Set Up Your Workspace
Configure your Nudg3 workspace settings and preferences for optimal brand monitoring
Set Up Your Workspace
This guide walks you through configuring your Nudg3 workspace for optimal brand monitoring. A well-configured workspace ensures accurate analytics and efficient data collection.
Prerequisites
Before you begin:
- A Nudg3 account with owner or admin access
- Basic information about your brand (name, website, industry)
- A list of competitors you want to track
Step 1: Access Workspace Settings
- Log in to your Nudg3 Dashboard
- Click the workspace selector in the top-left corner
- Select Workspace Settings or click the gear icon
Step 2: Configure Basic Information
Workspace Name
Choose a descriptive name for your workspace:
| Good Examples | Bad Examples |
|---|---|
| "Acme Corp - US Market" | "Workspace 1" |
| "Product Launch Q1 2026" | "Test" |
| "Enterprise Analytics" | "My Workspace" |
Industry Selection
Select your primary industry for better prompt suggestions:
- Technology & Software
- E-commerce & Retail
- Financial Services
- Healthcare
- Travel & Hospitality
- And more...
Industry selection helps Nudg3's AI suggest relevant prompts and competitor analysis.
Step 3: Add Your Primary Brand
- Navigate to Brands in the sidebar
- Click Add Brand
- Enter your brand details:
Brand Aliases
Add all variations of your brand name:
- Common abbreviations
- Full legal name
- Product names
- Regional variations
Example:
Step 4: Configure Collection Settings
AI Providers
Select which AI providers to monitor:
| Provider | Description |
|---|---|
| OpenAI (ChatGPT) | Most popular consumer AI |
| Anthropic (Claude) | Enterprise-focused AI |
| Google (Gemini) | Google's AI assistant |
| Perplexity | Search-focused AI with citations |
Start with all providers enabled. You can filter results later in analytics.
Collection Frequency
Choose how often to collect data:
| Frequency | Best For |
|---|---|
| Daily | Active campaigns, competitive markets |
| Weekly | Standard monitoring |
| On-demand | Testing, special events |
Step 5: Set Up Notifications
Configure alerts for important events:
Email Notifications
- Go to Settings > Notifications
- Enable desired alerts:
- Collection completed
- Visibility score changes (>10%)
- New competitor mentions
- Quota warnings
Slack Integration (Optional)
- Click Connect Slack
- Select your Slack workspace
- Choose a channel for notifications
- Test the connection
Step 6: Create Your First API Key
If you plan to use the API:
- Go to Settings > API Keys
- Click Create New Key
- Name it (e.g., "Dashboard Integration")
- Select scopes:
read:analytics - Copy and store securely
Step 7: Verify Your Setup
Run a quick verification:
Using the Dashboard
- Go to Collections > New Collection
- Select a few test prompts
- Run the collection
- Check results in Analytics
Using the API
Expected response:
Workspace Checklist
Before moving on, verify:
- Workspace name is descriptive
- Industry is selected
- Primary brand is added with aliases
- AI providers are configured
- Collection frequency is set
- Notifications are configured
- API key is created (if needed)
Common Issues
"Brand not found in responses"
- Check brand aliases are comprehensive
- Ensure the brand name matches how it appears in AI responses
- Try adding common misspellings
"No data after collection"
- Verify prompts mention your brand or industry
- Check that AI providers are enabled
- Wait for collection to complete (can take 5-10 minutes)