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
Receive inbound emails as tickets, escalate reviews, manage status, and troubleshoot blank messages or missing deliveries.
- Confirm recipient uses your org slug (slug@inbox.profilepilotapp.com)
- Set Resend webhook URL to your active environment domain + /api/webhooks/resend/inbound
- Send a test email and verify it appears in Open tickets
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
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
Per-location table showing impressions, engagement, leads, reputation, and accuracy scores.
- Go to Reports → Locations tab
- Select Period Type: Month and pick the reporting month
- Optionally filter by a specific Google Business account
Manage Google Business Profile reviews, track response metrics, and engage with customers from ProfilePilot.
- Filter reviews by star rating and date
- Reply to a Google 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 posts across Google Business Profile, Facebook, and Instagram.
- Create a post using the Smart Post Wizard on the Posts list page
- Generate AI copy from a topic brief
- Schedule a post to multiple locations at once
Overview of all report types and the Combined Report PDF background export system.
- Go to Reports in the left sidebar
- Switch between Executive / Locations / Reputation / Listing Accuracy tabs
- Generate a Combined Report PDF in background mode
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, integrations, notifications, widget, review perks, team onboarding, and subscription controls.
- Go to Settings in the left sidebar
- Connect Google Business Profile via Integrations
- Connect Meta (Facebook Pages) via Integrations
Admin-only tools for organization management, response time settings, and sync scope controls.
- Go to Admin → Settings
- Switch the active organization using the org selector
- Set business open and close times
Manage which campaign specialists have access to which client organizations from a centralized admin dashboard.
- Navigate to Admin > Campaign Specialists
- Find campaign specialist by email
- Click "Assign to Org" to add them to a new organization
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 summary with aggregated GBP metrics, AI narrative, review health, and social media overview.
- Go to Reports → Executive tab
- Select Period Type: Month and pick the reporting month
- Optionally filter by a specific Google Business account
Export Executive Summary, Location Performance, and Reputation Health as a single merged PDF.
- Go to Reports in the left sidebar
- Select an account (or leave blank for all)
- Choose Period Type: Month or Days
Review sentiment analysis, topic sentiment, staff mentions, trends, unresolved negatives, and response time metrics.
- Go to Reports → Reputation tab
- Select Period Type: Month and pick the reporting month
- Optionally filter by a specific Google Business account
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)
All locations ranked by listing accuracy score with status filtering, top missing fields summary, and CSV export.
- Go to Reports → Listing Accuracy tab
- Set Min Score 0, Max Score 49 to see only critical locations
- Click Run Report
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 Facebook and Instagram posts and manage customer comments from one unified inbox.
- Open Social Inbox from the dashboard menu
- Change the date range to see older posts
- Filter to a specific Facebook or Instagram page
Understand where to view Facebook and Instagram post engagement and how to create new posts.
- View Facebook and Instagram post engagement in Social Inbox
- Filter posts by platform tab (Facebook / Instagram)
- Adjust the date range to see older post data
Connect and manage your Facebook and Instagram business pages.
- Connect Facebook Pages via Settings → Integrations
- Authorise ProfilePilot to access your pages on the Facebook consent screen
- Refresh pages after connecting to sync all granted location pages
Set up your billing profile, add a payment method, and manage invoices.
- Go to Billing in the left sidebar
- Add your billing email and company details in Billing Settings
- Add a payment method via Paystack
Compare monthly and annual plans, understand what each tier includes, and learn how to change your plan.
- Visit profilepilotapp.com/pricing to compare plans
- Contact support to switch from monthly to annual
- Upgrade plan mid-term (annual clients)
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.