Setting up your workspace
Research your public website during setup, or skip it and add business context yourself.
The first time you sign in, Quick Setup asks where it should look for public information about your business. You can give it a website or continue without one.
Filling in Quick Setup
Type your company website into BUSINESS WEBSITE. An address with or without https:// works.
Optionally choose the role that best describes you. If you choose Other, describe the role before continuing. You can also leave the whole question unanswered.
Press Build my workspace to start the research.
Use a public company address. Local addresses, raw IP addresses, URLs with credentials or ports, and
schemes other than http or https are refused. A path such as example.com/product is allowed and
gives the research a more specific place to start.
What the research reads
Research reads public pages without signing in to your site. Each saved claim keeps a quoted excerpt from the page that supports it.
If the research identifies the company, a successful run may rename the workspace after it. You can rename the workspace later.
You do not have to watch it
After about twenty seconds, Continue into app lets you leave the progress screen. The research keeps running, and its status is available from the Knowledge Base. If the screen says it cannot refresh the status, use Refresh status before assuming the run failed.
Stopping a scan on the wrong site
Choose Wrong site? Stop research, then confirm Stop research. A stop request can race with a run that is already finishing. Follow the result shown on screen: if the run finished first, its result is kept; otherwise the page tells you whether another attempt is available.
Starting without a website
I don’t have a website sends you to the Knowledge Base to add context by hand. It does not use the included research, so you can start it later from the Knowledge Base.
Business research costs no credits, but its attempts are limited. The page offers Change website or Try again only when another attempt is available. If the only action is Continue to Knowledge Base, continue there and add or correct the context yourself.