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Quickstart

Go from sign-up to your first result in a few minutes: create your organization and brand, connect a data source, and ask the agent to run a task.

Updated June 29, 2026

Welcome to Soku 👋 You're a few minutes away from your first AI-run marketing analysis. This guide takes you from sign-up to a real result — a brand workspace, a connected data source, and an analysis the agent runs for you in chat. No setup headaches, no code.

Prefer a guided path? Once you're in, the Checklist in the left nav walks you through the same essentials in 6 steps — create a brand, connect Google and Meta Ads, invite a teammate, send your first message, and create an automation.

Before you start: organizations and brands

Soku has two levels of workspace, and knowing them upfront avoids most early confusion:

  • Organization — the top-level workspace. Your team members, roles, billing, and credits live here. One is created for you automatically when you sign up.
  • Brand — a specific brand or client inside an organization, with its own conversations, ad accounts, dashboard, and automations. One organization can hold many brands.

The key rule: team members are invited at the organization level and share all of its brands. So colleagues who want to collaborate must be in the same organization — not each signed up separately. See What is Soku for the full concept model and Inviting your team for roles.

1. Sign up and create your brand

Sign up with Google or email. Then Soku walks you through a quick setup:

  1. Name your organization and your first brand. Add a brand website and Soku crawls it to auto-generate a brand profile.
  2. From there, onboarding helps you connect accounts and suggests a few automations to get started.

Everything is editable later, so don't overthink it. When you're done, you land on your brand's chat — your home base for working with the agent.

2. Connect an ad account or GA4

The agent works best when it can see your data. Connect at least one source before your first task.

  1. Go to your brand's Settings → Integrations.
  2. Pick a platform and click Connect. Google Ads, Meta Ads, TikTok Ads, and GA4 connect through standard OAuth — you authorize on the provider's screen, then choose which accounts to import and assign them to this brand.
  3. Save. The connected data is now available to the agent and your dashboards.

Connecting accounts usually requires organization Admin permissions. For the full list of integrations and how to connect Slack or Lark, see Connecting accounts.

3. Ask the agent to run your first task

Go to your brand's chat and describe what you want in plain language. A good first task is a performance read on the account you just connected:

Analyze my Google Ads performance over the last 30 days and tell me
where I'm wasting spend.

The agent will pull the data, work through it, and stream its findings back to you — usually a summary, the numbers behind it, and concrete recommendations.

Pull in a Skill for a specific job

For a more structured task, bring in a Skill with an @mention or a slash command. Skills are expert-built playbooks the agent follows. For example:

@audit-search-terms review last week's search terms and flag wasted spend

The agent runs that Skill's workflow instead of improvising. See What you can do for the kinds of tasks available.

4. (Optional) Set up conversion mapping

Conversion names differ across platforms and campaigns — the same goal might be Lead on Meta and Sign-up on Google. Conversion mapping groups them into the unified categories you want in your reports (e.g. Sign-up / Acquisition, Purchase / Paid), so you can compare Meta and Google side by side.

You don't need this for your first task, but it's worth setting up before you rely on reports. See Conversion mapping for the full walkthrough.

5. (Optional) Schedule it to repeat

If a task is something you'll want regularly — a weekly performance report, for instance — set it up as an Automation. The agent runs it on a schedule and delivers the result automatically, with no need to ask each time. See The workspace for how automations, the dashboard, and the rest of the workspace fit together.