Before diving into Markleyo AI features, complete this checklist to ensure optimal setup:
Email verified and confirmed
Profile information completed (business name, industry, timezone)
Subscription plan selected and payment processed
Browser and system requirements verified
Familiarized with dashboard layout
Gather website information (URL, target audience, key messaging)
Identify primary use case (lead generation, customer support, content, social media)
Create a brandVoice
List social media accounts you want to connect
Prepare brand voice guidelines and tone examples
Gather WhatsApp/Telegram business account credentials (if applicable)
Note: You require twilio API to use whatsapp business automation
Connect first social media account (LinkedIn recommended for testing)
Create first chatbot
Set up content writing preferences and brand voice (if not done yet)
Configure messaging bot (AI marketing bot settings)
Test platform with a sample post or message
Create and schedule first social media post
Generate first AI-written content
Test chatbot on your website
Monitor initial results and engagement
Familiarize yourself with analytics dashboard
Set up team member access (if applicable)
Review and bookmark help documentation
Schedule time to explore advanced features
Set up notifications for campaign performance
Typical setup time: 15-30 minutes. Most users are fully operational within one day.