Get started with Marketing

1. Go to marketing.assistantlabs.io and sign in. First time in a workspace, you land on Bring your business in.
2. Pick your agent and click Import business. It reads the business profile, services and prices, FAQ and tone, your channels, and detects products and integrations.
3. On Meet your marketer. click Review my product profile. You are now on Strategy → Product profile.
4. Open the Value props tab and click Set up with my assistant (or the dashed tile Draft value props with my assistant). Say what makes you different; approve what it proposes.
5. Open Economics and fill the six inputs. The page derives the rest.

The six Economics inputs, with their real labels:

• Average sale value and Gross margin — what one sale brings and keeps.
• Purchases / year and Years retained — how often and for how long a customer buys.
• Chat → customer — the share of chats that become customers. Payback divisor is pre-set.
• The page derives Customer LTV, Margin / customer, Target CAC, Break-even and Allowed cost / chat. The strategy reads them for its budget checks.

No numbers yet? Leave them blank rather than guess. A guessed margin makes every budget check wrong in a way that looks right.

1. From the profile’s first-run banner click Continue to research, or open Strategy → Research.
2. On Let’s learn your market click Run my first research. It takes about a minute.
3. Click through the four tabs: Competitors · Trends · Audiences · Channels. Each card shows a take and a source link.
4. Click the label on a card and pick one: Key, Opportunity, Threat, Testing, Proven, Watching or Ignore. Delete what is wrong with the trash icon.
5. Want more? Click Find more competitors (or Research something new) and tell the agent what to look for.

1. Open Strategy and click New strategy. Name it and click Create strategy.
2. In Goals & KPIs write the Objective and New customers targeted, then Add KPI (Stage, Metric, Target).
3. Fill Audience & positioning, Channels & funnel and Ad-portfolio budget (caps, tiers, scale and kill rules). Each field saves when you leave it.
4. Top right of each part, click the chip to flip Needs approval ⇄ Auto. Leave them on Needs approval until you have watched it work.

Have a brief already? On Home, click Build everything from a brief, paste it and click Build my campaign. It works through research, economics, strategy and the campaign step by step and shows each plan for your approval before it saves.

The strategist chat itself sits on the Campaigns page of a strategy (Plan a campaign); the section editors above are filled by hand.

1. Open Settings, then Social channels (under Connections).
2. Under Already connected to your agent, click Add on each account you want.
3. Anything missing: under Connect an account click Connect Facebook, Connect Instagram, Connect YouTube, Connect TikTok or Connect LinkedIn and sign in. One Facebook login covers every Page you administer and the Instagram account linked to each; untick what you don’t want.

1. Open Studio. Its sections are Media library, Branding, Email templates and WhatsApp templates.
2. In Branding set the tagline, then Logo, Color, Typography (heading and body font), Imagery (the look of your pictures) and Voice.
3. In Media library upload pictures and tag them, so a post or an ad can reuse them.
4. In Email templates start from a ready-made one and edit it; WhatsApp templates opens the shared template builder for messages Meta approves.

1. Set your look first: Studio → Branding for logo, colours and voice, and Studio → Media library for your pictures.
2. Open Social → Posts and click New post.
3. Write the Caption once. Add hashtags if you want, and a picture with Add image (or a video link, needed for YouTube and TikTok).
4. Under Publish to tick the accounts. Different wording here lets you change the text for one network.
5. Click Save draft, or Publish to N to send it now.

Don’t want it out now? Pick a date and time in the composer and the post goes out by itself, to every account you ticked. The same post can also go to your website or blog: tick it under Publish to, or ask Claude to publish it as a page or an article.

1. Open Messaging. Top of the page shows whether your agent’s email channel and WhatsApp number can send.
2. Under Start from a ready-made journey pick one: WhatsApp, then email, One WhatsApp message, One email, Email + reminder or Three-email series. It opens in the builder with its messages laid out.
3. Fill each message: an email starts from a template (Studio → Email templates), a WhatsApp step from one of your approved templates.
4. In Who gets it tick Contacts, add + label to narrow it, and tick Only contacts who agreed to marketing. The headline number is your audience.
5. Send yourself a test of each step, then click Launch.

A list nobody agreed to is not an audience. When you are unsure, keep the consent box ticked and accept the smaller number. On WhatsApp, numbers that block or report a business get its account limited.

1. Open Social → Automations and click New automation.
2. Set Name, the Instagram account and On which posts.
3. Under And what they wrote add the words that trigger it (people write “guide pls”, “GUIDE!!” and your own language, so add variants).
4. Tick Reply under their comment and write it; tick Send them a DM, write the message and add up to 3 buttons.
5. Under How often keep Only once per person, ever. Use Try it to type a sample comment.
6. Leave Turn it on when I save unticked until the test looks right. Watch Activity afterwards.

1. Open Ads and click Connect Meta Ads (or Settings → Meta Ads). Sign in with Facebook and pick the ad account, the Page and the WhatsApp number.
2. Click New ad. Give it an Ad name.
3. Under Budget & audience click Suggest for me, or set Daily budget, Country, Age min, Age max and Interests yourself.
4. Add the Image (a link, or pick from Studio), Primary text, an optional Headline, the WhatsApp number and an optional Prefilled message.
5. Click Save draft, or Launch (paused) to create it on Meta. On the ad’s card, Activate starts spending and Pause stops it.

Start small. The ad page’s own guidance is a few shekels a day for the first ad. Let it run before you judge it, and change one thing at a time.

1. Open Reports in the top navigation.
2. Pick the strategy and the period; read leads, spend and cost per lead against your goals.
3. Open a post, campaign or ad to see its own numbers, and what the marketer proposes to repeat or drop.