Core Setup

Core Setup

Configure the foundational settings for your AI Growth System® deployment — account settings, domain configuration, DNS records, and brand identity.

Overview

Core Setup is the foundation layer of every AI Growth System deployment. These configurations must be completed before building any automation, workflow, or AI system.

Skip this section at your own risk — misconfigurations here cascade into every downstream system.

When to Use

  • New sub-account deployment
  • Account migration from another platform
  • Rebranding an existing deployment
  • Domain or DNS changes

Dependencies

None. This is the first module in the implementation sequence.

Account Configuration

Sub-Account Settings

Navigate to Settings → Business Profile and configure:

  • Business name
  • Business address
  • Phone number
  • Timezone (critical for workflow scheduling)
  • Business hours

User Permissions

Set up role-based access before adding team members:

RoleAccess LevelUse Case
Agency AdminFull platform accessAgency owners
Account AdminFull sub-account accessClient admins
UserLimited accessTeam members

Domain & DNS

Custom Domain Setup

  1. Navigate to Settings → Custom Domains
  2. Add your primary domain
  3. Configure the following DNS records:
CNAME: app.yourdomain.com → proxy.msgsndr.com
CNAME: link.yourdomain.com → link.msgsndr.com
CNAME: pages.yourdomain.com → pages.msgsndr.com
  1. Wait for DNS propagation (typically 15–60 minutes)
  2. Verify in the platform dashboard

Email Sending Domain

Configure DKIM, SPF, and DMARC records for email deliverability:

TXT: v=spf1 include:_spf.msgsndr.com ~all
CNAME: dkim._domainkey → dkim.msgsndr.com
TXT: _dmarc → v=DMARC1; p=none; rua=mailto:dmarc@yourdomain.com

Brand Settings

Configure visual identity across all customer-facing touchpoints:

  • Logo — Primary and icon variants
  • Favicon — Browser tab icon
  • Brand Colors — Primary and accent colors
  • Cover Image — Default social share image

Common Mistakes

  1. Wrong timezone — Causes all scheduled workflows to fire at incorrect times
  2. Missing DNS records — Breaks email deliverability and custom domains
  3. No DMARC — Emails land in spam folders
  4. Skipping brand settings — All funnels and emails use platform defaults

Advanced Configuration

  • Custom SMTP integration for high-volume senders
  • Dedicated IP addresses for email
  • Multi-domain configuration for sub-brands
  • API key generation for external integrations
  • CRM — Uses account settings for default fields
  • Email — Depends on domain and DNS configuration
  • Funnels — Uses brand settings and custom domains