1
Create company and members
An administrator creates the workspace, invites operators and leads, and confirms each member's role.
HELP CENTER
Support guide
This guide is for company administrators, operating leads, and frontline operators. It explains onboarding, collection status, AI recommendations, and how to bring actions into review and learning.
OnboardCompany, members, store authorizations, advertising Profiles, and collection tasks.
OperateDaily checks, AI recommendations, action review, and outcome review.
GovernRoles, resource scope, operation records, and troubleshooting.
Onboarding flow
Start with the smallest complete loop: company and members, store authorization, collection, AI analysis, and action review.
2
Connect store authorizations
Connect SP-API and Ads API authorization, then confirm store, marketplace, and advertising Profile ownership.
3
Configure collection tasks
Enable advertising, order, inventory, and Listing reports and check freshness after the first sync.
4
Enable the analysis workspace
Review AI summaries of anomalies, opportunities, and recommendations by ASIN, campaign, keyword, and inventory object.
5
Review action drafts
Confirm budget, bid, negative keyword, keyword, and Listing optimization recommendations by a human reviewer.
6
Review execution outcomes
Return outcomes, review notes, and metric changes to the team review loop and refine operating standards.
Daily workflow
Each role owns a different responsibility surface in the same chain, keeping context out of scattered conversations and spreadsheets.
Operator
Check signals that need attention, open the ASIN or advertising object, read the evidence chain, and submit an action draft or handle assigned work.
Operating lead
Review task progress by store, brand line, and member; approve high-impact actions; and monitor spend, conversion shifts, inventory risk, and review outcomes.
Company administrator
Maintain members, permission groups, authorizations, and collection scope while checking runs, audit logs, and key resource boundaries.
Common operations
These are the most common launch-stage tasks. Verify each one after onboarding is complete.
A
Check data freshness
Open the collection task view and check recent run time, row count, and failure reason by source system, report type, and run status.
B
Process an AI recommendation
Open the detail, confirm the object, metrics, evidence, and constraints, then submit an action draft or mark it for observation.
C
Review a growth action
A lead checks recommendation source, impact scope, and execution risk before confirming, executing, or returning the draft.
D
Maintain permission scope
Manage access by company, store, Profile, and ASIN so each member sees the data and actions relevant to their role.
Troubleshooting
When data or access looks wrong, identify the object and time window first, then inspect collection, authorization, and permission state.
01
Data is delayed
Check the latest run status, row count, and duration for the report type. Confirm whether the source report is late or the task did not run.
02
Authorization expired
Check store and advertising Profile status, refresh token state, marketplace scope, and company binding.
03
An object is missing
Confirm the member's permission group includes the target store, Profile, ASIN, or resource scope and that the correct company is selected.
Need onboarding help or a demo account?
Start with one store and advertising Profile, run the collection, analysis, review, and learning loop, then expand to more business lines.