Before you begin
- Imported reviews in the selected period
- Enough Rateit credits
- Permission to generate reports
Step 1 of 3
Choose the scope
Open Reports, select the period and choose the included sources.
- Use comparable periods for comparisons.
- Review the estimated number of reviews before starting.
rateit.site
Workflow previewContinue
Choose the scope
1Use comparable periods for comparisons.
2Review the estimated number of reviews before starting.
Step 2 of 3
Confirm processing
Generate only after checking the estimate.
- The pipeline uses structured and summarized data.
- Names, phone numbers and contacts are excluded from the AI prompt.
rateit.site
Workflow previewContinue
Confirm processing
1The pipeline uses structured and summarized data.
2Names, phone numbers and contacts are excluded from the AI prompt.
Step 3 of 3
Turn evidence into action
Open the completed report in history and review the executive summary and priorities.
- Check the evidence supporting each conclusion.
- Create goals or playbooks to track improvements.
rateit.site
Workflow previewContinue
Turn evidence into action
1Check the evidence supporting each conclusion.
2Create goals or playbooks to track improvements.
Guide complete
Choose another guideNow test the complete workflow.
Repeat the workflow in a private window or on your phone and verify each expected result before using real data.