Agency Quick Start

This guide walks you from a new Quratic account to a fully configured first client project.

Prerequisites

• A Quratic account on an Agency plan. Sign up at app.quratic.com/signup or upgrade an existing account at Settings → Organization → Billing.

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1. Create your organization

   When you sign up, you are prompted to name your organization (use your agency name) and create a first project. Enter:

   • Brand name — the first client brand you want to track
   • Brand domain — the client’s website domain (e.g. clientbrand.com)

   

   Signup form showing organization name field (agency name) and first project brand name and domain

2. Configure the first client project

   Go to Project settings for this project and complete:

   • Industry — helps with prompt suggestions
   • Location — the client’s primary market
   • Active AI models — enable the platforms relevant to the client’s audience
   • Alert threshold — set a visibility drop alert if you want proactive monitoring

   

   Project settings page showing brand details, AI model toggles, and alert threshold section

3. Add prompts for the client

   Go to Prompts → Add prompt. Write the questions the client’s potential customers ask AI platforms. Assign each prompt to the correct market.

   For a fast start, use Suggest prompts — enter a category and market and Quratic generates 5 AI-written prompt suggestions for you to review.

4. Add the client’s competitors

   Go to Competitors and add the brands the client benchmarks against. Agency plans allow 10–30 competitors per project.

5. Invite your team

   Go to Settings → Organization → Members and invite the account manager or strategist who will work on this client. After inviting them, assign Read access (and Create/Update if they manage prompts) to this client’s project only.

   

   Members page showing invite form and a team member row with per-project permissions matrix

6. Add more client projects

   Repeat from step 2 for each client. Go to Settings → Organization and click New project to add the next client brand.

Tip

Start with your 2–3 most data-hungry clients and build out the others as you get comfortable with the workflow. You can add and remove projects at any time within your plan’s limits.

What’s next

• Onboard a Client — a detailed walkthrough for each new client project
• Manage Multiple Clients — switching between clients and reading per-client dashboards
• Team & Project Permissions — assigning team members to the right clients