create public meeting booking pages with SendWhale](https://docs.gosendwhale.com/meetings/scheduling.md): Create public meeting booking pages at /book/:slug, define your availability, and manage upcoming bookings from the SendWhale Scheduler.
- [Add a live chat widget to your website with SendWhale](https://docs.gosendwhale.com/chat/live-chat.md): Set up the SendWhale live chat widget at /chat/:slug to handle visitor conversations and manage incoming messages from your workspace inbox.
- [Send transactional emails through the SendWhale API](https://docs.gosendwhale.com/transactional/overview.md): Create transactional email templates, generate dedicated API credentials, and send receipts, confirmations, and notifications via the SendWhale API.
- [Monitor email performance with SendWhale Analytics](https://docs.gosendwhale.com/analytics/overview.md): View workspace-wide delivery, open, click, bounce, complaint, and unsubscribe rates, and drill into per-campaign reports for detailed metrics.
- [Update your SendWhale profile settings and preferences](https://docs.gosendwhale.com/settings/profile.md): Update your name, email, photo, notification preferences, language, theme, and accessibility settings across your SendWhale account.
- [Verify sender domains and email addresses in SendWhale](https://docs.gosendwhale.com/settings/senders.md): Set up verified sender email addresses and authenticate your sending domain with SPF, DKIM, and DMARC records to protect deliverability.
- [Manage your SendWhale subscription and billing settings](https://docs.gosendwhale.com/settings/billing.md): View your current plan, upgrade or downgrade your subscription, and manage SendWhale billing using the secure PayPal checkout flow.
- [Secure your SendWhale account, sessions, and credentials](https://docs.gosendwhale.com/settings/security.md): Manage active sessions, protect API keys and access tokens, and follow security best practices to keep your SendWhale account safe.
- [Troubleshoot common SendWhale account and sending issues](https://docs.gosendwhale.com/help/troubleshooting.md): Step-by-step solutions for the most common SendWhale problems — from account setup and delivery errors to campaign and integration issues.
- [Get help and contact the SendWhale support team now](https://docs.gosendwhale.com/help/support.md): Find answers, submit a workspace-specific support request, or email the SendWhale team directly to resolve issues during private beta.
- [SendWhale release notes, updates, and known limitations](https://docs.gosendwhale.com/help/release-notes.md): Stay current with SendWhale's shipped features, bug fixes, known beta limitations, and how to check the changelog for the latest updates.
- [Build with SendWhale: API and integration overview](https://docs.gosendwhale.com/developers/overview.md): Explore SendWhale's developer APIs, authentication modes, and integration points for building campaigns, transactional email, and AI-powered tools.
- [SendWhale API Quickstart: Make Your First API Call](https://docs.gosendwhale.com/developers/quickstart.md): Get your workspace ID and brand read key, then make a safe read-only request to the SendWhale Brand Context API in under five minutes.
- [SendWhale API Authentication: Keys, JWTs, and Tokens](https://docs.gosendwhale.com/developers/authentication.md): Learn about SendWhale's authentication modes — user JWTs, workspace API keys, brand read keys, and MCP access tokens — and how to use each one.
- [SendWhale API reference for campaigns and contacts](https://docs.gosendwhale.com/developers/api-reference.md): Reference documentation for the SendWhale Brand Context API, with details on endpoints, request parameters, response fields, and error codes.
- [SendWhale Webhooks: Real-Time Campaign Event Delivery](https://docs.gosendwhale.com/developers/webhooks.md): Set up a webhook endpoint to receive real-time SendWhale campaign delivery event notifications, verify signatures, and handle retries.
- [SendWhale Brand Context API: Read Workspace Brand Data](https://docs.gosendwhale.com/developers/brand-context.md): Use the Brand Context API to read your SendWhale workspace's brand data — voice, colors, fonts, and knowledge — for use in AI tools and integrations.
- [SendWhale MCP Server: AI Client Integration Overview](https://docs.gosendwhale.com/developers/mcp/overview.md): Connect AI clients to your SendWhale workspace using the local stdio MCP server. Supports Claude Desktop, Cursor, VS Code, and any stdio-compatible client.
- [Set up the SendWhale MCP server with your AI client](https://docs.gosendwhale.com/developers/mcp/setup.md): Install Deno, configure environment variables, and add the SendWhale MCP server to Claude Desktop, Cursor, VS Code, or any stdio-compatible MCP client.
- [SendWhale MCP Tools Reference: All 11 Tools Explained](https://docs.gosendwhale.com/developers/mcp/tools.md): Complete reference for all 11 SendWhale MCP tools: inputs, outputs, read vs. write classification, role requirements, and error behaviour.
- [SendWhale MCP Resources: URIs, Types, and Access Rules](https://docs.gosendwhale.com/developers/mcp/resources.md): Fixed and dynamic MCP resource URIs, MIME types, and authorization rules for reading workspace brand context, schemas, and workflow documentation.
- [SendWhale MCP Prompt Templates for AI Campaign Workflows](https://docs.gosendwhale.com/developers/mcp/prompts.md): The draft_email and review_campaign MCP prompt templates load workspace context and guide your AI client through common SendWhale campaign workflows.
- [SendWhale MCP Server Permissions and Workspace Roles](https://docs.gosendwhale.com/developers/mcp/permissions.md): How the SendWhale MCP server validates authentication, enforces workspace membership, and applies per-tool role requirements for every operation.
- [SendWhale MCP Examples: End-to-End Campaign Workflows](https://docs.gosendwhale.com/developers/mcp/examples.md): End-to-end MCP workflow examples: reading brand context, listing resources, creating templates and campaign drafts, and handing off to SendWhale's UI.
- [Troubleshoot the SendWhale MCP Server: Common Fixes](https://docs.gosendwhale.com/developers/mcp/troubleshooting.md): Diagnose and fix common SendWhale MCP server errors: missing Deno, expired tokens, missing env vars, concurrency conflicts, and stdout corruption.


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