Getting started & onboarding
Filling in your profile from a PDF of your business
If you have your service menu, your price list or a brochure as a PDF, you can upload it and Markettai will suggest changes to your strategic profile (see «Your strategic profile: the record the AI uses») based on what it says: what you offer, the products or services you promote, what sets you apart and who you are speaking to.
It is in your profile, in the “About your business” block. On mobile, inside “Brand Profile”. Tap “Upload a PDF” and choose the file.
These are the limits: PDF only, 10 MB at most and 30 pages at most, and five documents every 24 hours. There is also a daily maximum of reads across all businesses: if it is reached, we will ask you to try again the next day, even if you have not used your five. A password-protected PDF cannot be read: upload an unprotected copy. It does not use AI credits, on any plan.
Reading takes a little while, so it carries on in the background and you can keep using the app. You can follow it in the notifications bell; when it finishes, “View suggestions” takes you to your profile. If the document brings nothing new, the bell tells you so.
The suggestions appear in “Suggestions for your brand profile”, like the others: the text before, the text now and the sentences from the document they come from, with their page. You decide whether to apply or discard each one; nothing changes in your record unless you accept it. If you change that field of your record before deciding, the suggestion is withdrawn when you apply it, so it does not overwrite what you wrote.
We only keep the file while we read it, and we delete it when we finish. If the reading fails, it is deleted on its own later, with nothing for you to do. From it, we only keep the sentences that come with each suggestion.