Introduction
There are 2 steps to analysing companies.
Step 1 requires you to add companies you'd like to analyse and depending on the type of analysis you'd like to run, you might need to add their competitors.
Step 2 involves selecting the analysis to run from pre-made templates or configuring your own.
Let's get started 👇
Step 1️⃣
a. Navigate to the Agent page and select Add Company.
💡 If you have already added companies you want to analyse, you can skip to step 2.
b. Enter the domain of the company you want to analyse and select Research
Each cell "loading" means Ortium is looking for the company's ads or buyers.
💡 Depending on the type of analysis, we recommend adding at least 2 competitors. If you are planning to use a template, selecting it will tell you how many competitors are required to perform the analysis (see Step 2.b).
c. When the research is done, select companies to analyse and Run Analysis
Step 2️⃣
a. Choose between the pre-configured analysis cards or use the Analysis Template drop-down menu to access more pre-configured analyses
b. Some template require a number of competitors to work. If you have not selected enough, you will see the requirement pop up.
💡 You might need to go back to Step 1.b and add competitors to the system before proceeding.
c. Select the primary and comparison companies required
Primary company = the company you want to analyse (prospect or client)
Comparison companies = the primary companies competitors or a company you want to compare it to
d. Once you have selected templated and added the required companies, you will need to select where the agent should add the analysis
Respond in chat = the agent adds the output into the chat so you can continue the conversation and use the editor to add content to a microsite.
Add to an existing variation = the agent adds the output to a report or microsite that you have already created
Create a new variation = create a new report or microsite and add the agent output to it
That's it, you are ready to rock and roll! As always, if you need a hand, have an idea or would just like to say hello, please drop us a message 👋