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 sources — Sign in with Google or email OTP (invited users). Authorize read-only scopes for Search Console, Analytics, Ads, and Tag…
  • Sync & review insights — Run Sync now from the dashboard. Conversion Console caches metrics and runs insight recipes — cannibalization, intent le…
  • Strategy chat across channels — Ask 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.