Create documents

Updated 2026-10-11

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.

Video tutorial

What is a document in CustomIQ?

A branded, laid-out piece (guide, catalog, proposal, checklist) you can download or share with a public link. It is managed in Documents.

How do I create it from the dashboard?

Open the Document generator, describe the document and its audience, and generate. The result appears in Documents, with its public link.

What about the chat?

The IQ chat has no guided process of its own for documents, but it uses them: when creating organic content it can offer a lead magnet, and inside a plan it can include a document as a supporting piece.

What do I need first?

A complete brand profile so the document uses your logo, colors and tone.

What does it cost?

Generation is deducted from your credits; the amount is shown before generating. Sharing the link is free.

Steps

  1. Open the generator. Go to Document generator and describe which document you want and for whom.
  2. Generate. The agent writes and lays out the document with your brand profile.
  3. Review in Documents. Open the document in Documents, review it and download it.
  4. Share. Use the document's public link on a landing, an email or a post.

Frequently asked questions

Can I use a document as a lead magnet?
Yes. When creating organic content in the chat, the "Lead magnet" step lets you offer a document in exchange for the contact.
Do documents carry my brand?
Yes. They use the brand profile (logo, colors, tone) you have configured.

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