Optimz Help center
Short walkthrough videos and written guides for every Optimz screen, from Agency home and a client's Overview to Site audit, Reports, Setup and Settings.
Guides by screen
Each guide has a short captioned walkthrough recorded on demo data, the steps it shows and answers to common questions. In the app, the “?” next to a tab opens its guide.
- Agency home · 2 min videoAgency home: every client at a glanceAgency home lists every client your agency tracks, with how often AI answers mention each brand, which changes are real and how much work is open.
- Overview · 2 min videoClient Overview: how visible the brand is in AI answersOverview is a client's dashboard for how often AI answers name the brand. It shows mention, recommendation and citation rates, share of voice and whether each number is really changing.
- Actions · 2 min videoActions: what to fix this week, and whether it workedActions is a client's ranked to-do list for getting into AI answers. Each fix comes with its evidence, a generated fix plan and a before-and-after measurement once it ships.
- Content · 1 min videoContent: briefs and drafts from what AI answers showContent turns what AI answers show into briefs and drafts in the client's brand voice, and nothing is published until a person approves it.
- AI visibility · 2 min videoAI visibility: questions, answers, searches and citationsThe AI visibility tab holds the evidence behind every number on the dashboard. It lists the buyer questions, every raw answer, the searches engines ran, the sites they cite and the competitors.
- Real AI data · 2 min videoReal AI data: what real people and real AI bots doReal AI data shows what real people and AI bots actually do on the client's site. It covers visits and conversions from AI tools, AI bot fetches and the questions people asked.
- SEO · 1 min videoSEO: Google rankings next to AI visibilityThe SEO tab tracks the client's Google rankings next to its AI visibility. It also covers competitor keywords, keyword ideas and gaps, real search performance and pages losing clicks.
- Site audit · 2 min videoSite audit: technical and AI-readiness checksSite audit crawls the client's site for technical and AI-readiness issues. It ranks them by severity with a fix to copy, and shows which AI crawlers robots.txt allows.
- Reports · 1 min videoReports: client-ready reports and share linksReports freezes a client-ready snapshot of the numbers, with sample sizes and ranges, under your agency's name, shared by link or as a PDF.
- Setup · 1 min videoSetup: connecting a client's real dataSetup lists every data source for a client and walks through connecting each one. That covers site ownership, Search Console, Google Analytics, Bing, the AI visit tag, server logs and CMS publishing.
- Settings · 2 min videoSettings: team, clients, branding, alerts and APISettings holds everything that applies to the whole agency rather than one client. It covers the team, clients, plan and billing, branding, alerts, API keys and your account with its connected Google and Bing sign-ins.