Setting Up Your AI-Powered Social Media Ad Software for Lead Generation

Set up is pretty easy for lead Generation. Once your account is built, you will get an email to verify your account. Usually, it's 24-48 hours after payment to receive that email. Once you are in, it's best to add a credit card if you want to use more features of the software besides the AI Ads. It's located in Settings, Billing. Add your credit card. If you are just using the AI Ads, it's not needed.

After that, you will need to click on the AI Ads on the side tab in the main screen. You will have to fill out company name. Once in, we have to connect your Facebook ad account in the Connected Accounts section on the right in blue. You can add other social media platforms to advertise on.

Once connected, go to Brand Context on the top tab and Brand Info. Enter in your website and press "Get data from Website" button on the right. It will fill in your brand info. You can scroll down and enter the area you want to advertise if it will stay the same the whole time. Add any missing information. Click on Products/Services. Click Add from website on the left to add services. If you don't have a website, we can enter your Brand Info by hand. You do need a social media accounts and ad accounts.

You are ready to create Social Media Ad Campaigns. See the steps below.

Platform Onboarding Instructions for Lead Generation

1. Account Activation

After completing payment, your account will be provisioned and you will receive a verification email within 24–48 hours. Please follow the instructions in the email to confirm and activate your account.

2. Billing Configuration (Optional)

To unlock full platform functionality beyond the AI Ads module, it is recommended to add a valid credit card.

- Navigate to Settings > Billing

- Click Add Credit Card and enter your payment details

Note: If you intend to use only the AI Ads feature, adding a credit card is not required.

3. Accessing AI Ads Module

Once logged in:

- Select AI Ads from the left-hand navigation panel

- Enter your company name when prompted

- Proceed to the Connected Accounts section (located on the right, highlighted in blue)

- Link your Facebook Ad Account and optionally connect additional social media platforms for multi-channel advertising

4. Brand Context Setup

- Go to Brand Context > Brand Info

- Input your website URL and click Get Data from Website (located on the right)

→ This will auto-populate your brand information

- Scroll down to specify your target advertising region (if consistent across campaigns)

- Manually complete any missing brand details

5. Product/Service Integration

- Click on Products/Services

- Select Add from Website (left-hand panel) to import service offerings

- If no website is available, brand information can be entered manually

Note: A connected social media account and ad account are required to proceed.

6. Campaign Deployment

Once setup is complete, you are ready to launch and manage social media advertising campaigns directly from the platform. See the video below on how to create the Campaigns.