MLOGIX

Introduction

Welcome to MLOGIX — Everything your agency needs to know about the platform.

MLOGIX Manual

This manual covers all functional areas of the MLOGIX platform. Use the left navigation to jump directly to the section you need.

All-in-One

Campaigns, contracts, reporting — all in one platform

Modular

Only activate what you really need

Team-ready

Roles, permissions and tasks for your whole team

Fast Search

Full-text search across all content in real time

AI-powered

Sidekick AI, AI matching and smart suggestions

Influencer Database

The influencer database is your central directory of all creators you work with or want to work with.

Connected Platforms

Multiple social media profiles can be stored for each influencer, showing profile picture, username, follower count and engagement rate.

YouTubeTikTokInstagramTwitchTwitter / XLinkedInPinterest

Automatic Data Updates

Follower counts and engagement rates are updated automatically in the background every day.

TikTok Data

For TikTok profiles, likes, comments and video count are also tracked. Engagement rate is calculated from the last 30 posts.

Filter & Search

Filter by platform, follower range, engagement rate, tags and assignee. Results can be exported as CSV.

Campaign Management

Campaigns are the core of MLOGIX — plan, coordinate and monitor all your influencer marketing projects here.

Create Campaign

1

Create campaign & write briefing

2

Assign influencers & set fees

3

Approve content & set deadlines

4

Track performance & evaluate KPIs

5

Create final report & export

Status Workflow

Draft Active Paused Completed Cancelled

Change Status

The campaign status reflects the current state. Some transitions trigger automatic actions.

Assign Influencers

Add any number of influencers to a campaign. Set fee, platform, content type and deadline separately for each.

Filter & Search

Filter the campaign list by status, period, assignee and tags.

Lead Pipeline

The Lead Pipeline is your CRM for prospective clients.

Pipeline Stages

Prospect First Contact Briefing Offer Follow-up Won Lost

Kanban View

Each lead goes through up to 7 stages. Drag and drop leads between columns or change status in the detail view.

Automatic Follow-up

Set a follow-up date for any lead. Once the deadline passes, the lead is automatically moved to the Follow-up column - even if you are not logged in.

Convert Lead

When a lead is won, convert it to a client with one click — all information is transferred.

Activity Log

Every status change, note, call, or email is logged in the activity timeline. You can edit the date and content of any activity afterwards. The sidebar also displays the first contact date.

Filter & Sort

Filter leads by stage, assignee and creation date.

Task Management

The task system helps you and your team keep track of all pending activities.

Status & Priorities

Open In Progress Blocked Done Cancelled
UrgentHighMediumLow

Views

1

Kanban Board — Drag & drop by status

2

List View — Compact and filterable

3

By Assignee — See team workload

4

With Attachments — Only tasks with files

AI Matching

The matching module helps you find the right influencers for your campaigns.

How it works

Describe your target audience in natural language. The system analyses all influencers in your database and returns a ranked list.

AI Suggestions

Once you save a campaign with briefing text, the system automatically generates matching suggestions.

Creator Discovery

Use the Discovery tab to search for influencers not yet in your database.

Found creators can be added to the database and assigned to a campaign with one click.

Sidekick AI

Sidekick is the built-in AI assistant of MLOGIX — answering questions, analysing campaign data and creating charts.

What Sidekick can do

1

Context-aware — Accesses your real campaign data

2

Conversation history — Remembers previous questions in the session

3

Suggestions — Proactive recommendations based on your data

4

Long-term memory — Key information across multiple sessions

Charts & Diagrams

Ask Sidekick for a chart — it automatically picks the right type and renders it in the chat.

Revenue Timeline — Monthly revenue as line chart

Budget Utilisation — Spent vs. planned budget

Reach — Impressions over time

Platform Distribution — Share per social media platform

KPI Cards

Sidekick can output compact KPI cards on request.

Calendar

The Calendar brings all scheduled items together in one monthly view: tasks with due dates, lead follow-ups, and planned content posts. Color coding instantly shows which type each entry belongs to. Use the filters to focus on specific types, and click any entry to see its details.

Content Status

PlannedIn ReviewApprovedPublishedCancelled

Platform Assignment

Each content entry is assigned to a platform. Tasks show the related campaign, lead follow-ups show the company name. Click 'Open' to jump directly to the detail view.

Reports & Analytics

Keep track of your numbers — revenue, campaign results, influencer performance and budget usage at a glance.

What you see

Revenue & Fees
Campaign Performance
Top Influencers
Platform Reach
Invoice Status
Clicks & Conversions
Content Pipeline
Budget Utilisation

Your personal Dashboard

The dashboard can be customised with over 20 tiles. Drag and drop tiles to the desired position and save the layout as a template.

Client & Influencer Portal

Clients and influencers each get their own view — with exactly the information relevant to them.

Client Portal

  • Campaign overview & status
  • Content approval
  • Real-time reporting
  • View contracts & invoices

Influencer Portal

  • View own campaigns
  • Upload content
  • Download briefings
  • Own content calendar
  • View contract & fee

Communication & Collaboration

MLOGIX offers three communication layers: direct messages, campaign chats and a notification system.

Direct Messages

Send direct messages to any member of your agency. Messages are delivered in real time.

Campaign Chat

Each campaign has its own chat channel. All assigned team members join automatically.

Sending GIFs

In any chat you can search and send GIFs directly. Click the smiley icon in the chat toolbar, pick a GIF from the trending suggestions or search for something specific — the GIF is sent immediately as a message.

Notifications

The system automatically notifies you of relevant events:

Task assigned
Invoice created
Invoice paid
Campaign started
Campaign completed
Contract created
Goal reached
@Mention in chat

Support Tickets

The built-in ticketing system lets your team track internal requests and issues without external tools.

Create Ticket

Tickets are created with title, description, priority and optional category. Each ticket gets an automatic number and its own message thread.

Status Workflow

OpenIn ProgressResolvedClosed

Contracts & Invoices

Create, send and manage contracts and invoices directly from MLOGIX.

Contracts

Create contracts based on your own templates. The counterparty receives a link by email to sign digitally without an account.

Invoices

Invoices can be generated directly from campaign fees. Enable online payment by credit card — clients receive a payment link.

Settings

Agency Profile

Name, logo, address, currency and tax rate.

Team & Roles

Invite team members and manage access rights.

Email Sender & SMTP

Set up SMTP credentials, test the connection, and optionally configure an IMAP account for receiving emails.

Custom Domain

Use your own domain for the platform. MLOGIX verifies the CNAME record automatically and provisions the SSL certificate.

Document Templates

Create PDF layouts for contracts and invoices.

Email Templates

Customisable templates for offers, contracts and invoices.

API Access

Create and manage API keys for custom integrations.

Appearance

Adjust light/dark mode and colour scheme.

Module System

MLOGIX is divided into individual feature areas — depending on your plan, different ones are unlocked.

Influencers
Campaigns
Leads
Clients
Contracts
Invoices
Tasks
Matching
Creator Directory
Sidekick AI
Content Calendar
Link Tracking
Reporting
Chat
Direct Messages
Notifications
Support Tickets
Client Portal
Influencer Portal
PDF Templates
Email Templates
Full-text Search
Stripe Payments
Tags
Link Tracking
Activity Log

Connected Services

MLOGIX is connected to various external services — from social media platforms to payment providers.

If you want to integrate MLOGIX into your own tools, find all technical details in the developer section.

Connected Platforms & Services

Stripe

Stripe — payments & invoices

TikTok

TikTok — views, likes, video data

YouTube

YouTube — subscribers, views

Twitch

Twitch — followers, streams

Instagram

Instagram — followers, ER, posts

Typesense

Full-text search

MLOGIX — Documentation