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