The promise on the signup page is “looking at audit findings on your own store inside a few minutes.” This page is the end-to-end walkthrough for that promise. You will sign up, connect your commerce platform, watch the first audit run, and review your first findings on the Kanban board — all without writing a line of code or configuring a rule.Documentation Index
Fetch the complete documentation index at: https://docs.vortexiq.ai/llms.txt
Use this file to discover all available pages before exploring further.
Before you begin
Vortex IQ runs entirely in your browser. You do not need to install anything. Check that you have:- A modern browser (Chrome, Edge, Firefox, Safari 16+, Brave, or Arc)
- Your store admin credentials for your commerce platform (Shopify, BigCommerce, or Adobe Commerce)
- A work email address
Pop-up blockers can interrupt the OAuth connector flow. Allow pop-ups for
app.vortexiq.ai before you start to avoid a silent failure mid-step.Step 1: Sign up
Choose the account type that matches how you work. Both types use the same six modules; the difference is workspace structure and billing.- Merchant signup
- Agency signup
A merchant account is for brand owners and in-house ecommerce teams running one storefront.
Choose your account type
Select Merchant when prompted. This creates one workspace scoped to a single storefront.
Sign in with Google or a magic link
You have two options:
- Continue with Google — one click, your email is verified immediately by Google.
- Magic link — enter your work email, receive a single-use link, click it to verify and enter your workspace.
vortexiq.ai.Step 2: Tell Vortex IQ what you care about
The first onboarding screen is Tell us your interests. Tick the areas that match your role:| Area | What it surfaces |
|---|---|
| Sales | Revenue, order volume, AOV, conversion |
| Marketing | Ad spend, email performance, traffic sources |
| Inventory | Stockouts, overstocks, SKU health |
| Customer behaviour | Cart abandonment, retention, LTV |
| Operations | Fulfilment, helpdesk, refund rates |
| Analytics | Core Web Vitals, GA4 metrics, site performance |
Step 3: Connect your first source
This is the highest-value step — the moment you wire your store, Vortex IQ begins building the connector graph.- Shopify
- BigCommerce
- Adobe Commerce
- Other platforms
Click Connect
A pop-up opens at your Shopify admin. Sign in with your Shopify credentials, or your existing Shopify session takes you straight to the consent screen.
Review and approve the read scopes
Vortex IQ requests read access to: products, orders, customers, inventory, and analytics. No write scopes are requested at the connector step — write scopes are only requested when you deploy an Action that needs them.
Step 4: Watch the first data pull
The moment your connector lands in the connected state, Vortex IQ starts pulling data. You can see the pull progress on the Settings, Connected Sources page: products imported, orders imported, customers imported, inventory snapshotted. For Shopify and BigCommerce, the initial pull typically takes 5 to 15 minutes for a mid-size store. You do not need to wait — the Nerve Centre tab for your connected platform appears immediately and starts populating cards as data arrives, and the Store Audit kicks off automatically in parallel.Step 5: Review your first findings
Open Actions in the sidebar, then go to Store Audit, then Latest Findings. The Store Audit runs a 50+ check sweep across SEO, AI search readiness, Core Web Vitals performance, checkout conversion, inventory, and catalogue health. Findings begin landing on the Kanban board in real time while the audit is still running. A typical first-run findings list looks like this:| Severity | Example finding | Source |
|---|---|---|
| Critical | 14 product pages missing meta descriptions | Audit, SEO |
| Critical | Largest Contentful Paint 4.6s on cart page | Audit, Performance |
| High | 23 SKUs out of stock with active Google Ads spend | Cross-channel |
| High | Cart abandonment up 18% week-on-week | Vortex Mind, Checkout Conversion |
| Medium | 42 underused 301 redirects | Audit, SEO |
| Medium | 8 product images larger than 500KB | Audit, Performance |
Step 6: Run your first query on Ask Viq
Ask Viq is the conversational layer of Vortex IQ. Open Ask Viq in the sidebar.Select a Profile
Use the Profile dropdown at the top of the Ask Viq panel. A Profile is a saved set of connectors (for example, Marketing profile = GA4 + Google Ads + Klaviyo + Shopify). If you have just connected your first source, a default profile is available. Select it.
Type your first question
Ask something grounded in your connected data — for example:
- “How did revenue compare last week versus the week before?”
- “Which products had the biggest drop in conversion this month?”
- “What is the top reason customers are abandoning checkout right now?”
Step 7: Ship your first fix
Go back to Actions, Kanban. Pick the easiest Critical finding — typically a missing meta description or a redirect cleanup — and click Run Action. Depending on the finding type, the Action either:- Generates the fix automatically and queues it for your approval (for example, AI-generated meta descriptions).
- Fires through Vortex Apps to apply the fix on your store (for example, a redirect cleanup).
- Opens a Bulk Content Edit grid where you review and confirm dozens of changes at once.
Before your second session
- Invite a teammate. Go to Settings, Account, Team Members, then Invite. They receive a magic link by email.
- Set up an alert channel. Go to Settings, Alerts, Notification Channels. Add Slack or Microsoft Teams if your team lives there; the default is your work email.
- Create a Profile in Ask Viq. Go to Settings, Profiles, Create Profile. Group the connectors that match your role so every Ask Viq session is pre-scoped.
- Bookmark the workspace. Most merchants check the Nerve Centre daily. Bookmark
app.vortexiq.aifor fast access.
Common questions
The audit returned no findings. What happened?
The audit returned no findings. What happened?
Either the data pull is still in progress (wait a few minutes and refresh the Latest Findings view) or your store is genuinely in good shape, which is rare — most stores have at least 5 to 10 SEO findings. Check Settings, Connected Sources for the data pull status.
My connector did not connect. What now?
My connector did not connect. What now?
Check that the OAuth pop-up was not blocked by your browser. Re-run the connect flow. If it fails a second time, see the connector-specific troubleshooting on the connector’s documentation page or contact support.
Can I run the audit before the data pull finishes?
Can I run the audit before the data pull finishes?
Yes. The audit runs against whatever data is currently loaded. If the pull is still in progress, the audit re-runs automatically against the full dataset once the pull completes.
What happens after the first session?
What happens after the first session?
You move into the day-to-day operating rhythm: check the Nerve Centre in the morning, read the daily briefing in your inbox, and ship Actions through the day. The first session is the only one that feels like setup; from session two onward you are operating, not configuring.