Set up in the dashboard
1
Give us your domain
Enter it on the sign-up page, or arrive from the free audit with it already filled in. Submitting it creates your workspace and starts set-up on our side: reading the site, picking the starter prompts and running a preview scan. If you came from the audit, the questions it asked are kept word for word.
2
Your business
What we read from your site, each fact with the page it came from. Correct any of them in place. What the site did not say is asked as a question rather than guessed. An unanswered question never blocks you: it is asked again later.
3
Who you compete with
The rivals that actually show up in the answers, filling in as the scan reads. Every suggestion starts ticked: untick the ones you do not lose deals to, and add any that are missing. Only the ticked ones are tracked. See Competitors.
4
Where you want to be found
The assistants, Google, YouTube, Reddit and review sites, with the sensible ones already on and a line on why each one matters for you. A surface we cannot measure for your workspace yet is still offered and still worked on, and says not measured yet rather than showing a number.
5
Your goals
The first goal is about being seen at all: named in a number of the prompts that matter, per assistant, with the baseline the scan read and a date. Other proposed goals are switches you turn on or off. The prompts behind the goals are your starter set: about fifty, grouped into four to eight topics. Read them and remove or reword the ones that are off, now or later from the prompts screen, chat or MCP.
6
What your scan found
The free scan asks each starter prompt once on ChatGPT, Perplexity and Claude. One row per assistant, with how many of its answers are in, and once enough are, how often they named you. An assistant we cannot read yet says so; it is never shown as a zero. You can continue at any time: the scan keeps running.
7
Your plan and budget
The plan runs the platform. The budget buys the work, and is shown as the work it buys, for example ”≈ 4 articles · 12 page fixes · 20 outreach pitches · daily monitoring”. Beside it: work we don’t deliver isn’t charged, and items waiting on you to publish count as delivered.At the budget, new work pauses and you are asked first, or you can let it run up to 10% over. The button agrees to one sentence with three numbers in it, such as “We’ll top up 10, never more than $1,500 a month.” Nothing is charged by agreeing: payment is taken at checkout, and the budget rule starts when your plan does. You can change the budget or top up any time in Settings → Billing. See Plans.
8
Watch the team start
After checkout, the first readings start straight away, the first piece of work follows, and the projects the Chief of staff proposes for you appear under Your team, each one yours to keep, pause or remove. You can also book the kickoff call there. See Your first fifteen minutes.
Set up from your own assistant
Your own assistant can do the same set-up over the MCP server. Add the server to your assistant and sign in through the browser when it asks (see OAuth); you need no workspace first, because the first call makes your account’s organisation. Then ask it to set up your business. Once you are set up, Settings → Your assistant connects more assistants.start_workspacetakes your domain and creates the workspace, or resumes it. It returns the facts we read, the questions we have, the suggested competitors and platforms, the proposed goals and the plans. Calling it again with the same domain is how the assistant checks on progress; it never creates a second workspace.confirm_setupsaves your choices (plan, monthly budget, competitors, platforms, goals and profile corrections) and returns a checkout link. The plans it can take are the onesstart_workspacelisted: every plan checkout sells, not only Starter.- You open the link and pay in your browser. An assistant cannot charge you: every payment finishes in a browser, with you looking at the price. If you already have a card on file, the link opens your billing page instead, so the charge is still one you make yourself.
- Once you have paid,
start_workspacereports the workspace as active, and then when its first readings are ready.
start_workspace with a second domain is refused until the first is paid for, so an assistant cannot leave a trail of half-set-up workspaces.
Items your assistant files in the Inbox are marked with where they came from, such as via Claude, so you can tell them from the ones the team raised. The same approvals apply to everything it does.
Reading the first numbers
The moment your plan starts, your first reading reads every prompt on every engine your plan includes, on a fast lane of its own, and its first answers land within minutes. A prompt you add later is queued for its first reading when you add it. After that, readings run on a daily cadence: each prompt × model × country combination is read at most once per workspace-local calendar day. Open Analytics in the sidebar, then its Overview tab. Two numbers matter first. Share of voice is the share of successful runs that named your brand. Citation rate is the share of successful runs that attached a link to your own domain. They answer different questions: whether the model knows you, and whether it sends readers to you. Every rate arrives as a value plusn, the number of successful runs behind it. A value of 0 with n > 0 is a real measured zero. A null value means not measured: no successful run exists for that cell, and it is not a zero. Per-model numbers also carry tracked and readable; a model with tracked: false was never asked, so it is not a 0%.
Sampling depth is the number of times each prompt × model is asked per reading: n = 1 on Starter, n = 3 on Growth, Business and Agency. Changes over time pass a two-proportion z-test at 95%. Below that noise floor you get {real: false, value: null}, which means “no change we can prove”, never zero.