Copy.ai is an AI-powered platform for creating marketing, sales, and other business content, with Chat, templates, and AI workflows designed to automate repetitive tasks.
Step-by-Step Guide
Step 1: Open the Copy.ai Website
Go to the official Copy.ai website and select the option to get started or sign up.
What to show in your screenshot: Copy.ai homepage with the Sign Up/Get Started option.
Step 2: Create Your Copy.ai Account
Click Sign Up or Get Started. Copy.ai currently provides an option to sign up with email, and the available sign-up methods may vary as the service changes. Copy.ai states that no credit card is required to get started.
What to show in your screenshot: Copy.ai registration screen.
Example:
- Enter your email.
- Continue with the registration process.
- Complete any requested account information.
Step 3: Verify Your Email
If Copy.ai asks you to verify your email, open your email inbox and look for the verification message.
Click the verification link and return to Copy.ai.
What to show in your screenshot: Email verification message or Copy.ai verification screen.
Step 4: Log In to Copy.ai
If you already have an account, open the Copy.ai login page.
Enter your:
- Email address
- Password
Then click Log In. The current Copy.ai login page provides email and password fields and a Sign Up option for new users.
Step 5: Explore the Copy.ai Dashboard
After logging in, you will reach the Copy.ai workspace/dashboard.
Depending on your account, you may see features such as:
- Chat
- Projects
- Workflows
- Templates
- Infobase
- Brand Voice
Copy.ai’s current Help Center organizes documentation around Chat, Workflows, Infobase, Brand Voice, and other workspace features.
What to show in your screenshot: Main Copy.ai dashboard and left navigation menu.
Step 6: Open AI Chat
Click Chat from the Copy.ai dashboard.
Copy.ai describes Chat as an AI writing assistant that can be used for tasks such as long-form articles, social media content, product descriptions, content briefs, advertising copy, and sales copy.
What to show in your screenshot: Copy.ai Chat page with the prompt/input area.
Step 7: Enter Your First Prompt
Type what you want Copy.ai to create.
Example prompt:
“Write a 500-word blog introduction about the benefits of AI tools for small businesses. Use a professional and easy-to-understand tone.”
Then submit the prompt.
Copy.ai’s own guidance recommends starting Chat by describing the task you want it to perform.
Tip: Be specific about the topic, audience, tone, length, and format you want.
Step 8: Review and Improve the AI Output
Copy.ai will generate an answer based on your prompt.
Review the result and make changes to your prompt if necessary.
For example, you can ask:
“Make this introduction more engaging and add SEO keywords naturally.”
Copy.ai’s Chat experience includes tools for improving prompts and editing generated content.
What to show in your screenshot: Generated content with the editing/improvement options.
Step 9: Use Templates or Workflows
For repeated tasks, explore Templates or Workflows.
Copy.ai Workflows can be created by describing the desired process in plain language, after which the platform can generate a multi-step workflow.
Example workflow idea:
“Create a workflow that generates an SEO title, meta description, introduction, and outline for a blog post.”
You can then test the workflow and refine its steps.
Step 10: Save and Organize Your Work
After creating your content, save it in your Copy.ai workspace/project so you can access it later.
For larger projects, organize your chats and content into appropriate folders or projects. Current Copy.ai documentation also describes organizing chats and using folders within workspaces.
What to show in your screenshot: Copy.ai project/workspace containing saved content.
Quick Copy.ai Workflow
Visit Copy.ai → Sign Up → Verify Email → Log In → Open Chat → Enter Prompt → Generate Content → Edit Output → Use Templates/Workflows → Save Your Work