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Onboarding (wizard)

On first login the platform walks you through a setup wizard. The steps are adaptive — they depend on your package and business model (e.g. the Brand package doesn't ask about a shop or products). The goal: leave the wizard with your first real visibility measurement.

What it's for​

  • Collects the minimum the monitoring can't start without: company profile, market, competitors.
  • For packages with the product module: connects your shop (integration or feed) and lets you pick products to track.
  • Ends with the first measurement — you immediately see how AI talks about your brand.

How to start​

Have ready: your website address, a list of your 3-5 most important competitors and — if you have the product module — access to your shop panel (API key) or a product feed URL. You can leave the wizard and finish later ("Skip to dashboard").

Step by step​

  1. Profile — company name, website, what you sell, business model (Manufacturer / Reseller / Hybrid) and the research market. The business model tunes labels and modules (e.g. a manufacturer gets the "where to buy" reseller view).
  2. Competitors — the brands you compete with in AI. This list feeds SoV comparisons and competitor detection in citations; you can edit it later in the company profile.
  3. Shop (packages with the product module) — connect your shop platform (Shoper, WooCommerce, IdoSell, Shopify, PrestaShop, BaseLinker, Magento, among others) or provide a product feed.
  4. Products — from the imported catalog, pick the products to track in AI (the limit depends on the package; you can change the selection in the product catalog).
  5. Measurement — the wizard proposes the first questions and runs the first visibility checks.
  6. Done — you land on the dashboard with your first data.
Order matters

Competitors entered before the first measurement mean even the very first checks compute SoV against the competition — don't skip them.

FAQ​

I skipped the wizard — how do I get back to setup? Everything the wizard collects can be set manually later: profile and integrations in the company profile, products in the product catalog, questions in the topic map.

What if my shop platform isn't on the list? Use a product feed (Google Merchant XML/CSV) or contact us — the integration list keeps growing.

Can I change the business model after onboarding? Yes, in the company profile — it changes labels and module emphasis, it doesn't delete data.

How long does the first measurement take? Minutes — you'll see the first results during the wizard or right after it, and the full picture builds over the first days of nightly monitoring.