Quick Start Checklist

Before diving into Markleyo AI features, complete this checklist to ensure optimal setup:

Account 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

Preparation

• 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)

Initial Configuration

• 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

First Campaign

• 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

Best Practices

• Set up team member access (if applicable)

• Review and bookmark help documentation

• Schedule time to explore advanced features

• Set up notifications for campaign performance