Tekmatix is your all-in-one CRM and business platform: www.tekmatix.com/ The Tekmatix channel shares demos and tutorial videos on how to utilise Tekmatix to its full advantage.
How to Create and Manage Meta, Google and LinkedIn Ads With Ask AI in Tekmatix
Creating ads shouldn’t require 47 tabs, 3 coffees, and a minor emotional breakdown. 😅
Tekmatix just made paid advertising a whole lot easier.
You can now use Ask AI inside Tekmatix to help create, manage AND analyse your Meta, Google and LinkedIn ad campaigns — simply by telling it what you want to do.
Think:
💬 “Create a Meta lead generation campaign.”
💬 “Build a Google Search campaign for my website.”
💬 “Show me my active campaigns.”
💬 “How did my campaigns perform over the last 30 days?”
💬 “How can I improve this campaign?”
Ask AI can help you build campaigns, create audiences, find things like pixels, lead forms and conversion actions, manage existing campaigns AND make sense of your ad performance.
And before you panic about AI running wild with your ad budget… 👀
You’re still in control.
New campaigns are created as drafts, publishing requires your approval, and important actions require confirmation.
So instead of spending your afternoon clicking through endless advertising dashboards trying to remember where THAT ONE SETTING lives…
you can tell Tekmatix what you’re trying to accomplish and let Ask AI help with the heavy lifting.
Less clicking.
Less hunting.
More time for the strategy, offers, messaging and creative ideas that actually need your human brain. 🧠✨
How to Manage, Export and Recover Abandoned Checkouts in Tekmatix
🛒 They made it ALL the way to checkout… and then disappeared.
But an abandoned checkout doesn’t always mean a lost sale.
Maybe they got distracted. Maybe they had a question. Maybe life happened and they simply forgot to come back.
And now, Tekmatix gives you more ways to help bring those customers back. 👀
The updated Abandoned Checkouts area makes it easier to:
✨ Search for abandoned checkouts by name or email ✨ Filter by email status, recovery status + date ✨ Export abandoned checkout data to CSV ✨ Manage automated abandoned cart recovery emails ✨ Copy a customer’s recovery link and send them straight back to their checkout
That last one can be especially handy when a customer reaches out for help—or when you want to personally follow up with a potential buyer instead of relying on automation alone.
Because sometimes the sale isn’t lost.
They just need a little nudge to finish what they started. 💸
You can add up to 6 signer roles to one reusable document template, assign each person their required fields, and let Tekmatix populate and route the document when your Workflow runs.
Need a different signer for a particular agreement?
You can override their name, email or phone number right inside the Workflow without rebuilding your template. 👏
That means you can:
✨ Build your document once ✨ Automate repetitive sends ✨ Reduce manual data entry ✨ Reduce mistakes ✨ Handle more complex agreements ✨ Create a smoother signing experience for your clients
Basically: less copying, pasting and checking who needs to sign what.
More automation doing the boring stuff behind the scenes. 😎
Want to set it up?
👉Read here: How to Add and Automate Multiple Signer Roles in Tekmatix Documents and Contracts
Save this post for the next time you’re building a contract Workflow — and send it to the person on your team who’s still entering signer details manually. 👀
How to Restore and Manage AI Workflow Versions in Tekmatix
Ever let AI “fix” something… only to immediately want the OLD version back? 😅
Good news: experimenting with AI inside Tekmatix workflows just got a whole lot less scary.
The Tekmatix Workflow AI Builder now keeps track of every AI-generated iteration of your workflow — so you can test changes, compare versions, and go back when you need to.
✨ Every AI edit creates a version card 💜 Your current version is clearly highlighted ↩️ Restore an earlier version with one click 🙌 Newer versions stay available even after you restore 📚 AI + manual changes live together in Version History
Translation?
You can let AI help you make bigger changes to your workflows WITHOUT that “wait…what did it just change?!” panic. 😂
Try something.
Don’t like it?
Go back.
Liked the newer version better after all?
You can restore that one too.
More freedom to experiment with AI. More control over your workflows. And a whole lot less rebuilding something manually because you changed your mind.
Want to see exactly how it works?
Read: How to Restore and Manage AI Workflow Versions in Tekmatix
Save this post for the next time you’re experimenting with Workflow AI Builder! 💜
How to Optimize Conversations AI Prompts with Prompt Optimizer in Tekmatix
🚨 Your AI chatbot isn't broken...
...it just hasn't been tested the way real customers will use it.
Most people spend hours tweaking prompts, launch their AI agent, and hope for the best. 🤞
But hope isn't a strategy.
With the new Prompt Optimizer for Conversations AI in Tekmatix, you can:
✨ Test your AI with realistic customer conversations ✨ Discover where your chatbot gets stuck ✨ See exactly why it succeeds (or fails) ✨ Automatically improve your prompts with AI ✨ Keep your live chatbot completely untouched while you optimize
No more guessing. No more endless prompt edits. No more finding problems after your customers do.
Your AI should be learning before your customers ever meet it.
If you're using AI to book appointments, answer questions, trigger workflows, or support customers, this feature can save you hours of manual testing while helping you launch with confidence.
How to Manage Threads Comments from Social Planner in Tekmatix
🚨 Still switching between apps just to reply to Threads comments?
Not anymore. 🙌
Your social media workflow just got a whole lot easier with the latest Tekmatix Social Planner update.
✨ You can now: ✅ View Threads comments from one centralized inbox ✅ Reply without opening the Threads app ✅ Stay synced with near real-time updates ✅ Manage Threads alongside Facebook, Instagram, LinkedIn, TikTok, Bluesky, and more
If you're managing multiple brands, clients, or just trying to stay on top of engagement, this feature saves time and keeps every conversation organized in one place.
No more tab hopping. No more missed comments. Just faster, more efficient community management.
How to Create More Engaging Emails with AI-Powered Countdown Timer Suggestions in Tekmatix
🚨 Your AI just got even smarter.
What if your email writer could tell you exactly when your campaign needs a countdown timer... and add it for you? ⏰🤖
That's exactly what Tekmatix Email AI does now.
Whether you're promoting: ✨ A webinar 🔥 A flash sale 🚀 A product launch ⏳ A limited-time offer
Email AI can recognize time-sensitive promotions and recommend a live countdown timer while it's generating your email.
No more switching between tools. No more manually creating timers. No more forgetting to add urgency.
Instead, Email AI helps you: ✅ Create more engaging promotional emails ✅ Build urgency that drives clicks ✅ Reuse existing countdown timers ✅ Set up new timers in just a few clicks ✅ Generate smarter, higher-converting campaigns
Sometimes it's the smallest improvements that make the biggest impact—and adding urgency at the right moment can be the difference between someone opening your email... or taking action.
If you're building multiple automations, connecting third-party apps, or creating custom workflows inside Tekmatix, this update is for you.
🎉 You can now create up to 20 Personal Integration Tokens (PIT Tokens) in every Tekmatix subaccount—up from just 5!
Why this matters 👇
✅ Create dedicated tokens for different apps and automations ✅ Keep integrations organized instead of reusing the same token ✅ Improve security by separating API access ✅ Scale your workflows without hitting previous limits
Whether you're connecting CRMs, custom applications, Zapier, Make, or other API-powered tools, you now have the flexibility to grow your tech stack with confidence.
Ready to start using the new limit?
📖 Read the full step-by-step guide here: How to Create More PIT Tokens in Tekmatix
Have you already maxed out your PIT tokens? Let us know in the comments! 👇
How to Use the User Replied Goal Event in Tekmatix Workflows
🚨 Your workflows just got a whole lot smarter.
Ever had a sales rep jump into a conversation... but your automation kept sending emails and texts anyway? 😬
Not anymore.
With the new User Replied Goal in Tekmatix Workflows, your automation knows exactly when to step aside.
✨ Here's what happens: ✅ Automatically stop nurture emails & SMS ✅ Prevent duplicate messages ✅ Skip unnecessary workflow steps ✅ Hand the conversation over to your team instantly ✅ Create a smoother customer experience from automation to human support
Because the best automation doesn't just run on a schedule...
It responds to what's actually happening.
Whether you're nurturing leads, booking appointments, onboarding clients, or managing support, this update helps your workflows feel more human while keeping everything running behind the scenes.
TekMatix
How to Create and Manage Meta, Google and LinkedIn Ads With Ask AI in Tekmatix
Creating ads shouldn’t require 47 tabs, 3 coffees, and a minor emotional breakdown. 😅
Tekmatix just made paid advertising a whole lot easier.
You can now use Ask AI inside Tekmatix to help create, manage AND analyse your Meta, Google and LinkedIn ad campaigns — simply by telling it what you want to do.
Think:
💬 “Create a Meta lead generation campaign.”
💬 “Build a Google Search campaign for my website.”
💬 “Show me my active campaigns.”
💬 “How did my campaigns perform over the last 30 days?”
💬 “How can I improve this campaign?”
Ask AI can help you build campaigns, create audiences, find things like pixels, lead forms and conversion actions, manage existing campaigns AND make sense of your ad performance.
And before you panic about AI running wild with your ad budget… 👀
You’re still in control.
New campaigns are created as drafts, publishing requires your approval, and important actions require confirmation.
So instead of spending your afternoon clicking through endless advertising dashboards trying to remember where THAT ONE SETTING lives…
you can tell Tekmatix what you’re trying to accomplish and let Ask AI help with the heavy lifting.
Less clicking.
Less hunting.
More time for the strategy, offers, messaging and creative ideas that actually need your human brain. 🧠✨
Want to see exactly how it works?
👉 Read the full breakdown at tekmatix.com/blog/b/create-manage-meta-google-link…
#Tekmatix #AskAI #AIAdvertising #MetaAds #GoogleAds #LinkedInAds #DigitalMarketing #MarketingAutomation #AITools #OnlineBusiness
8 hours ago | [YT] | 0
View 0 replies
TekMatix
How to Manage, Export and Recover Abandoned Checkouts in Tekmatix
🛒 They made it ALL the way to checkout… and then disappeared.
But an abandoned checkout doesn’t always mean a lost sale.
Maybe they got distracted.
Maybe they had a question.
Maybe life happened and they simply forgot to come back.
And now, Tekmatix gives you more ways to help bring those customers back. 👀
The updated Abandoned Checkouts area makes it easier to:
✨ Search for abandoned checkouts by name or email
✨ Filter by email status, recovery status + date
✨ Export abandoned checkout data to CSV
✨ Manage automated abandoned cart recovery emails
✨ Copy a customer’s recovery link and send them straight back to their checkout
That last one can be especially handy when a customer reaches out for help—or when you want to personally follow up with a potential buyer instead of relying on automation alone.
Because sometimes the sale isn’t lost.
They just need a little nudge to finish what they started. 💸
Want to see how it all works?
👉 Read here: tekmatix.com/blog/b/manage-export-recover-abandone…
Save this one for the next time you spot an abandoned checkout. 🔖
#Tekmatix #EcommerceTips #AbandonedCart #AbandonedCheckout #OnlineBusiness #EcommerceBusiness #MarketingAutomation #SalesAutomation #OnlineSales
3 days ago | [YT] | 0
View 0 replies
TekMatix
How to Add and Automate Multiple Signer Roles in Tekmatix Documents and Contracts
If you’re manually adding every signer to every contract you send… you’re doing WAY too much admin. 👀
Tekmatix Documents & Contracts can now support multiple signer roles — and you can automate the whole process inside a Workflow. 🙌
Think:
✍️ Buyer + Seller
✍️ Client + Co-signer
✍️ Tenant + Guarantor
✍️ Contractor + Customer
✍️ Client + Witness
✍️ Multiple business partners
You can add up to 6 signer roles to one reusable document template, assign each person their required fields, and let Tekmatix populate and route the document when your Workflow runs.
Need a different signer for a particular agreement?
You can override their name, email or phone number right inside the Workflow without rebuilding your template. 👏
That means you can:
✨ Build your document once
✨ Automate repetitive sends
✨ Reduce manual data entry
✨ Reduce mistakes
✨ Handle more complex agreements
✨ Create a smoother signing experience for your clients
Basically: less copying, pasting and checking who needs to sign what.
More automation doing the boring stuff behind the scenes. 😎
Want to set it up?
👉Read here: How to Add and Automate Multiple Signer Roles in Tekmatix Documents and Contracts
Save this post for the next time you’re building a contract Workflow — and send it to the person on your team who’s still entering signer details manually. 👀
#Tekmatix #TekmatixTips #BusinessAutomation #WorkflowAutomation #DocumentAutomation #ContractAutomation #ESignature #OnlineBusiness #BusinessSystems #AutomatedWorkflows
4 days ago | [YT] | 0
View 0 replies
TekMatix
How to Restore and Manage AI Workflow Versions in Tekmatix
Ever let AI “fix” something… only to immediately want the OLD version back? 😅
Good news: experimenting with AI inside Tekmatix workflows just got a whole lot less scary.
The Tekmatix Workflow AI Builder now keeps track of every AI-generated iteration of your workflow — so you can test changes, compare versions, and go back when you need to.
✨ Every AI edit creates a version card
💜 Your current version is clearly highlighted
↩️ Restore an earlier version with one click
🙌 Newer versions stay available even after you restore
📚 AI + manual changes live together in Version History
Translation?
You can let AI help you make bigger changes to your workflows WITHOUT that “wait…what did it just change?!” panic. 😂
Try something.
Don’t like it?
Go back.
Liked the newer version better after all?
You can restore that one too.
More freedom to experiment with AI. More control over your workflows. And a whole lot less rebuilding something manually because you changed your mind.
Want to see exactly how it works?
Read: How to Restore and Manage AI Workflow Versions in Tekmatix
Save this post for the next time you’re experimenting with Workflow AI Builder! 💜
5 days ago | [YT] | 0
View 0 replies
TekMatix
How to Automate AI Studio Form Submissions with Workflows in Tekmatix
🚨 Your AI Studio forms can now do WAY more than collect leads…
The moment someone submits a form, you can automatically kick off your entire follow-up process inside Tekmatix. 🤯
No more manually sending emails.
No more forgetting to follow up.
No more leads slipping through the cracks.
Now you can automatically:
✅ Send welcome emails
✅ Trigger SMS follow-ups
✅ Notify your team instantly
✅ Apply contact tags
✅ Create CRM opportunities
✅ Launch complete workflow automations
The best part?
It all works using the External Tracking Event trigger, so if you're already using Tekmatix workflows, adding AI Studio forms is simple.
Because capturing a lead is only the beginning…
The businesses that win are the ones that respond first.
If you're using AI Studio to generate leads, this is one automation you don't want to miss.
📖 Read the full step-by-step guide here:
tekmatix.com/blog/b/how-to-use-ai-studio-form-work…
#Tekmatix #AIStudio #WorkflowAutomation #CRM #LeadGeneration #MarketingAutomation #BusinessAutomation #EmailMarketing #SMSMarketing #LeadManagement #SalesAutomation
6 days ago | [YT] | 0
View 0 replies
TekMatix
How to Optimize Conversations AI Prompts with Prompt Optimizer in Tekmatix
🚨 Your AI chatbot isn't broken...
...it just hasn't been tested the way real customers will use it.
Most people spend hours tweaking prompts, launch their AI agent, and hope for the best. 🤞
But hope isn't a strategy.
With the new Prompt Optimizer for Conversations AI in Tekmatix, you can:
✨ Test your AI with realistic customer conversations
✨ Discover where your chatbot gets stuck
✨ See exactly why it succeeds (or fails)
✨ Automatically improve your prompts with AI
✨ Keep your live chatbot completely untouched while you optimize
No more guessing.
No more endless prompt edits.
No more finding problems after your customers do.
Your AI should be learning before your customers ever meet it.
If you're using AI to book appointments, answer questions, trigger workflows, or support customers, this feature can save you hours of manual testing while helping you launch with confidence.
👉 Read the full breakdown and see how Prompt Optimizer works: tekmatix.com/blog/b/how-to-optimize-conversations-…
Have you ever launched an AI chatbot only to realize it didn't respond the way you expected? 👇
#ConversationsAI #PromptOptimizer #Tekmatix #AIChatbot #AIAgent #PromptEngineering #CustomerSupportAI #AIOptimization #ConversationalAI #BusinessAutomation
1 week ago | [YT] | 0
View 0 replies
TekMatix
How to Manage Threads Comments from Social Planner in Tekmatix
🚨 Still switching between apps just to reply to Threads comments?
Not anymore. 🙌
Your social media workflow just got a whole lot easier with the latest Tekmatix Social Planner update.
✨ You can now:
✅ View Threads comments from one centralized inbox
✅ Reply without opening the Threads app
✅ Stay synced with near real-time updates
✅ Manage Threads alongside Facebook, Instagram, LinkedIn, TikTok, Bluesky, and more
If you're managing multiple brands, clients, or just trying to stay on top of engagement, this feature saves time and keeps every conversation organized in one place.
No more tab hopping.
No more missed comments.
Just faster, more efficient community management.
Ready to see how it works? 👇
📖 Read the full blog here: tekmatix.com/blog/b/how-to-manage-threads-comments…
Have you connected your Threads account yet? Let us know in the comments! 💬
#Tekmatix #Threads #SocialPlanner #SocialMediaManagement #CommentManagement #ThreadsComments #SocialMediaMarketing #CommunityManagement #UnifiedInbox #ContentCreators #MarketingTools #SocialMediaTools
1 week ago | [YT] | 0
View 0 replies
TekMatix
How to Create More Engaging Emails with AI-Powered Countdown Timer Suggestions in Tekmatix
🚨 Your AI just got even smarter.
What if your email writer could tell you exactly when your campaign needs a countdown timer... and add it for you? ⏰🤖
That's exactly what Tekmatix Email AI does now.
Whether you're promoting:
✨ A webinar
🔥 A flash sale
🚀 A product launch
⏳ A limited-time offer
Email AI can recognize time-sensitive promotions and recommend a live countdown timer while it's generating your email.
No more switching between tools.
No more manually creating timers.
No more forgetting to add urgency.
Instead, Email AI helps you:
✅ Create more engaging promotional emails
✅ Build urgency that drives clicks
✅ Reuse existing countdown timers
✅ Set up new timers in just a few clicks
✅ Generate smarter, higher-converting campaigns
Sometimes it's the smallest improvements that make the biggest impact—and adding urgency at the right moment can be the difference between someone opening your email... or taking action.
Want to see how it works?
👉 Read the full walkthrough here:
tekmatix.com/blog/b/how-to-use-email-ai-countdown-…
#EmailAI #CountdownTimer #EmailMarketing #Tekmatix #MarketingAutomation #PromotionalEmails #EmailCampaigns #AIEmailWriter #ConversionOptimization #WebinarMarketing #FlashSale #ProductLaunch #EmailAutomation #UrgencyMarketing #DigitalMarketing
1 week ago | [YT] | 0
View 0 replies
TekMatix
How to Increase and Manage PIT Tokens in Tekmatix
🚀 Running out of API tokens? Not anymore.
If you're building multiple automations, connecting third-party apps, or creating custom workflows inside Tekmatix, this update is for you.
🎉 You can now create up to 20 Personal Integration Tokens (PIT Tokens) in every Tekmatix subaccount—up from just 5!
Why this matters 👇
✅ Create dedicated tokens for different apps and automations
✅ Keep integrations organized instead of reusing the same token
✅ Improve security by separating API access
✅ Scale your workflows without hitting previous limits
Whether you're connecting CRMs, custom applications, Zapier, Make, or other API-powered tools, you now have the flexibility to grow your tech stack with confidence.
Ready to start using the new limit?
📖 Read the full step-by-step guide here:
How to Create More PIT Tokens in Tekmatix
Have you already maxed out your PIT tokens? Let us know in the comments! 👇
#Tekmatix #PITTokens #APIAccess #WorkflowAutomation #BusinessAutomation #CRMIntegrations #Automation #ThirdPartyIntegrations #CustomAPI #BusinessGrowth
1 week ago | [YT] | 0
View 0 replies
TekMatix
How to Use the User Replied Goal Event in Tekmatix Workflows
🚨 Your workflows just got a whole lot smarter.
Ever had a sales rep jump into a conversation... but your automation kept sending emails and texts anyway? 😬
Not anymore.
With the new User Replied Goal in Tekmatix Workflows, your automation knows exactly when to step aside.
✨ Here's what happens:
✅ Automatically stop nurture emails & SMS
✅ Prevent duplicate messages
✅ Skip unnecessary workflow steps
✅ Hand the conversation over to your team instantly
✅ Create a smoother customer experience from automation to human support
Because the best automation doesn't just run on a schedule...
It responds to what's actually happening.
Whether you're nurturing leads, booking appointments, onboarding clients, or managing support, this update helps your workflows feel more human while keeping everything running behind the scenes.
👉 Read the full breakdown and learn how to set it up here:
tekmatix.com/blog/b/how-to-stop-workflows-when-a-t…
#Tekmatix #MarketingAutomation #WorkflowAutomation #CRM #SalesAutomation #BusinessAutomation #LeadNurture #CustomerExperience #AutomationTools #SmallBusiness
1 week ago | [YT] | 0
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