Welcome to Vaizle! We’re glad you have chosen us for your next set of marketing tasks.

Vaizle’s AI agent is a conversational tool that knows your different marketing channels inside out, and can answer any question you have instantly. Think: ChatGPT, but specifically acting as marketing expert.

Keep an eye out for new features & integrations as we ship updates often.

That being said, let’s get started.

1: Connect & manage your accounts

When you sign in to Vaizle AI for the first time, you’ll see the onboarding screen.

Here, you can choose one account to begin with. Vaizle currently lets you connect different types of platforms, including:

• Meta Ad Account
• Google Ad Account
• Shopify Store
• Facebook Page
• Instagram Page
• YouTube Channel
• LinkedIn Page
• LinkedIn Ad Account
• Google Analytics Account
• Google Search Console Account

You do not need to connect every account at once. To get started, simply choose one account that you own, manage, or have access to.

For example, you can start with your Meta Ad Account if you want to analyze ads, your Google Analytics account if you want to understand website traffic, your Shopify store if you want to review sales, or your Instagram Page if you want to analyze social media performance.

2. Choose an account you own or have access to

To get started, select one self-owned account.

A self-owned account means an account that belongs to you, your business, your brand, or your team. You should also have the required access permissions for that account.

For example, if you want to connect an Instagram Page, make sure you have access to that page through Meta Business Suite. Similarly, if you are connecting an ad account, analytics property, store, or social profile, you should be logged in with the account that has the right access.

If you don’t see the account you want to connect, you may be logged in with the wrong platform account or may not have the required permissions.

3. Authorize and save your account

After choosing a platform, Vaizle will ask you to authorize access.

If you have already connected that platform before, you may directly see the list of accounts available to you. If not, you may need to log in and complete the authorization process first.

Once you see your accounts, select the one you want to connect and click Save.

That’s it. Vaizle will create your first AI chat for that account.

4. Start your first AI chat

Once your account is saved, your first AI chat is ready.

This chat is connected to the account you just added. That means Vaizle understands the account context and can answer questions using that account’s data.

You can ask any question related to that account. Vaizle will fetch and analyze the connected data to give you a clear answer.

5. Use the prompt library for ideas

If you’re not sure what to ask first, you can explore the Prompt Library.

The Prompt Library gives you ready-to-use question ideas. You can pick a prompt that matches your goal or use it as a starting point and customize it.

For example, you can use a prompt to analyze recent performance, understand changes, find improvement areas, or get recommendations.

You can also skip the prompt library and type your own question directly into the chat.

6. Ask follow-up questions

After Vaizle gives you an answer, you can continue the conversation.

At the bottom of the response, you may see suggested follow-up questions. You can click one of those suggestions or ask your own follow-up question.

This helps you go deeper without starting your analysis from scratch.

7. Set context for better answers

You’ll also see an option to Set Context inside the chat. This helps Vaizle understand your brand better.

You can add details such as your website, a specific webpage, competitor information, or custom guidance that you want Vaizle to follow.

For example, you can tell Vaizle how you prefer your answers, what type of business you run, or what kind of recommendations matter most to you.

Setting context is optional, but it can help Vaizle give more relevant and useful responses.

8. Create a new chat

After your first chat is created, you can create more chats anytime.

Click New Chat to start another conversation.

From there, you can choose another connected account or add a new account from a different platform.

For example, if you started with Meta Ads, you can later connect your Shopify store, Google Ads account, LinkedIn Ads account, Google Analytics property, or Google Search Console account.

Each chat can be connected to the account you choose, so your analysis stays organized.

10. You’re ready to start analyzing

That’s all you need to get started with Vaizle AI.

To recap:

1. Choose one account you own or have access to.
2. Authorize and save the account.
3. Vaizle will create your first AI chat.
4. Ask your first question.
5. Use follow-up questions or the prompt library to go deeper.
6. Create new chats and add more accounts whenever you need.

With Vaizle AI, you can turn your marketing, ecommerce, social media, search, and analytics data into clear answers through a simple conversation.

Still have questions?

If you need help connecting your first account or creating a new chat, our team is here to help.

Contact [email protected]