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 in minutes.

Start with personalized quick wins

During onboarding, ConvertMate analyzes your website and generates personalized daily quick wins - specific marketing tasks designed for your business. These AI-powered recommendations appear on your dashboard and update daily during your trial.

What makes quick wins valuable:

• Personalized to your actual website and products
• Ranked by potential impact
• Include estimated time to complete
• Adapt based on your progress

Quick wins guide you to the most impactful actions first, so you don't waste time figuring out where to start. Check your dashboard after completing onboarding to see your first set of recommendations.

Learn more about daily quick wins

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.

To connect a platform:

1. Click Settings in the left sidebar
2. Select Connections from the settings menu
3. Choose a platform to connect:

- Shopify, BigCommerce, WooCommerce, or Adobe Commerce - For e-commerce optimization - Google Search Console - For SEO performance analysis - Google Analytics 4 - For traffic and audience insights - Meta (Facebook/Instagram) - For social media and ad performance - Google Merchant Center - For product feed optimization

1. Click Connect and follow the authorization flow
2. Wait for the initial sync to complete (typically 5-15 minutes)

Pro tip: Start with your e-commerce platform or Google Search Console to unlock the most valuable agents immediately. View detailed platform connection guides

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.

To browse agents:

1. Click AI Agents in the left sidebar
2. Select Library to see all available agents
3. Review agent cards to understand what each one does
4. Check the credit cost displayed on each card
5. Click any agent card for detailed information

What you'll see on each agent card:

• Clear description of what the agent does
• Credit cost to run
• Required platform connections
• Estimated completion time
• Benefits and use cases

Popular agents to try first:

• 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

Learn more about AI agents

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:

1. From the agents library, click on an agent card
2. Review the requirements and what the agent will do
3. Configure settings if prompted:

- Select target products or pages - Choose tone and style preferences - Set any filters or parameters

1. Review the credit cost displayed at the bottom
2. Click Run agent to start execution

What happens next:

• 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

Recommendation: Try a low-cost agent first (10-25 credits) to see how the system works before running larger analyses.

Step 4: Review and apply results

After an agent completes, review its findings and decide what to do with the recommendations.

To view results:

1. Check the notification bell in the top navigation for completion alerts
2. Click AI Agents → Execution history in the left sidebar
3. Click on the completed execution to open details
4. Review the agent's analysis, insights, and recommendations
5. See any suggested changes with before/after comparisons

Taking action on results: For optimization agents (Product Optimizer, Content Generator):

• 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

For analysis agents (SEO Audit, Performance Analysis):

• Read the insights and recommendations
• Download reports if needed
• Take action based on findings
• Track improvements over time by running the agent again later

Important: Changes are never applied automatically. You always review and approve before anything goes live on your platform.

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

Credit costs vary by agent:

• Simple tasks: 10-25 credits
• Standard analysis: 50-100 credits
• Deep analysis: 150-300 credits

If you run low on 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

Pro tip: Unused monthly credits don't roll over, but purchased credit packages last for 12 months. Learn more about the credits system

Get help when you need it

ConvertMate provides multiple ways to get assistance:

In-app help:

• Click the question mark icon in the top navigation to open the help center
• Browse articles by category or search for specific topics
• All documentation includes step-by-step guides and screenshots

AI chat assistant:

• Click the chat widget in the bottom-right corner
• Ask questions in plain language
• Get instant answers and relevant help articles

Email support:

• 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, follow your personalized quick wins on the dashboard or explore these high-impact actions:

Follow your daily quick wins:

• Check your dashboard for personalized recommendations
• Start with high-impact, low-effort tasks
• Mark tasks complete as you finish them
• New quick wins appear daily during your trial

Immediate optimization:

• 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

Set up automation:

• Create a workflow to optimize new products automatically
• Schedule weekly performance reports
• Set up alerts for important metrics

Expand your setup:

• Connect additional platforms for more insights
• Invite team members to collaborate
• Explore specialized agents for your industry

Helpful resources:

• Create smart collections with AI
• Browse all platform connections
• Explore the agents library
• Set up your team workspace
• Create automated workflows

Welcome to ConvertMate. You're now ready to automate your marketing with AI agents.