Onboarding Walkthrough

Entering Your Website

1. Your organization website is automatically pre-filled from your profile
2. You can edit it if needed or enter a specific product page
3. Click Discover Products to start the AI analysis

The AI will crawl your website and identify distinct products or services mentioned on your pages.

Reviewing Discovered Products

You'll see a list of products with important metadata:

Product Name

The AI-identified name of your product or service

Category

Automatically classified category (SaaS, Hardware, Service, etc.)

Confidence Score

A percentage (0-100%) indicating how confident the AI is that this is a distinct product. Higher scores mean more certain identification.

Description

AI-generated summary of what the product does

Selecting Products

• Check the boxes next to products you want to monitor
• Higher confidence scores generally indicate better product identification
• You can select as many products as your subscription allows
• Products with low confidence scores might need manual editing later

Adding Custom Products

If the AI missed a product, you can add it manually:

1. Click Add Custom Product
2. Enter the product name
3. Select a category
4. Add a brief description
5. Click Add to include it in your monitoring

Understanding Generated Pulses

For each product, KozoPulse automatically generates monitoring queries designed to:

• Trigger mentions of your brand and competitors
• Elicit comparative responses from AI models
• Capture sentiment and positioning information
• Provide market context for your products

Reviewing Pulse Text

Each generated pulse shows:

Pulse Query

The actual question or prompt that will be sent to AI models

Target Product

Which of your products this pulse is monitoring

Selected Models

Which AI providers will receive this query

Selecting AI Models

You can choose which AI models to query for each pulse:

Customizing Pulse Text

While AI-generated pulses work well, you can customize them:

1. Click the edit icon next to any pulse
2. Modify the query text to better fit your needs
3. Ensure the query is likely to mention your brand
4. Save your changes

Respecting Subscription Limits

The wizard automatically enforces your plan limits:

• You'll see your current usage and remaining quota
• If you hit the pulse limit, you'll need to deselect some models or upgrade
• Each product-model combination counts as one pulse

When to Skip

• You want complete control over product definitions
• Your products aren't clearly listed on your website
• You need to carefully craft custom monitoring queries
• You're migrating from another monitoring tool

What Happens if You Skip

If you skip onboarding:

1. You'll land on an empty dashboard
2. You'll need to manually create brands in Settings → Brands
3. You'll need to add products using the Product Wizard
4. You'll need to create pulses in the Pulses section
5. Data collection won't start until you configure pulses