Guidance for each dashboard module & AI assistant. Browse sections below.
Layout, navigation, and high-level concepts.
- Review action items in the Locations card
- Connect platforms via Manage Integrations button
- Navigate to specific modules via sidebar
Find and read public resources and articles powered by CMS content.
- Open /blog to view all published resources
- Open a specific article at /blog/[slug]
- Use section anchors in long articles for quick navigation
Create, edit, draft, schedule, and publish blog posts from the admin dashboard.
- Open Dashboard > Admin > Blog CMS
- Create a new draft post
- Add and reorder sections in the section builder
How dynamic sitemap.xml and robots.txt work, and how to submit them to search engines.
- Open /robots.txt and verify the sitemap URL is correct
- Open /sitemap.xml and confirm published blog article URLs are listed
- Submit https://your-domain/sitemap.xml in Google Search Console
Use LocalSEO Grid and Competitor Benchmarking together with shared credits.
- Open Dashboard > Competitor Analysis > LocalSEO Grid
- Run a grid scan for the target keyword and area
- Open Dashboard > Competitor Analysis > Competitor Benchmarking
Interpret radar scores, metric bars, and competitor visibility in context.
- Confirm the selected grid, keyword, and scan date before analysis
- Use Visibility first to identify the dominant local competitor footprint
- Use Rank Score to validate who is winning placement quality
Managing Google locations & store codes.
- Search locations by name or store code
- Filter by Google Business account
- Sort by accuracy score to find incomplete profiles
Comprehensive table showing location performance across impressions, engagement, leads, and reputation.
- Filter locations by Google Business account
- View metrics for a specific time period (days or month)
- Run the report to generate the table
Manage customer reviews and Q&A from all platforms in one place.
- Filter reviews by star rating and date
- Reply to a review using quick responses or custom text
- Generate AI-powered response suggestions
Google deprecated the My Business Q&A API; Q&A sync and answering are disabled.
- Review existing Q&A entries for context
- Use review replies to address customer questions instead
- Share deprecation notice with your team
When to use Incremental vs Backfill for syncing Google reviews.
- Run Incremental Reviews 2-3 times for regular updates
- Select an account for targeted incremental sync
- Use Backfill for initial setup or after 30+ day gaps
Step-by-step guide for campaign specialists on when and how to sync Google reviews.
- Navigate to Admin > Integrations
- Select account for targeted sync
- Click "Incremental Reviews" button
Creating, scheduling, and managing social media posts across platforms.
- Create a new post with the creation wizard
- Generate AI content from a topic brief
- Schedule posts to multiple locations at once
Executive, Locations, and Reputation report generation.
- Queue a combined monthly export in background mode
- Queue separate background jobs for different accounts/brands
- Cancel a stuck running background job and retry it
Find duplicate or unmanaged listings across Google and Meta; skips re-scanning the same candidates for 90 days.
- Run a scan for all platforms
- Filter to Google-only or Meta-only
- Open claim links for high-match results
Profile basics, integrations (Google/Meta/Bing), notifications, store locator widget, and subscription controls.
- Connect Meta/Google/Bing accounts
- Run Bing “Sync Now” after bulk updates
- Configure the store locator widget
Admin-only tools for organization management, response time settings, and sync scope controls.
- Switch the active organization
- Set business hours and public holidays
- Update executive report sample size and TTL
Connect your Bing Places for Business account to sync locations from Google Business Profile.
- Connect Bing Places for Business account
- Enter correct Bing account email during OAuth
- Wait for automatic initial sync to complete
Using short links and review perks to recover unhappy customers.
- Create perks link when responding to negative reviews
- Use Shift+Click to customize slug when copying review links
- Follow up with customers who submit emails via perks
High-level business performance narrative with aggregated metrics and trend analysis.
- Generate executive report for current month
- Filter by specific Google Business account
- View AI-generated performance narrative
Export Executive Summary, Location Performance, and Reputation Health as a single merged PDF.
- Go to Reports in the left sidebar
- Set start and end dates for the reporting period
- Click Export Combined PDF
Review sentiment analysis, trends, and response metrics with visual insights.
- Generate reputation report for current month
- Filter by specific Google Business account
- Review sentiment breakdown percentages
Admin-only console for sync, diagnostics, invites, pricing, templates, and health checks.
- Run full data sync or incremental reviews
- Set business hours and holidays for SLA math
- Update account sync scope (include/exclude)
Comprehensive report showing listing accuracy scores across all locations with filtering and export options.
- Filter locations by Google Business account
- Sort by accuracy score to find critical listings
- Open a low-scoring location to view missing fields
How the 0-100 score is calculated and what it means for a location.
- View your average accuracy score in the Locations report
- Filter the accuracy report by score range (below 50, 50-75, 75-90, 90+)
- Click a location to see its specific missing fields
Create customizable response templates with smart filtering and variable substitution.
- Create a 5-star review response template
- Create a 1-2 star review response template
- Add variables to personalize responses
View and respond to comments on your Facebook and Instagram posts.
- View all comments from Facebook and Instagram
- Reply to a customer comment
- Sync latest comments from Meta platforms
Monitor your Facebook and Instagram posts with engagement analytics.
- Switch to Posts view from Comments view
- Review engagement metrics for recent posts
- Identify top-performing posts by engagement rate
Connect and manage your Facebook and Instagram business pages.
- Connect Facebook Pages in Settings > Integrations
- Authorize ProfilePilot to access your pages
- Link Instagram Business Accounts to Facebook Pages
Manage your subscription, invoices, and payment methods.
- View billing overview and current balance
- Download an invoice as PDF
- Record a manual payment on an invoice
Automatic detection and escalation of critical reviews requiring immediate attention.
- View all red flag alerts
- Filter alerts by level (Critical/Urgent/Attention)
- Mark an alert as resolved
Run geo-spatial scans to track competitor rankings across your service areas and manage credits.
- Create a new geo grid for your service area
- Run a scan to get live ranking data
- Review heatmap to see competitor positioning
Help Assistant
Hi! I'm the ProfilePilot Help Assistant. Ask about locations, metrics, reputation, posts, reports, or settings.
AI answers may be approximate. Verify critical steps in official docs above.