Getting started & onboarding

Start Assisted Onboarding: Your Setup in 5 Minutes

The Assisted Onboarding is a guided flow that starts automatically after your registration in MarkettAI. Its objective is to configure all essential parameters so that our Artificial Intelligence can launch and optimize your first campaigns.

This process is designed to be quick, secure, and with minimal friction, assisting in the creation of Meta Ads accounts if necessary. Below, we present the complete flow of the process.

Before starting the 3-step flow, the system will ask you to select the interface language (Spanish or English) to configure all application text. Following this, you will see the welcome view, which will present you with a brief summary of MarkettAI's benefits and invite you to begin the process.

Diagrama de flujo que ilustra las 3 etapas del proceso de Onboarding Asistido: 1) Datos de Negocio, 2) Conexión con Meta, 3) Preferencias. Conecta estos pasos con una flecha final que indica el acceso al dashboard de MarkettAI.

Setup Flow: The 3 Essential Steps

  1. Essential Business Data (Brand and AI)
  2. Meta Connection (Accounts and Permissions)
  3. Define Your Preferences (Mode and Theme)

Important Note about Usage Mode

The operation mode (Manual Mode for Starter or Total Delegation for Pro/Master) is automatically set based on your subscription plan. Onboarding will only ask you to set the Knowledge Mode (Guided or Expert) to customize the interface.

Captura de pantalla de la aplicación MarkettAI mostrando el Paso 1 del Onboarding, donde el usuario introduce la URL del sitio web y rellena los datos de marca como el tipo de negocio, la voz/tono y la paleta de colores.