AEO — Answer Engine Optimization
Optimize your content for AI-powered search engines and answer engines. Learn how MartechAI helps you structure content to appear in AI-generated responses, featured snippets, and voice search results.
Read guide →Documentation
Find setup guides, platform walkthroughs, integration references, feature documentation, and practical examples for getting more out of MartechAI and Derail Logic's connected marketing system.
Set up your workspace, invite your team, and understand the core platform structure.
Connect Google, WordPress, CRM data, analytics sources, and external systems.
Learn how to plan campaigns, connect assets, manage tasks, and track launch progress.
Use business-aware AI with brand context, workspace data, documents, and content inputs.
AEO
Browse documentation for AEO.
Optimize your content for AI-powered search engines and answer engines. Learn how MartechAI helps you structure content to appear in AI-generated responses, featured snippets, and voice search results.
Read guide →AI Prospecting
Browse documentation for AI Prospecting.
MartechAI scans your ideal customer profile and surfaces high-intent prospects. Score and prioritize leads based on fit, behavior, and engagement signals.
Read guide →Analytics Dashboards
Browse documentation for Analytics Dashboards.
Custom dashboards with drag-and-drop widgets for website traffic, campaign performance, CRM metrics, and SEO data. Create multiple dashboards for different teams and goals.
Read guide →Autopilot
Browse documentation for Autopilot.
Learn how MartechAI Autopilot proactively detects issues, surfaces opportunities, and suggests optimizations across your marketing campaigns, CRM, and analytics — all in real time.
Read guide →Brand Voice
Browse documentation for Brand Voice.
Define your brand voice with tone, style rules, and example content. MartechAI enforces these settings across all AI-generated copy in emails, blogs, social posts, and landing pages.
Read guide →Campaigns
Browse documentation for Campaigns.
Campaigns in MartechAI coordinate emails, social posts, landing pages, and blog content into a single marketing push. Learn the campaign lifecycle from draft to completion.
Read guide →Competitor Intel
Browse documentation for Competitor Intel.
Track competitor products, pricing changes, content strategies, and market positioning. MartechAI surfaces actionable intelligence and suggests counter-strategies.
Read guide →Competitor SEO
Browse documentation for Competitor SEO.
Compare your SEO performance against competitors. See which keywords they rank for, their content strategy, backlink profiles, and where you have opportunities to overtake them.
Read guide →Connected Apps
Browse documentation for Connected Apps.
View and manage all third-party app connections. Monitor integration health, sync status, and error logs. Connect Google Analytics, Search Console, social platforms, and more.
Read guide →Content Studio
Browse documentation for Content Studio.
Write blog posts, social captions, landing page copy, and email content with AI assistance. The Content Studio enforces your brand voice and suggests improvements in real time.
Read guide →CRM Companies
Browse documentation for CRM Companies.
Link contacts to companies, track account-level activity, manage multiple contacts per organization, and view company-wide deal pipelines and communication history.
Read guide →CRM Configuration
Browse documentation for CRM Configuration.
Set up deal pipelines, create custom fields, define activity types, and map data between MartechAI and your external tools. Configure your CRM to match your sales process.
Read guide →CRM Contacts
Browse documentation for CRM Contacts.
Store, search, filter, and segment every contact. Import from CSV, enrich with custom fields, track activity history, and measure data quality scores.
Read guide →CRM Deals
Browse documentation for CRM Deals.
Track deals through customizable pipeline stages from lead to closed won. Assign values, set close dates, link contacts and companies, and forecast revenue.
Read guide →CRM Segments
Browse documentation for CRM Segments.
Build dynamic segments based on contact attributes, behavior, pipeline stage, or engagement. Use segments to power targeted campaigns and personalized sequences.
Read guide →CRM Sequences
Browse documentation for CRM Sequences.
Create automated email sequences triggered by contact stage, activity, or time-based rules. Track open rates, clicks, and replies per sequence.
Read guide →Email Builder
Browse documentation for Email Builder.
The drag-and-drop Email Builder lets you design professional emails with AI-assisted copy, personalization tokens, and responsive templates. Preview across devices before sending.
Read guide →File Library
Browse documentation for File Library.
Store, organize, and share images, PDFs, videos, and documents. Tag files, create folders, and link assets to campaigns, emails, and landing pages.
Read guide →Forms
Browse documentation for Forms.
Design embedded and popup forms to capture leads. Connect submissions to CRM contacts, trigger sequences, and track conversion rates in your analytics dashboards.
Read guide →Getting Started
Browse documentation for Getting Started.
Build your first multi-channel campaign in MartechAI — choose a template, set your audience, schedule delivery, and let AI optimize performance.
Read guide →Build your CRM database — add contacts manually, import from CSV, and organize with segments and custom fields.
Read guide →Link your email, Google Analytics, Search Console, and social accounts so MartechAI can pull real data and power your marketing workflows.
Read guide →Personalize your MartechAI account — set your name, avatar, timezone, notification preferences, and keep your password secure.
Read guide →Learn how to create and configure workspaces in MartechAI — the top-level organizational unit that keeps client and brand data siloed.
Read guide →The Hierarchy MartechAI uses a Tenant Workspace Users Data structure. Your tenant is your organization, workspaces are team/client environments, and data is completely isolated between workspaces. What is a Tenant? Your tenant represents your entire organization. It has a unique slug, one or more workspaces, and your billing subscription. What is a []
Read guide →Top Bar At the very top of every page you will find the Global Search bar, Notifications bell, Report a Bug button, Dark Mode toggle, Support link, and the Settings gear icon for workspace management. The main dashboard with KPI cards (Campaigns, Pipeline Value, Contacts, Deals) and monthly calendar Sidebar Navigation The left sidebar organizes []
Read guide →Help Center
Browse documentation for Help Center.
Learn how to navigate the help center, search for articles, browse by category, and get the most out of MartechAI documentation. Includes tips for finding answers fast.
Read guide →Keyword Tracking
Browse documentation for Keyword Tracking.
Track keyword positions across search engines over time. Set up competitor keyword comparisons, track ranking changes, and identify new keyword opportunities.
Read guide →Landing Pages
Browse documentation for Landing Pages.
Create landing pages with the visual builder. Add hero sections, CTAs, forms, testimonials, and pricing tables. Publish instantly or schedule for a campaign launch.
Read guide →Local Services
Browse documentation for Local Services.
Track local search rankings, manage business listings across directories, monitor reviews, and optimize your Google Business Profile from one dashboard.
Read guide →Platform Dashboards
Browse documentation for Platform Dashboards.
The main dashboard gives you an at-a-glance view of active campaigns, recent activity, calendar events, integration health, and AI-driven insights. Customize which widgets appear.
Read guide →Product Intelligence
Browse documentation for Product Intelligence.
Build product profiles with features, pricing, competitors, and market positioning. Run AI analyses to identify strengths, weaknesses, and opportunities in your product lineup.
Read guide →Project Management
Browse documentation for Project Management.
Manage tasks, assign owners, set deadlines, and track progress. Projects tie together campaigns, content, and team communication in one place.
Read guide →RAG Knowledge Base
Browse documentation for RAG Knowledge Base.
Upload documents, policies, and knowledge articles. MartechAI uses Retrieval-Augmented Generation to answer questions with citations from your own content.
Read guide →Reports
Browse documentation for Reports.
Build custom reports with charts, tables, and AI-generated analysis. Schedule automated report delivery via email. Export to PDF, CSV, or share live links with stakeholders.
Read guide →SEO
Browse documentation for SEO.
Track keyword rankings, run site audits, analyze competitor SEO strategies, and get AI-powered recommendations. Integrates with Google Search Console for live data.
Read guide →Settings
Browse documentation for Settings.
Manage workspace settings, user profiles, team members, subscription plans, email connections, and billing. Everything you need to configure your MartechAI environment.
Read guide →Workflows
Browse documentation for Workflows.
Build automated workflows with triggers, conditions, and actions. Connect apps, move data between systems, send notifications, and update records without manual intervention.
Read guide →Release Notes
Review new features, integration updates, UX improvements, bug fixes, and upcoming changes across MartechAI.
View Release NotesSupport
Use these resources when something is not syncing, a permission looks wrong, or your team needs help finding the right workflow.
Check credential status, workspace permissions, selected properties, and whether background sync jobs are currently queued.
Confirm the user has been invited to the right tenant and workspace, then verify role-based permissions are assigned correctly.
Include the workspace, affected module, screenshot, expected result, and what happened instead so support can route faster.
Need help?
Reach out with the feature, workflow, or integration you are working on and we will help point you to the right resource or support path.
Social Media
1 article in Social Media
Browse documentation for Social Media.
Social Media — Schedule, Publish, and Analyze
Connect Facebook, Instagram, LinkedIn, and X (Twitter). Schedule posts, monitor engagement, and track performance across all platforms from one calendar.
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