Quick start guide

ConvertMate helps marketing teams automate their work with AI agents. This guide walks you through the essential steps to get your account set up and run your first agent.

Connect your platform

Before you can use AI agents, you need to connect at least one platform. This gives ConvertMate access to your data so agents can analyze and optimize it.

1. Click Settings in the left sidebar
2. Go to Connections
3. Choose a platform to connect:

- Shopify - For e-commerce stores - Google Search Console - For SEO analysis - Google Analytics 4 - For traffic insights - Google Merchant Center - For product feed optimization

1. Click Connect and follow the authorization flow
2. Wait for the initial sync to complete (usually takes 2-5 minutes)

The platforms you connect determine which agents you can use. Most teams start with their e-commerce platform or Google Search Console.

Browse available agents

Once you've connected a platform, you can explore the agents library to see what's available.

1. Go to AI Agents in the main navigation
2. Click Library to see all agents
3. Review the agent cards to understand what each one does
4. Check the credit cost shown on each card
5. Click any agent to see detailed requirements and settings

Each agent shows:

• What it does and why you'd use it
• How many credits it costs to run
• Which platforms it requires
• Estimated time to complete

Run your first agent

Pick an agent that matches your immediate needs. We recommend starting with something small to get familiar with the system.

1. From the agents library, click on an agent you want to try
2. Review the setup requirements
3. Configure any required settings (target products, tone preferences, etc.)
4. Check the credit cost at the bottom
5. Click Run agent to start

The agent will run in the background. You'll get a notification when it finishes, usually within a few minutes.

Review results

After an agent completes, you can review what it did and apply any recommendations.

1. Check your notifications bell for completion alerts
2. Go to Past executions under AI Agents
3. Click on the execution to see details
4. Review the agent's output and recommendations
5. Apply changes to your platform if you're happy with them

Not all agents apply changes automatically. Some provide recommendations that you can review and apply manually.

Monitor your credits

Every agent execution costs credits. Your plan includes a monthly credit allocation that renews automatically.

Check your credit balance:

• Top navigation - Always visible in the header
• Settings → Plan & billing - Detailed breakdown
• Settings → Credit usage - Full usage history

If you run low on credits, you can either wait for your monthly renewal or purchase a credit package.

What's next

Now that you understand the basics, here are some helpful resources:

• Connecting additional platforms
• Understanding AI agents
• Managing your team
• Setting up workflows

If you get stuck, use the chat widget in the bottom-right corner to get help from our AI assistant, or email support@convertmate.io.