Setting Up Your Brand Voice
Configure your Brand Voice in MartechAI — set your website, tone, guidelines, and competitors so AI-generated content sounds like your brand every time.
Read guide →Documentation
Everything you need to build, connect, and move faster with MartechAI.
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.
Getting Started
Set up your workspace, invite your team, and understand the core platform structure.
Integrations
Connect Google, WordPress, CRM data, analytics sources, and external systems.
Campaign Studio
Learn how to plan campaigns, connect assets, manage tasks, and track launch progress.
AI Assistant
Use business-aware AI with brand context, workspace data, documents, and content inputs.
Explore Docs
Browse by category.
Getting StartedWorkspace setup, navigation, help center basics, and first steps.14 guidesGetting StartedHelp CenterPlatform DashboardsView section →AutopilotAutopilot insights, AI prospecting, automated actions, and AI context.4 guidesAutopilotAI ProspectingWorkflowsRAG Knowledge BaseView section →MarketingCampaign Studio, emails, social, blogs, landing pages, forms, and brand assets.11 guidesCampaignsEmail BuilderSocial MediaContent StudioLanding Pages+3 moreView section →CRM & SalesContacts, companies, deals, segments, sequences, and CRM configuration.6 guidesCRM ContactsCRM CompaniesCRM DealsCRM SegmentsCRM Sequences+1 moreView section →Analytics & ReportingDashboards, reports, marketing performance, and data visualization.2 guidesAnalytics DashboardsReportsView section →SEO & IntelligenceSEO audits, keyword tracking, competitors, AEO, local SEO, and product intelligence.7 guidesSEOKeyword TrackingCompetitor SEOCompetitor IntelAEO+2 moreView section →IntegrationsConnected apps, third-party services, and external data sources.1 guideConnected AppsView section →Workspace & AdminProject management, workspace settings, users, and account configuration.2 guidesProject ManagementSettingsView section →
14 guides
Getting Started
Getting Started
Getting Started
Connecting Your WordPress Site
Connect your WordPress site to MartechAI for content publishing, SEO syncing, and site audits using a secure application password.
Read guide →Understanding User Roles and Permissions
Learn about MartechAI's five user roles — Viewer, Editor, Admin, Billing, and Tenant Admin — including what each role can access and how to customize permissions with overrides.
Read guide →Inviting Team Members
Learn how to invite team members to your MartechAI workspace, assign roles, and track pending invitations.
Read guide →Switching Between Workspaces
Learn how to switch between workspaces in MartechAI to manage multiple brands, clients, or business units from a single account.
Read guide →Create Your First Campaign
Build your first multi-channel campaign in MartechAI — choose a template, set your audience, schedule delivery, and let AI optimize performance.
Read guide →Add Your First Contacts
Build your CRM database — add contacts manually, import from CSV, and organize with segments and custom fields.
Read guide →Connect Your First Integration
Link your email, Google Analytics, Search Console, and social accounts so MartechAI can pull real data and power your marketing workflows.
Read guide →Set Up Your Account Profile
Personalize your MartechAI account — set your name, avatar, timezone, notification preferences, and keep your password secure.
Read guide →Create your first workspace
Learn how to create and configure workspaces in MartechAI — the top-level organizational unit that keeps client and brand data siloed.
Read guide →Understanding Workspaces and Multi-Tenancy
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 →Navigating the Dashboard
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
Help Center
Help Center — How to Use MartechAI Documentation
Welcome to the MartechAI Help Center. Browse documentation by category, search by keyword, and follow step-by-step guides organized by difficulty level.
Read guide →Platform Dashboards
Platform Dashboards
Platform Dashboards — Your Command Center Overview
Your command center for MartechAI: key metrics, smart calendar, activity feed, quick launch actions, and integration health monitoring.
Read guide →4 guides
Autopilot
Autopilot
Autopilot
Understanding Autopilot — AI-Powered Marketing Insights
Learn how MartechAI Autopilot monitors your marketing, surfaces insights, executes playbooks, and automates optimizations across all channels.
Read guide →AI Prospecting
AI Prospecting
AI Prospecting — Find and Qualify Leads Automatically
Use ARC AI to automatically research contacts and generate personalized 3-email outreach sequences. Review, approve, and monitor campaigns from one dashboard.
Read guide →Workflows
Workflows
Workflows — Automate Repetitive Marketing Tasks
Automate marketing tasks with visual no-code builder. Triggers, conditions, actions across CRM, email, social, and integrations.
Read guide →RAG Knowledge Base
RAG Knowledge Base
RAG Knowledge Base — AI-Powered Document QA
Upload documents and get AI-powered answers with source citations. Organize into collections, set permissions, and embed Q&A on your site.
Read guide →11 guides
Marketing
Campaigns
Campaigns
Campaigns Overview — Multi-Channel Marketing Orchestration
Orchestrate multi-channel marketing campaigns with visual workflow builder, AI-generated structures, conditional logic, and cross-channel analytics.
Read guide →Email Builder
Email Builder
Email Builder — Create Beautiful, High-Converting Emails
Create professional emails with drag-and-drop editor, AI content generation, templates, personalization, and built-in testing tools.
Read guide →Content Studio
Content Studio
Content Studio — AI-Powered Writing and Publishing
AI-powered content creation hub: generate blog posts, social captions, ad copy, and more. Publish to WordPress with built-in SEO optimization.
Read guide →Landing Pages
Landing Pages
Landing Pages — Build and Publish Conversion-Focused Pages
Build conversion-focused landing pages with drag-and-drop editor, AI generation, templates, forms, and A/B testing — no coding required.
Read guide →Forms
Forms
Publishing and Embedding Your Form
Learn how to publish, embed, and share your MartechAI forms — JavaScript embed, iframe, direct links, version management, and platform-specific instructions.
Read guide →Form Settings — Notifications, Confirmations CRM Mapping
Configure form notifications, thank-you confirmations, CRM field mapping, security settings, webhooks, and save-progress for your MartechAI forms.
Read guide →Creating Your First Form
Learn how to build forms in MartechAI's drag-and-drop V2 Form Builder — add fields, customize properties, use AI generation, and publish your first form.
Read guide →Forms — Capture Leads and Build Your Audience
Build custom forms with drag-and-drop, conditional logic, and CRM integration. Capture leads, collect feedback, and automate follow-ups.
Read guide →Brand Voice
Brand Voice
Brand Voice — Enforce Consistent Messaging
Define your brand's tone, vocabulary, and style rules. The AI enforces consistent messaging across all content — emails, blogs, social, and ads.
Read guide →File Library
File Library
File Library — Centralized Asset Management
Centralized hub for all marketing assets — upload, organize, edit, and reuse images, documents, and videos across every MartechAI module.
Read guide →6 guides
CRM & Sales
CRM Contacts
CRM Contacts
CRM Contacts — Your Centralized Contact Database
Learn how to manage, import, segment, and score your contacts in MartechAI's centralized CRM database. Track every interaction across email, forms, deals, and campaigns.
Read guide →CRM Companies
CRM Companies
CRM Companies — Track Organizations and Accounts
Track every organization and account your business interacts with. Link contacts, manage deals, and view complete company activity histories.
Read guide →CRM Deals
CRM Deals
CRM Deals — Manage Your Sales Pipeline
Manage your sales pipeline with Kanban-style deal tracking, custom stages, AI-powered health scoring, and real-time revenue forecasting.
Read guide →CRM Segments
CRM Segments
CRM Segments — Target the Right Audience
Build dynamic audience segments with visual AND/OR logic. Segments update automatically as contacts meet or fall out of criteria.
Read guide →CRM Sequences
CRM Sequences
CRM Sequences — Automate Follow-Up Emails
Build automated multi-step email sequences with smart branching, behavior-based triggers, and AI-powered personalization for every contact.
Read guide →CRM Configuration
CRM Configuration
CRM Configuration — Customize Pipelines and Fields
Customize your CRM: pipeline stages, custom fields, contact scoring rules, automatic tagging, and deal automation — no coding required.
Read guide →2 guides
Analytics & Reporting
Analytics Dashboards
Analytics Dashboards
Analytics Dashboards — Visualize Your Marketing Data
Build custom analytics dashboards with 14 chart types, cross-channel data sources, and drag-and-drop widgets. Share and export insights.
Read guide →Reports
Reports
Reports — Generate and Export Marketing Reports
Build custom marketing reports with 14 chart types, AI-powered analysis, white-label branding, and scheduled delivery. Pull data from all connected sources.
Read guide →7 guides
SEO & Intelligence
SEO
SEO
SEO — Optimize Your Search Engine Performance
Comprehensive SEO toolkit: site audits, on-page optimization, keyword tracking, backlink analysis, and competitor comparison. Schedule automated reports and monitoring.
Read guide →Keyword Tracking
Keyword Tracking
Keyword Tracking — Monitor Your Search Rankings
Track keyword rankings daily across Google, Bing, and Yahoo. Monitor competitors, analyze trends, and measure SEO impact on search visibility.
Read guide →Competitor SEO
Competitor SEO
Competitor SEO — Analyze Competitor Search Strategies
Analyze competitor SEO strategies: keyword gaps, ranking comparisons, content analysis, and backlink opportunities. Find and prioritize competitive advantages.
Read guide →Competitor Intel
Competitor Intel
Competitor Intel — Monitor Your Competitive Landscape
Track competitor SEO rankings, content, ads, and technology changes. Get alerts on competitive moves and identify strategic opportunities.
Read guide →AEO
AEO
AEO — Answer Engine Optimization
Optimize content for AI answer engines like ChatGPT and Perplexity. AEO audits, schema markup, FAQ optimization, and topical authority building.
Read guide →Local Services
Local Services
Local Services — Manage Local SEO and Listings
Manage Google Business Profiles, track local rankings, monitor citations, and respond to reviews — everything local SEO, in one place.
Read guide →Product Intelligence
Product Intelligence
Product Intelligence — Analyze and Optimize Your Products
Analyze and optimize product listings, monitor reviews, track competitor pricing, and improve e-commerce performance with AI insights.
Read guide →1 guide
Integrations
Connected Apps
Connected Apps
Connected Apps — Manage Your Integrations
Connect MartechAI to your marketing stack — Google, social platforms, CRMs, e-commerce, and more. Manage sync settings and monitor integration health.
Read guide →2 guides
Workspace & Admin
Project Management
Project Management
Project Management — Coordinate Your Marketing Workflows
Plan, execute, and track marketing projects with tasks, Kanban boards, calendars, and team collaboration. Link projects to campaigns for end-to-end visibility.
Read guide →Settings
Settings
Settings — Configure Your Workspace and Account
Manage workspace settings, team members and roles, billing and subscription, security configuration, and API keys for your MartechAI account.
Read guide →Release Notes
Stay current with product updates and improvements.
Review new features, integration updates, UX improvements, bug fixes, and upcoming changes across MartechAI.
View Release NotesCampaign Studio canvas improvements
Enhanced CRM quick profile panel
Updated Google analytics sync jobs
Support
Common questions and troubleshooting paths.
Why is my integration not syncing?
Check credential status, workspace permissions, selected properties, and whether background sync jobs are currently queued.
Why can't a user see a workspace?
Confirm the user has been invited to the right tenant and workspace, then verify role-based permissions are assigned correctly.
How should I request help?
Include the workspace, affected module, screenshot, expected result, and what happened instead so support can route faster.
Need help?
Can't find the documentation you need?
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
Social Media
Social Media — Schedule, Publish, and Analyze
Manage all social media from one dashboard — schedule posts, publish across platforms, monitor engagement, and analyze performance with AI insights.
Read guide →