Getting Started

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.

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Connecting Your WordPress Site

Connect your WordPress site to MartechAI for content publishing, SEO syncing, and site audits using a secure application password.

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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.

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Inviting Team Members

Learn how to invite team members to your MartechAI workspace, assign roles, and track pending invitations.

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Switching Between Workspaces

Learn how to switch between workspaces in MartechAI to manage multiple brands, clients, or business units from a single account.

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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.

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Add Your First Contacts

Build your CRM database — add contacts manually, import from CSV, and organize with segments and custom fields.

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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.

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Set Up Your Account & Profile

Personalize your MartechAI account — set your name, avatar, timezone, notification preferences, and keep your password secure.

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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.

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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 […]

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 […]