Onboarding & Setup

From your first login to a fully configured dashboard.

Registration

Create your account with email and password. Alternatively, if you received an invitation link from a teammate, your account will automatically be assigned to the correct company.

Create a company

During onboarding, you enter the name of your organization. The company is the top-level entity — all clients, team members, and billing are managed through it.

Choose a plan

Select your plan:

• Tester — 10 active prompts and 500 credits per month
• Starter — 35 active prompts and 750 credits per month
• Pro — 100 active prompts and 1200 credits per month

All self-serve plans include the same dashboard features; they mainly differ by prompt capacity and credits. Payment is handled via Stripe. You can change your plan from the Billing page.

Set up your first client

The final step is a short guided setup that builds your first client:

1. Domain — enter your website. We scan it and draft your brand profile automatically. No website? You can fill in the details by hand instead.
2. Brand profile — confirm or edit the draft: brand name, a short description, industry, country, and language. This is what identifies your brand and helps us tell real competitors from unrelated mentions.
3. Topics — based on your profile, we suggest the topics worth tracking. Confirm the ones that fit and drop the rest.
4. Prompts — for the confirmed topics, we suggest the questions to send to AI models. Review and toggle individual prompts before you finish. You can also add or import your own.

You do not set up competitors here. Competitors are discovered automatically once your answers come in, and you can manage them anytime on the Competitors page.

Admin setup for new companies

System admins choose between two paths when creating a company and can optionally set a custom prompt limit instead of the plan default for limited plans:

• Customer sets up (self-service) — The admin creates only the company, plan, and owner invite. After accepting the invite, the customer completes the domain-first wizard; finishing it starts data collection.
• Done-for-you (set up now) — The admin creates clients with their brand profile, competitors, and selected prompts. The wizard then starts data collection for every client with at least one prompt; a client without prompts is shown honestly as not collecting.

Dashboard

Once setup is complete, data collection starts for your client. The dashboard stays in a collecting state and unlocks automatically as soon as the first results arrive, usually within a few hours.

Next steps