1. Data sources
Choose the source of statuses and revenue before connecting anything else.
- Open /help/data-sources
- Select the CRM or store used by the business.
- Confirm the reporting timezone before continuing.
AI ADS setup guides
Step-by-step instructions for launching AI ADS: data sources, ad platforms, CRM, stage mapping, lead sources and subscription setup.
Start setup2. Ad platforms
Connect the platforms that will receive feedback events.
- Open /help/ad-platforms
- Use /help/meta-pixel-capi for Meta Pixel and CAPI.
- Keep only validated channels active.
3. CRM and stages
Connect CRM read access and map imported stages into business outcomes.
- Open /help/crm-integration
- Open /help/funnels-and-stages
- Do not finish mapping until real CRM stages are imported.
4. Lead sources and billing
Install tracking on the lead source, verify the code and choose a subscription.
- Open /help/lead-sources
- Open /help/subscription-billing
- Use the billing screen to review usage and invoices.