Guided setup
Guided setup gets a new company ready in about two minutes. It opens automatically after you start a trial or buy a plan, and stays in the sidebar (as Setup, with a count) until you finish.
Configure everything for me
Click Configure everything for me and OutSurface will, in the background:
- point the AI readiness audit, agent view and AI traffic tracking at your website
- create CRM settings and a ready-made contact form
- draft your blog brief from your website
- draft your social brief and a bank of post topics
- schedule a daily AI simulation
- start your first crawl and site audit
Each task ticks off as it finishes. You’ll get an email when it’s done.
Steps that need you
Some steps can’t be automated because they need your sign-in or access to your website:
| Step | Where to do it |
|---|---|
| Brand profile | Workspace and companies |
| Track at least 5 prompts | Prompts and answers |
| Confirm competitors | Competitors |
| Connect WordPress | WordPress |
| Connect social accounts | Facebook & Instagram, LinkedIn |
| Install the AI traffic snippet | AI traffic snippet |
| Connect the agent view plugin | Agent view plugin |
| Invite your team | Team and roles |
Click Finish setup when you’re done, or Skip for now — you can come back from the sidebar any time.