> ## Documentation Index
> Fetch the complete documentation index at: https://chatobserver.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Quickstart

> Set up a workspace, create your first prompts, and start collecting AI visibility data.

# Quickstart

This guide walks through the shortest path to a usable Chatobserver workspace.

## Before you begin

You will move faster if you already have:

* a clear primary domain or brand you want to monitor
* a shortlist of prompts that reflect real customer questions
* agreement on which AI platforms matter to your team
* one person who can manage billing, workspace settings, and API access

## Step 1: Create or join a workspace

Every prompt, run, source, and report in Chatobserver is scoped to a workspace. Start by creating the workspace that should own the data, then confirm the correct company and billing context in Settings.

## Step 2: Add your first prompts

Create a small starter set before you scale:

* branded prompts about your own company or product
* competitor comparison prompts
* category prompts that reveal which domains AI assistants cite most often

Keep the first batch focused. A smaller, higher-signal set is easier to validate than a large prompt library that mixes unrelated intents.

## Step 3: Choose platforms, region, and cadence

Prompts can target multiple AI platforms and run on a recurring schedule. The platform supports schedules such as:

* manual
* daily
* weekdays
* weekly
* custom weekdays
* fixed minute intervals

Start with a cadence your team can realistically review. Daily or weekday schedules are usually the best baseline.

## Step 4: Review your first prompt runs

Once prompts start executing, check the runs view for:

* run status
* analysis status
* timing
* failures or missing results

Do not assume the setup is correct just because a prompt exists. Validate that runs are actually completing and producing usable source data.

## Step 5: Inspect sources and visibility

After runs complete, move into the sources surfaces to answer:

* which domains are cited
* how often those domains appear
* which prompts are driving the citations
* whether your own brand is appearing in the results

This is the point where the workspace becomes operational rather than just configured.

## Step 6: Set up collaboration and access

Once the first data looks correct:

* invite teammates
* review workspace access
* configure billing ownership
* create API keys if you need downstream automation

## Optional: Install the AI visibility script

If you want AI referrals in addition to answer monitoring, install the Chatobserver analytics snippet on your site and verify the domain from the dashboard. This lets you connect AI-sourced sessions back to the prompts and channels you track in the workspace.

## What to do next

* Read the [workspace tour](workspace-tour).
* Learn how [prompts](../platform/prompts) are structured.
* Move into [sources](../platform/sources) once prompt runs are landing.