Product Documentation
Last updated: March 6, 2026
This documentation explains how OptivexIQ works, how to interpret outputs, and how to use snapshot, report, and billing workflows effectively.
Overview
OptivexIQ helps SaaS teams identify conversion friction in market-facing messaging and positioning using AI-assisted analysis of publicly accessible website content.
It is designed for founders, product marketing teams, growth operators, and revenue teams that need structured diagnostic guidance before rewriting messaging or adjusting positioning.
Snapshot vs Full Report
| Capability | Free Snapshot | Full Report |
|---|---|---|
| Access | Public entry flow | Authenticated and plan-gated |
| Depth | Compact diagnostic summary | Multi-section analysis |
| Delivery | Email-gated PDF unlock | Dashboard-first report delivery |
| Operational intent | Initial qualification and insight preview | Ongoing conversion intelligence workflow |
What this means
Use Snapshot to quickly evaluate direction. Use Full Report for structured prioritization and execution planning.
Getting Started
- Create an account and verify your email.
- Complete onboarding profile details.
- Define your ideal customer profile (ICP) and conversion goal.
- Choose a plan that matches expected usage.
- Run analysis from Snapshot or dashboard workflows.
Why ICP and conversion goals matter
The system is more useful when it can evaluate messaging relevance against a clear audience and objective. Strong profile context improves interpretability of recommendations.
When to use this
Review this section before your first report and whenever your target segment or conversion objective changes.
Running Analyses
Processing lifecycle (conceptual)
Submitted -> Queued -> Running -> Completed / Failed
Analysis requests are processed asynchronously so longer operations do not depend on a single page request lifecycle.
Expected behavior by state
- Queued: request accepted and waiting for processing capacity.
- Running: content is being analyzed and report sections are being prepared.
- Completed: results are available for interpretation and export.
- Failed: processing could not complete; retry and input checks are recommended.
Common failure patterns
- Invalid or unreachable URLs.
- Target website access restrictions.
- Temporary provider or network disruption.
What to do
Validate URL format, retry later for transient failures, and use publicly accessible pages when possible.
Understanding Your Report
Executive diagnosis
Summarizes primary messaging risks and directional priorities.
High-risk signals indicate messaging clarity or differentiation needs immediate attention.
Messaging overlap
Highlights where narrative appears similar to competitors.
Higher overlap generally means lower distinctiveness in market perception.
Objection coverage
Indicates how clearly common buyer concerns are addressed.
Lower coverage suggests missed persuasion opportunities.
Competitive matrix
Compares positioning strengths and gaps across competitors.
Use it to prioritize narrative areas where differentiation is currently weak.
Positioning map
Visual reference for where your message sits in competitive context.
Use this for strategic alignment discussions across product and marketing stakeholders.
Rewrite recommendations
Structured guidance for improving headline, positioning, and conversion-critical copy.
After identifying messaging gaps in your report, you can use Rewrite Studio to explore potential improvements before making changes on your live site.
Revenue impact modeling
Directional estimate of potential impact based on observed friction patterns.
Treat this as planning guidance, not a guaranteed forecast.
What this means
Reports support prioritization and decision quality. They do not replace experimentation, market testing, or cross-functional review.
Rewrite Studio
Overview
Rewrite Studio is a controlled conversion hypothesis lab for homepage and pricing messaging. It helps teams explore alternative messaging approaches, test positioning hypotheses, and compare versions before publishing changes.
Use it to evaluate strategic messaging options, not to publish website updates automatically. Outputs should be reviewed and adapted by the team responsible for implementation.
Rewrite Studio does not publish changes to your website or replace experimentation. It helps teams evaluate candidate messaging before rollout.
When to use Rewrite Studio
- After running a Gap Engine report.
- When testing a new positioning direction.
- When improving homepage clarity or narrative structure.
- When adjusting pricing messaging for stronger buyer fit.
Rewrite Studio is most useful when you want to evaluate messaging alternatives before implementation, especially when a report, objection review, or differentiation exercise has identified messaging risk.
How it fits with other tools
Gap Engine helps identify messaging risks and gaps. Rewrite Studio helps test alternative messaging responses. Objection Engine and Differentiation Builder help sharpen the narrative direction you want to evaluate.
Running a rewrite
- Open Rewrite Studio from the dashboard.
- Choose the page type: homepage or pricing.
- Provide a page URL or paste the current source content.
- Define the messaging strategy, including tone, audience, and focus.
- Generate a rewrite.
- Review the output and compare it with the current version.
You can iterate multiple times by adjusting inputs, adding constraints, or refining the current direction.
Comparing versions
Rewrite Studio supports side-by-side review of original messaging, saved rewrite variants, and the current working version.
Use comparison mode to evaluate how different messaging approaches change structure, positioning, and strategic rationale before deciding what to test or implement.
Marking a winner
After review, you can mark the preferred version as the winner for that experiment.
Marking a winner does not change the live website. It records the preferred messaging option so the team can align on which version to test or implement next.
How Rewrite Studio fits into the conversion intelligence workflow
- Run Gap Engine.
- Identify messaging risks, objections, or differentiation gaps.
- Use Rewrite Studio to test alternative messaging approaches.
- Evaluate the results and select a preferred version.
- Implement the chosen changes on the website.
In practice, Rewrite Studio works alongside Gap Engine, Objection Engine, and Differentiation Builder as part of the broader conversion intelligence workflow.
Limitations
- Outputs are suggestions for evaluation, not final website copy.
- Teams should review messaging before implementation.
- Results depend on the available content and context provided.
Recommended workflow
Start with diagnostic findings, use Rewrite Studio to test messaging alternatives, then move the preferred version into implementation and live experimentation.
Common questions
Why can't I compare versions yet?
Comparison works best after at least one rewrite version has been saved. Generate an initial rewrite first, then compare it with the original or another saved variant.
What does marking a winner do?
It records the preferred version for the experiment. It does not update your website or publish a rewrite automatically.
Should teams implement the output exactly as shown?
Not necessarily. Treat the output as a draft for review, testing, and adaptation based on internal brand, legal, and go-to-market requirements.
Scoring & Methodology
Scoring reflects multiple factors across messaging clarity, differentiation, objection handling, and competitive context.
The system detects conversion friction patterns and uses AI-assisted synthesis to produce structured findings and recommendations.
Scores are directional indicators intended for prioritization, not absolute truth metrics.
Interpretation guidance
Focus on trends and relative strengths/weaknesses across sections rather than any single score in isolation.
Billing & Entitlements
- One-time plans grant non-recurring access scope as described at purchase.
- Subscription plans renew by billing cycle unless cancelled.
- Entitlement checks and feature access controls are enforced server-side.
- Access changes after billing events may require a short sync window.
When to use this
Check this section when comparing plans, managing renewals, or diagnosing access mismatches after payment events.
Data & Security
OptivexIQ processes account data, billing metadata, usage events, submitted URLs, and analysis outputs required for service operation.
Public webpage analysis is limited to content that is publicly accessible at the time of processing.
AI services are used to assist analysis synthesis and structured report generation.
Data retention is governed by policy and legal obligations. Contractual data processing terms (including DPA) are available for eligible customer legal workflows.
Subprocessor categories include hosting, data storage, authentication, billing, communications, and AI infrastructure.
Operational Trust
This section focuses on service governance and communication practices. Technical controls are documented in Data & Security.
| Area | Current practice | Where to verify |
|---|---|---|
| Status visibility | Public service status and incident summaries are published. | System Status |
| Incident communication | Customer-impacting incidents include updates and resolution state where applicable. | Status incident log |
| Support escalation | Published support, security, and legal channels with routed request handling. | Contact hub |
| Policy transparency | Privacy and terms documents are versioned and updated with effective dates. | Privacy / Terms |
| Change communication | Product-facing updates are published in release notes. | What's New |
Troubleshooting
Report appears stuck in queued
Processing capacity or temporary upstream delays may affect start time.
Snapshot differs from full report
Snapshot is intentionally compact. Full reports include deeper diagnostics and additional interpretive layers.
Payment completed but access not updated
Billing entitlement synchronization may require short processing time before access updates appear.
Scrape limitations
Some sites block automated retrieval or restrict access to key pages.
Temporary rate limiting
Protective controls may limit repeated requests to preserve service stability.
FAQ
Why is my score lower than expected?
Scores reflect multiple signal categories. A strong page can still receive lower directional scoring if clarity, differentiation, or objection handling is inconsistent.
Can I rerun a report?
Yes. Re-running is useful after messaging updates, positioning changes, or significant competitive shifts.
Does OptivexIQ store competitor content?
The system processes publicly accessible content to generate analysis outputs. Data handling follows documented retention and policy boundaries.
Can I export reports?
Export availability depends on plan entitlements and workflow context.
How is data protected?
OptivexIQ applies layered technical and organizational controls for access governance, secure transport, and operational monitoring.
Is AI output guaranteed accurate?
No. AI output is probabilistic and should be interpreted as decision support rather than guaranteed fact.