Onboarding Check-list

This checklist outlines the key steps required to set up and activate your Limy account.

Completing each item ensures Limy has the right market context, brand guidance, and tracking in place to deliver accurate AI visibility insights, actionable recommendations, and measurable business impact.

1. Core Workspace Setup

• Topics: Define the product areas and categories Limy should track across AI search, ensuring analysis and insights focus on what matters most to your business.

• Competitors: Add your competitors so Limy can analyze how your brand compares in AI-generated answers.

• Prompts review: Review the auto-generated prompts to confirm they reflect how your buyers actually search in AI.

2. Brand Context

• Brand Kit: Upload your brand voice, positioning, and messaging guidelines to align Limy’s insights and recommendations with your strategy.

3. Analytics & Measurement

• AI Traffic Monitor (Pixel): Install the Limy tracking pixel to track users who arrive on your site from AI-generated answers.

• Agent Monitor (CDN integration): Connect your CDN for Limy to track how AI agents crawl and ingest your website content.

• Attribution setup: Configure attribution to connect AI-driven traffic to conversions, pipeline, or revenue.

Once setup is complete, you can start implementing recommendations to improve your brand's visibility across LLMs in AI-generated answers.

FAQs

How long does onboarding typically take?

Most teams complete the core onboarding within the first week, with analytics and recommendations becoming fully actionable shortly after.

Which onboarding steps are required versus optional?

Topics, prompts and competitors are required for full functionality. Bot Monitor, AI Traffic Monitor, Attribution Brand Kit are strongly recommended for deeper insights and better recommendations.

How long does it take to see meaningful insights?

Visibility insights are available within the first few days. Actionable patterns and trends typically become clear by the end of the first week.

Do I need my technical support during onboarding?

Technical support is only needed for setting up the AI Traffic Monitor (pixel) and Bot Monitor (CDN integration). All other setup and recommendations can be managed by marketing team.

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