Answer Engine Setup

The Answer Engine is a single embedded Rep that answers buyer questions with content from your site, then captures the lead when intent is commercial.

Prerequisites

Site added to your workspace
Initial crawl completed (status = completed on the site detail page)

Step 1 — Confirm the crawl

Open the site. You should see embedded chunks > 0 and a green completion badge. If the crawl stalled, click Resume. See Crawl Pipeline for details.

Step 2 — Set branding

Site → Rep → Branding:

Logo (auto-detected from the site, override if needed)
Primary color (auto-detected)
Font — inherits from the host site by default
Position (bottom-right / bottom-left / inline)
Unbranding ("Powered by" removal — Agency tier)

Step 3 — Configure capture

Rep → Capture:

Required fields: name, email, optional phone
Consent checkbox + privacy policy link
Auto-reply email (subject + body, with variables)
Routing recipients

Step 4 — Install

Reps → Install. Copy the one-line script tag, paste before </body> on the client site. The Rep loads async and won't block page render.

Step 5 — Test

Visit the client site, ask an informational question (you should see an AI answer with citations), then ask a commercial question (you should see the capture form). The test lead will appear in your Leads inbox immediately.

Tuning over time

Connect Google Search Console to seed FAQ suggestions from real queries
Use Personas and Dynamic CTAs to tailor messages
Watch the Insights tab for AEO/SEO/CRO opportunities

Answer Engine Setup