Starter Checklist
How to get started with Advite.
Account & Workspace Setup
- Choose your Billing Plan (or start with a 7-Day Free Trial).
- Name your Workspace and add a logo.
- Invite your team in the Workspace Settings > Members tab.
- (Optional) Create a custom Brand Voice with your brand's knowledge and writing style for AI reply drafts.
Start Monitoring
- (Optional) Create a Connection to send your Advite alerts to external tools like Slack or Webhooks.
- Create your first Monitor by providing your website links, selecting a platform, and choosing your monitoring focus.
- Wait for your Monitor to finish building (up to 1 Business Day if a quality audit is required).
Note that any Free Trials will be reset once the Monitor is approved to ensure you get the full trial.
Engage in Alerts
After you’ve received your first matches:
- Review matches in the Inbox (Accept, Reject, or Mark as Replied).
- Read the Best Engagement Practices guidelines.
- Refine your Monitor with AI chat to fine-tune what it looks for.