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Vera overview

Learn how you can partner with Vera—IQM's AI agent—to manage operations throughout the campaign lifecycle.

Written by Team IQM

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Vera overview

Meet Vera: Your AI-powered campaign operations partner. Vera can assist you with workflows spanning campaign strategy, execution, and reporting. Simply start a conversation with Vera to transform ideas and requirements into actionable marketing workflows in minutes instead of hours.

You can work on multiple tasks in a single chat. For example, create a campaign, then build an audience and generate a report for it, without starting a new conversation. Refer to Work on multiple tasks in one chat with Vera for more information.

IQM’s rigorous privacy, compliance, and regulatory safeguards apply whether you partner with Vera or prefer to work manually.

Vera eligibility requirements

All advertisers are eligible to manage campaign operations in the Vera app. Note that access and permissions for individual apps and features depend on how your organization’s Workspace is configured. Contact your Workspace admin to request access, as needed.

Requirements and best practices are the same whether you manually manage your campaigns in dedicated apps (e.g., Audiences, Dashboards, Campaigns, Reports) or with AI assistance in the Vera app. Refer to the resources listed below to review those requirements and best practices.

Requirement type

Requirement details

Vertical

Specialty

Political

Healthcare

Audiences*

Data dashboards

Campaigns

Custom reports

*Audiences: Vera currently supports creating Matched, Segmented, Contextual, and Geofarmed audiences with AI assistance.

Vera features

Partner with Vera to complete the following workflows:

  • Create campaigns that reflect your strategy and requirements.

  • Build ready-to-target Matched, Segmented, Contextual, and Geofarmed audiences.

  • Craft custom reports that include the dimensions and metrics that matter most to your business and its stakeholders.

  • Create detailed data dashboards based on your performance-monitoring preferences.

  • Work across multiple workflows in one chat, and pick up any workflow where you left off.

  • Track each workflow’s progress in the summary panel and Workflow history.

  • Ask product questions without leaving your current workflow.

  • Streamline your campaign operations by moving from idea to execution faster.

Refer to the "Vera - IQM's artificial intelligence (AI) agent" collection overview to start creating audiences, campaigns, data dashboards, and custom reports with Vera.

Vera Quick start shortcuts

Not sure where to begin? Select a Quick start shortcut below the input box (Campaign, Dashboard, Audience, or Reports) to fill the input box with a ready-made prompt. Use the prompt as-is, edit it, or enter your own request from scratch instead.

Key terms and concepts

Summary panel

The summary panel on the right side of a chat shows the workflow you’re working on now, such as Campaign Creation, and how many of its details you’ve provided. Each detail is checked off as you provide it. Once you create the item, the panel shows its name and a View button.

Workflow history

Workflow history, below the summary panel, groups the workflows in a chat into two lists: Pending for workflows that still need a next step from you, and Done for workflows where your part is finished. Items in Done also show their current status in the IQM platform. For example, a campaign you sent for approval appears in Done with a Pending status until it’s approved.

Get started with Vera

Refer to the "Vera - IQM's artificial intelligence (AI) agent" collection overview to start creating audiences, campaigns, data dashboards, and custom reports with Vera.

Locate additional Vera resources

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