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Utilities

How to get set up in your first session

quattr-onboarding a saved expert workflow your assistant follows, in Claude, ChatGPT or Cursor

The first-run tour: verify the connection, show what THIS account actually has, segments, trackers, sources with freshness, run two or three tiny sample reads on real data, then propose starter questions tuned to what exists.

Try it

get me set up

Private beta Part of the quattr-ai-search plugin, rolling out org by org. Request access ↗

Say any of these

  • what can you do
  • getting started with Quattr
  • show me around
  • what data do we have here
  • first time using this
  • demo what this can do
  • onboard me

You never name the skill or a tool, the assistant routes on what you asked. These are the phrasings it recognises for this one.

And when it stays out of the way

Not for a bare inventory check a single tool answers ("what sources are connected" from a user mid-work).

Use it instead of quattr-iq when you want the guided TOUR of their account; use quattr-iq instead when they ask how a specific concept or number works.

What it runs

  • describe_data_sources
  • resolve_entity
  • list_dashboards
  • search_performance
  • market_share_overview
  • ai_visibility_citation_audit

6 governed analyses, composed and scoped for you. Named here for transparency, not because you have to ask for them.

What it refuses to do

  • The tour shows only what is connected and fresh, a missing feed is stated as a coverage note, never papered over; freshness comes from the probe, not assumptions.
  • Sample reads stay tiny: the tour must never be the account's most expensive session.
  • Sales-trial framing stays honest: modeled numbers labeled, Represented (R4) called partially instrumented when AI sentiment shows up.

What the answer looks like

Skill: First-session setup, guided. Simulated · illustrative

What data do we have here?

Analysis plan, every step, resolved for you

  • Routed to the governed workflowquattr-onboarding
  • Dates bound explicitlyJul 1 to Jul 31, 2026
  • 3 analyses queued in paralleldescribe_data_sources · resolve_entity · search_performance
  • Honesty gates armedscope echo · freshness

Connected and fresh: 6 of 9 sources live, here's what this account can actually answer.

Sources connected
6 of 9 GSC, GA4, Google Ads, search market share, AI visibility, site crawl
Segments & trackers
4 + 1 Overall Market plus 3 segments · one AI tracker
Sample read
172.4K organic clicks in July a live probe, not a brochure

Jul 1 to Jul 31, 2026

⚠ Observationalas of Aug 1, 2026IllustrativeOpen in Quattr ↗

Starter questions tuned to what exists, try 'search pulse' or 'market share review'.

A simulated conversation on fictional data. Scope, freshness and the ⚠ Observational marker are attached by the same director that renders every demo here, not written by hand.

Want this Skill running on your own accounts? Every Quattr customer works with an AI Search Strategist who sets it up with you.

Consult an expert