User manual
User manual for the private area
Find instructions for preparing a check, reading observations and using your workspace tools. Chapters explain steps, permissions, results and limits.
Find the instructions
Enter a feature or question and open the relevant section.
Section 1
Get started and read results
Start with the brand context and prepare your first check. Then learn to read each result with its coverage, its missing data and the limits that change its meaning.
Three steps to begin: understand the workspace, start the first check and read results together with their limits.
Find your bearings
Brand, workspace and the right area are clear before you read data.
Start the first check
The first collection observes the answers to the chosen questions.
Read the results
Each value is read with its sample and its limits.
Section 2
Use the areas of your workspace
Each workspace area answers a different question, from search to assistant answers, from reputation to competitors. Choose the relevant one and follow the steps using available data.
How to move from a concrete question to the area that covers it, then to the answers and sources behind the summary.
Frame the question
You know whether search, answers, reputation or competitors matter.
Open the area
The area shows the data collected for that question.
Open the detail
Each summary leads to the answers and sources that support it.
Section 3
Prepare and execute work
The tools prepare the work, from proposals to campaigns and pages. Open each tool’s instructions before approving, starting or publishing: they explain steps, permissions and the effect of each action.
The path of the tools: a proposal to review, the prepared tool, confirmation with the cost and the final receipt.
Read the proposal
Every action starts from an observation and a text to review.
Prepare the tool
Sheet, workflow, campaign or landing page receive the approved materials.
Confirm the cost
The cost in credits is shown before you confirm.
Check the receipt
The receipt states what started and with what outcome.
Section 4
Settings, connections and plan
Preferences, access, alerts, integrations and commercial terms each have their own place. These chapters show where to check them and what to verify before changing them.
Three groups of settings to check: the workspace, the connected services and the plan with its credits.
Configure the workspace
Language, brand and email apply to the whole workspace.
Connect services
Integrations bring data and destinations with your consent.
Check plan and credits
Balance, quotes and spending limits stay visible before every purchase.