The Quickstart wizard

The one-time setup that runs the first time you open your dashboard.

What it is

The Quickstart wizard is the one-time setup that runs the first time you open your dashboard after subscribing. It settles three things: who we track, who we compare you against, and which prompts we ask the engines.

Most of it is already filled in when you arrive. If you came from a free report, your brand, your competitors, and your prompts are carried over from it. If you subscribed without running one, we suggest a starting set from your domain instead.

What happens, step by step

  1. Confirm your brand.Your name, your domain, and any aliases you go by. This is what mentions are matched against, so an alias you leave out here is a mention we will miss. A name of exactly two letters, like HP or BP, is the one exception: we do not count it as a mention by default, because two-letter words collide with ordinary prose and would inflate your numbers. You can override that. A name like 3M is unaffected, because the digit makes it unambiguous.
  2. Choose your competitors.The brands you are scored against. Suggestions arrive already selected; remove the ones that don't belong and add any we missed. The wizard needs at least one to continue, because Share of Voice and Position are measured against this set and nothing else: what you choose here decides what those two numbers mean. The set is not permanent, and you can change or clear it in Settings once you are through.
  3. Select your prompts.What we ask the engines. Nothing is pre-selected here: you choose from the suggested set, or write your own. Your plan comes with a prompt budget, in blocks of 25, and a meter shows how much of it you have used. You need at least one prompt.
  4. Review, then go.A summary of the three steps, with a link back to any of them. Then tracking starts.

Good to know

Engines and cadence are not chosen here. They come from the plan you bought, and you change them in Settings, not in the wizard.

The wizard runs once. There is no skip, and it does not come back after you finish. Nothing it sets up is locked in, though: your brand, competitors, and prompts all stay editable afterwards.

Tracking begins as soon as your prompts are active, so the first responses start landing before your first report does. You can watch them arrive on the Prompts and Sources pages.

The emailed report waits longer, on purpose. AI is non-deterministic, so one response is a single sample rather than a verdict, and a number only settles once roughly eight responses have accumulated. Your reports therefore arrive more slowly than your scans: a daily cadence reaches that point in about a week, so the first report lands in about a week; a weekly cadence takes about a month to get there, so the first report lands in about a month. It reads backwards at first glance, but the slower cadence is the one that needs more calendar time to collect the same evidence.