ConvertMate helps marketing teams automate their work with AI agents. The new Quick Start page now opens automatically for every workspace during the first 30 days, providing AI-personalized tasks, a business profile (DNA) form, and shortcuts to the exact features you need next.
Every workspace still starts on the Free plan (100 credits, 8 agents). As soon as onboarding is complete (email + website + basic business info), you're dropped on our Quick start page with the Free plan already active—no paywall, no floating welcome modal.
Start on the Quick Start page
Instead of a floating onboarding checklist, new customers now land on a dedicated Quick Start page. It combines a living checklist that adapts every time you update your DNA form or connect new platforms, along with your Autopilot insights.
What you'll see on Quick Start:- AI-personalized greeting that references your brand and goals
- Dynamic checklist items ranked by impact and effort
- Business profile (DNA) form with industry, objectives, and voice prompts
- Contextual value props for the free tool you originally used to sign up
- Progress ring, celebratory states, and shortcuts to unlock tours
You can revisit Quick Start anytime from the left sidebar. After day 30, the Quick Start link disappears and the logo/home button sends you back to the main dashboard.
Step 1: Connect your first platform
Before you can use AI agents, connect at least one platform. This gives ConvertMate access to your data so agents can analyze and optimize it. The onboarding wizard now highlights anything you skipped: if you finish signup without a website, the welcome modal shows "Add your website to get started" until you enter a domain so Autopilot has real data to work with.
To connect a platform:- From Quick Start, click the connection reminder in the notification banner at the top of the app (or open Settings in the left sidebar).
- Select Connections from the settings menu.
- Choose a platform to connect:
- Google Analytics 4, Google Search Console, and Google Ads – flagged as “Essential” because every dashboard and campaign insight depends on them. - Shopify, BigCommerce, WooCommerce, or Adobe Commerce – e-commerce optimization. - Meta (Facebook/Instagram) – paid performance insights and social data. - Google Merchant Center or Google My Business – feed and local signals.
- Click Connect and follow the authorization flow. If a required permission is missing, the new Needs configuration badge tells you exactly what to fix.
- Wait for the initial sync to complete (typically 5-15 minutes).
- The notification banner row sticks to the top of every authenticated page; it always surfaces missing GA4/GSC/GAds connections first, and the X more notifications toggle lets you scan the rest without leaving what you’re doing.
- Connection CTAs in that banner jump straight into Settings → Connections with the correct platform highlighted, so you can reconnect or finish scopes in a couple clicks.
- Quick wins and checklist progress stay locked until at least one essential connection is green, so hook them up first. When a connection is missing, the CTA now deep-links straight to Settings → Connections so you never land on an internal API URL.
Step 2: Explore the agents library
Once you've connected a platform, explore the agents library to discover what AI can do for your marketing. Quick Start automatically collapses after you've hit the most important setup tasks, but you can reopen it from the sidebar anytime within the first month.
To browse agents:- Click AI Agents in the left sidebar
- Select Library to see all available agents
- Review agent cards to understand what each one does
- Check the credit cost displayed on each card
- Click any agent card for detailed information
- Clear description of what the agent does
- Credit cost to run
- Required platform connections
- Estimated completion time
- Benefits and use cases
- Product Optimizer - Improve product titles and descriptions for SEO
- SEO Audit - Identify technical SEO issues and opportunities
- Content Performance Analysis - Understand which content drives results
- Audience Insights - Learn who your visitors are and what they want
Step 3: Run your first agent
Pick an agent that matches your immediate needs. Start with something simple to get familiar with how agents work.
To run an agent:- From the agents library, click on an agent card
- Review the requirements and what the agent will do
- Configure settings if prompted:
- Select target products or pages - Choose tone and style preferences - Set any filters or parameters
- Review the credit cost displayed at the bottom
- Click Run agent to start execution
- The agent runs in the background (you can close the page)
- Progress updates appear in real-time
- You'll receive a notification when it completes
- Most agents finish within 2-10 minutes
Step 4: Review and apply results
After an agent completes, review its findings and decide what to do with the recommendations.
To view results:- Check the notification bell in the top navigation for completion alerts
- Click AI Agents → Execution history in the left sidebar
- Click on the completed execution to open details
- Review the agent's analysis, insights, and recommendations
- See any suggested changes with before/after comparisons
- Review suggested improvements side-by-side with current content
- Edit suggestions to match your brand voice
- Click Apply to push approved changes to your platform
- Changes sync automatically within minutes
- Read the insights and recommendations
- Download reports if needed
- Take action based on findings
- Track improvements over time by running the agent again later
Understanding credits
Every agent execution costs credits. Your plan includes a monthly credit allocation that renews on your billing date.
Check your credit balance:View credits anytime in the top navigation bar - the credit counter shows your current balance and breaks down plan credits vs top-up credits when you hover.
Detailed credit information:- Settings → Plan & billing - See your plan allocation and renewal date
- Settings → Credit usage - View complete usage history and spending patterns
- Simple tasks: 10-25 credits
- Standard analysis: 50-100 credits
- Deep analysis: 150-300 credits
- Wait for monthly renewal (credits reset on your billing date)
- Purchase a credit package (one-time purchase, valid for 12 months)
- Upgrade to a higher plan for more monthly credits
Get help when you need it
ConvertMate provides multiple ways to get assistance:
In-app help:- Click the new Help pill button with the headset icon in the bottom-right corner to open the help desk widget
- Browse or search the help center right inside the widget, or pop it out into the full documentation site
- Tap the microphone icon beside the "Ask me anything" command bar in the top navigation to open the redesigned voice modal
- Speak your question; transcription and replies now open inside the modal without hunting for hidden buttons
- The floating chat widget stays available if you prefer typing or want to rate replies with 👍 / 👎
- Email support@convertmate.io for account-specific help
- Response times vary by plan (see your plan details)
What to do next
Now that you understand the basics, explore these high-impact actions:
Enable Autopilot:- Go to Settings > Autopilot and turn it on
- The agent runs overnight, analyzing your data and preparing insights
- Review and approve suggestions in the Review Hub each morning
- The agent learns from your feedback over time
- Create Smart Collections to organize products with AI-generated SEO collections
- Run Product Optimizer on your top 10 products
- Run SEO Audit to identify technical issues
- Check Content Performance to see what's working
- Create a workflow to optimize new products automatically
- Schedule weekly performance reports
- Set up alerts for important metrics
- Connect additional platforms for more insights
- Invite team members to collaborate
- Explore specialized agents for your industry