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How to use Segwise for the first time

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Written by Mohamed Shayan

Create your account steps (Onboarding for a new org)

  1. Go to the Segwise login page and sign in with your email.

  2. Name your workspace

  3. Connect one ad network to set up your dashboard

  4. Configure any custom ad network metrics that you'd like to fetch (you can skip this step and it later as well)

  5. Add your brand details.

  6. Segwise starts fetching your data and tagging your assets.

  7. You'll get a notification once your dashboard is ready!

Set up your workspace

After signing in, your workspace is identified by your app name, visible in the top-left of the dashboard.

  1. Connect ad networks: Go to Settings → Ad Networks and connect all of your ad networks.
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    Connecting an ad network in Settings → Ad Networks.

    Screenshot: Connecting an ad network in Settings → Ad Networks.

  2. Connect your MMP: Go to Settings → Connect MMP and connect your Mobile Measurement Partner.
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    Connecting your MMP in Settings → Connect MMP.

    Screenshot: Connecting your MMP in Settings → Connect MMP.

  3. Complete your brand profile: Go to Settings → Brand and fill in your company name, logo, description, products/services, brand colours, target customers, and customer problems. You can also use "Refresh from Website" or "Upload Brand Deck" to auto-populate these fields.
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    Filling in your Brand profile in Settings → Brand.

    Screenshot: Filling in your Brand profile in Settings → Brand.

  4. Set up metrics: Go to Settings → Setup Metrics to define any custom or calculated metrics you want to track in your reports.
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    Setting up custom or calculated metrics in Settings → Setup Metrics.

    Screenshot: Setting up custom or calculated metrics in Settings → Setup Metrics.

Note: An onboarding checklist is available on the Creative Analytics Overview page under "Your Progress." It tracks 5 onboarding tasks (polishing your brand context, adding competitors, asking your first questions, and exploring generated creatives) — complete them all by the deadline shown in the banner to unlock $250 off your first month. The video-tutorial section is now collapsible.

Navigate the dashboard

When you log in, you land on the Creative Analytics Overview page.
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The platform is organised into different core modules accessible from the sidebar icons. Agents (Creative generation), Chat, Creative Analytics (reports, boards and folders), Competitor Insights, and Settings.
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The Segwise dashboard sidebar with the main module icons: Agents, Chat, Creative Analytics, Competitor Insights, and Settings.

Screenshot: The Segwise dashboard sidebar with the main module icons: Agents, Chat, Creative Analytics, Competitor Insights, and Settings.

Invite team members

  1. Click on your workspace name in the top-left corner of the dashboard.

  2. From the dropdown menu, click "Invite users to [workspace name] team."

  3. This opens the team management page where you can invite new members by email.

The team management page where you invite members by email.

Screenshot: The team management page where you invite members by email.

Manage roles and permissions

Two roles are available from the team management page:

  • Admin — can change team member roles and remove members from the workspace.

  • Member — has either Viewer access (read only) or Editor access (read and write).

Note: Only an Admin can change a team member's role or remove them from the workspace.

Switch between workspaces

Click on the workspace name in the top-left corner of the dashboard. A dropdown shows the "Switch App" list. Click any app name to switch workspaces. The entire dashboard, reports, and settings reload for the selected workspace.
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The 'Switch App' workspace dropdown in the top-left of the dashboard.

Screenshot: The 'Switch App' workspace dropdown in the top-left of the dashboard.

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