Everything you need to get the most from OptAEO.
Connecting your store, reading scores, applying fixes, automating remediation, and managing your plan. Can't find what you need? Email support@optaeo.ai.
▷ Contact support41 questions
Updated
Getting started
Connect your store, run your first scan, see your first score.
Install OptAEO from the Shopify App Store. Choose your store and approve the permissions shown by Shopify. You can also choose Shopify on our connection page to reach the listing.
OptAEO then imports your published products and starts the initial scan. Follow the connection and scan status before reviewing your results.
Link to this answer ↗Choose WooCommerce on the connection page, enter your store URL and approve WooCommerce's read/write access request on your store's own screen. OptAEO does not need your WordPress password.
For storefront schema and discovery files, also install the OptAEO plugin. In WordPress, open Plugins → Add New and search for OptAEO. Paste the connect code shown in OptAEO Settings. The store connection works without the plugin, but these publishing features need it.
Link to this answer ↗Choose BigCommerce on the connection page. In BigCommerce, open Settings → API accounts and create an API account with these permissions:
- Products → Modify, to read products and apply fixes.
- Content → Modify, to publish product schema through BigCommerce widgets.
- Information & Settings → Read-only, to read store details.
- Marketing → Read-only, to read relevant shipping promotions.
Paste the store code from your API path into Store ID, then paste the access token. OptAEO checks the connection and shows any missing permissions.
Products and Information & Settings are required to connect. Missing Content or Marketing access limits the related features and produces a warning.
Link to this answer ↗Choose Magento on the connection page. Your store must be publicly reachable over HTTPS.
- In Magento, open System → Extensions → Integrations → Add New Integration.
- Grant Catalog → Inventory → Products, Catalog → Inventory → Categories, and Stores → Attributes → Product. If the OptAEO module is installed, also grant OptAEO → Review summaries, Shipping config, Webhook config.
- Activate the integration. Copy the consumer key, consumer secret, access token and access token secret into the matching OptAEO fields.
OptAEO checks the connection before saving it. Your developer can add the optional OptAEO module for additional storefront publishing and product-data features.
Link to this answer ↗Yes. Open Upload and choose a CSV or TSV file, up to 50 MB. Review the detected column mapping before importing. Include product names and the available descriptions, prices, identifiers and image URLs.
Each upload replaces your previous CSV-imported catalog in OptAEO. Imports are limited to 5,000 products per file; the result shows whether any rows were skipped or left out. See the product-data guide for what to include.
Link to this answer ↗The first scan starts after your catalog has finished importing. Timing depends on the catalog and your store connection, so there is no fixed completion time.
Follow the import and scan status in onboarding. Once the scan finishes, review your score and issues. If an error appears, follow its instructions or use Retry where offered.
Link to this answer ↗The standard installation requests access to products, product listings, shipping information and metaobjects. These support catalog imports, fixes and readiness checks. It does not request Shopify customer or order scopes.
The configured scopes are read_products, write_products, read_product_listings, read_shipping, read_metaobject_definitions, read_metaobjects and write_metaobjects. Theme access (write_themes) is optional and requested separately if you enable the curated agents.md template.
Fixes and remediation
How AI-generated fixes work, what they cover, and how to undo them.
OptAEO uses your product data to propose changes such as descriptions, meta content, image alt text and structured data. Review the available previews on the Fixes page, then apply the fixes you want. Applying fixes requires Pro or above.
After applying, check the result for applied, skipped or failed items. Fix History records completed changes. Enterprise Auto-Pilot can also apply fixes within the categories you have authorised.
Link to this answer ↗Eligible applied fixes can be reverted on Pro, Business and Enterprise. Open Fix History, choose Revert on an available row, review the previous value and score preview, then confirm.
Revert availability depends on the field and platform. It can be blocked when a newer change would be overwritten. WooCommerce currently supports description reverts only. If Revert is unavailable, contact support before changing the field manually.
Link to this answer ↗Fixes include descriptions, meta titles and descriptions, image alt text, product attributes, categories, GTIN/barcode suggestions, FAQs and product schema.
Availability depends on the product's issues and your connected platform. The Fixes page distinguishes available fixes from items needing manual action. Check proposed facts against your product records before applying.
Link to this answer ↗Yes, on Pro and above. On the Fixes page, use search and the type or status filters to narrow the list. Apply all processes eligible fixes in that filtered view. You can also use Apply All Fixes within one product.
Review the final result for applied, skipped and failed items. Issues requiring manual action are not automatically resolved by a bulk apply.
Link to this answer ↗OptAEO checks proposed changes against existing content and skips unchanged values or changes that fail its preservation checks. These checks use signals such as attribute coverage, text length and existing image alt text.
They cannot judge every aspect of accuracy or brand voice. Review proposed content, and only enable Auto-Pilot for categories you are comfortable automating.
Link to this answer ↗AEO scores
What your score means and how to read it.
Your AEO (Agentic Engine Optimisation) score is OptAEO's 0-100 assessment of product readiness for AI shopping. It combines product-data checks with eligible measurement data across 16 factors. Use it to find gaps and prioritise fixes. It is not a guarantee that an AI service will recommend your product.
Read Optimise for AI agents for the full explanation.
Link to this answer ↗OptAEO groups scores into three bands: 70 and above, 40-69, and below 40. A higher score means more of the applicable checks have been met. Start with the missing information shown in your factor breakdown rather than treating a band as a prediction of sales or recommendations.
The product-data guide explains the fields to review.
Link to this answer ↗OptAEO checks factors such as descriptions, attributes, identifiers, images, structured data and shipping information. Other factors need eligible evidence about AI answers. A factor can remain unmeasured or be marked not applicable; these states are different from a failed check.
The Scores page shows readiness for ChatGPT, Claude, Meta Muse, Grok Bot, Gemini and Perplexity where available. Engine comparisons need Business or Enterprise. These are OptAEO’s assessments, separate from Simulation answers and recorded product mentions.
Link to this answer ↗Scores can be recalculated after a scan, an applied or reverted fix, or an update to eligible measurement data. Open the Scores page and review the factor breakdown, then check Fix History for recent changes. A different simulation answer is not, by itself, proof that your product data improved or declined.
Link to this answer ↗On Business or Enterprise, open Competitors, select Add competitor, enter the store's domain and select Scan domain. When the scan completes, compare the leaderboard, factor breakdown and scan dates.
Business supports up to 3 competitor domains and Enterprise supports up to 10. Choose stores with a similar product range so the comparison is useful.
Link to this answer ↗Your rank compares your store's AEO score with the estimated scores of the competitor domains you track. The category average is calculated from those competitors, not every store in your market. Competitor scores use their accessible public catalog data; they are not sales figures or positions in a shopper's AI answer.
Check the products covered and scan dates before drawing conclusions. Use differences in product data to choose what to review next.
Link to this answer ↗Auto-Pilot + MCP Access
Automation: schedule the agent, or talk to OptAEO from your AI client.
Auto-Pilot finds and applies eligible fixes on a schedule, using the fix categories and score threshold you choose. On Enterprise, open Settings → Agent Mode, select your rules, turn Auto-pilot on and save your changes. Review the outcome in Run History and the individual changes in Fix History.
Link to this answer ↗Model Context Protocol (MCP) Access lets an AI client work with your OptAEO catalog. Business includes four tools to list products, read product details, get scores and rescan a product without writing to your store. Enterprise adds tools to apply existing fixes and run the agent. Create a key in Settings → API & Integrations, then use the client configuration under MCP Endpoint.
Link to this answer ↗OptAEO supplies connection configurations for Claude Desktop, Cursor and VS Code. Choose your client in Settings → API & Integrations → MCP Endpoint, copy its configuration and run the connection test. For another client, check its support for the connection and authentication method before using your key.
Link to this answer ↗The connection configurations supplied by OptAEO use mcp-remote to pass requests from your local AI client to OptAEO’s HTTPS endpoint with your API key. Use the configuration shown for your client in Settings. The bridge requires Node.js and is installed through npx on first use.
Open Settings → API & Integrations → Active Connections, choose Revoke next to the key and confirm. Integrations using that key stop working immediately. Keys are shown only when created; if you lose one, revoke it and generate a replacement.
Link to this answer ↗Yes. On Enterprise, use Run Agent Now on the Fixes page or under Settings → Agent Mode. Check your saved agent rules first. The run uses those rules, and its progress and results appear in the app.
Link to this answer ↗Choose the fix categories the agent may change and review those settings before enabling it. Use Fix History to inspect applied changes and the available revert action. You can switch Auto-Pilot off in Settings → Agent Mode or exclude an individual product from agent processing.
Link to this answer ↗Protocol compliance
What the Compliance page checks and why it matters.
The Compliance page covers crawler access, discovery files, structured product data, Google Merchant Center data, IndexNow and store-change detection. It also shows checks for UCP where supported, ACP, AP2, Meta catalog health and Amazon Rufus readiness. Open a row to see what was measured and the suggested next step; the available checks depend on your platform and connections.
Link to this answer ↗No. Start with accessible product pages, accurate product information and the checks that apply to your store. “Not measured” means a result has not been established; “not applicable” means the check does not apply. A readiness check does not enrol your store in a provider’s shopping or checkout service. Google does not require special AI files or special schema for AI Overviews or AI Mode. See the AI shopping agents guide.
Link to this answer ↗GMC feed validation
How OptAEO validates your data against Google Merchant Center.
OptAEO checks your stored product data for missing or incomplete titles, descriptions, prices, currency, images, identifiers, brands and categories. The GMC Validation page separates errors from warnings and identifies affected products. It is a preparation check, not Google’s approval decision. Review any remaining issues in Merchant Center against Google’s product data specification.
Link to this answer ↗It can, where the issue also affects a factor in OptAEO’s AEO score. For example, more complete identifiers and product information can address gaps in both checks. Apply a valid correction, then review the updated result. Passing OptAEO’s validation does not guarantee Merchant Center approval or an AI recommendation. The product-data guide explains what to check.
Link to this answer ↗Citation tracking
Run shopping simulations and review product mentions.
On Business and Enterprise, Citations records product mentions in the shopping queries OptAEO runs through Simulation. You can compare products, engines and recorded positions in those answers. It does not monitor every real shopper's conversation or count visits to your store.
The simulation surfaces are ChatGPT, Claude, Meta Muse, Grok Bot, Gemini and Perplexity. Read Optimise for AI shopping agents for the difference between an AI answer, a citation and a sale.
Link to this answer ↗Review the questions where your products are mentioned, compare engines and inspect products with few or no mentions. Use the answers alongside your product-data checks to decide what needs attention.
Keep the questions and products comparable when looking at trends. Running more queries can increase the citation count without showing that a greater share of shoppers sees your store.
Link to this answer ↗On Business or Enterprise, open Simulation and select a product. Under Your Queries, type a shopping question and select Add Query, or save one of the suggested questions. Then select Run Simulation. Saving a query includes that product in the next run; the run can test other products too.
After it completes, select the product and engine tabs to inspect the answers. These are results from OptAEO's test queries, not a record of individual shoppers' activity.
Link to this answer ↗First check that a simulation has completed and that the product has results. A completed answer can omit your product, so a successful run does not guarantee a citation. If an engine has no response or shows an error, retry the simulation.
In Citations, review the queries and products tested before changing your data. For a repeated error, email support@optaeo.ai with the engine, product, question and a screenshot.
Link to this answer ↗Analytics and revenue
Compare scores, revenue and AI referrals with Google Analytics 4.
To connect Google Analytics 4 (GA4) on Business or Enterprise, open Analytics and select Connect GA4. Sign in to the Google account with access to your store's GA4 property and approve access. Then open Settings > API & Integrations and check the selected GA4 property. If needed, choose the correct property and select Switch property.
Return to Analytics and select Sync now. OptAEO reads report data about product revenue, purchases, views and traffic sources. Your store must already be sending the relevant ecommerce data to GA4.
Link to this answer ↗Analytics compares product scores with the product revenue imported from GA4 and groups revenue by score band. Use it to see patterns in your catalog. A relationship between higher scores and revenue does not prove that OptAEO caused extra sales; price, demand, promotions and other factors can also affect results.
The product comparison and the revenue-by-engine report use different GA4 breakdowns. Do not assume every sale shown against a product came from an AI referral.
Link to this answer ↗OptAEO groups GA4 purchase revenue by recognised referral sources for ChatGPT, Claude, Gemini and Perplexity. It shows the revenue and orders GA4 associates with those sources in the reporting period.
This is separate from simulation citations and does not measure every purchase influenced by AI. Meta Muse and Grok Bot simulation results do not currently add revenue attribution for those services.
Link to this answer ↗Check the GA4 property in Settings > API & Integrations, confirm that GA4 itself has ecommerce data for the period, and select Sync now in Analytics. Use Reconnect if access was revoked or OptAEO cannot load the property.
Engine totals need recognised AI referral data. Product revenue also needs an unambiguous name match between GA4 and your catalog, so different or duplicate product names can leave a product unmatched. If data is still missing, contact support@optaeo.ai with the property ID and sync message.
Link to this answer ↗Billing and plans
What's included on each plan, how to upgrade, how to cancel.
One full product scan, a preview of AI-generated fixes and your headline AEO score. You can see what OptAEO proposes to change; applying fixes requires a paid plan. Compare the current features on the pricing page.
Link to this answer ↗Choose Upgrade in the sidebar or open the plan page. Select a plan and billing interval, then review and confirm the charge. Shopify stores use Shopify Billing; WooCommerce, BigCommerce and Magento stores use Stripe checkout. The plan page shows the current prices and annual savings.
Link to this answer ↗Yes. Open Manage billing or Settings → Plan & Billing and choose the cancellation or downgrade option. Shopify merchants confirm the change through the app’s billing flow; Stripe-billed merchants finish in the billing portal. Read the confirmation before proceeding - it shows when paid access ends. See the billing terms for refund information.
Link to this answer ↗Downgrading to Free keeps your account and data; it changes which features you can use. Uninstalling the app or deleting your account is a separate action. Before closing your account, review the Privacy Policy for data-retention and deletion details.
Link to this answer ↗We typically reply within a few hours during European business hours.
Email is the fastest channel. Include your store URL and a screenshot if you can.