Documentation

How IDA Works

A complete guide to Intelligent Digital Automation — your all-in-one platform for email, social, content, and AI-powered marketing.

Getting Started
Email
Social
AI Studio

Getting Started

Everything you need to begin

1. Create Your Account

Sign up for free — no credit card required. After registration, you'll land on your personal dashboard where you can start exploring the platform immediately.

2. Set Up Your Workspace

Workspaces help you organize your projects by team, brand, or client. Create a workspace, invite team members, and assign roles (Owner, Admin, Member) to control access to different modules.

3. Connect Your Channels

Link your email inboxes (Gmail, Outlook, IMAP) and social media accounts (Facebook, Instagram, LinkedIn, X, TikTok, YouTube) to start managing everything from one place.

4. Launch Your First Campaign

Use the Command Center to compose emails, schedule social posts, generate AI content, and track performance — all without switching between tools.

Email Campaigns

Send, track, and optimize email marketing

Create Campaigns

Build email campaigns from scratch or use pre-built templates. Add your SMTP sender, choose a contact list, and schedule delivery.

Email Templates

Design responsive email templates with our visual editor. Reuse templates across campaigns for consistent branding.

SMTP Senders

Configure SMTP profiles with your own email provider. Monitor sender reputation, delivery rates, and daily limits.

Analytics & Tracking

Track opens, clicks, bounces, and spam scores in real-time. Use data to optimize subject lines, send times, and content.

Social Media

Publish and manage across all platforms

Connected Accounts

Connect Facebook Pages, Instagram Business accounts, LinkedIn Company Pages, X/Twitter, TikTok, and YouTube. OAuth-based secure authentication.

Schedule Posts

Compose posts for any platform, add images and hashtags, and schedule them for optimal times. View a unified content calendar.

Cross-Platform Publishing

Publish to multiple platforms simultaneously. Customize content per platform while maintaining a consistent message.

Trending Topics

Discover trending topics and automate content creation around what's popular. Set rules to auto-generate posts from trends.

AI Content Studio

Generate content with AI assistance

Content Generation

Generate captions, hashtag sets, scripts, and full posts with AI. Choose tone, platform, and length for tailored results.

Media Library

Upload, organize, and manage images, videos, and audio files. Integrated with MinIO storage for scalable asset management.

Strategy Studio

Create content strategies, define brand voice, manage company context, and build a consistent content pipeline.

Google Sheets Integration

Import content from Google Sheets for bulk generation. Sync your content calendar directly with spreadsheets.

AI Email Agent (Inbox)

AI-powered email management

Connect your email inboxes (IMAP/Gmail/Outlook) and let AI help you manage them:

  • Auto-Summarization: Get concise summaries of long email threads at a glance.
  • AI Draft Replies: Generate contextual reply drafts with one click. Review, edit, and send.
  • Urgency Detection: Emails are automatically tagged by urgency (urgent, high, medium, low) and intent.
  • Auto-Reply Rules: Set up automation rules to auto-reply to common queries using AI-generated responses.

Contacts & Audience

Manage your contact lists and audience segments

  • Contact Lists: Create and manage multiple contact lists with CSV import and manual entry.
  • Tags & Segments: Tag contacts and create dynamic segments based on behavior, custom fields, and engagement.
  • GDPR Compliance: Built-in consent tracking, unsubscribe management, and data export for regulatory compliance.

Automations

Workflow automation and triggers

Build automated workflows that trigger based on events:

  • Event Triggers: Trigger workflows on email opens, clicks, contact creation, or schedule.
  • Multi-Step Workflows: Create sequences with delays, conditions, email sends, and contact list updates.
  • Trending Automations: Auto-generate content from trending topics and publish on a schedule.

Workspaces & Team

Collaborate with your team

  • Role-Based Access: Owner, Admin, and Member roles with granular permissions per module (read, create, edit, delete).
  • Team Invitations: Invite team members via email with customizable role assignments and personal messages.
  • Audit Logs: Track all workspace activity with detailed audit logs for compliance and accountability.