Autopilot

Autopilot does the watching for you. It tells you what is happening in plain words, warns you when something needs a look, finishes setup on its own where it can, and suggests a few next steps each week. Nothing changes on your site or account until you press Apply.

What's happening

At the top of each site's dashboard, and first on every client's view, you see three to five short sentences written from your own numbers. For example: "38 people visited in the last 7 days, 12 more than the 7 days before." Each sentence links to the place that proves it, such as the dashboard filtered to that source.

• The sentences follow the period you pick.
• When a period has fewer than 10 visitors, you see "Not enough visits yet to spot trends." instead of guesses.
• Ad cost per signup or sale shows only when Sporetag worked out which ads brought them.
• Money is shown in the site's currency. It is never converted.
• With filters on, the summary steps aside, since it covers the whole site.

When the Assistant is on, Explain more asks it to say what stands out. It counts as one Assistant message.

The simple view for clients

Some clients want one page with big numbers and no jargon. Turn it on in the Share tab, under Simple view:

• Pick the three big numbers. The default is visitors, signups or sales, and ad cost per signup or sale. A number with no data is swapped for the next useful one.
• Pick what counts as a signup or sale, or let Sporetag pick.
• Turn it on for the share link, for each invited client, or both.

Clients see the summary, the three numbers, where visitors came from as a ranked list in plain words ("Google", "Instagram", "Your email"), and the latest signups or sales with where each came from. Names, emails and phone numbers are never shown. A See the full dashboard button opens everything else. Press Preview to see what they see.

Alerts

Alerts are set per site, in Settings, under Alerts. Past alerts are on the Alerts tab.

• Ad spend with no signups today: your ads spent more than the amount you set and no signup came in by the hour you pick. Default: over 50, by 3 PM.
• Traffic dropped by half: yesterday brought half or less of a usual day (the 7 days before). Sites with fewer than 20 visitors a day are left out.
• Tag stopped sending: no visits for the hours you set (default 12) on a site that usually has them.
• Big day: yesterday was your best day in 4 weeks, for signups or visitors.
• New signup: the first signup of the day, within 15 minutes. Off by default.

At most one alert of each kind goes out per site per day. Nothing is sent during quiet hours (9 PM to 8 AM by default, in the time zone you pick); what still holds true goes out after. Alerts go by email to you, and to invited clients if you turn that on ("Tag stopped sending" stays with you). Texts work once Twilio is set up (when shipped).

The weekly report already covers the good news of the week, so there is no separate weekly alert.

Setup that runs itself

When you add a site through Set up my site, Sporetag reads your home page once:

• It works out what the site is built with (Shopify, WordPress, Wix, Squarespace, Webflow, Framer, Next.js, Ghost, or your own code) and opens the right install steps.
• Email these steps to my developer sends them the tag and those steps.
• It works out what kind of site it is (a store, a site that gets leads, or a content site) and starts your first dashboard with the right charts.

For the first 7 days, Sporetag checks your site for the tag every 15 minutes. When it finds the tag, or a first visit, you get one email and a "It works." banner on the dashboard.

After the first day, Sporetag looks at what your site already sends, like a "Signup" event or a /thank-you page, and suggests goals. Add one with one tap, or turn on Add suggested goals without asking in the Alerts settings.

The weekly plan

Every Monday morning (and any time you press Make a plan), the dashboard shows three to five next steps, each tied to a real number. Some run with Apply: add a goal, set up an abandoned checkout email, send new signups a welcome email, schedule a weekly client report, or build a signups dashboard. Some open a page, like connecting an ad account. Some are advice, like moving budget to the ad platform that brings signups for less; Sporetag never changes your ads.

• Apply first shows exactly what will be made. Press Apply again to do it. Applied steps are in the Assistant's Changes list, with Undo where the feature has one.
• Not now hides a step for a week. Dismiss hides it for good.
• With the Assistant on, it picks and words the steps from a fixed list of what Sporetag can do. A plan counts as one Assistant message. If any number in its words is not in your data, that step keeps the plain wording instead. With the Assistant off, or no messages left this month, the steps come from the same numbers by fixed rules.
• The plan is emailed to you each Monday, with a link back to the dashboard. Nothing is applied from the email. Turn the email off in the Alerts settings.
• The Assistant never sees names, emails or phone numbers, and treats text from your website as data, not instructions.