Cavaco AI Onboarding Checklist

A complete checklist to guide you through every step of setting up Cavaco AI for the first time, from store connection to your first campaign.

Welcome to Cavaco

Cavaco is an AI-powered marketing platform built for e-commerce brands. It combines email, SMS, paid ads, on-site personalization, and AI-driven insights into a single unified platform — so you can grow revenue without juggling multiple tools.

Cavaco Dashboard Home

The Cavaco dashboard — your central hub for revenue metrics, campaign performance, and AI-powered recommendations.

Onboarding Checklist

Follow these steps in order to get the most out of Cavaco as quickly as possible:

  1. Connect your store — Navigate to Settings > Integrations and connect Shopify, BigCommerce, or WooCommerce
  2. Set up your brand identity — Go to Identity > Brands to configure your logo, colors, and brand voice
  3. Configure your channels — Set up email and SMS sending preferences in Settings > Channels
  4. Install the tracking pixel — For non-Shopify stores, install the pixel from Settings > Domains
  5. Import your contacts — Upload your existing subscriber list in Audience > Profiles
  6. Launch a Welcome Series — Create your first drip campaign in Direct Messaging > Drip Campaigns
  7. Review your Copilot recommendations — Check Marketing Copilot for AI-powered actions tailored to your store

Settings - Integrations

Step 1: Connect your store from the Integrations page.

What to Expect in the First 30 Days

In the first week, Cavaco will sync your historical data and the Marketing Copilot will begin generating recommendations. By day 14, you should have your first automated campaigns running. By day 30, you'll have a clear picture of which channels and segments are driving the most revenue.