Account & Basic Setup
Set up your account, connect your website, and configure your workspace to enable accurate analysis, team collaboration, and ongoing optimization.
What this does
This workflow guides you through account setup and initial onboarding.
By completing this process, the platform will:
Understand your website, brand, and competitors
Tailor keyword and query recommendations based on your region and business profile
Run an initial AI visibility analysis
Enable tracking, collaboration, and multi-project management
This ensures all insights and recommendations are aligned with your business context.
How to use
Step 1: Sign in
Enter your email address
Complete the login process
Step 2: Enter your website information
Provide the following details:
Website URL
Brand name
Competitors (optional but recommended)
This helps the system understand your business and perform more accurate benchmarking.
Step 3: Set your business profile
Select:
Company size
Primary business region
This allows the system to:
Recommend more relevant keywords and queries
Adjust analysis based on regional search behavior
Step 4: Enter the Agent page
After completing setup, you will be directed to the Agent page.
Step 5: Run initial analysis
The Agent will automatically:
Scan your website
Perform a quick assessment
Generate your initial AI visibility score
Step 6: Follow the guided walkthrough
During the analysis, an onboarding guide will walk you through the platform.
You will learn:
What each feature does
How to use each module
How to navigate the product
Account & Workspace Management
Manage your team
You can manage team members from the bottom-left corner.
You can:
Invite team members
Share access to your workspace
The number of members depends on your subscription plan.
Once added, team members can access your workspace and use Switch Project to enter your paid environment.
Switch between projects
If you have multiple projects or workspaces:
Click Switch Project in the bottom-left corner
Select the project you want to access
This allows you to manage shared workspaces efficiently.
Track credit usage
You can view your credit usage in the bottom-left corner.
You will see:
Remaining credits
Credits consumed
This helps you monitor and manage feature usage.
Add and manage multiple websites
Each account can manage multiple websites for continuous tracking and optimization.
To add a new website:
Click the project selector in the top-left corner
Click Add new project
Enter the website and brand information
Switch between websites
To switch between websites:
Click the project selector in the top-left corner
Select the project you want to view
Result
After completing setup, you will:
Have your account fully configured
Receive an initial AI visibility assessment
Be able to manage multiple websites and projects
Collaborate with team members
Track usage and performance over time
FAQ
Why do I need to enter competitors?
Competitor data helps the system benchmark your performance and generate more relevant insights.
Can I update this information later?
Yes, you can update your website, competitors, and business profile at any time.
What is the initial AI visibility analysis?
It is a quick scan of your website to evaluate how your brand appears across AI systems.
How many team members can I add?
The number of team members depends on your subscription plan.
How do I switch between projects?
Use Switch Project in the interface to move between different workspaces or websites.
Can I manage multiple websites under one account?
Yes, you can add and manage multiple websites and switch between them easily.
What are credits used for?
Credits are consumed when using certain features. You can track usage and remaining credits in the interface.
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