Before you start
- Your role must let you create sites. If it does not, Perquery shows a message instead of the form. See Roles and permissions.
- Your plan must have room for one more site. The Websites page shows how many sites you use. When the plan is full, Add website is not available.
Create the site
1
Open the form
Open the site switcher in the sidebar and click Add website. You can also open Websites and click Add website.
2
Enter the brand
On Which brand are you adding?, enter the Brand name.
3
Enter the domain
In Website, enter the domain without
https://, for example flowdesk.io.4
Enter the category
Optional: in Category, enter what the brand sells, for example
B2B SaaS, CRM.5
Select the market
Optional: select a country in Target market (optional). Then select the Language your buyers ask in.
6
Create the site
Click Create website.
- This account already tracks that domain.: The organization already has a site for this domain. Open that site.
- Enter a domain like flowdesk.io.: Enter a domain name only, with no path.
- Give the brand a name.: Enter a Brand name.
Complete the setup
The setup has five steps and a review. The bar at the top shows the step. Each step saves when you click Continue. Click Back to go to the previous step. Click Skip to go to the next step without a change.1
Competitors
On Who does this brand compete with?, type a competitor domain and press Enter. To get candidates, click Suggest for my brand. Click Add on a candidate to add it, or Not a competitor to remove it. Click Continue.
2
Prompts
On What queries should we track?, type a prompt and press Enter. Click Suggest for my brand to get AI-suggested prompts. Click Import to add many prompts from a file or a list. Click Continue.
3
AI engines
On Which AI engines matter for this brand?, select one or more AI engines. ChatGPT and Gemini are selected at first. Click Continue.
4
Personas
On Who asks about this brand?, select the Baseline. Optional: add personas from Suggested personas, or enter a Persona name and a Persona description and click Add. Click Continue.
5
Review
On Everything look right?, read each row. Click Edit on a row to change it. Then click Finish & open dashboard.
The baseline
Each site has one Baseline. Your plan does not count it. The charts open on it.- Raw query: Perquery asks the AI engines with no persona.
- Customize: Perquery asks as the one persona that you describe.
The baseline is fixed after the first scan. This keeps its trend comparable.
Engines that are not available yet
Some AI engines show Coming soon. You cannot select them yet. See AI engines.After the setup
When you click Finish & open dashboard, these things occur:- Perquery records that the setup is complete.
- Perquery selects the new site.
- The first scan starts. It asks every prompt for each persona and AI engine.
- Perquery opens the Performance Overview of the site.
Until you finish the setup, a prompt that you remove in the prompts step is deleted.

