Help guides

Short how-tos for every common task. If you can't find yours, back to FAQ.

Getting started

Connecting Search Console, GA4, and HubSpot

The three required sources, in order, with what each one is used for and what to do if a connection errors.

Reading the first Hidden Pipeline Audit

What every section of the audit means and how to triage the output in 10 minutes.

Day-to-day

Recommendations: lifecycle, evidence, and bulk actions

How to triage the recommendation queue, what each lifecycle action does, and when to bulk-dismiss.

Setting up alerts: email, in-app, and Slack

How monitoring alerts work, what severity levels mean, and how to route top-priority alerts to Slack.

Exporting data: CSV per surface + JSON for account

How to get your data out, where the Export CSV buttons are, and what the workspace JSON export contains.

Admin & governance

Audit log + integrity verification

Where to find the audit log, what gets recorded, and how to download an integrity report for compliance.

Data retention overrides (G3.3)

How to shorten or lengthen the default retention windows for compliance or cost control.

Inviting teammates + workspace access

How to add and remove teammates, and the flat-membership model.

Free plan + billing

Billing isn't live yet: what that means for your account, and how the 14-day trial will work once it is.

Deleting your account + your data

Account deletion, the 30-day grace window, and what cascades.