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Use this guide to get Serpy set up and ready to use. By the end, you’ll have your website added, Search Console connected, your CMS connected, and your first prompt group ready to track.

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1. Add your website

Start by adding the website you want to work on. Use your main website URL, not a blog post, service page, or landing page. Example: https://example.com Serpy uses your website to understand your brand, pages, services, and content.

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2. Review your brand details

After you add your website, Serpy prepares a basic brand profile. Check that the details look right, especially:
  • what your business does
  • who you help
  • your services or products
  • your main locations
  • your positioning
You can update this later in Settings.

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3. Connect Google Search Console

Google Search Console lets Serpy show real search performance data. Connect it so Serpy can help you understand:
  • which pages get clicks
  • which keywords bring impressions
  • where your content is already performing
  • where you may have new opportunities
To connect it, go to the Google Search Console step and follow the sign-in flow. Make sure you choose the property that matches the website you added.

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4. Connect your CMS

Your CMS is where your website content gets published. Serpy can connect to platforms like WordPress, Shopify, Webflow, Wix, Framer, Sanity, Supabase, or a custom API. Connecting your CMS lets you publish or schedule content from Serpy. If you do not want to connect it yet, you can still create content and export it manually.

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5. Create your first prompt group

Prompt groups help you track how AI platforms talk about your brand. A prompt group is a set of questions your customers might ask before choosing a product, service, or company. Examples:
  • What are the best SEO agencies in Toronto?
  • Which CRM is best for small businesses?
  • What should I look for in an accounting firm?
  • Best project management tools for remote teams
Start with one focused topic. Good first prompt groups are usually based on:
  • your main service
  • your main product
  • your target customer
  • your location
  • a buying decision

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6. Review your results

After your prompt group runs, review what Serpy finds. Look at:
  • whether your brand is mentioned
  • which competitors appear
  • which websites are cited
  • what content Serpy recommends creating
  • what sources your brand may need to be listed on
This helps you see where your brand is visible and where there are gaps.

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7. Create your first article

Once you have prompt group results, create your first piece of content. You can create content from:
  • a prompt
  • a recommendation
  • a keyword
  • a topical cluster
  • a content opportunity
  • the Content Hub
For your first article, choose one clear opportunity and generate an outline. Review the outline, make any changes you want, then generate the article.

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8. Optimize before publishing

Before you publish, open the article in the Content Editor. Check:
  • content score
  • title and meta description
  • headings
  • keywords
  • questions answered
  • internal links
You can also use Serpy Optimize to review suggested improvements. Follow this order:
  1. Add your website.
  2. Review your brand details.
  3. Connect Google Search Console.
  4. Connect your CMS.
  5. Create one prompt group.
  6. Review the results.
  7. Create one article.
  8. Optimize it.
  9. Publish, schedule, or export it.

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Tips

Start with one focused prompt group. Choose prompts that sound like real customer questions. Review your brand details before creating content. Connect your CMS if you want to publish directly from Serpy. Use the Content Editor before publishing anything.
  • Setting Up Your Website
  • Connecting Google Search Console
  • Creating Prompt Groups
  • Creating Your First Article