Welcome to the MartechAI Help Center. This documentation hub covers every feature, workflow, and best practice to help you get the most out of the platform. Whether you’re just getting started or optimizing advanced automations, you’ll find step-by-step guides, reference material, and pro tips here.
Getting Started
New to MartechAI? Start with our Getting Started guides that walk you through account setup, workspace creation, inviting team members, connecting integrations, and adding your first contacts. These step-by-step tutorials will have you up and running in under 30 minutes.
Browse by Category
Documentation is organized by product area. Browse the sidebar categories to find articles on specific features: Autopilot for AI insights, Marketing for campaigns and content, CRM & Sales for contact and deal management, Intelligence for SEO and competitive analysis, and Analytics for dashboards and reports.
Search
Use the search bar at the top of the Help Center to find what you need instantly. Search by feature name, task description, or keyword. Results are ranked by relevance and show the category and a content preview so you can quickly identify the right article.
Difficulty Levels
Each article is labeled with a difficulty level to help you find the right content for your experience level. Beginner articles cover fundamentals and first-time setup. Intermediate articles dive into configuration and optimization. Advanced articles cover API usage, custom integrations, and complex automation scenarios.
Staying Updated
MartechAI is constantly evolving. Check the “What’s New” panel in the app for the latest features and improvements. This Help Center is updated regularly to reflect new capabilities and best practices. If you can’t find what you’re looking for, reach out through the in-app chat or contact support.
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