Your Home Page
Home is the first page you see after signing in. It is a briefing from your AI marketing team: a short written brief, your headline numbers, the decisions waiting for you, today's plan, your agents, the trend and a few shortcuts, all on one screen. The headline tiles show your numbers; the trend card's "View full report" and the other cards open the report or the Agent Hub behind them.
Getting Started
Until your setup is finished, a checklist sits at the top of Home. Each step ticks itself off as you do it:
- Review your visibility scores once your first check of your prompts is in
- Review your top citations, the sites AI answers lean on for your category
- Review your action plan, ready shortly after the first check
- Take the product tour, a short walk through this page
- Confirm your brand profile
The list closes when those five are done. Under "Connect your data" it also offers Agent Analytics, Google Analytics and Google search data. Those never block closing the list. They unlock more reports elsewhere in the app, not the numbers on Home. On every other page, a small progress card in the side panel shows how far along you are.
The Period
Pick the last 7, 30 or 90 days at the top of Home. The period applies to the four headline tiles and the trend, and changes are compared with the period before. Decisions for you, Today's plan and Active agents show what is happening now, whatever period you pick.
Your Brief
The first card on Home is your brief. It opens with one sentence on how you are doing, then two short lists:
- What moved: the biggest changes since the previous period, for example your visibility on one assistant falling from one figure to another
- Do next: the work most worth doing now, each with a short reason and the agent that covers it
Press Open on a line under Do next to act on it. It takes you to that agent in the Agent Hub, or, if the Agent Hub is not open to you, to the same item in your action plan. On a Free plan the button reads Upgrade to act, because Free is read-only.
The brief is written after each run of your prompts, so it can trail the tiles a little. When it is out of date the card shows "Last updated" and a date. Before your first check is in it says your first brief is being prepared and appears after your first capture; if your plan does not include the brief it says so and offers the upgrade; and if nothing stands out it says that.
The Cards
| Card | What it shows | Opens |
|---|---|---|
| Your brief | A headline, what moved and what to do next, written after each run | The agent or action behind each line, from Open |
| Headline tiles | Share of AI answers, Rank vs competitors, Actions waiting and Website health, side by side | Nothing, they show the numbers |
| Decisions for you | One decision at a time from your agents. Approve a draft, skip it, edit it in the Agent Hub, or answer a question. Approving can publish, so you are asked to confirm first | The Agent Hub |
| Today's plan | The daily AI answer check, what your agents finished or are running (with their times, shown in your time zone), anything blocked on a connection, and your own review | The run or agent behind each line |
| Active agents | Your team and whether each is working or paused. Switch an agent off to stop it taking new work; runs already going finish. Agents not built yet say Coming soon | The Agent Hub |
| The trend | Your share of AI answers over the last days, and which way it moved | Answer Engine Insights, from "View full report" |
| Quick actions | Find citation gaps, write an article, compare competitors, or ask your CMO | Each shortcut |
When a Card Is Empty
Every card loads on its own and says why it has nothing to show, with the one button that fixes it:
- No website check yet: on Website health, run your first website check
- Not in your plan: the feature comes with a higher plan (see Plans & Limits)
- Couldn't load: on Decisions, Today's plan or Active agents, the Agent Hub did not answer; use Retry
You can replay the walkthrough of this page at any time from the Help Guide in the app.