Set up your first customer-context use case
A practical sequence for preparing brand, customer and catalog information.
The Locket Team
Product · October 3, 2026 · 3 min read
Playbook
Start with one specific use case: a product-fit question, a delivery deadline or a preference the current campaign does not address. Agree on the outcome you want to measure.
Create your workspace, choose a plan and review your brand profile and voice. Connect a supported customer source or import the information your workflow needs. Review the product catalog and any offers.
Generate a draft, check its evidence and claims, then approve the appropriate publishing or sending action. Setup time depends on data quality, integrations and review. There is no guaranteed launch time.
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