First steps in CustomIQ
Updated 2026-10-11
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.
Video tutorial
In the chat: type this phrase in the IQ chat
Help me create a multichannel marketing plan for this quarter.
What is the path to the first campaign?
Sign-up → 3-step assistant → plan → approve → connect accounts → review creatives → deploy. Everything happens in the IQ chat except the connections, which you can also prepare from Connections.
How do I start in the chat?
Right after signing in, the "Set up your AI strategy" assistant opens with three steps: your ideal customer, your brand (name, website or a new subdomain, logo) and your product or service with an indicative monthly budget. When you press "Create my plan", CustomIQ creates your conversation, your segment, your brand profile and your product, and seeds the first plan.
In the chat you will see the "Review your setup" card; fix anything wrong and press Continue. Within one or two minutes the STRATEGY card arrives: open it, ask for changes if you want and press "Approve and execute". If you already have an account and want another plan, type "Help me create a multichannel marketing plan for this quarter.".
What do I do from the dashboard?
Connect your accounts before deploying: Meta Ads, Google Ads, TikTok Ads or LinkedIn Ads and the social networks for organic content, in Connections. If a connection is missing, the chat itself asks for it with a card at the right moment.
Then review the generated creatives (approve, edit, regenerate or reject) and deploy the campaigns. They are created paused: the last step is always yours in Google Ads or Meta Ads Manager.
What do I need first?
Only your email. It helps to have your website URL, your logo and an idea of your monthly ad budget at hand. You receive welcome credits on sign-up to pay for the first segment and product.
What does it cost?
The first plan is paid with the welcome credits. Every later action shows its credit cost before running; the ad budget is charged in your ad account, not in CustomIQ.
Steps
- Create your account. Sign up at customiq.ai with your email or with Google and confirm the email if asked.
- Set up your business in 3 steps. Describe your ideal customer, your brand (website and logo) and your product or service; press Create my plan.
- Review and approve the plan. In the IQ chat confirm your data, open the strategy and press Approve and execute when it convinces you.
- Connect your accounts. Connect Meta Ads, Google Ads and your social networks in Connections before deploying.
- Review the creatives. Approve, edit or regenerate every generated asset; nothing is published without your approval.
- Deploy and activate. Press Deploy campaigns; they are created paused and you activate them in Google Ads or Meta Ads Manager.
Frequently asked questions
- How long until my first campaign is ready?
- About 15 minutes of real work from sign-up to deployment, plus background generation time.
- Do I have to wait while the assets are generated?
- No. Generation continues in the background; you can close and come back later, the chat shows the progress.
- What if I have no website?
- In step 2 of the assistant choose "Create one for me": CustomIQ builds your landing on a subdomain and uses it as the campaign destination.
Related
- The 3-step initial assistant (audience, brand and offer)What the "Set up your AI strategy" assistant asks on first sign-in and what it creates from your answers.
- What CustomIQ is and how it worksWhat CustomIQ does, which channels it covers and how you work with the IQ chat and the dashboard.
- Create a marketing plan with the IQ chatHow to ask for a multichannel marketing plan in the IQ chat, what it asks, how you approve it and what is charged at each step.
- Connect Meta Ads (Facebook and Instagram) to CustomIQHow to connect your Meta ad account (Facebook and Instagram) from Connections or from the chat, and what you need.