Guide

Connect, sync, then run the first weekly loop

Conversion Console is useful on day one with GSC + GA4. Add Ads, Meta, Clarity, and CRM/ESP connectors as recipes need them — then treat the dashboard as the weekly source of truth.

Page intent

When to use “Getting started”

This guide is an operating playbook on synced SEO, Ads, and CRO evidence — not a siloed checklist without a revenue graph.

  • Connect data sourcesSign in with Google or email OTP (invited users). Authorize read-only scopes for Search Console, Analytics, Ads, and Tag
  • Sync & review insightsRun Sync now from the dashboard. Conversion Console caches metrics and runs insight recipes — cannibalization, intent le
  • Strategy chat across channelsAsk questions that span SEO, AIO, CRO, and paid. Answers stay grounded in the same workspace metrics as your dashboards

How to run this guide

Step 01

Connect data sources

Sign in with Google or email OTP (invited users). Authorize read-only scopes for Search Console, Analytics, Ads, and Tag Manager. Optionally connect Meta Ads, Bing Webmaster, Clarity, CRM/ESP paths (HubSpot, Shopify, Mailchimp, Klaviyo), and project tools (Asana, ClickUp).

What to check

  • Create one site workspace per domain or client property
  • Re-authorize if Ads or GTM scopes were added after first login
  • Add your own OpenAI, Claude, or Gemini key under Integrations when you want AI briefs
  • Email OTP users can link Google later under Settings to unlock Google APIs

Step 02

Sync & review insights

Run Sync now from the dashboard. Conversion Console caches metrics and runs insight recipes — cannibalization, intent leaks, striking distance, GTM hygiene — using pure math on synced data. Charts default to last 30 days vs the previous 30, with up to ~90 days of daily history after a full sync.

What to check

  • Start with GSC + GA4; add Ads/Meta when you want paid overlap
  • Missing sources hide related alerts — nothing breaks
  • New projects redirect immediately while sync continues in the background
  • Deep technical sync notes live under Docs → Sync

Step 03

Strategy chat across channels

Ask questions that span SEO, AIO, CRO, and paid. Answers stay grounded in the same workspace metrics as your dashboards — not a siloed copilot with no spend context.

What to check

  • Built-in insight recipes do not require an LLM key
  • BYO keys bill to your provider account
  • Use chat to turn findings into SEO, media, CRO, and email briefs

Step 04

Close the first weekly loop

Treat Conversion Console as the weekly source of truth: sync → triage opportunities → assign owners → ship SEO/CRO/paid/email changes → re-sync to measure.

What to check

  • Monday: sync and scan severity (30 vs prior 30)
  • Mid-week: brief owners, push tickets, ship tests / emails
  • Friday: confirm movement on money pages

Related

Related features, use cases & reading

FAQ

Getting started FAQs

Do I need every integration on day one?

No. Start with Google Search Console and GA4. Add Ads, GTM, Bing, and Clarity as you need those insight recipes.

Where do I manage connectors after signup?

Use Connect for Google/Bing/Clarity per site, and Integrations for LLM keys and additional platforms.

Is there a demo without connecting production data?

Yes — view the product demo anytime. Demo insights can also load in early-access environments without touching live properties.

What if I’m email-OTP only?

You can sign in and explore. Link Google under Settings when you are ready to authorize Search Console, Analytics, and Ads.

Put “getting started” into practice

Request a private beta seat — or explore the full interactive demo with sample data.