Quickstart
Create your Opttab login, set up your brand or first client, choose a plan and see your first AI visibility results.
This guide takes you from sign-up to your first dashboard. Setup takes a few minutes. Your first results arrive shortly after you start a plan.
How it works
Your Opttab account and first workspace are created when you choose a plan, at the end of onboarding. Until then, your progress is saved as a draft, so you can leave and come back.
1. Create your login
Sign up
Go to /sign-up. Enter your Name, Email and Password, then click Get started. Or click Continue with Google.
Your password needs 8 or more characters, with upper and lower case letters, a number and a special character. The form shows what is still needed as you type.
Verify your email
Opttab emails you a 6-digit code. Type it on the Check your email screen and click Verify email.
The code is valid for 5 minutes. No email? Check your spam folder, then click Click to resend (available again after 60 seconds). See I didn't get the verification email.
2. Tell Opttab about your brand
On Usage Type, choose how you'll use Opttab, then click Continue. Opttab reads your website and drafts each step for you. Review and edit as you go: "nothing here is final yet".
Choose Brand ("It's my own brand") if you work at or own the brand. You go through six steps:
- Brand Setup: Brand Name, Website, Location and Language, plus optional Links & Socials.
- Brand Profile: check the drafted Description, Industry, Brand Identity and Products / Services.
- Target Market: pick the places you sell in on the map, from Global down to Town.
- Competitors: remove suggestions that don't fit and Add a Competitor for any that are missing (up to 20).
- Topics: keep, remove or Add topic (up to 10).
- Prompts: review the drafted prompts for each topic and Add prompt for your own (up to 30 in total).
Choose Agency ("I manage this for a client") if you track brands for clients. You go through seven steps:
- Agency Setup: Agency Name, Agency Website and Clients Size.
- Add Your First Client: Client Name, Client Website, location and language.
- Client Brand Profile, Client Target Market, Client Competitors, Topics and Prompts: the same as the brand steps, for your client.
You add more clients later from the workspace switcher. See Workspaces.
While Opttab works, you see progress lines such as "Reading your site…" and "Finding your competitors…". Click Show the steps to see more detail.
After the last step, the Overview previews your competitors, prompts and optimization ideas. Click Get Started.
3. Choose a plan and check out
Pick a plan
On Choose Your Plan, switch between Monthly and Annual, then click Start free trial or Get started on a plan. See pricing for what each plan includes.
If your setup is bigger than the plan allows, Opttab warns you: "Your setup needs more than this plan allows". You can still choose it. Anything over the limit becomes read-only once the plan starts.
Enter billing details and a card
On the checkout page, enter your Card Details and Billing details (company name, a VAT or Chamber of Commerce number, and address). VAT is added from your billing details.
Click the button to start your free trial, or Pay to subscribe straight away. The button shows the trial length or the amount due. A free trial is offered only if the plan has one and neither your account nor your card has had a trial before.
Open your dashboard
After the payment goes through, you see "Payment received. Opening your dashboard…".
More detail: Plans and billing.
4. Your first results
Your prompts start running as soon as the plan starts. Opttab picks up new prompts within a few minutes, asks every AI engine your plan includes, and then analyses the answers.
While this runs, the dashboard shows We're setting things up for you! with three stages:
- Verifying prompts and topics
- Building responses: how many answers are in so far
- Creating sentiment analysis: how many answers are analysed
The cards refresh by themselves every 15 seconds and fill in as answers arrive. Sentiment appears last, once the answers are analysed.
5. Learn your way around
- Welcome video: on your first app page, a short "Welcome to Opttab" overview plays. Click Skip to close it. It shows once.
- Page tours: the first time you open the dashboard, Prompts, a prompt's detail page or Analytics, a short tour points out the main parts (desktop only). Use Next, Back, Done or Skip tour. Replay it any time with Page tour in the account menu.
- Setup checklist: the card at the bottom of the sidebar lists four setup steps. See Find your way around.