Quick Start Checklist

1. Create a workspace – Set your primary domain and team name.
2. Install the analytics snippet – Paste the snippet on your site. Verify installation from the Overview tab.
3. Add prompts – Create prompts with target platforms, cadence, and regions.
4. Track domains – Add your brand and competitor domains in Company settings.
5. Run analysis – Ensure analysis is enabled on prompts; watch Sources for citations.
6. Invite teammates – Add admins/owners/members with the right permissions.
7. Review AI referrals – Monitor visits from AI assistants once traffic arrives.

Tips

• Keep prompts grouped by campaign for clearer reporting.
• Use personas to tailor prompts to specific audiences.
• Set schedules to capture recurring answers automatically.