Basic Account Setup
Once you've created your account via your Customer Success onboarding, you'll then want to get your integrations connected, add your staff, and get started using AIQ tools.
Integrations: Get your POS and other Integrations connected so you can start pulling data.
If your POS requires store-specific API keys for store segmentation, see: POS Integration: Multiple Locations.
Invite your Team Members
Optionally enable SSO Login for your team, see Team Member Login via SSO
Branding (logos, images, colors, etc.)
Add Stores, see: Retail Stores Settings
Branding (logos, images, colors, etc.)
One of the first things you'll want to do it upload your logos and set your branding.
Global Branding: Here you can configure your banding settings in 1 spot that flows throughout the rest of the app.
Download our Figma template of the various graphics you’ll need throughout our platform. To use this template:
Make a copy of this file. This will duplicate it to your workspace so you can make edits there
Add your logos/images into the frames
Export the images and upload into AIQ
Getting Started with AIQ Features
Loyalty and Marketing
Create your Signup Forms for collecting customer data and opt-ins.
Once you have your customer data in AIQ (via POS sync and collecting via Signup Forms), you can start sending marketing Legacy: Campaigns
A top issue that comes up with campaigns is carrier filtration. AIQ has several features and methods to help with filtration issues: For info about text filtration, see Texting Settings & PIN Codes for Texting.
NEW (as of Aug 30, 2024): Regulated industries can register their phone numbers as 10 DLC to help with filtration issues, see 10DLC for Regulated Industries.
Ecommerce
If you also use AIQ for your Ecommerce menus (fka Dispense), we have a entire section in this guide as it is in a separate app, see Ecommerce.