{"article":{"id":33456241984914,"url":"https://sendinblue.zendesk.com/api/v2/help_center/en-us/articles/33456241984914.json","html_url":"https://help.brevo.com/hc/en-us/articles/33456241984914-Overview-of-the-Brevo-platform","author_id":391957702439,"comments_disabled":false,"draft":false,"promoted":false,"position":0,"vote_sum":27,"vote_count":45,"upvote_count":36,"downvote_count":9,"section_id":17453191060242,"created_at":"2026-02-19T15:29:34Z","updated_at":"2026-10-30T23:15:30Z","name":"Overview of the Brevo platform","title":"Overview of the Brevo platform","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-02-23T14:27:31Z","user_segment_id":null,"permission_group_id":114884,"content_tag_ids":[],"label_names":[],"body":"

Brevo is an all-in-one marketing and CRM platform designed to help you build stronger customer relationships through email, SMS, chat, and more. This article provides an overview of the platform's interface and key features to help you navigate Brevo and understand what it can do for your business.

📹 Watch the video below to see Brevo in action and get an overview of our platform:

🧭 Navigating the Brevo interface

🏠 Home page

When you log into Brevo, you'll land on your Home page. This dashboard gives you quick access to the most important actions and information, including your planning, contacts, and plan usage. The home page is designed to help you see your key metrics and jump into the tasks you need to accomplish.

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⚙️ Top menu and settings

The top menu is accessible from any page in Brevo. Click the account settings or the gear wheel icon ⚙️ to access the platform settings, including:

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  • \nProfile settings
    Edit your profile, timezone, date/time formats, and language preferences.
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  • \nSenders, domains and IPs
    Set up your senders and authenticate your domains to improve deliverability.
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  • \nDeliverability Center
    Monitor your overall deliverability score and compare your performance against industry standards.
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  • And more. 
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From the top menu, you can also access: 

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❓ Help panel
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You can access the Help panel by clicking the question mark icon in the top menu. From there, you can:

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💳 Usage and plan
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The Usage and Plan button in the top menu provides a quick view of your current plan and remaining credits (email, SMS, or prepaid). Click Manage your plan and credits to open your billing section, where you can:

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➡️ To learn more about the different pricing plans, check our dedicated article About Brevo's pricing plans.

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👥 CRM and contacts

The CRM section serves as the heart of your marketing efforts. Your contact database is the foundation for all your campaigns and automations.

Adding contacts

You can add new contacts to Brevo in several ways:

➡️ To learn more about how to import contacts into Brevo, check our dedicated article Import your contacts to Brevo.

Contact attributes and segmentation

Your contact database is organized using attributes such as first name, language, or phone number. These attributes allow you to personalize your communications and segment your audience effectively.

Each contact is identified by a unique key, such as their email address or phone number, to prevent duplicates and keep your lists clean. You can customize the Contacts page to display the attributes you want to see as columns.

You can create segments using filters to target specific groups of contacts based on criteria like language, location, or behavior. Segments can be used for one-time analysis or saved for repeated use in your campaigns and automations.

➡️ To learn more about contact attributes and segmentation, check our dedicated articles About contact attributes and About segments.

Sign-up forms

Since contacts often come from forms, you can create signup forms to grow your list and manage unsubscription preferences. Forms can be embedded on your website or shared as landing pages.

➡️ To learn more about sign-up forms, check our dedicated article Create a sign-up form in Brevo.

🚀 Marketing campaigns

The Marketing section allows you to create and send campaigns to your contacts across multiple channels. Based on your plan, you can reach your contacts through:

Let's have a focus on emails ⬇️: 

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\n 🎨 Email design\n
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💡 Good to know
\n We recommend setting up your\n brand library\n so every email reflects your\n logo, fonts, and colors for consistent branding across all\n your communications.\n
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\n When creating an email campaign, you can use Brevo's\n Drag & Drop email editor\n to\n design your message. This editor makes email creation simple\n with\n templates and\n design tools:\n

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  • \n Your emails: Access your saved templates\n or reuse past campaigns\n with successful layouts.\n
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  • \n Pre-built templates: Choose from basic templates\n with simple\n structures you can customize, or ready-to-use templates professionally\n designed\n for easy personalization.\n
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\n 🧪 Customization and testing\n
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\n You can customize your messages with various elements including\n text, images,\n buttons, personalized contact data, and more.\n

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\n Before sending your email campaigns, Brevo provides several ways\n to ensure your\n email looks perfect:\n

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  • \n Preview across devices and systems: Check\n how your email\n appears on desktop and mobile devices, and on iOS, Android,\n and Windows.\n
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  • \n Dark and light mode: Verify that your email\n looks great\n in both display modes.\n
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  • \n Test emails: Send yourself a test email\n to see the final\n result before sending to your contacts.\n
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\n ➡️ To learn more about how to preview and test your emails, check\n our dedicated\n article\n Preview and test your email.\n

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\n 📆 Scheduling options\n
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\n When you're ready to send your campaign, click\n Schedule to choose\n from several sending options:\n

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  • \n Send immediately: Send your campaign right\n away.\n
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  • \n Schedule: Set a specific date and time for\n your campaign\n to be sent.\n
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  • \n Send at best time: Let Brevo optimize\n delivery timing\n for each recipient based on their engagement patterns.\n
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    ✅ Plan availability
    \n Send at best time is only available\n on the\n Standard, Professional,\n and\n Enterprise plans. For more information,\n check our\n pricing page.\n
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\n ➡️ To learn more about the different ways to schedule your email\n campaigns, check\n our dedicated section in the article\n Create and send an email campaign.\n

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🔀 Automations

The Automations section helps you save time and stay consistent in your communications by automatically sending messages based on contact behavior or specific triggers.

Each automation follows a simple logic: Trigger > Rule > Action. When a trigger occurs, Brevo checks a rule and takes an action: 

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You can use pre-built automations for easy step-by-step setup. These templates cover common use cases and can be customized to fit your needs. For example, you can automatically send a welcome email when someone subscribes to your list.

➡️ To learn more about automations in Brevo, check our dedicated article Introduction to Marketing Automation.

🧩 Additional Brevo features

Beyond Marketing and CRM, Brevo offers additional products accessible from the left menu:

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🤝 Transactional
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The Transactional section allows you to send real-time transactional messages like order confirmations, password resets, and shipping notifications. These messages are triggered by user actions and delivered instantly.

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➡️ To learn more about transactional messages, check our dedicated articles Send transactional emails using Brevo SMTP and Send transactional SMS.

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💬 Conversations
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The Conversations section allows you to manage customer interactions through live chat, calls, and meetings. Conversations brings all your customer communication channels together in one place.

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➡️ To learn more about Conversations, check our dedicated article Overview of the Conversations dashboard.

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🛒 Commerce
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The Commerce section allows you to track sales, revenue, top products, and customer activity in real time. Commerce helps you understand your business performance and customer purchasing behavior.

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➡️ To learn more about the Commerce dashboard, check our dedicated article Discover our eCommerce Dashboard.

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📊 Brevo analytics

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✅ Plan availability
\n Brevo Analytics is only available on Professional and Enterprise plans. For more information, check our pricing page or talk to one of our sales experts.\n
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The Analytics section transforms your data into clear, actionable insights. It provides a comprehensive view of your marketing performance across multiple dimensions.

You can track emails, automations, contacts, and revenue all in one place. Brevo offers:

Brevo's AI transforms analysis by instantly spotting patterns, predicting performance, and suggesting data-driven actions. Simply type your questions to get instant insights and make smarter marketing decisions faster.

➡️ To learn more about Brevo Analytics, check our dedicated article Explore and analyze your data with Analytics.

🤖 Aura AI assistant

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💡 Good to know
\n All of Aura's suggestions are fully editable. You can use them as-is\n or customize them to fit your specific needs and brand voice.\n
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Aura is Brevo's AI assistant, designed to help you with both platform guidance and daily marketing tasks. Aura can assist you across multiple areas of Brevo:

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💌 Marketing assistance
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Aura helps create content for your messages and suggests audience segments to improve your campaign targeting and engagement.

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👥 CRM assistance
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Aura helps build smart segments to reach the right contacts based on behavior, attributes, and engagement patterns.

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💰 Sales assistance
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Aura can automate processes, enrich contact records, and set follow-up reminders to help you manage your sales pipeline more effectively.

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🗺️ Platform guidance
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You can ask Aura any question related to your usage of Brevo, and she'll provide answers and guidance to help you get the most out of the platform.

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➡️ To learn more about Aura, check our dedicated article Discover Aura - Brevo’s AI-powered assistant.

⏭️ What's next?

Explore our Help Center to find more information about Brevo's features and learn everything the platform has to offer.

Welcome to Brevo — we're excited to have you on board!

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