Quick Start Guide

Welcome to Iverton AI! This guide will help you get set up and start using the platform in just a few minutes.

Step 1: Sign Up & Login

1. Go to dashboard.ivertonai.com
2. Click Sign Up to create a new account
3. Enter your email, password, and company details
4. Verify your email address
5. Log in to your new account

tip

Use a business email for better deliverability when sending emails to clients.

Step 2: Complete Your Profile

After logging in, complete your profile setup:

1. Click your profile icon in the top right corner
2. Select Profile from the dropdown
3. Fill in your details:
   • Full name
   • Company name
   • Phone number
   • Timezone
   • Profile photo (optional)

Step 3: Add Your First Client

Clients are the foundation of Iverton AI. Each client has their own:

• Contact information
• Marketing campaigns
• Analytics data
• Invoices and billing

To add a client:

1. Click the Client Selector in the sidebar
2. Click + Add Client
3. Fill in the client details:
   • Company name
   • Contact person
   • Email and phone
   • Website URL
   • Industry
4. Click Save

Step 4: Connect Integrations

Connect your marketing platforms for unified management:

Google Analytics

1. Go to Settings → Integrations
2. Find Google Analytics and click Connect
3. Sign in with your Google account
4. Select the properties to connect

Social Media

1. Navigate to Social Media in the sidebar
2. Click Connect Accounts
3. Choose the platforms (Facebook, Instagram, LinkedIn, etc.)
4. Authorize the connections

Email Provider

1. Go to Email Marketing → Settings
2. Configure your email provider (SendGrid, Resend, or Mailchimp)
3. Add your API keys
4. Verify your sending domain

Step 5: Explore the Dashboard

Your dashboard is now ready! Here's what you can do:

Section	What You Can Do
Overview	See KPIs and performance at a glance
CRM	Manage contacts and sales pipeline
Email Marketing	Create and send email campaigns
Social Media	Schedule posts and track engagement
Ad Campaigns	Manage advertising across platforms
Analytics	View detailed performance reports
Financial	Create invoices and track expenses

Next Steps

Now that you're set up, explore these guides:

• Account Setup - Configure advanced settings
• Adding Clients - Learn about client management
• Navigation Guide - Master the interface

Keyboard Shortcuts

Speed up your workflow with these shortcuts:

Shortcut	Action
Cmd/Ctrl + K	Open command palette
?	View all keyboard shortcuts
G + D	Go to Dashboard
G + C	Go to CRM
G + E	Go to Email Marketing
G + S	Go to Social Media

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Need help? Contact support at support@ivertonai.com