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DOCUMENTATION

Product Documentation

Quick starts by role, the approval-gated loop, module and integration reference, the developer platform and where every policy's published version lives.

Last updated: June 11, 2026

Scope: the current capability catalog

Documentation describes catalogued operations only. Check this maintained catalog and the operation's runtime prerequisites together; documentation or configuration alone does not certify a provider workflow.

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This public page is the role-based reference summary. Provider credentials, approval and supported-plan prerequisites still apply. Developer settings and generated client examples: Dashboard → Settings → Developer platform.

Executable, release-derived partner API examples

The partner API explorerbuilds its operations and request examples from the running service's OpenAPI schema, rather than a copied release date. Create a least-privilege key in a dedicated test workspace first. Start with a GET; lead creation writes to that workspace and requires explicit confirmation. The explorer is not a provider simulator and never publishes, sends or spends.

1. What is MarketiQ AI?

MarketiQ AI is an AI marketing team in the cloud, built by Trayarunya Ventures. 40 AI agents run one loop — research → strategy → creation → approval → publishing → measurement — across 30+ connected modules for B2B and B2C go-to-market. Every external effect (publishing, sending, spending) is gated by your approval policy; the agents are software, not human staff, and the scope of “marketing” they cover is a maintained capability catalog, not everything.

The product family includes:

  • Web platform (marketiqgpt.com) — the dashboard with all modules.
  • Chrome extension — LinkedIn profile analysis, connection-note drafts, explicit current-page lead capture and observed-activity sync.
  • LinkedIn Copilot desktop app (macOS) — a research and drafting cockpit with isolated sessions and review queues.
  • Client portal — white-label approvals, reports and attribution for your clients.
  • Developer platform — outbound webhooks, scoped API keys and an MCP server (see section 6).

2. Quick start by role

  • Founder / marketing lead: sign up at /signup, complete onboarding (brand, audience, goals), connect channels under Settings → Integrations, run Deep Research on your website, then review the first Master Strategy draft. Nothing ships until you approve it.
  • Agency operator: create a workspace per client (Agency plan: 3 included), invite the client to their portal, and set the approval policy and exception owner per client before enabling any loop.
  • Developer: under Settings → Developer platform, create a webhook endpoint (store the signing secret once), issue a scoped API key, or register an MCP client and copy the generated command into your MCP host.
  • Compliance / DPO: read Data handling, GDPR and Security; each shows its published version, review status and effective date, and the GDPR page hosts the rights-request form.

3. The loop, stage by stage

  • Deep Research: market, competitor and audience research plus watchtower and reputation monitoring, based on the public sources and connected data the workspace can actually read.
  • Master Strategy: an AI strategist turns evidence into a proposed plan — positioning, pillars, calendar, campaigns and budget pacing — for your review.
  • Creation Studio: on-brand posts, articles, ad creatives, video and decks drafted from your Content DNA and brand guardrails.
  • Approve & publish: drafts wait in the approval queue; publishing and ad execution run only through catalogued native adapters, or are labelled as client-assisted where no certified adapter exists.
  • Measure & learn: analytics, attribution, experiments and modelling report what connected providers return. Modelled outputs are labelled as modelled; measured outcomes are never invented.

4. Module reference

  • Pipeline: lead pipeline, ABM, ICP builder, forms and referral tracking.
  • Brand & Growth: brand kit, Content DNA, guardrails, content studio, decks, calendar and publishing.
  • Intelligence: research, insights, watchtower, reputation, experiments, forecast, MMM, attribution and CRO.
  • B2B Engine: LinkedIn outreach drafting, influencer discovery and the AI prospect coach (via the Chrome extension). Final LinkedIn actions are performed by you in LinkedIn's UI.
  • Automation: AI team (agents), tasks, chat and budget pacing — each loop is approval-gated by default.
  • Account: team roles, white-label portals, integrations, model settings, billing and the developer platform.

5. Connected platforms & integrations

Connections use each provider's official API over OAuth — we never ask for your social passwords. Whether an operation is native, permitted browser automation, client-assisted, unavailable or prohibited is defined per entry in the capability catalog shown above, not by this prose.

  • Social & publishing: LinkedIn, X/Twitter, Meta (Facebook & Instagram), YouTube. TikTok Direct Post is native only for approved apps/accounts with video.publish; otherwise the hand-off is labelled assisted.
  • Analytics & search: Google Analytics, Google Search Console.
  • Ads: Google Ads (including Ad Grants), Meta, LinkedIn and X execution. TikTok, Microsoft Advertising and Amazon Ads connectors are compatibility-staged and unavailable until explicitly activated.
  • CRM & commerce: HubSpot, Salesforce, Microsoft Dynamics, Pipedrive, Shopify and WooCommerce.
  • Email data: Klaviyo profile, list-membership, delivery-event and explicit-consent synchronisation.

Connections can be added or revoked at any time from Settings → Integrations; each requests only the minimum scopes for the features you use — see Data handling.

6. Developer platform

  • Outbound webhooks: create endpoints per workspace, choose events from the versioned event catalog, receive HMAC-signed deliveries with a signing secret shown once, rotate secrets, pause/resume, inspect delivery receipts and redeliver failed deliveries.
  • Public API keys: keys are scoped (for example research:read, leads:write), optionally rate-limited per minute, expire on a date you set, and rotate with a grace window. Every public API response carries an api_version.
  • MCP server: register an MCP client, obtain a client secret once, exchange it at the token endpoint and connect your MCP host. The tool list you see is the negotiated set for your client's scopes; rate budgets are enforced per client and reported on 429.

All of this lives in Dashboard → Settings → Developer platform (owner/admin roles).

7. Team, roles & client portals

  • Roles: owner, admin, manager, editor and viewer control what each member can see and do. Invite teammates from Settings → Team.
  • Approvals & exceptions: the client (or the workspace owner) owns approval policy and exception handling; agents propose, humans decide on anything with external effect.
  • White-label client portals: agencies give each client a branded portal with approvals, reports and attribution without exposing the main workspace.

8. Plans & billing

Plans: Starter $425/mo, Growth $749/mo, Agency $1,249/mo, Enterprise from $5,000/mo; annual billing saves 25%. Manage subscription, payment details and invoices from Settings → Billing. Refunds follow the refund policy and are shown with their real provider status.

9. Troubleshooting & support

Open a case from the Support page (you receive a case id and confirmation state) or your private support inbox. Include the workspace, request/run id, expected result and redacted error. A submitted case is not an acknowledged or resolved case; inspect its actual status and replies.

  • 401/403: sign in, verify your address and check workspace membership, role, scoped key and connected-provider grant. Do not retry with someone else's credentials.
  • 402/entitlement unavailable: inspect Billing. A paid checkout is not activation until verified provider reconciliation and account verification complete. Missing authoritative terms block work; support must repair them.
  • 429: respect Retry-After and lower concurrency. Do not rotate identities to bypass a limit.
  • Provider timeout / unknown outcome: inspect the original receipt before retrying. A timeout is not proof of failure. Staff may reconcile an exact provider object; a new request key must not duplicate an uncertain send or charge.
  • Blocked approval / stale draft: inspect the current artifact version and policy, regenerate a preview, then obtain a fresh authorized approval. Earlier approvals do not authorize a changed artifact.

10. Trust, security & compliance

  • Security — controls, disclosure channel and the vulnerability report form.
  • Privacy Policy, Terms of Service, Refund Policy — each rendered from its published, reviewed version when one exists.
  • GDPR — rights-request form and jurisdictions served.
  • Data handling — subprocessors, consent bases and retention.

11. Safe operational walkthroughs

  • Research → content: use your verified account in a workspace with available entitlement and a small approved budget. Set the brand/source scope, preview research and drafts, review citations and rights, and approve the exact current version. Inspect the run and output; queued work is not completion. Reconnect or correct the rejected input before an eligible retry.
  • Publishing → measurement: connect a supported test account and verify operation-specific scopes. Preview the destination and current content, approve through the workspace queue, then inspect the provider id and receipt. Read metrics only for connected, supported sources; zero, missing and modelled values are different. Already dispatched actions may require manual/provider reconciliation after a pause.
  • Migration: back up the source, use the migration console to dry-run a supported CSV mapping, review warnings and consent, then explicitly execute. Inspect counts and the recorded snapshot before rollback. Unsupported objects remain in the original system; never assume a full vendor-stack migration.
  • Billing / refunds: use Billing to inspect contracted terms, invoices and a nonbinding change preview. Only provider confirmation settles billing state. Refund requests require billing review and a distinct approver; provider uncertainty stays unresolved. Unsupported credit conversion is not presented as a balance adjustment.
  • Privacy: verify a rights request through the rights intake. Export delivery uses an expiring encrypted artifact; shared organization erasure requires an ownership review. Deletion verification and retention exceptions are separate facts. Feedback and hosted capture default to a 365-day engineering notice, not a legal finding.

Use a dedicated test workspace and revoke test grants/keys afterward. Provider setup, human review, legal review and a staffed support roster are prerequisites that this documentation does not create.

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