Configure the analysis. Retain the context.
Guided setup is implemented for invited accounts. Saving and resuming do not start live collection.
Business and market
Choose the profile, services or categories, area and objective. A website is optional; modules that need one indicate the missing information.
Manually confirmed competitors
Add up to five competitors and confirm their relevance. Automatic competitor discovery is not connected.
Modules and parameters
Enable compatible checks and adjust parameters by service or category. Module statuses indicate missing data or connections; they are not collected results.
Saving and templates
Resume the saved configuration or reuse a template within the organization. Templates do not copy business identity, competitors or secrets.
Customized report
Select and order sections, adjust the level of detail and add author notes. Sources remain mandatory, and export requires review and approval.