Onboarding Check-list

This is an onboarding check-list to provide you with the key steps on how to set up your Limy account.

This onboarding checklist outlines the key steps required to fully activate Limy and ensure you’re set up for success. 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: Defines the product areas and categories Limy should track across AI search.

• Competitors: Enables accurate competitive analysis in AI-generated answers.

• Prompts review: Confirms that generated prompts reflect real AI search behavior in your market.

2. Brand Context

• Brand Kit: Ensures recommendations and insights align with your brand voice, positioning, and messaging rules.

3. Analytics & Measurement

• AI Traffic Monitor (Pixel): Tracks users arriving on your site from AI-generated answers.

• Bot Monitor (CDN integration): Shows how AI agents crawl and ingest your website content.

• Attribution setup: Connects AI-driven traffic to conversions, pipeline, or revenue

Once everything is set up, you can begin implementing recommendations to systematically improve your visibility across large language models (LLMs) and strengthen how your brand appears in AI-generated answers.

FAQs

How long does onboarding typically take?

Most teams complete the core onboarding steps 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, while 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 in Limy?

You can begin reviewing visibility insights within the first few days, with more actionable patterns and trends becoming clear by the end of the first week.

Do I need my technical support during onboarding?

Technical support is only required for setting up the AI Traffic Monitor (pixel) and Bot Monitor (CDN integration); all analysis and recommendations can be managed by marketing teams.

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