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

Vaizle brings your marketing data and the context around it into one place, so you can analyze performance, investigate problems, research competitors, build reports, create plans, and set up repeatable marketing workflows.

There are two main ways to work in Vaizle:

• Chat is for flexible work such as analysis, reporting, audits, research, planning, and creative reviews.
• Agents are for specific workflows you want Vaizle to carry out in a defined way, either manually or on a schedule.

You can start with just one account and add more data, context, and workflows as you go.

Let’s get started.

1. Finish the onboarding process

When you first set up Vaizle, start by connecting any one marketing account you want to work with.

You only need one account to complete the initial setup. Once it is connected, Vaizle will take you directly into your first Chat with that account already available.

You can start working immediately and add more accounts, platforms, or context later from inside Vaizle.

2. Explore your first Chat

Your first Chat is a good place to explore how Vaizle works.

You can ask questions about your data, investigate changes, review performance, find opportunities, run an audit, or work through another marketing task.

You can write your own request or use the Prompt Library if you need ideas for where to begin.

3. Connect more of your marketing accounts

Once you are inside Vaizle, you can connect the rest of the marketing accounts you want to work with.

Simply, go to Accounts from the left-side navigation. Here, you can view the different platforms available inside Vaizle and connect the accounts relevant to your marketing work.

These can include your advertising, analytics, search, social, ecommerce, and other supported marketing sources.

Remember, you do not need to connect everything at once. You might connect the accounts you need right now and come back later when another platform becomes relevant to your work.

Once connected, these accounts become available to use across your Chats and workflows in Vaizle.

4. Set up your Context

Next, go to Context from the left-side navigation.

This is where you can give Vaizle more information about the business it is working with.

Connected accounts provide the marketing data. Context helps Vaizle better understand the brand, the market, and how you want the work to be approached.

Depending on what you need, you can add things such as:

• Your website or relevant webpages
• Information about your brand
• Competitor websites and other supported competitor sources
• Guidance Vaizle should follow while working
• Email addresses you want to use for scheduled outputs
• Google Sheets you want Vaizle to work with

Use Guidance for instructions Vaizle should remember

Inside Context, you can also set up Guidance.

Guidance lets you provide instructions, preferences, or business information that Vaizle should keep in mind while working.

This can be useful when there are things about your brand, reporting process, priorities, or way of working that should consistently influence the output.

Instead of repeating those instructions in every prompt, you can make them part of the context Vaizle works with.

5. Bring accounts and context into your Chats

Once you have connected more accounts or added Context, you can use them in the Chat you are already working in. The Chat box gives you options to add the accounts and context relevant to that conversation.

This means you can start with a simple Chat and expand what Vaizle is working with as the task develops.

You do not need to create a new Chat every time you connect another account or add more context.

If the new information belongs to the same piece of work, simply bring it into the existing Chat.

6. Create separate Chats for different kinds of work

You can also create a new Chat whenever you want to keep a task separate.

Different Chats can use different combinations of accounts and context depending on what you are working on.

For example, you might keep separate Chats for:

• Reporting
• Performance analysis
• Competitor analysis
• SEO
• Creative analysis
• A particular brand, client, or project

There is no fixed way you have to organize your Chats.

The idea is simply to keep related work together and give each Chat access to the information it needs.

7. Use Agents for defined workflows

Chats are useful when you want to explore, investigate, or work through something interactively.

When you already know the workflow you want Vaizle to follow, you can use an Agent.

An Agent can bring together the accounts, context, instructions, and steps required for a particular task and follow that workflow for you.

Agents are useful for repeatable work such as reporting, monitoring, analysis, creative reviews, competitor research, and other marketing processes that follow a defined structure.

Depending on the workflow, an Agent can also run on a schedule and send its output to places such as email or Google Sheets.

You can start with an available Agent template or set up a workflow based on your own process.

A simple way to think about it is:

Use Chat when the work is flexible.

Use an Agent when the workflow is defined.

You’re ready to get started

That’s all you need to get Vaizle set up.

To recap:

1. Connect one account and complete onboarding.
2. Explore your first Chat and start working with your data.
3. Use Accounts to connect more of the marketing platforms you need.
4. Use Context to add information about your brand, competitors, Guidance, and output destinations.
5. Bring the relevant accounts and context into an existing Chat as your work develops.
6. Create separate Chats when you want to organize different types of marketing work.
7. Use Agents when you have a defined workflow you want Vaizle to run or repeat.

You do not need to configure everything before you begin.

Start with what you need today, and build your Vaizle workspace as your work grows.

Still have questions?

If you need help connecting an account, setting up Context, working with Chat, or creating an Agent, our team is here to help.

Contact [email protected].