CustomIQ Help
Short guides with the exact IQ chat phrase and the dashboard screen.
Getting started
- AI avatars: a presenter for your content without photo shoots
In CustomIQ an AI avatar is a presenter invented by AI that stars in your posts, ads and videos without photo shoots. Create it in Talents with Add Influencer, AI Influencer: name it, describe how it should look, choose language, gender and voice, and save. Then pick it in any piece or make it your Brand face.
- Brand guide settings: guardrails and look for every creative
In CustomIQ the brand profile also sets the guardrails and look of every creative: competitors that guide your organic topics, a link policy that blocks or allows websites, your logo on every image and video, Photo or Typographic visual mode, a video look, client logos and reference ads. Edit the brand in Brand Profiles and press Update Profile.
- Brand profiles and the brand guide
In CustomIQ every brand has a profile with its name, website, logo, colours and a written Brand and Design Guide (essence, voice and tone, visual identity, value propositions, audience, do and don't). The initial assistant creates it from your website; you edit it in Brand profiles and every agent uses it when generating content.
- Scheduled posts calendar
The CustomIQ Calendar shows every scheduled post (images, videos, emails and articles) of your active Meta Ads, LinkedIn Ads, Google Ads, Instagram, TikTok, Email and Blog campaigns. When you approve a plan with organic content, the posts are scheduled automatically; in Calendar you see them, filter by type or campaign and move their dates.
- The two work modes, IQ chat and dashboard
In CustomIQ you work in two ways: IQ mode, a chat where you ask your strategist for things and approve what it proposes, and Manual mode, the classic dashboard with campaigns, audiences, content studio, analytics and settings. You switch between them with the selector at the top at any time; nothing is lost.
- Credits and billing
CustomIQ runs on credits that are consumed when it generates things (researching a segment, creating images or videos, building a landing). Every action shows its cost before running and the balance is always at the top right. In Billing and credits, under Settings, you change plan, buy credits, manage your cards and download your invoices.
- First steps in CustomIQ
To get started in CustomIQ you create your account, complete the three-step assistant (audience, brand and offer) and land in the IQ chat, which prepares your first marketing plan. You approve it, connect your ad accounts in Connections, review the generated creatives and deploy the campaigns, which are created paused.
- Guided tour and video tips
CustomIQ shows a short guided tour the first time you sign in: the chat, the switch to the dashboard, your credits and your account. In the dashboard a second tour covers the sidebar. The first time you open a feature, a small card offers its video tutorial and guide. You can replay the tour from Help.
- Home, search and Activity & Runs: get around CustomIQ fast
In CustomIQ, Home shows your credit balance, connected channels and any that need attention, content pending approval and quick actions to the chat, campaigns, Studio, inbox, analytics and calendar. Press Ctrl K or Cmd K to search campaigns, landings and content or jump to any page, and open Activity & Runs to follow what is being generated.
- Knowledge base (facts about your business)
The CustomIQ knowledge base stores verified facts about your business per brand (opening hours, services, pricing, insurance, location, policies, FAQ). You add them or import them from the brand profile in Knowledge base and approve them; WhatsApp and recommendations use the approved facts, and public replies to reviews only use those marked safe to publish.
- The 3-step initial assistant (audience, brand and offer)
On your first sign-in to CustomIQ the "Set up your AI strategy" assistant opens in the IQ chat: you describe who you sell to (audience), how your brand sounds (name, website or new subdomain, logo) and what you sell (product and indicative budget). When you press Create my plan, CustomIQ creates your segment, brand profile, product and first plan.
- Products and collections
In CustomIQ a product is what you sell (name, description, price, images) and a collection groups several products, for example a category of your shop. You manage them in Products and Collections. The IQ chat uses them to choose what each campaign promotes, generate creatives per product and add a whole collection to an ad campaign.
- Roles and permissions (admin, creator and viewer)
CustomIQ has three roles. Admin and creator have full access to the IQ chat, campaigns, the content studio and settings. Viewer is read-only: it sees Home, Analytics, Calendar, the image and video generators and Connections, but not the IQ chat or Campaigns. Your role is set by the account administrator.
- Segments (audiences)
In CustomIQ a segment is an audience: who you sell to, with its description, language, country and, optionally, the associated brand. The initial assistant creates the first one from your ideal customer; in Segments you create more, edit them and import leads or customers. Every plan, campaign and piece of content in the IQ chat targets a segment.
- Digital twins: create yours and make it your brand's face
In CustomIQ a digital twin is the AI version of a real person, built from at least five photos and, optionally, a voice. Create it in Talents with Add Influencer, Digital Twin, then open your brand profile and choose it under Brand face: from then on every ad, post, carousel, video and landing image of that brand uses your twin.
- What CustomIQ is and how it works
CustomIQ is an AI marketing team: you tell the IQ chat who you sell to and what you offer, it researches your market, designs a strategy, creates ads, images, landings and posts, and deploys campaigns on Google Ads, Meta, TikTok or LinkedIn. You work by chatting in the IQ chat or with full control from the dashboard.
IQ chat
- Ask the IQ chat what to do with my ads
In CustomIQ type "What should I do with my ads?" in the IQ chat and you get up to five actions ranked by importance: changes that made things worse, campaigns needing attention, improvements ready to apply, spend with no conversions or a low CTR. Each comes with a button that opens the task. It applies nothing and costs no credits.
- Change the text of a published ad from the IQ chat
In CustomIQ changing the text of a published ad from the IQ chat is not available yet. No platform lets you edit a published ad's text: a new one is created. Today, on Google Ads, use "Optimize my campaign" and review the new-ad proposal; on Meta, "Add a creative to my campaign".
- Review a campaign's creatives in the chat
In CustomIQ type "I want to review the creatives of my campaign." in the IQ chat: you choose the campaign and the chat shows the proposed creatives for you to adjust. The ones you add are shown first and generated only when you confirm (with a cost); the rest are generated when you approve the campaign.
- Pause or resume a campaign from the IQ chat
In CustomIQ type "Pause the campaign Verano." in the IQ chat. The chat finds the campaign, shows you what will change and only does it when you answer "yes". On Meta you can pause the campaign or one ad set; on TikTok and on LinkedIn, the campaign. Not Google Ads yet. It is free.
- Publish a ready campaign from the IQ chat
In CustomIQ publishing a campaign from the IQ chat is not available yet. Today you publish with the launch button in each campaign's "Launch" tab, in Campaigns. Once active, the IQ chat will do the same as that button: the same checks and the same commission, and only when you answer "yes".
- See how my campaigns are doing from the IQ chat
In CustomIQ type "How are my campaigns doing?" in the IQ chat and you get a card with each live campaign of your brand (Meta, Google, TikTok, LinkedIn and SEO), its status and, on Meta and Google, spend, clicks, CTR and conversions for the last 7 days. It is read-only and consumes no credits.
- Tell the IQ chat a campaign is doing badly
In CustomIQ, telling the IQ chat "campaign X is doing badly" is not available yet. Today type "How is campaign X doing?" for its results and "What should I do with my ads?" for the actions. Once available, you'll see both for that campaign only, with a button for each lever, free.
- IQ chat commands (back, change, start over, cancel)
Inside any guided process of the CustomIQ IQ chat you can type "back" to go back one step, "change the product" (or whichever field) to correct an earlier answer, "start over" to restart, "cancel" to leave and "retry" if something failed. The chips under each message send those same phrases with one tap.
- Social content from an article or a landing in the IQ chat
In CustomIQ type "Make social content from my latest article." in the IQ chat: it picks the article or landing, asks image or video, proposes your connected accounts and shows the price on a confirmation card. Nothing is created or charged until you answer "yes". You can also click "Publish to social" on the page.
- Publish, schedule or edit an article from the IQ chat
In CustomIQ type "Publish my latest article." or "Schedule my latest article for Monday at 9." in the IQ chat. It shows a free confirmation card with the article, where it is published and when, with the time zone. Nothing is published or changed until you answer "yes". Publishing and scheduling are free.
- Write an article and take it to all your social channels from the IQ chat
In CustomIQ, writing an article and taking it to your social channels in one IQ chat request is not available yet. Today you ask for the article and, once it's there, its social content. Once available, you'll ask for both at once and the posts go out when you publish or schedule the article.
- Write a new article from the IQ chat
In CustomIQ type "Write a blog post about local SEO for small businesses." in the IQ chat. It asks who the article is for and how many images you want, from 0 to 5, then shows the exact cost. Nothing is written or charged until you answer "yes", and the article stays an unpublished draft.
- Prepare an email campaign from the IQ chat
In CustomIQ, preparing an email campaign from the IQ chat is not available yet. Today you create it from Emails. When it is available, you will say "Prepare an email for my customers about the autumn offer", see the price before confirming, and the email stays a draft that is not sent until you send it.
- Send or schedule an email from the IQ chat
In CustomIQ, sending or scheduling an email from the IQ chat is not available yet. Today you do it from Emails. When it is available, you will say "Send the email you just prepared on Monday at 9", see how many contacts it goes to and from which address, and nothing is sent until you answer "yes".
- Post on your Google listing from the IQ chat
In CustomIQ, posting on your Google listing from the IQ chat is not available yet; today you do it with "Publish to social" or from the Calendar. When it is, you will say "Post on Google Business: we open Saturday from 10 to 2", see the text, the button and the time, and it only goes out on "yes".
- Answer Google reviews from the IQ chat
In CustomIQ, answering Google reviews from the IQ chat is not available yet. Today you do it from the Reviews page. When it is available, you will say "Reply to my Google reviews", pick the review, see the reply written in your brand's tone, and it is only posted on Google when you answer "yes".
- Post an Instagram story from the IQ chat
In CustomIQ, posting an Instagram story from the IQ chat is not yet available. Once it is, you will ask "Post my latest image as a story on Instagram": the chat picks one image or one video, with no caption, shows you the time and publishes nothing until you answer "yes". A story lasts 24 hours.
- Approve Inbox messages from the IQ chat
In CustomIQ, approving Inbox messages from the IQ chat is not available yet. Today you do it from the Inbox. Once available, you'll say "approve the inbox drafts", see what each one sends, pick one, several or all, and they're only sent when you answer "yes".
- Reply to a conversation from the IQ chat
In CustomIQ, replying to a conversation from the IQ chat is not available yet. Today you do it from the Inbox. Once available, you'll say "reply to Ana: see you on Tuesday", see the message and who it goes to, and it's only sent when you answer "yes".
- Publish, edit or unpublish a landing from the IQ chat
In CustomIQ type "Publish my latest landing." in the IQ chat. It asks on which of your domains to publish it, reply with the number, and confirms the landing and the domain at no cost. Nothing is published or changed until you answer "yes". From the chat you can also unpublish, edit or undo a landing.
- Create a new landing from the IQ chat
In CustomIQ type "Create a landing for my GEO positioning service." in the IQ chat. It asks who the landing is for, what it offers and how many images you want, then shows the maximum cost. It is charged only once the landing is finished; if it fails, you pay nothing. It stays an unpublished draft.
- Turn on new-lead alerts from the IQ chat
In CustomIQ, turning on new-lead alerts from the IQ chat is not available yet. Today you do it by editing the segment. Once available, you'll say "notify me on WhatsApp when a lead comes in", pick the segment and who gets the alert, and it's only saved when you answer "yes".
- Change a lead's stage from the IQ chat
In CustomIQ, changing a lead's stage from the IQ chat is not available yet. Today you do it from Contacts, in the segment. Once available, you'll say "move Ana García to qualified", see the stage it leaves and the one it enters, and it only changes when you answer "yes".
- Move or cancel a scheduled post from the IQ chat
In CustomIQ, moving a scheduled post or cancelling it from the IQ chat is not available yet. Today you do it from the Calendar. When it is available, you will say "Move tomorrow's Instagram post to Friday at 10" or "Cancel Thursday's TikTok video", and nothing changes until you answer "yes". It is free.
- Schedule or publish a post from the IQ chat
In CustomIQ you can ask the IQ chat to schedule a post you already have, or publish it now, for example "Schedule my latest video on Instagram on Thursday at 6pm". The chat shows the post, the platform, the time and the copy, and nothing goes out until you answer "yes". Scheduling is free.
- Send a WhatsApp to a contact from the IQ chat
In CustomIQ, sending a WhatsApp to a contact from the IQ chat is not available yet. Today you do it from the inbox. When it is available, you will say "Send the welcome template to Ana García on WhatsApp", see the final text, and it only goes out when you answer "yes". Only to contacts who agreed to receive WhatsApp.
- Propose a WhatsApp template from the IQ chat
In CustomIQ, proposing a WhatsApp template from the IQ chat is not available yet. Today you do it from Templates. When it is available, you will say "Propose a WhatsApp template to remind the appointment", read the text, change it if you want, and it only goes to Meta for approval when you answer "yes". It is free.
- See how my month is going (results summary)
In CustomIQ type "How's my month?" in the IQ chat or press the "See how my month is going" action and you get a card with the period, a headline, the key indicators, the findings, the best-performing content, progress towards your goal and suggested actions. It is read-only and consumes no credits.
- Answer LinkedIn comments from the IQ chat
In CustomIQ, answering LinkedIn comments from the IQ chat is not available yet. When it is, you will say "Reply to my LinkedIn comments", pick the comment, see the proposed reply in your brand's tone, and it is only posted as your Page when you answer "yes". First you will need to reconnect your LinkedIn Page.
- Create a marketing plan with the IQ chat
In CustomIQ you ask for the plan by typing "Help me create a multichannel marketing plan for this quarter." in the IQ chat. The chat asks for what it is missing (goal, budget, timeframe), prepares brand and segment, shows you the strategy to approve, turns the plan into campaigns, produces the creatives and publishes when you approve.
- Run an A/B test of two Meta ads in the IQ chat
In CustomIQ, running an A/B test of two Meta ads from the IQ chat is not available yet. Once it is, you'll type "Run an A/B test of two ads in my campaign X" and the chat will compare two creatives for 7 days with Meta's test, at no cost to you.
- See in the IQ chat where your Meta ads run and who they reach
In CustomIQ, asking the IQ chat "Which placement works best for my campaign X?" is not available yet. Today type "How is campaign X doing?" to see its results. Once available, you'll see the spend and CTR of each ad in a Meta campaign by placement or by age and gender, free.
- Check in the IQ chat what's wrong in your Meta Ads account
In CustomIQ type in the IQ chat "Why isn't my ad running?", "Who changed my budget?", "Is my pixel working?" or "Why aren't my products showing?". The chat reads your Meta account and gives you Meta's reason, who made each change, each pixel event's match quality or your catalog's problems, free of charge.
- Create a Meta lookalike audience in the IQ chat
In CustomIQ, creating a Meta lookalike audience from the IQ chat is not available yet. Once it is, you'll type "Create a lookalike of my customers" and the chat will create in Meta the 1% of Spain's population most like them, free and without adding it to any campaign.
- See pending improvements and what changed in my campaigns from the IQ chat
In CustomIQ type "What improvements do you have pending?" in the IQ chat to see the optimizer's unapplied proposals on Meta and Google, "What changed yesterday?" for the Meta daily review and "Did the changes work?" for the 7- and 30-day result of applied changes. They are read-only, free and apply nothing.
- Reply to everything pending from the IQ chat
In CustomIQ, asking the IQ chat to "reply to everything pending" is not available yet. Today you see it in the Inbox and in Reviews. Once available, the chat will count what's waiting for an answer and give you a button to start with each one; nothing is sent without your "yes".
- Refresh a campaign's research
In CustomIQ type "Refresh the research for my campaign." in the IQ chat: you choose the Meta campaign, confirm and the chat researches your sector's ad trends again so the next creatives start from recent data. It is charged like a campaign creation, only after you confirm.
- Check and change a sequence from the IQ chat
In CustomIQ you ask the IQ chat about a sequence in your own words, for example "Were the first emails of the unqualified sequence sent?", and it shows its status, contacts and steps. To change, launch or pause it, the chat shows what changes and how many contacts it affects, and only applies it when you answer "yes".
- Create a single campaign without the monthly plan from the IQ chat
In CustomIQ creating a single paid campaign without the monthly plan from the IQ chat is not available yet. Today, if you ask "Create an ad campaign on Meta.", the IQ chat prepares a plan that may also include organic content; you can remove what you don't want from the plan before approving it.
- Ask the IQ chat for a weekly review
In CustomIQ, the weekly review from the IQ chat is not available yet. Today you ask for each part on its own: "How's my month?", "What should I do with my ads?" and "Which leads came in?". Once available, you'll type "weekly review" and get the three cards together, free.
- What you can ask the IQ chat
In the CustomIQ IQ chat you can create a marketing plan, create ad campaigns on Meta, Google Ads, LinkedIn or TikTok, create organic content (image, video or carousel) for Instagram, TikTok or LinkedIn, add creatives, optimize campaigns, run retargeting, see how your month is going and connect accounts. Every action shows its cost first.
- Choose who a sequence reaches (stage, customers or landing)
In CustomIQ a sequence can go to the whole segment or only part of it: when you ask for it in the IQ chat you choose the audience (a stage such as "qualified", leads or customers only, or an origin landing). Before every send the contact is re-checked, and anyone who starts matching joins on their own.
- Create an automatic workflow (email and WhatsApp funnel)
In CustomIQ type "I want to create an automated workflow." in the IQ chat: you choose the segment, describe the funnel in your own words (what the contact receives and when, by email and WhatsApp) and confirm. The workflow lives in Agents and is charged only when you activate it.
- See leads, pending messages, what's scheduled and my connections from the IQ chat
In CustomIQ ask the IQ chat "Which leads came in?", "Do I have pending messages?", "What do I have scheduled?" or "What do I have connected?" and you get a card for the active brand: leads from the last 7 days, replies to approve, upcoming posts or each connection's status. It is read-only and free.
Campaigns
- Add a product collection to a Meta or Google campaign
In CustomIQ you add a product collection to a Meta or Google campaign by typing "Add a product collection to my campaign." in the IQ chat. The agent asks which campaign, which collection and the format (generated creatives, native catalog or both); it generates one creative per product, between 1 and 10, and only charges when you confirm.
- Create a campaign manually from Campaigns
In CustomIQ you can create a campaign without the IQ chat: in Campaigns click Add Campaign, choose Business and what you sell, pick a paid or organic goal, then set the name, product, segment, channels and KPI. Saving charges the creation fee; you then review the strategy, approve the budget and deploy.
- Daily digest: what changed and what you should do
In CustomIQ the Daily digest is the Campaigns tab that summarises, every day, what changed in your active campaigns and what you should do: rises or drops in results, paused campaigns and pending proposals. You do not request it in the chat; it is generated on its own and you check it in the dashboard whenever you want.
- The paid campaign detail in Campaigns
In CustomIQ every paid campaign in Campaigns opens a detail with steps: Strategy, Budget (Keywords on Google), Creatives, Review or Audience and Launch, plus the live panel once deployed. The status label takes you to the step that is waiting, the banner says what to do next and every locked step explains why. Nothing is charged without your confirmation.
- Add a new search ad to a published Google campaign
In CustomIQ you type "Add an ad to my Google campaign." in the IQ chat, pick the campaign and the ad group and say what to highlight. The chat proposes new headlines and descriptions; press Review to edit them, which costs 1 credit, and the ad is only created in Google Ads when you approve it.
- Connect Google Ads to CustomIQ
In CustomIQ you connect Google Ads from the Connections page: click the Google Ads card, sign in with the Google account that manages your ad account, choose the Google Ads account and confirm the permissions. You can also open the dialog from the IQ chat with "Connect an account" or from the card the agent shows while preparing a campaign.
- Create a Google Ads campaign (search / SEM)
In CustomIQ a Google Ads campaign is created from the IQ chat: type "Create an ad campaign on Google Ads.", the agent asks for goal, offer and budget, researches and groups keywords, writes the ads and leaves everything in Campaigns, where you review keywords and ads, see the cost preview, approve the budget and deploy.
- Approve the budget and deploy a Google Ads campaign
In CustomIQ you deploy a Google Ads campaign from the Campaigns page: with keywords and ads approved, review the cost preview, approve the budget and click deploy. CustomIQ creates the campaign, ad groups, keywords and ads in your Google Ads account and marks it active.
- Add negative keywords to a Google Ads campaign
In CustomIQ the negative keywords of a Google Ads campaign come from its optimization: the analysis reviews the real search terms and proposes negatives, and you apply them with one click in Optimization proposals. The campaign detail in Campaigns lists the active negatives and what each applied change did.
- Optimize a Google Ads campaign with improvement proposals
In CustomIQ you optimize a Google Ads campaign by typing "Optimize my ad campaign on Google." in the IQ chat: you pick the campaign, confirm the analysis (1.5 times the Meta price; the amount is shown first), the agent proposes budget, negative and ad changes and applies the ones you confirm. Proposals stay in Optimization proposals.
- See the results of a Google Ads campaign
In CustomIQ a deployed Google Ads campaign opens in Campaigns with its status, its ad groups and keywords, the active negative keywords and what each applied change did. Clicks, impressions and cost are in Google Ads, which opens from the "···" menu; the leads it brings appear in Analytics, under Funnel.
- Retargeting on Google Ads: reach your visitors again
In CustomIQ you create Google Ads retargeting by typing "I want to run retargeting for my campaigns on Google." in the IQ chat: you pick the cold source campaign, confirm, the agent prepares the retargeting campaign with its creatives, you review them and publish. The campaign appears in Campaigns with its results like any other.
- Review keywords and ads of a Google Ads campaign
In CustomIQ you review a Google Ads campaign in its Details: approve the keywords, discard the groups you do not need in Creatives, review the ads and check the cost preview. Do it before approving the budget, which generates and charges the landing pages and images of every active group. Nothing reaches Google until you deploy.
- Google Shopping with your product collections (Merchant Center)
In CustomIQ you send a product collection to Google Merchant Center and launch Google Shopping and Search campaigns from it. Pick your Merchant Center account in General settings, press "Sync to Google" on the collection, then "Launch strategy". It is not yet available on every account: it is rolling out gradually.
- Add a new ad to a published LinkedIn campaign
In CustomIQ, adding a new ad to a LinkedIn campaign that is already published from the IQ chat is not available yet. Today a LinkedIn campaign's ads are decided before it is published, in its detail in Campaigns; once it is published you can pause it, resume it or change its budget.
- Connect LinkedIn Ads to CustomIQ
In CustomIQ you connect LinkedIn Ads from the Connections page: click the LinkedIn Ads card, sign in to LinkedIn, choose the Campaign Manager ad account and confirm the permissions. You can also open the dialog from the IQ chat with "Connect an account". The ads connection is separate from the LinkedIn page used for organic content.
- Create a LinkedIn Ads campaign
In CustomIQ a LinkedIn Ads campaign is created from the IQ chat: type "Create an ad campaign on LinkedIn.", the agent asks for goal, professional audience and budget, generates the ad images and copy and leaves them in Campaigns, where you review them, approve the budget and deploy. You can also create it by hand with Add Campaign in Campaigns.
- Review, approve and deploy a LinkedIn Ads campaign
In CustomIQ you deploy a LinkedIn Ads campaign from the Campaigns page: open the campaign, review the generated images and copy, approve the budget and click deploy; CustomIQ publishes it to your Campaign Manager account paused. It spends nothing until you activate it, in Campaign Manager or by asking the IQ chat.
- Optimize a LinkedIn Ads campaign with improvement proposals
In CustomIQ you optimize a LinkedIn Ads campaign by typing "Optimize my ad campaign on LinkedIn." in the IQ chat: you pick the campaign, the agent analyses each segment and format, proposes concrete changes and applies only the ones you confirm. The analysis consumes credits; if the campaign has not spent yet, nothing is charged.
- See the results of a LinkedIn Ads campaign
In CustomIQ you see a LinkedIn campaign's results by opening it in Campaigns: its page shows spend, impressions, clicks, CTR, leads and cost per lead for the last 7 or 30 days, who fills in the form by job function and seniority, the structure of campaigns and ads with LinkedIn's review, and optimization.
- Add a new creative to an active Meta campaign
In CustomIQ you add a creative to an active Meta campaign from the IQ chat: type "Add an image creative to my Meta campaign." (or de vídeo, or de carrusel). The agent asks for campaign, product, ad set and format, shows the proposal (angle, copy, what it will show) and only generates it when you say "generate".
- Connect Meta Ads (Facebook and Instagram) to CustomIQ
In CustomIQ you connect Meta Ads from the Connections page: click the Meta Ads card, sign in with your Facebook account, choose the ad account and confirm the permissions. You can also do it from the IQ chat with the "Connect an account" button, or when the agent shows you the connection card while preparing a campaign.
- Create a Meta Ads campaign (Facebook and Instagram)
In CustomIQ a Meta Ads campaign is created from the IQ chat: type "Create an ad campaign on Meta.", the agent asks for goal, audience, offer and budget, researches competitors, generates the creatives and leaves them in Campaigns, where you review them, approve the budget and deploy. You can also create it by hand with Add Campaign in Campaigns.
- Approve the budget and deploy a Meta campaign
In CustomIQ you deploy a Meta campaign from the Campaigns page: with the creatives approved, review the proposed budget, approve it and click deploy. CustomIQ creates the campaign, ad sets and ads in your Meta account, which starts charging you the ad spend; in the dashboard the campaign becomes active.
- Optimize a Meta campaign with improvement proposals
In CustomIQ you optimize a Meta campaign by typing "Optimize my ad campaign on Meta." in the IQ chat: you pick the campaign, the agent analyses its results (the analysis consumes credits and shows the amount first), proposes concrete changes and applies the ones you confirm. The proposals also stay in the Optimization proposals tab of Campaigns.
- See the results of a Meta campaign
In CustomIQ you see the results of a Meta campaign by opening it on the Campaigns page, where its metrics synced from Meta are shown; Analytics gives you the aggregated view across every channel, and in the IQ chat "How's my month?" gives a conversational read of what works and what should change.
- Retargeting on Meta: reach people who already know you
In CustomIQ you create Meta retargeting by typing "I want to run retargeting for my campaigns on Meta." in the IQ chat: you pick the cold source campaign, confirm, the agent generates creatives aimed at people who already interacted, you review them and publish. The retargeting campaign appears in Campaigns like any other, with its results.
- Review and approve the creatives of a Meta campaign
In CustomIQ you review the creatives of a Meta campaign on the Campaigns page: open it, check each creative with its copy, approve the good ones and regenerate the rest. You can also do it in the chat by typing "I want to review the creatives of my campaign.". Nothing is published until you approve and deploy.
- The organic goal detail in Campaigns
In CustomIQ every organic goal on the Campaigns page opens a detail with tabs: Summary, Content, Strategy, Hashtags (Instagram and TikTok only) and Linked. You see progress towards your targets, which pieces are scheduled, published, pending approval or failed, and from the same detail you can approve, republish, pause, resume, retry the strategy or duplicate the goal.
- The Campaigns page: what it shows and what you can do
In CustomIQ the Campaigns page is the list of all your paid and SEO campaigns: for each one you see its status and open it to review creatives, approve the budget, deploy and check results. Campaigns are created from the IQ chat; the Campaigns page is where you review and approve them afterwards.
- Optimization proposals: accept or discard changes
In CustomIQ the Optimization proposals tab gathers, in one list, every change the agent proposes for your active Meta and Google campaigns: each proposal explains its reason and you apply or discard it with one click. You only pay when you request an analysis; viewing and applying proposals costs no credits.
- Sequences: automated multi-step campaigns
In CustomIQ a sequence is an automated multi-step campaign (for example, a series of emails or messages sent according to what each contact does). The Sequences tab, inside Campaigns, lists your sequences and their status; opening one shows its steps and results. They are created from the marketing plan you prepare in the IQ chat.
- Add a new video to a published TikTok campaign
In CustomIQ, adding a new video to a TikTok campaign that is already published from the IQ chat is not available yet. Today you can review, change and add videos to a TikTok campaign before publishing it with "Review creatives", or republish it from its detail in Campaigns, which creates a new campaign.
- Connect TikTok Ads to CustomIQ
In CustomIQ you connect TikTok Ads from the Connections page: click the TikTok Ads card, sign in to TikTok for Business, choose the ad account and confirm the permissions. You can also open the dialog from the IQ chat with "Connect an account". The TikTok Ads connection is separate from the organic TikTok one.
- Create a TikTok Ads campaign
In CustomIQ a TikTok Ads campaign is created from the IQ chat: type "Create an ad campaign on TikTok.", the agent asks for goal, audience and budget, generates the ad videos and copy and leaves them in Campaigns, where you review them, approve the budget and deploy. You can also create it by hand with Add Campaign in Campaigns.
- Review, approve and deploy a TikTok Ads campaign
In CustomIQ you deploy a TikTok Ads campaign from the Campaigns page: open the campaign, review the generated videos and copy, approve the budget and click deploy; CustomIQ publishes it to your TikTok for Business account and marks it active. Nothing is published until you deploy.
- See the results of a TikTok Ads campaign
In CustomIQ a deployed TikTok Ads campaign opens in Campaigns with the structure created on TikTok, campaign, ad group and ads, each with its status. Impressions, views, clicks and cost are in TikTok Ads Manager, which opens from the campaign; the leads it brings appear in Analytics, under Funnel.
Content
- Generate images with AI
In CustomIQ you create AI images in Studio · Images → Create: choose the channel, campaign and composition, describe the idea, check the cost and confirm. If the generation fails, we refund the credits automatically. In the Gallery you edit them with AI and publish them to six networks. You can also ask in the chat: "Create an organic image for Instagram.".
- Generate videos with AI
In CustomIQ you generate AI videos in the IQ chat, by typing "Create an organic video for TikTok." and choosing the style before confirming, or from the Studio Video generator, where you describe the video and produce it with voice and, if you want, a talent or your digital twin. Videos are stored in Posts.
- Create blog articles
In CustomIQ blog articles are created in two ways: in the IQ chat, when the marketing plan includes blog or SEO and the agent writes and schedules them, or from the Studio Article generator, where you choose the topic and keywords and generate right away. Articles are managed in Blogs and published on your hosted blog or on WordPress.
- Connect WordPress
In CustomIQ WordPress is connected from the IQ chat, not from Connections: when a plan needs to publish on your website, the agent asks for your WordPress URL and an application password and checks the access. To sync pages and landings with Elementor, also install the CustomIQ helper plugin the chat provides.
- Create documents
In CustomIQ documents are created from the Studio Document generator: you describe the document (a guide, a catalog, a proposal), the agent writes and lays it out with your brand and it lands in Documents, where you download it or share it with a public link. The IQ chat includes them when a plan needs a lead magnet.
- Emails and email sequences
In CustomIQ you create email campaigns from the dashboard: the Email generator produces a campaign with your brand, variants and templates; in Emails you send a test and schedule a normal or progressive send; and in Sequences you build automatic chains of several emails.
- Organic content for Facebook
In CustomIQ organic content for Facebook is not available yet: the IQ chat launcher shows it as coming soon and it cannot be picked as a channel. In the meantime you can create organic images, videos and carousels for Instagram, TikTok and LinkedIn from the chat or from the Studio generators.
- Hosted blog on CustomIQ or WordPress
In CustomIQ you can publish articles on a blog hosted by CustomIQ (a subdomain such as your-brand.blogs.customiq.ai, with sitemap, RSS and structured data) or on your connected WordPress. Create the hosted blog in Blogs, or answer "host it on CustomIQ" when the IQ chat asks; for WordPress, choose it as the destination when generating articles.
- Use a custom domain on a landing
In CustomIQ a landing can be published under your own domain: add the domain in Settings, Integrations, Custom Domains, copy the DNS records it shows to your provider and verify it; then pick it in the landing's Custom Domain field. The landing is served from your domain and CustomIQ notifies search engines of the new address.
- Add a landing to the WordPress menu
When you publish a landing to WordPress from Landings, "Menu placement" lets you choose one of the site's menus and the entry the page goes under, including custom items that are not pages. The entry stays hidden while the page is scheduled. It needs the CustomIQ plugin 2.6.0 and an Administrator user.
- Create a landing page
In CustomIQ a landing is created in two ways: in the IQ chat, when the plan includes a landing and the agent designs it with your brand and your offer, or from the Studio Landing generator. Landings are edited in natural language from Landings and published on a CustomIQ subdomain or on WordPress.
- Organic content for LinkedIn
In CustomIQ organic content for LinkedIn is created from the IQ chat by typing "Create an organic image for LinkedIn." or with the "Create organic content" launcher; the agent generates the image and leaves it in Posts to be scheduled from Calendar. Organic video for LinkedIn is not available yet.
- Create organic content for Instagram and TikTok
In CustomIQ organic content for Instagram and TikTok is created from the IQ chat: tap "Create organic content" or type "Create an organic image for Instagram.", pick the format, scope and platform, confirm, and the agent generates the piece. You can also use the Studio generators and schedule it in Calendar.
- Publish and schedule content
In CustomIQ generated content is scheduled and published from the dashboard: in Posts you review each piece and in Calendar you choose date and time; the post goes out through the Instagram, TikTok or LinkedIn account connected in Connections. The IQ chat automatically schedules the pieces of a plan and those derived from already published articles.
- WhatsApp templates
In CustomIQ WhatsApp templates are managed on the WhatsApp templates page of the dashboard: there you see the message templates approved for your WhatsApp Business number and the ones your automations use. You need the WhatsApp Cloud API connection set up in Connections; the IQ chat does not create templates.
SEO and GEO
- AI Visibility (GEO): know whether ChatGPT, Gemini or Perplexity cite your site
In CustomIQ the "AI Visibility" tab of Analytics shows, per SEO campaign, the share of answers in which each AI engine cites your site for the campaign's questions. Open Analytics, pick the SEO campaign, read the report and launch a probe from the tab's button; the estimated cost appears first and the real cost is deducted when it finishes.
- SEO audit of your site and your blog
The CustomIQ SEO audit reviews your commercial site and your blog as an automatic step of the SEO campaign, which is not available yet in the IQ chat. Once the campaign is on, the audit starts by itself after you say what to position and the segment, runs without you, and the IQ chat notifies you when it finishes.
- SEO campaign in CustomIQ
In CustomIQ the SEO campaign is not available yet: the IQ chat launcher shows it as "Available very soon". Once it is on, the IQ chat will ask what to position (commercial site or blog), segment, offer and keywords, audit the site and the blog without you, propose a content plan and implement it after your review.
- Connect Google Analytics 4 (GA4)
In CustomIQ GA4 is connected from Connections, in the Google card: sign in, choose the Google Analytics account and property of your site and authorize access. From then on Analytics brings in GA4 visits and conversions next to campaign results, and landings and blogs hosted on CustomIQ can send their events to that property.
- Connect Google Search Console
In CustomIQ Google Search Console is connected from Connections, inside the Google connection, if the option is available in your account. Open Connections, enter Google, sign in with the account that manages your site's property and authorize access; from then on CustomIQ SEO can read the queries and pages Google already knows for your site.
Conversations and results
- Analytics: see the results of your campaigns and your site
In CustomIQ results are shown in Analytics: tabs per paid campaign, GA4 data if you connected it and AI Visibility for SEO campaigns. For a quick summary type "How's my month?" in the IQ chat and it tells you which channels work and what to adjust. Analytics is the full view; the IQ chat, the short read.
- Channel agents and automatic workflows
In CustomIQ channel agents attend a segment over WhatsApp or email and workflows chain automatic steps. Create an agent from Segments with "Create agent" and manage it in Agents; for a workflow type "I want to create an automated workflow." in the IQ chat, choose the segment, describe the funnel and confirm. It is charged when activated.
- Contacts and leads: import, find and export them
In CustomIQ your contacts live in segments. Import them with the import icon on a segment, by hand or from a CSV with a checked preview, then open the Contacts tab to see every lead and customer from all channels, filter by segment, landing page, source or date, open a profile and download the list as CSV.
- Connect your Google Business Profile to CustomIQ
In CustomIQ you connect your Google Business Profile from General settings, Integrations tab: press the Google Business Profile card, sign in with the Google account that manages your listing and pick this brand's listing. From then on CustomIQ imports its reviews and can publish posts to it.
- Create a new Google Business listing from the IQ chat
In CustomIQ creating a new Google Business listing from the IQ chat is not available yet: the "Create Google Business listing" card shows as disabled. If you already have a listing, connect it in General settings to manage reviews and posts. Once active, the IQ chat will ask for name, address, phone, website and category.
- Reply to Google Business reviews from CustomIQ
In CustomIQ the Reviews page shows the reviews of your Google listing once it is connected in General settings. CustomIQ imports them, drafts a reply with AI that goes through the compliance check, and when you press "Approve & publish" the reply is published on Google with your permission.
- Inbox and comments
In CustomIQ the Inbox gathers the conversations of your connected channels and the Comments page shows the comments on your social posts with AI-suggested replies. Open Inbox to read and answer, enter Comments to moderate and reply, and use Inbox settings to enable channels and the AI response mode.
- Learnings: the rules every piece of your content follows
In CustomIQ, Learnings is your brand's rulebook: DO and AVOID rules that every generator follows, from images and captions to ads, emails and landing pages. Rules are learned from your calendar notes and chat feedback, or you add them yourself with Add rule, choose what they apply to, and retire them when they stop making sense.
- Lead alerts per segment
In CustomIQ each segment can have alert recipients: when a landing or a form of that segment receives a lead, those people get an email with the details. In Segments press Edit on the segment, turn on Notify by email under New lead alerts, add the recipients and save; every new lead is then announced.
- Lead-stage workflows with WhatsApp agents
In CustomIQ you can run one workflow per lead stage: that stage's WhatsApp agent opens the conversation, researches the contact's website and gives them something useful; if they go quiet it retries twice, then moves to a weekly email alternating segment articles and a sales message. When the stage changes, the lead moves to the next workflow.
- WhatsApp Assistant: choose how much the AI can do
In CustomIQ the WhatsApp Assistant decides, per brand, how much the AI does before you approve. In Manual the AI is off and you answer every message. In Hybrid it drafts every reply from your approved Knowledge Base facts, and nothing is sent until you approve it. Auto is not available yet, and some sectors always require approval.
- Connect your WhatsApp number
In CustomIQ you connect WhatsApp from Connections with the "Connect with Meta" button: you log in with Facebook, pick your number and CustomIQ sets up the rest. If you already use that number in the WhatsApp Business app, tick that option and you keep using the app on your phone while CustomIQ sends and receives messages with the same number.
FAQ
- I cannot see my campaign in Campaigns
In CustomIQ a campaign created in the IQ chat appears in Campaigns as soon as it exists, but it may still be generating creatives or waiting for your budget approval. Open Campaigns and check its status; if it is missing, check in the IQ chat whether the process finished and in Connections whether the ad account is connected.
- My campaign shows as removed or paused on Meta
In CustomIQ a campaign deleted in Meta Ads Manager shows as "Removed on Meta" in Campaigns after the two-hourly sync: its data stays read-only and it accepts no new creatives or optimizations. A campaign paused on Meta shows as "Paused" and can be resumed. After a deletion, type "Create an ad campaign on Meta." in the IQ chat.
- My connection expired or shows as disconnected
In CustomIQ an expired connection is reconnected from Connections: open the platform's card, press connect again and sign in with the same account to renew the permissions. You can also use the "Connect an account" card in the IQ chat launcher, which opens the same dialog. Until you reconnect, posts and deployments on that channel stay blocked.
- Delete my data or my account
In CustomIQ you request data deletion from the public data deletion page, linked in the website footer and in the privacy policy: enter your email, confirm the request from the link you receive and the deletion completes within thirty days at most. Before that you can disconnect your networks from Connections and review your account in My account.
- Instagram does not publish or asks for permissions
In CustomIQ Instagram publishes through the Meta connection, which needs a professional Instagram account linked to a Facebook Page and every permission granted. If a post fails because of permissions, click "Connect Instagram + Facebook" in Connections, choose "Edit settings" in the Facebook window and tick the account and the Page again; then repeat the post.
- I do not have enough credits
In CustomIQ, when a step is about to spend more credits than you have, the IQ chat shows a card with your balance, the amount needed and the shortfall, and pauses until you top up. Open Billing and credits, add balance and return to the IQ chat to continue from the same step; nothing is charged until you confirm.