Organisation setup

An organisation is the customer entity and website being analysed. Its profile, evidence connections, projects, reports, stakeholders, and team access stay together in one workspace.

1. Open the application sidebar.
2. Select Organisations, then select New organisation.
3. Enter the organisation name and website URL.
4. Choose the country and timezone, then add a short description of the organisation.
5. Save the organisation. UX Robot opens its setup sections in the sidebar.

Account owners on Free and Pro can create one organisation; on Enterprise, as many as they need. Team members can work only in organisations to which they have been invited and cannot create customer organisations on the owner’s billing account.

Open the organisation’s Profile section and select Edit profile. The profile is short on purpose: every field is used.

• Identity: name, website URL, country and timezone. The country sets the default market for new journeys, and the timezone sets the months on the Impact page.
• Narrative: description, value proposition, products or services, and target market. Journey ideas use them, with your GA4 data, to suggest user stories worth testing.

Write for an analyst who has never worked with the organisation. Prefer specific statements such as “customers renew online each July” over broad claims such as “we value our customers.” Keep the website URL current because it is used throughout evidence and report context.

Goals say what the website should achieve, such as more online bookings or fewer calls about opening hours. Each journey serves one goal: choose it in the journey brief under Goal this journey serves. The report then counts that goal’s own GA4 key event rather than every key event, and says plainly when GA4 does not measure it well, for example when its completions come from a test site, have no landing page, or none come from the market you test. Your primary goal is the default for new journeys, decides which pages journey ideas favour, and is what the page timeline and the Impact page count. When you ask for journey ideas, UX Robot also reads your goals, primary goals first, with your GA4 data and suggests the user stories most worth testing.

To add a goal:

1. Open Goals and select Add goal.
2. Describe the outcome in plain, user-centred language. You do not need to know the exact metric.
3. If GA4 is connected and a key event records the outcome, such as a booking or an enquiry, choose it. Without a key event, GA4 cannot count the goal, so reports and pages fall back to counting every key event.
4. Turn on Primary goal for the outcomes that matter most, then save.

Review goals before asking for new journey ideas, so the suggestions work towards what the organisation wants now.

Open Stakeholders and add the people who shape, approve, implement, or receive the work. Add an accurate email only when that person may receive a report.

Select Receives reports only for people who should be sent the private stakeholder and full-report links. Update this before every report distribution.