The two ways to work in CustomIQ, the IQ chat and the dashboard

1:40 · Published 2026-10-11

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.

Step-by-step guide: The two work modes, IQ chat and dashboardTry CustomIQ

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0:00Introduction

CustomIQ has two ways of working, the IQ chat and the classic dashboard. In this tutorial you'll see what each one is for and how to switch between them. The switch at the top changes mode. You can also press Control and full stop. Nothing is lost when you switch.

0:21IQ mode, the chat

IQ mode is a chat with your strategist. Start a new conversation. Tap an action to start, like creating an ad campaign, organic content or a marketing plan. Or simply write what you need. The strategist asks what's missing, proposes, and you approve. Your past conversations stay here, so you can pick any of them up again.

0:44Manual mode, the dashboard

Manual mode is the dashboard. Home shows your workspace at a glance. Your credit balance, your connections and any that need attention, and the approvals waiting for you. Quick actions take you straight to the most used pages.

1:00The sidebar

On the left, everything is grouped. Core holds your audiences and catalog, campaigns and the content studio. Engage holds the inbox, reviews and your agents. Measure holds analytics and the calendar. And Account holds connections, brand profiles, help and settings. From anywhere in the dashboard, Ask IQ opens the chat.

1:24Switching back

To go back, just switch to IQ. Use the chat to ask for things and approve them, and the dashboard to review everything in detail. Both work on the same data.

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