A step-by-step walkthrough of your AI marketing department — from first login to fully automated campaigns. No experience needed.
Think of Audema as hiring a full marketing department — except every person is an AI specialist who never sleeps, never forgets your brand strategy, and gets smarter the more context you give them.
The more you fill in your Business Brain, the smarter every agent becomes. A half-filled Brain produces generic output. A fully filled Brain produces output that sounds like it knows your company inside and out.
Key insight: You don't need to use every tool. Start with the Business Brain, then talk to Scotty. Scotty will direct you to the right agents for your specific goals.
/auth.html.Sign in before you do real work. A few tools let you try them signed out, and those keep a short-lived copy in your browser only — close the tab and it is gone. Contacts, segments, campaigns, experiments and saved reports all need an account, and that is where anything you want to keep should live.
The Project Wizard tells the platform what website to monitor, analyse, and optimise. It runs a background check on your site and imports your competitor list automatically.
Don't skip this step. The SEO dashboard, health score, and several agents depend on your project URL to function. It only takes 5 minutes.
The Business Brain is a strategic document about your company — who you serve, what problem you solve, how you're different, and what your goals are. Fill it in once. Every agent uses it forever.
At the top of the Business Brain page, click "Auto-fill from your website & socials". Enter your website URL and click Analyze Website. Within 20–30 seconds, the platform will pre-populate your company name, description, industry, ICP, competitors, and social profiles by scanning your website and LinkedIn.
Aim for 60% or above. Watch the ring score in the top-left as you type — at 60% Scotty gains enough context to make real strategic decisions. At 80%+ every output becomes noticeably sharper.
Scotty is the main conversational AI you talk to. Unlike a simple chatbot, Scotty reads your entire Business Brain before every conversation, then decides which specialist agents to call and in what order to achieve your goal.
All your conversations are saved in the left sidebar, sorted by most recent. Click any past conversation to reload it. Scotty never forgets what you talked about.
Start here. If you're unsure what to do first, just tell Scotty your biggest current marketing challenge. It will tell you exactly which tools to use and in what order.
Go to Hub — the large grid of agent cards is your team. Click any agent to open their workspace. Every workspace has its own tools, settings, and AI chat interface.
You don't need to use all 17. Start with Scotty, CHASE (sales), and INK (content). Add more agents as your needs grow.
Go to Marketing → Lead Generation. This workspace has multiple tabs:
Tip: Use SCOUT (Competitive Intelligence agent) to find prospects that your competitors are targeting but you aren't. This is often the fastest source of high-quality leads.
Quick win: When a prospect moves from New → Contacted automatically after you send an intro email. The platform tracks this so you always know who has and hasn't heard from you.
Your main dashboard shows a live overview of your website's health: organic traffic, keyword rankings, backlink count, and Core Web Vitals scores. Red = urgent, amber = needs attention, green = good.
Ask REX first. Before manually investigating SEO issues, open the REX agent and describe what you want to improve. REX will run the relevant analysis and tell you exactly what to fix in priority order.
Search increasingly happens inside AI assistants, and being on page one of Google does not mean being quoted there. AI Visibility Finder works out the questions your buyers actually ask an assistant, runs those searches live, and reports whether you were cited — and who was cited instead.
REX also has a quick version: enter your domain and a few questions for a one-off check. Both report only what the live search returned; neither estimates a score.
Workflow tip: Use Content Strategy to plan what to create, then hand the brief to INK to write it. The two tools are designed to work together.
NOVA writes sequences; automation flows run them. A flow triggers on something a contact does, waits a set time between steps, and stops the moment they reply or unsubscribe.
Every send goes through PAT, which checks the campaign first — broken or placeholder links, a missing sender identity, anyone on the suppression list — and reports what actually happened afterwards rather than assuming it worked. Opt-outs are enforced on the server, so a contact who unsubscribed cannot be emailed by any route in the platform.
LIFT builds experiments: name your variants and the goal that counts as a conversion, and it gives you a tracking snippet to paste into your site. From then on it records real visitors and real conversions.
PULSE can generate an ad image for a post. Those cost credits from your plan's monthly allowance, and the balance is shown next to the review queue so you can see it going down. There is also a free template option that produces a plain placeholder-quality graphic and costs nothing.
An AI-generated image carries a reminder to declare it as AI content when you upload it to Meta or TikTok — both expect that, and Meta may label it for you regardless.
Generated posts land in a review queue where you approve, reject or regenerate each one. Only approved posts can be scheduled, and scheduling happens in BEEKER's calendar — that is what actually puts a post live at the chosen time.
The Alerts page notifies you when something important changes: a keyword drops 5+ positions, a backlink is lost, a competitor changes their homepage messaging, or your health score falls. You can configure what triggers an alert in the Project Wizard (Step 6).
VERA is your data interpreter. Rather than staring at charts yourself, ask VERA a question: "Why did traffic drop last week?" or "Which pages are converting best?". VERA analyses your data and gives you a plain English answer with a recommendation.
Visit Settings → Diagnostics at any time to check that all integrations are connected and working. Each service (Claude AI, Resend, Hunter.io, Perplexity, Google PageSpeed, Supabase) gets a green / amber / red status badge with a plain-English explanation of any issues.
Before running any campaign or asking any agent for content, make sure your Business Brain is above 60%. It takes 15 minutes and multiplies the quality of every output you get afterward.
Say "I need 20 qualified leads by end of month — what's my best play?" not "generate leads". The more context you give, the better the mission plan Scotty builds.
Revenue comes from deals in the pipeline. Check the CHASE pipeline every morning. Look at the "Next Action" box on each prospect — do those things before anything else.
When adding new prospects to the lead list, let the platform auto-enrich them first. The enriched profiles (LinkedIn, seniority, tech stack) tell you whether they're worth pursuing before you spend time on outreach.
Monday morning, open Alerts. Fix any red issues before starting new work. A broken page or dropped keyword costs you every day you ignore it.
If an agent gives poor results or something stops working, go to Diagnostics first. It'll tell you if an API key is missing or a service is down — saves 20 minutes of guessing.
Ask Scotty for something that needs more than one agent — "launch our spring campaign" — and it builds a mission: an ordered list of steps, each assigned to a specific agent.
When a step would do something with consequences — send email, publish a post, spend ad budget — it stops and asks. Pending approvals collect in Scotty's review inbox. Each one shows what the agent wants to do, why, and what it will produce, so you can approve or reject without opening the agent.
Open Carol for one page that collects what every other agent found overnight, sorted into what needs a decision from you, what is worth a look, the backlog, and recent activity. Anything you want acted on can be sent to Scotty from there in one click.
Carol is the page to open first thing. Scotty is the page to open when you know what you want done.
Each plan includes a number of agent missions per month. The count is enforced when a mission starts, not after, so you will be told before anything runs rather than halfway through. Your remaining allowance is on the Billing page.
Tip: A one-off task does not need a mission. Go straight to the agent. Missions earn their keep when several agents have to hand work to each other in order.
Each business gets its own Business Brain, its own competitors, contacts, campaigns and history — they never mix. The switcher at the top of the Hub moves you between them, and every agent follows you to the one you picked.
How many you can run at once depends on your plan. Agency plans are priced by client count rather than by seat, so adding a colleague does not cost you a client slot.
Open a business in Business Brain and invite someone by email. Each person gets a role:
Access is enforced by the database itself, not just hidden in the interface, so a viewer cannot reach an editor's data by any route.
Raise a ticket on the Support page. You will see every ticket you have raised and its replies in one thread, so nothing is lost in email.
Before raising one for a broken feature, try Diagnostics — it checks each connected service and tells you plainly which one is failing. That answer is usually what support would ask you for first.
Worth knowing: when something fails, Audema records it for the team automatically. You do not have to reproduce a bug to get it looked at — but a ticket telling us what you were trying to do is still the fastest route to a fix.
Follow the steps in order — Business Brain first, then Scotty, then the agents. You'll have your first campaign running within an hour.