Open Onboarding in the sidebar. The three sections take you from your first insight to sharing findings and creating reusable analyses.
1. Get your first insight
Choose or add a prospect or client company.
Add a competitor for context.
Choose what you want to learn, or write your own question.
Click Generate insight to start the analysis in the Agent.
Starting your first insight unlocks the next two sections.
2. Build on your insight
Run another analysis: investigate a different angle or company.
Create a microsite: put your findings into a page you can share.
Add your brand details: personalise microsites with your agency’s branding and host them on your domain
Invite your team: give colleagues access to your workspace.
💡 Brand and team settings require admin access.
3. Master Ortium
Create a template: save instructions for an analysis you want to repeat.
Use the Agent editor: give the Agent instructions to refine a microsite.
Use a tool: add a chart, explore Google Trends or research keywords.
👉 Each task opens the relevant part of Ortium. After your first insight, choose whichever task is most useful, you don’t need to work through them in order.
As always, feel free to reach out for inspiration, help or just to say hello 👋