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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* | |
Creatives** | |
Data dashboards | |
Campaigns | |
Custom reports |
*Audiences: Vera currently supports creating Matched, Segmented, Contextual, and Geofarmed audiences with AI assistance.
**Creatives: Vera currently supports adding Image, HTML, and Video creatives 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.
Add Image, HTML, and Video creatives, then group them, assign them to campaigns, and manage them.
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.
Select a suggested next step after Vera completes a task, so you can keep working without deciding what to do next.
Ask product questions without leaving your current workflow.
Save your preferences and campaign setup playbooks as memories, so Vera applies them in future workflows for that advertiser.
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, and adding and managing creatives, with Vera.
Vera Quick start shortcuts
Not sure where to begin? Select a Quick start shortcut below the input box (Campaign, Dashboard, Audience, Reports, or Creative) 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.
Next Step
After Vera completes a task, such as creating a campaign or adding creatives, or answers a standalone question, the Next Step section suggests up to three actions you can take next. Select an action to start that workflow, or to resume one you started recently but haven’t finished.
Vera lists any tasks you asked for but haven’t finished first, and doesn’t suggest actions you’ve already completed. You might see fewer than three actions, or none, when there’s nothing relevant to suggest.
Memories
Memories are preferences you teach Vera for a specific advertiser, such as a maximum bid or a naming convention. Vera applies them in future workflows for that advertiser and tells you which memories Vera used. Your memories are private to you, and you can view and manage them under Settings › Memories in the left panel. Refer to Create or manage memories with Vera for more information.
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, and adding and managing creatives, with Vera.
Locate additional Vera resources
