# SMAQ Documentation

## SMAQ

- [Welcome](https://docs.smaq.io/documentation/welcome.md): SMAQ is the AI marketing analyst for SMB owner-operators and the agencies that serve them. Connect every channel, surface what's actually moving the numbers, and act on it.
- [Concepts & glossary](https://docs.smaq.io/documentation/concepts.md): The core nouns and verbs used throughout SMAQ. Read this first if a term in the rest of the docs feels unfamiliar.
- [Quick start](https://docs.smaq.io/documentation/get-started/quick-start.md): From signup to your first connected dashboard in under 15 minutes. Most new users land in SMAQ through one of two entry points — read whichever section matches yours.
- [Pre-signup audit](https://docs.smaq.io/documentation/get-started/quick-start/pre-signup-audit.md): Get a free competitive audit of your Google Ads, Meta Ads, or GA4 account without creating a SMAQ account first. The findings stay attached to your email, ready to claim when you sign up.
- [Onboarding wizard](https://docs.smaq.io/documentation/get-started/quick-start/onboarding-wizard.md): Five steps that take you from a brand-new account to a connected project with audit findings — usually in under 10 minutes.
- [Tutorials](https://docs.smaq.io/documentation/get-started/tutorials.md): Step-by-step walkthroughs of the things you'll do most often in SMAQ. Start with the dashboard tutorial if you're brand new.
- [Build your first dashboard](https://docs.smaq.io/documentation/get-started/tutorials/build-your-first-dashboard.md): Create a multi-page dashboard with charts, a data table, and dashboard-level filters in about 10 minutes.
- [Run your first automation](https://docs.smaq.io/documentation/get-started/tutorials/run-your-first-automation.md): Set up a Daily Brief automation that emails you a digest of your ad and ecommerce performance every morning. Takes about 5 minutes.
- [Plan a campaign with Media Plans](https://docs.smaq.io/documentation/get-started/tutorials/plan-a-campaign.md): Use the Media Plan wizard to lay out a new campaign — flight dates, channels, budget split, and KPI targets — in about 8 minutes.
- [Generate your first report](https://docs.smaq.io/documentation/get-started/tutorials/generate-your-first-report.md): Turn an existing dashboard into a polished, presentation-ready report with an AI-written narrative and a .pptx export. Takes about 5 minutes.
- [Chat with SMAQ AI](https://docs.smaq.io/documentation/get-started/tutorials/chat-with-smaq-ai.md): Get answers, build charts, run playbooks, and add results to your dashboard — all from the chat panel.
- [Build your first playbook](https://docs.smaq.io/documentation/get-started/tutorials/build-your-first-playbook.md): Build a reusable analysis recipe so SMAQ AI runs your standard investigations the same way every time.
- [Overview](https://docs.smaq.io/documentation/connections/connections.md): Connect SMAQ to every ad platform, analytics tool, and database it supports. Each integration is a one-time setup that powers datablocks, dashboards, and automations forever after.
- [Google Analytics 4](https://docs.smaq.io/documentation/connections/ga4.md): Connect Google Analytics 4 for web and app analytics, ecommerce events, audience analysis, and channel performance.
- [Google Ads](https://docs.smaq.io/documentation/connections/google-ads.md): Connect Google Ads for paid search, display, YouTube, Demand Gen, and shopping campaign performance.
- [Google Search Console](https://docs.smaq.io/documentation/connections/google-search-console.md): Connect Google Search Console for organic search performance — impressions, clicks, position, and queries.
- [DV360](https://docs.smaq.io/documentation/connections/dv360.md): Connect Display & Video 360 for programmatic display, video, and audio campaign performance across the open web.
- [Facebook Ads](https://docs.smaq.io/documentation/connections/facebook-ads.md): Connect Meta (Facebook + Instagram) paid advertising. One Meta connection covers ad placements across Facebook, Instagram, Messenger, and the Audience Network.
- [Facebook Page](https://docs.smaq.io/documentation/connections/facebook-page.md): Connect a Facebook Page for organic post performance and audience insights — separate from paid Meta Ads.
- [Instagram](https://docs.smaq.io/documentation/connections/instagram.md): Connect an Instagram Business or Creator account for organic content performance, follower growth, and viral post monitoring.
- [Threads](https://docs.smaq.io/documentation/connections/threads.md): Connect Meta Threads for organic Threads content performance and engagement.
- [TikTok Ads](https://docs.smaq.io/documentation/connections/tiktok-ads.md): Connect TikTok for Business to track paid campaign performance, creative fatigue, and audience signals on TikTok.
- [LinkedIn Ads](https://docs.smaq.io/documentation/connections/linkedin-ads.md): Connect LinkedIn Ads for sponsored content, message ads, and InMail campaign performance — usually paired with B2B lead-gen reporting.
- [Apple Search Ads](https://docs.smaq.io/documentation/connections/apple-search-ads.md): Connect Apple Search Ads for iOS App Store campaign performance — search terms, keywords, and conversion events.
- [AppsFlyer](https://docs.smaq.io/documentation/connections/appsflyer.md): Connect AppsFlyer for mobile attribution — installs, events, and revenue across every ad source you track.
- [WooCommerce](https://docs.smaq.io/documentation/connections/woocommerce.md): Connect a WooCommerce store for order, product, and customer data — the open-source ecommerce counterpart to Shopify.
- [SQL databases](https://docs.smaq.io/documentation/connections/sql-databases.md): Connect SMAQ directly to a SQL database. Useful for first-party data, warehouse tables, and any data that doesn't live in an ad platform.
- [AWS RDS](https://docs.smaq.io/documentation/connections/sql-databases/aws-rds.md): Connect a PostgreSQL or MySQL database hosted on Amazon RDS — including the network and security setup SMAQ needs.
- [GCP Cloud SQL](https://docs.smaq.io/documentation/connections/sql-databases/gcp-cloud-sql.md): Connect a PostgreSQL or MySQL database hosted on GCP Cloud SQL.
- [Microsoft Azure SQL](https://docs.smaq.io/documentation/connections/sql-databases/microsoft-azure-sql.md): Connect a Microsoft Azure SQL Database (managed SQL Server) to SMAQ.
- [Custom endpoint](https://docs.smaq.io/documentation/connections/custom-endpoint.md): Connect any JSON HTTP endpoint to SMAQ — for in-house APIs, niche tools that don't have a native integration, or third-party services you already pay for.
- [Datablocks](https://docs.smaq.io/documentation/features/datablocks.md): Datablocks are SMAQ's foundational unit: a reusable, named query that pulls data from one of your connections. Everything else — dashboards, automations, chat — builds on them.
- [Create project datablocks](https://docs.smaq.io/documentation/features/datablocks/create-project-datablocks.md): Build custom datablocks tailored to your specific data sources and analytical needs. Step-by-step for both API and SQL connections.
- [Custom metrics](https://docs.smaq.io/documentation/features/datablocks/custom-metrics.md): Define calculated KPIs — ROAS, AOV, CPA, retention rate — using formulas on top of your existing datablock columns. Custom metrics work everywhere a regular metric works.
- [Dashboard](https://docs.smaq.io/documentation/features/dashboard.md): Dashboards combine charts, tables, metric cards, and AI-generated narrative into a multi-page canvas you can share with your team, your clients, or the public.
- [Adding custom charts](https://docs.smaq.io/documentation/features/dashboard/adding-custom-charts.md): Explore how to add custom charts to your dashboards
- [Add data tables](https://docs.smaq.io/documentation/features/dashboard/add-data-tables.md): Create powerful data tables that display your metrics in a structured, easy-to-read format.
- [Using a Data Table](https://docs.smaq.io/documentation/features/dashboard/using-a-data-table.md): Learn how to add and populate a Data Table with live data on your dashboard
- [Mastering dashboard filters](https://docs.smaq.io/documentation/features/dashboard/mastering-dashboard-filters.md): Streamline reporting with top-down "waterfall" filters. Control data globally or locally to save time, ensure consistency, and eliminate repetitive setup.
- [Creating Dashboard / Page Filters](https://docs.smaq.io/documentation/features/dashboard/mastering-dashboard-filters/creating-dashboard-page-filters.md)
- [Create Chart Filter](https://docs.smaq.io/documentation/features/dashboard/mastering-dashboard-filters/create-chart-filter.md)
- [Limitations and Tips](https://docs.smaq.io/documentation/features/dashboard/mastering-dashboard-filters/limitations-and-tips.md): While the filter system is powerful, it has specific logical rules and constraints. Understanding these upfront will help you avoid frustration when building complex reports.
- [Add AI Insights](https://docs.smaq.io/documentation/features/dashboard/add-ai-insights.md): Leverage SMAQ's AI-powered insights to automatically discover trends, anomalies, and key patterns in your dashboard data.
- [Pivot Table](https://docs.smaq.io/documentation/features/dashboard/pivot-table.md)
- [Merge Table](https://docs.smaq.io/documentation/features/dashboard/merge-table.md)
- [Add Custom Column to Table](https://docs.smaq.io/documentation/features/dashboard/add-custom-column-to-table.md)
- [Copy Table to Clipboard](https://docs.smaq.io/documentation/features/dashboard/copy-table-to-clipboard.md)
- [Download Table/Pivot Table as Excel](https://docs.smaq.io/documentation/features/dashboard/download-table-pivot-table-as-excel.md)
- [Currency Conversion for Tables](https://docs.smaq.io/documentation/features/dashboard/currency-conversion-for-tables.md)
- [Snapshots & version history](https://docs.smaq.io/documentation/features/dashboard/snapshots-and-versions.md): Save a read-only archive of a dashboard at a point in time. Snapshots preserve data, layout, chat history, and comments — perfect for monthly reviews, post-mortems, or client deliverables.
- [Public dashboards & sharing](https://docs.smaq.io/documentation/features/dashboard/public-share-and-chat.md): Share a dashboard with a public link — no login required. Recipients can view filters, change date ranges, and even chat with the AI about the data.
- [Reports](https://docs.smaq.io/documentation/features/reports.md): Polished, presentation-ready deliverables. Reports are generated from a dashboard, styled with a report theme, edited inline, and exported as PowerPoint.
- [Generate report from dashboard](https://docs.smaq.io/documentation/features/reports/generate-from-dashboard.md): Turn an existing dashboard into a polished, AI-narrated report — exportable as PowerPoint or PDF.
- [Report themes](https://docs.smaq.io/documentation/features/reports/report-themes.md): Style your exported reports with custom colors, fonts, logos, and slide layouts. Upload a PowerPoint template and SMAQ extracts everything automatically.
- [Media Plans](https://docs.smaq.io/documentation/features/media-plans.md): Plan campaigns, allocate budgets across channels, and track plan-vs-actual performance over the flight. Pair with the Media Plan Intelligence agent for weekly reallocation recommendations.
- [Create a media plan](https://docs.smaq.io/documentation/features/media-plans/create.md): Use the 3-step Media Plan wizard to lay out a new plan — or switch to the advanced form for complex multi-channel setups.
- [Media Plan Intelligence](https://docs.smaq.io/documentation/features/media-plans/intelligence.md): An AI agent that reviews your media plan weekly and recommends specific budget reallocations to keep you on goal.
- [Command Center](https://docs.smaq.io/documentation/features/command-center.md): One screen that pulls live signals across every connected platform into a prioritized worklist. The single page to open every morning.
- [Search Term Analysis](https://docs.smaq.io/documentation/features/search-term-analysis.md): Find wasted spend on irrelevant search terms and underutilized search terms that convert. Built specifically for Google Ads.
- [Creative & Competitor Intelligence](https://docs.smaq.io/documentation/features/creative-intelligence.md): SMAQ's creative & competitor intelligence stack — see which of your ads are fatiguing, when your audiences saturate, what competitors are running, and which organic posts are taking off.
- [Competitor Ads Monitor (Meta)](https://docs.smaq.io/documentation/features/creative-intelligence/competitor-ads-meta.md): Pick competitor Facebook Pages and SMAQ tracks every active ad they run on Meta — Facebook, Instagram, Messenger — using the public Meta Ad Library.
- [Google Competitor Ads Monitor](https://docs.smaq.io/documentation/features/creative-intelligence/google-competitor-ads.md): Track which Google Ads your competitors are running across Search, Shopping, Display, and YouTube — via the Google Ads Transparency Center.
- [Ad Fatigue Detector](https://docs.smaq.io/documentation/features/creative-intelligence/ad-fatigue-detector.md): Surface Meta ad creatives losing CTR as frequency climbs — the canonical signal that a creative is wearing out.
- [Audience Decay Monitor](https://docs.smaq.io/documentation/features/creative-intelligence/audience-decay-monitor.md): Detect saturated Meta audiences — rising CPA with rising frequency — before they tank your overall account performance.
- [Instagram Viral Post Monitor](https://docs.smaq.io/documentation/features/creative-intelligence/instagram-viral-monitor.md): Surface organic Instagram posts trending faster than your baseline — catch viral hits early and double down with paid amplification.
- [Automations](https://docs.smaq.io/documentation/features/automations.md): Schedule SMAQ to monitor your accounts and email you what matters. 28 automation types cover briefs, alerts, creative intelligence, attribution, forecasting, and more.
- [Daily Brief](https://docs.smaq.io/documentation/features/automations/daily-brief.md): One email a day, every morning, covering campaign performance, product opportunities, and landing-page health. The most-used automation in SMAQ.
- [Dashboard Summary](https://docs.smaq.io/documentation/features/automations/dashboard-summary.md): Schedule an AI summary of a specific dashboard. Email it to your team or clients so they always know the headline without having to open the dashboard themselves.
- [Metrics Alert](https://docs.smaq.io/documentation/features/automations/metrics-alert.md): Get pinged the moment a metric crosses a threshold or changes by more than you'd expect. Build the alert once and SMAQ checks it on your schedule.
- [Multi-Metrics Alert](https://docs.smaq.io/documentation/features/automations/multi-metrics-alert.md): Combine multiple metric conditions with AND/OR logic. Use this for compound alerts that a single Metrics Alert can't express.
- [Automation reference (all types)](https://docs.smaq.io/documentation/features/automations/reference.md): Every automation type SMAQ supports, with one line on what it does, what connection it needs, and what config it asks for. Use this as a directory when picking which automation to set up.
- [Chat & AI agents](https://docs.smaq.io/documentation/features/chat.md): Conversational analytics — ask the AI a question and get an answer grounded in your data. Build charts, run playbooks, surface anomalies.
- [What SMAQ AI can do](https://docs.smaq.io/documentation/features/chat/capabilities.md): Everything SMAQ AI can do in chat — agent by agent, with examples and the questions each agent excels at.
- [Playbooks](https://docs.smaq.io/documentation/features/chat/playbooks.md): Playbooks are saved analysis recipes — a name, description, list of datablocks, and instructions for the AI. SMAQ runs them on demand in chat.
- [Knowledge Base](https://docs.smaq.io/documentation/features/knowledge-base.md): Everything SMAQ knows about your business — campaigns from connected platforms, your business profile, and any context you've added. The AI uses this to ground its answers.
- [Manage project members](https://docs.smaq.io/documentation/projects/manage-project-members.md): Invite teammates and clients to a project, set their role, and manage access over time. Role-based access control runs at the project level.
- [Invite team members](https://docs.smaq.io/documentation/projects/manage-project-members/invite-team-members.md): SMAQ is built for teams. Project-level role-based access control lets you bring in teammates, contractors, and clients with the right level of access.
- [Member roles and access](https://docs.smaq.io/documentation/projects/manage-project-members/member-roles-and-access.md)
- [Project settings](https://docs.smaq.io/documentation/projects/project-settings.md): Every project has its own settings — name, branding, report theme, KPI benchmarks, members. This is the index page; pick the tab below for details.
- [Project theme](https://docs.smaq.io/documentation/projects/project-settings/project-theme.md): Brand your dashboards with custom colors, fonts, and a logo. Project themes apply to the in-app dashboard view and public dashboard shares.
- [Report theme](https://docs.smaq.io/documentation/projects/project-settings/report-theme.md): Style the .pptx reports SMAQ generates from your dashboards. Upload a PowerPoint template once; every report inherits the look.
- [KPI benchmarks](https://docs.smaq.io/documentation/projects/project-settings/kpi-benchmarks.md): Define what "good" looks like for your KPIs — benchmark values that SMAQ uses in automation analysis, alerts, and AI recommendations.
- [Members & invitations](https://docs.smaq.io/documentation/organization/members.md): Manage who has access to your SMAQ organization — invite teammates, change org-level roles, and remove people. Separate from project-level membership.
- [Billing & usage](https://docs.smaq.io/documentation/organization/billing-and-usage.md): See what tier your org is on, what credits you've used, what you've spent, and where credits are going by project.
- [Review historical user messages](https://docs.smaq.io/documentation/organization/review-historical-user-messages.md): See what your users are asking in SMAQ AI
- [Overview](https://docs.smaq.io/documentation/plans-and-billing/plans-and-billing.md): SMAQ's V3 pricing — four tiers, a 14-day trial, credit-based AI usage. Find the right plan and understand what happens when limits hit.
- [Trial & restricted mode](https://docs.smaq.io/documentation/plans-and-billing/trial-and-restricted.md): The 14-day Growth-tier trial, what it includes, and what happens when it ends without a subscription.
- [Credits & top-ups](https://docs.smaq.io/documentation/plans-and-billing/credits-and-top-ups.md): Credits meter SMAQ's AI usage. Every chat message, automation run, and report generation consumes credits. Your tier includes a monthly allowance; you can buy top-ups if you run out.
- [Upgrade or downgrade](https://docs.smaq.io/documentation/plans-and-billing/upgrade-downgrade.md): Move between tiers, switch between monthly and annual, change billing cycle. Upgrades are immediate; downgrades take effect at the end of the current cycle.