Contents
Omnipresent manual

How it works, step by step

Getting started, every module, how they work together, playbooks for your kind of organisation. Inside the app the same steps open as a checklist in the right pane, matched to the page you are on.

Getting started

Modules

Dashboard
Brand health, open alerts, what the agents did today, what waits for approval.
2 steps
Insights
Data quality, monetizable leads, direct contacts, reach and engagement on one screen, with forecast and potential.
4 steps
Master campaign
The orchestrator turns a brief into a wired plan of segments, topics, campaigns, automations and monitoring.
5 steps
Contacts & lists
One contact database per tenant, lists with consent, double opt-in, suppression and the consent ledger.
5 steps
Lead database & segments
The analyst scores every contact; segments are saved filters you can mail, export or sync.
3 steps
Data sources
Dock onto PostgreSQL, MySQL, SQL Server, HTTP endpoints and webhooks; rows are mapped and reconciled, the source stays where it is.
5 steps
Migrate from another system
Presets for Mailchimp, HubSpot, ActiveCampaign, Klaviyo, Brevo, CleverReach, Kajabi and generic CSV; the old status is respected.
2 steps
Funnels
Six worked marketing funnels with swappable stacks, a diagram, attribution map and setup checklist.
4 steps
Email campaigns
Block editor with agent help, simulation into test inboxes, review and approval, scheduling, channel routing and tracking.
5 steps
Campaign simulation
See what really arrives before it exists in the world.
1 steps
Automations
Welcome sequences, re-permission, sales follow-ups, cart recovery: triggered by events, built from templates.
3 steps
Topics & calendar
Topic lists with prepared prompts and an editorial calendar the writer fills.
3 steps
Content & approvals
Articles, landing pages, newsletters, social posts and press releases, reviewed before they go out.
2 steps
Blog & landing pages
Site engine on your subdomain or custom domain with the cookieless tracker built in.
3 steps
Social media
Connected accounts, scheduled posts, variants per platform.
4 steps
Channel board
Drag channels onto a board; each gets an inbox, a distiller for leads and connects, endpoints and an audience.
3 steps
Audience
Followers, fans, connections and subscribers per platform, importable, convertible into prospects.
3 steps
AI visibility
Be cited by answer engines: a /ki page, llms.txt and a weekly probe of whether models mention you.
3 steps
API handover
Publish what your service can do for an agent, with key request links, integration snippets and a free tier.
2 steps
Community inbox
Comments, DMs, mentions and reviews triaged by the reputation agent with drafted replies.
2 steps
Mailboxes
IMAP/POP3 mailboxes for the addresses you keep for platforms and small-group newsletters.
2 steps
Monitoring
Brands, domains, competitors and keywords across news, web, social and reviews; sentiment, crisis signals, alerts.
4 steps
Reputation
Review locations, rating widget with routing, mitigation of negative feedback, canned responses.
3 steps
Analytics & tracker
Cookieless tracker, goals, attribution capture, consent mode where third parties need it.
3 steps
Ads
Audiences from segments and prospects for Meta and Google; the allowed path for people without opt-in.
3 steps
Compliance assistant
Imprint, privacy policy, cookie scan, records of processing, data-subject requests, AI labelling.
2 steps
Integrations
Sending channels, sender domains with DKIM, social accounts, image generators.
4 steps
AI agents
Who the agents are, what they do, what they cost, and the run log.
2 steps
Settings
Brand profile and CI, agent policy, tenant, subscription, API keys, domains, client tenants.
3 steps
Support
Tickets with mail both ways; answers come inside the ticket and to your login address.
3 steps

How it fits together

Playbooks by organisation

Good practice

Reference