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52 published articles

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52 articles

Account & Billing

The Partner Bundle and the client hand-off

How the $200/site partner tier works, what its monthly allowances are, and how work the client posts themselves moves from approval to done.

Account & Billing

Your data protection role

Who is the data controller, how to fill in controller details per site, retention, and handling a visitor's data request.

Connect your tools (MCP)

Connect Next Day Sales to Claude, ChatGPT or Cursor

Step-by-step setup for using your Next Day Sales workspace from Claude, ChatGPT, Cursor and other MCP apps.

Connect your tools (MCP)

MCP security and permissions

How sign-in, access and approvals work when you connect an assistant app.

Connect your tools (MCP)

Example MCP workflows

Copy-paste prompts for weekly reviews, batches, content and reports.

Connect your tools (MCP)

What you can do over MCP

A plain-language tour of the actions available once your workspace is connected.

Connect your tools (MCP)

Troubleshooting MCP connections

Fixes for sign-in loops, missing sites and tools not appearing.

Reps & Conversion

Auto-placed Answers Rep

Install the FAQ block with a single script tag when you cannot edit the page markup.

Reps & Conversion

Choosing where an Ask Rep lives

Seven placements for the Ask Rep, what each one suits, and the mobile details that matter.

Reps & Conversion

Exit-intent Ask Rep

Catch a visitor on the way out with one prompt — what triggers it, how to word it, and when not to use it.

Insights & Reporting

Arrive and Conversion health scores

Why the site health score is split in two, and what moves each half.

Reps & Conversion

Installing a Rep and allowing your domains

Copy the embed snippet, add the client domain to the allow-list, and fix "origin not allowed".

Insights & Reporting

Content gaps: from unanswered question to published proof

Questions the Rep could not answer confidently become tracked gaps that published content has to resolve.

Insights & Reporting

Working through recommendations

Impact, Effort and Source labels, rollups for repeated issues, and dismissing with a reason.

Insights & Reporting

Monthly reports and report history

What is in a monthly report, how to preview and copy it, and where past reports live.

Reps & Conversion

Rep types and when to use each

Three Rep families — Ask, Capture and Answers — and the options inside each.

Reps & Conversion

Positioning a Rep and mobile clearance

Move the Rep bubble to any corner and offset it so it never covers other floating UI.

Reps & Conversion

Tracking conversions that happen off the Rep

Phone taps, mailto links and native form submissions can count toward the Conversion score.

Account & Billing

Workspace and site roles

Who can do what at the workspace level and per site, and how personal account settings differ.

Getting Started

Getting help inside the app

Ask the support assistant, track your conversations, and reach a human when you need one.

Insights & Reporting

AI visibility tracking

Monthly brand tracking across ChatGPT, Gemini, Claude and Perplexity.

Insights & Reporting

Toxic referring domains and disavow exports

Spot harmful backlinks in the site audit and export a disavow file.

Getting Started

Guided Hero starter — install in 5 minutes

Legacy: the packaged guided hero snippet. New builds should use a Capture Rep (brief) or the Context API.

Getting Started

Personalize the Rep from your hero selectors

Use data-nds-context attributes (or window.NDS.setContext) to pre-fill the Answer Engine with a personalized brief based on the visitor's selections.

Getting Started

Crawl Pipeline Overview

How Next Day Sales scrapes, embeds, and refreshes your site content.

Content Studio Overview

Generate BOFU blog posts, landing pages, and ad copy grounded in your site's real content.

Getting Started

Answer Engine Setup

Configure and launch the Answer Engine guided-search Rep on a client site.

Account & Billing

Per-Site Collaborators

Invite client stakeholders to a single site without giving them access to your whole agency workspace.

Connect Google Search Console

Authorize GSC per site to power Insights, FAQ seeding, and Content Studio briefs.

Getting Started

Insights: Weekly AEO, SEO & CRO Audits

How the Insights tab audits your site for AI search, SEO and conversion — and ships one-click fixes.

Account & Billing

Manual Invoices & PO Numbers

Request a manual invoice with PO number for accounting-led purchasing.

Email Notifications for New Leads

Get instantly notified by email whenever a new lead is captured — from any source.

Personas & Dynamic CTAs on Sites

Show different CTAs to different visitors based on the page they are on or what they searched for.

Lead Activities, Notes & Tasks

Log every interaction with a lead and never forget a follow-up.

Lead Scoring Explained

How lead scores are calculated and what makes a lead hot.

Site Reps: FAQ, Booking, Lead Form & Search

Embed lightweight Reps on any website to capture leads, answer questions, and book meetings.

Pipeline and Weekly Recap Email

Read the weekly recap email and use the Leads pipeline view to forecast.

Instant lead auto-reply

Send a branded reply to every new lead within seconds. Setup, per-widget overrides, and how to read the status badges.

Capture Reps and the Answers Rep

The three Capture modes — brief, contact and booking — plus the FAQ-driven Answers Rep, and where submissions land.

Account & Billing

Team Seats and Workspaces

How workspaces work, inviting team members, and managing roles.

Getting Started

Setting Up Your Workspace

A quick guide to configuring your workspace — name, branding, and team invites.

Account & Billing

Plans explained: Core and Autopilot

What Core and Autopilot include and how per-site pricing works.

Lead Capture via the Answer Engine

How the Answer Engine Rep captures leads — and why standalone forms are deprecated.

Account & Billing

Managing Your Account Settings

Learn how to update your profile, company details, branding, and notification preferences.

Account & Billing

How to Upgrade or Downgrade Your Plan

Step-by-step guide to changing your subscription plan.

Account & Billing

Billing FAQ

Answers to common billing questions — payments, invoices, refunds, and more.

Account & Billing

Understanding AI Credits and Usage

How AI credits work, what they're used for, and how to get more.

Getting Started

Managing Your Leads

Triage, score, and route leads captured by the Answer Engine.

Getting Started

Set Up Slack Notifications with Zapier

Get instant Slack channel notifications when a lead is captured on your site, using Zapier and Webhooks.

Getting Started

Set Up Email Notifications with Zapier

Step-by-step guide to getting email alerts when a lead is captured on your site, using Email by Zapier, Gmail, or Outlook.

Zapier Integration Guide

Connect your site Reps and Answer Engine to 5,000+ apps via Zapier webhooks.

Getting Started

Getting Started with Next Day Sales

Connect your first site, crawl it, and launch the Answer Engine Rep in under 10 minutes.

Put it into practice

Reading the docs is step one. Installing the Rep is step two.

Every guide here describes something the Rep does on a live site — capture the question, answer it from your own pages, and hand you the lead. Start a trial and follow along on your own site.

Start 14-day Trial See how the Rep works