Setting up your first workspace
The three-screen wizard that creates a workspace, its prompts and its first scan.
What a workspace is
A workspace is one brand: its website, its competitors, its prompts and everything they produce. Brand plans include one; agency plans include three, ten or fifty, which is how a roster is kept apart.
Creating one
From the Dashboard click New workspace, or from Workspaces click Create workspace. Both open the same three-screen wizard, stepped 1. Your brand · 2. Brand details · 3. Prompts · 4. First scan.
Screen 1 — which brand are we tracking?
Two fields, brand name and website. Research the brand reads the site and works out the category, the keywords and the competitors buyers compare you with. Nothing runs until you start the first scan.
This step needs an admin or strategist; a writer can create a workspace but cannot run the research.
Screen 2 — here's what we found
Everything the research produced, editable: what the brand does, its category, up to 15 keywords and up to 10 competitors. These shape every prompt and every metric, so it's worth correcting here. Generate prompts moves on.
Screen 3 — the questions we'll track
Twenty-five generated prompts, a mix of best-of, alternatives, versus and buying-intent. Edit any of them, untick what you don't want, add your own. A select labelled Following scans sets the cadence — Weekly, Every two weeks or Monthly — and Start first scan creates the workspace, its prompts and the first run together.
Competitors
Competitors decide what counts as a competitor mention and who appears in share of voice. Changing the list later re-derives your history against the new set rather than only affecting future runs, so a correction fixes the past too.
Brand aliases are a separate field, filled by the research and editable afterwards in Edit workspace → Brand.
After the first scan
The wizard hands off to the workspace's Insights page with a short walkthrough. The first run fires immediately; everything after it follows the cadence you picked, on an hourly scheduler.
Workspace limits
Usage sits in Settings → Billing (admin-only) as four bars: prompts, workspaces, seats and tasks.