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First GEO loop (7 steps)

About 10–15 minutes: audit → prompts → probes → Issues → first fixes.

First GEO loop (7 steps)

After Setup, run through these 7 steps to complete your first GEO loop — about 10–15 minutes (including audit wait time).

1. Open Agent, run a full audit

Path: /app/agent → choose Full GEO audit, or enter: /geo audit yourdomain.com

Wait for analysis (~3–5 minutes).

📸 Screenshot needed: agent-audit

Path: Agent → full audit conversation in progress

Save screenshot as public/help/screenshots/agent-audit.png

## 2. Download the HTML report

Click Download HTML report, save it, and skim the main pain points and quick wins.

📸 Screenshot needed: agent-html-download

Path: Agent audit complete → Download HTML report button

Save screenshot as public/help/screenshots/agent-html-download.png

## 3. Build your prompt library

Path: /app/workspace/prompts

Add AI search questions by Topic (start with 20+; ≥ 5 active prompts per core topic). Cover product lines and common customer questions.

📸 Screenshot needed: prompt-management

Path: Prompt Management → prompt list

Save screenshot as public/help/screenshots/prompt-management.png

## 4. Wait for probes

Prompt × Platform probes run in the background. Give them a moment, then continue.

5. Check baseline KPIs on Overview

Path: /app/discover/overview

Confirm Visibility, Citation, SOV, Sentiment. If you see an estimate banner, see FAQ.

6. Refresh Issues and pick Top items

Path: /app/discover/issuesRefresh estimates → filter High (or top Medium by Volume if none).

📸 Screenshot needed: issues-refresh

Path: Issues → Refresh estimates button

Save screenshot as public/help/screenshots/issues-refresh.png

📸 Screenshot needed: issues-high-filter

Path: Issues → Priority filter High

Save screenshot as public/help/screenshots/issues-high-filter.png

## 7. Handle 1–3 Issues

For each: Optimize (if you have a page) or Ask Agent (if you need diagnosis). After edits, aim for content scores ≥ 80.

Done when

  • GEO audit HTML report downloaded
  • Prompt library ≥ 20 prompts
  • Overview shows baseline KPIs
  • Issues refreshed and at least 1 handled
  • (Optional) WordPress Connector configured, draft saved

Next steps