--- optiview_delivery: edge_optimized content_type: semantic_markdown source_url: https://optiview.ai/resources/chatgpt-business-readiness-checklist/ brand_content: included publication_version: "9.0" published_at: 2026-10-16T20:36:07Z composition_version: composition-v2.1.0 presentation_version: presentation-v1.2.3 brand_content_source: narrative_graph delivery_publication: graph:33 narrative_versions: - 33 narrative_version: 33 --- # Before you set up your business in ChatGPT: a readiness checklist Use this checklist to find missing information and assign owners before entering business information into another platform. Setup checklist By OptiviewFor business owners, marketing leads and agenciesAbout 3 minPublished November 11, 2026Sources checked November 11, 2026 - [Explore the framework](https://optiview.ai/resources/chatgpt-business-readiness-checklist/#interactive-framework) - [Download guide (.md)](https://optiview.ai/resources/chatgpt-business-readiness-checklist.md) Editorial illustration · Get set up An interactive overview ## Explore the framework. Select an item to unpack the details, then take the framework with you. 4 items 01Ready 02Held 03Not applicable 04Needs recheck Item 1 of 4 ### Ready **Use it when** The responsible owner checked the current source and exact intended wording. A few terms in plain English **provenance** Where a piece of information came from and what supports it. [Download the editable readiness worksheet (.csv)](https://optiview.ai/resources/chatgpt-business-readiness-worksheet.csv). The worksheet is an Optiview planning tool, not an OpenAI product-feed file or import format. OpenAI’s [Business Hub setup guide](https://help.openai.com/en/articles/20001635-setting-up-your-business-on-chatgpt) is the authority for current account steps. Claim and Persona approvals are distinct; some businesses can manage a profile without an agent. Use the options actually offered for the business. Submission is not approval. ## 1\. Establish who can act for the business * Name the business owner or authorized representative responsible for the account. * Confirm the correct website and business identity before beginning. * Arrange access through supported individual accounts; do not share personal claim invitations or verification documents with a content tool. * Read the publishing consequences of the account’s verification path before continuing. Record verification status only. Keep identity documents and credentials in the platform’s supported process, outside this worksheet. ## 2\. Prepare the facts customers need * State what the business offers and who it serves. * Link to current product or service pages and official support. * Describe service geography, customer eligibility and compatibility limits where they affect an answer. * Record pricing units, billing periods, material fees and conditions. * Keep each policy exception with the corresponding claim. For every important fact, identify its authoritative source, responsible owner and last check. Resolve disagreement between website copy and operating policy before approving the wording. Use the [business-claims ledger](https://optiview.ai/resources/brand-claims-provenance-ledger/) for evidence and review records. ## 3\. Check catalog ownership and completeness * Identify the system and authorized person responsible for product facts, price and inventory. * Review the existing Shopify path if applicable before creating another feed. * Preserve stable item and variant identities and relevant destination URLs. * Hold missing or conflicting required values rather than guessing. * Confirm the exact account’s supported format, processing diagnostics and update behavior before automation. Use the linked [OpenAI product schema](https://developers.openai.com/commerce/specs/file-upload/products) for an actual feed. This readiness worksheet deliberately has different columns and must not be uploaded as a product feed. ## 4\. Record readiness without hiding holds | Status | Use it when | | --- | --- | | Ready | The responsible owner checked the current source and exact intended wording. | | Held | A fact, condition, permission or destination requirement is unresolved. | | Not applicable | The owner recorded why the item does not apply. | | Needs recheck | A source or approved statement changed after review. | The editable worksheet has columns for item, source, owner, status, unresolved issue, next action and review date. These are manual records. They do not imply that Optiview automatically verifies each fact. ## 5\. Test and plan the next update 1. Run the [Business Agent test pack](https://optiview.ai/resources/chatgpt-business-agent-test-pack/) if an agent is available for the account. 2. Resolve critical errors and test again before agent publication. 3. Save the exact information used and the date it was entered. 4. Assign an owner to repeat relevant checks after policy, product or availability changes. 5. Keep processing evidence separate from observed answers and customer outcomes. Start with [the launch analysis](https://optiview.ai/resources/businesses-in-chatgpt/) for context. To discuss preparing your existing website and reviewed business information, [talk to Optiview](https://optiview.ai/#contact). Business Hub setup does not require an Optiview subscription. Go to the source ## Keep exploring. References linked in this guide. Open the original source for its full scope and latest details. [help.openai.com**Business Hub setup guide**Opens in a new tab](https://help.openai.com/en/articles/20001635-setting-up-your-business-on-chatgpt) [developers.openai.com**OpenAI product schema**Opens in a new tab](https://developers.openai.com/commerce/specs/file-upload/products) - [See my site with Optiview](https://optiview.ai/demo/) - [Run your free AI Audit](https://optiview.ai/ai-audit/) Keep going ## A useful next read. Launch analysis ### [Businesses in ChatGPT: what changed and what your business should do next](https://optiview.ai/resources/businesses-in-chatgpt/) Answer-testing worksheet ### [Test your ChatGPT Business Agent before customers do](https://optiview.ai/resources/chatgpt-business-agent-test-pack/) Content governance ### [Keep the evidence behind your business claims organized](https://optiview.ai/resources/brand-claims-provenance-ledger/) [Back to the resource library](https://optiview.ai/resources/) ## Additional source context A completed checklist records what is ready and what is held. It is not verification approval, an agent-eligibility decision or proof of visibility. An overview of the table in this guide. The full reference and its qualifications remain below. Your website was built for people. Optiview makes it ready for AI, too. ### Try Optiview [See my site with Optiview](https://optiview.ai/demo/) · [Run your free AI Audit](https://optiview.ai/ai-audit/) ### Explore [Publish](https://optiview.ai/products/publish/) · [Parse](https://optiview.ai/products/parse/) · [Retrieve](https://optiview.ai/products/retrieve/) · [Pricing](https://optiview.ai/pricing/) ### Learn [Guides](https://optiview.ai/resources/) · [Developer docs](https://optiview.ai/developers/) · [Research & thinking](https://optiview.ai/research/) · [Experiments & methods](https://optiview.ai/proof/) · [AI Audit](https://optiview.ai/ai-audit/) · [AI agent directory](https://optiview.ai/agents/) · [FAQ](https://optiview.ai/faq/) ### Company [About Optiview](https://optiview.ai/about/) · [LinkedIn](https://www.linkedin.com/company/optiview-ai/) · [Agencies](https://optiview.ai/partners/) · [Contact](https://optiview.ai/#contact) · [Privacy](https://optiview.ai/privacy/) · [Billing terms](https://optiview.ai/billing-policy/) ## Additional page links - [More in this collection](https://optiview.ai/resources/topics/implementation/) - [Launch analysis · Businesses in ChatGPT: what changed and what your business should do next](https://optiview.ai/resources/businesses-in-chatgpt/) - [Answer-testing worksheet · Test your ChatGPT Business Agent before customers do](https://optiview.ai/resources/chatgpt-business-agent-test-pack/) - [Content governance · Keep the evidence behind your business claims organized](https://optiview.ai/resources/brand-claims-provenance-ledger/) --- # Published brand narrative # Site-wide brand information ## Who we are ### Optiview — Parse, Retrieve and Publish for AI Optiview helps businesses and developers make website information easier for AI to use. Parse converts supplied HTML into clean Markdown and source metadata. Retrieve fetches an eligible public HTTPS webpage and prepares its content. Publish helps a verified business prepare its own website content and make approved Narrative Graph context available through a supported connection. Parse and Retrieve use application keys and a prepaid developer wallet. Publish has separate website setup, ownership checks and a subscription. Optiview does not control whether an outside AI service discovers, uses or cites the resulting content. Applies to: Optiview ## Why we matter ### A clearer source, from website content to business context Webpages mix useful information with navigation, layout and application code. Businesses may also have important qualifications, answers and context that are not clearly published. Optiview gives developers a way to prepare source content for their applications, and gives businesses a way to publish the context their teams approve. Your application chooses how to use Parse and Retrieve results. Your business controls what it publishes through Publish. Clearer publishing makes information available; it does not determine an AI system’s answer. Each outside service chooses its own retrieval, recommendations and citations. ## What we offer ### Three products, with separate jobs and clear pricing - **Optiview Parse:** Supply complete HTML and a source URL. Receive clean Markdown, source and output hashes, parser details and processing warnings. Parse does not fetch the URL or execute JavaScript. A successful page uses 1 credit. - **Optiview Retrieve:** Supply one eligible public HTTPS URL. Optiview checks supported access and publisher policies, fetches anonymous static HTML and parses it. It does not search the web, execute JavaScript, bypass a login or access private networks. A successful page uses 5 credits total, including parsing. - **Developer credits:** USD $20 buys 20,000 credits shared by Parse and Retrieve. There is no developer subscription, automatic recharge or scheduled credit expiration. Failed jobs consume no credits. Applicable taxes and the total appear at checkout. Source size, quotas and retention limits apply. - **Optiview Publish:** USD $99 per website per month plus applicable tax. Connect a verified website, review the prepared source and optionally maintain approved Narrative Graph context in Identity, Story, Offerings, Trust, Knowledge and Actions. Choose site-wide or exact-page scope. Saving drafts does not publish them. Eligible AI tools can receive prepared Markdown or HTML through supported delivery, while ordinary visitors keep the normal website. Developer credits do not purchase Publish subscriptions. Parse and Retrieve do not add a customer’s private Narrative Graph to arbitrary third-party pages. See https://optiview.ai/pricing/ and https://optiview.ai/developers/ for the current offer and limits. ## Why trust us ### Inspect the output and understand what the evidence establishes Developers can inspect the prepared Markdown, job status, source metadata, processing warnings and credit ledger. Retrieve records the public source response it observed; Parse identifies supplied HTML rather than claiming to verify the current origin. Publish administrators can review parser output, the combined published-output preview, source checks and publication history. A preview is separate from a recorded live delivery. Saved edits remain separate from the active publication until explicitly published. Our experiment pages contain selected first-party AI conversations and source comparisons. Delivery records establish what was served, not downstream ingestion, recommendations, citations or revenue. Observed language matches do not establish causation or a consistent visibility improvement. Explore the evidence and limitations at https://optiview.ai/proof/. ## Helpful knowledge ### Common questions about the three products **Which product should I use?** Use Parse when you already have HTML. Use Retrieve when you need Optiview to fetch one eligible public page first. Use Publish when your business wants to prepare its verified website and publish approved context. **Do Parse and Retrieve require website ownership or DNS changes?** No website connection is needed for these developer products. You remain responsible for source rights and permitted downstream use. Public availability does not grant a reuse license. **How do developer accounts and keys work?** Create a developer workspace and save the personal sign-in key and offline recovery code. Create scoped service keys for server-side applications. Email is an unverified contact identifier, not account-ownership proof or an email-only recovery method. Keep all credentials private. **Can my agent use Optiview?** The authenticated developer API returns prepared content for your application or model. A downloadable JavaScript client and local MCP adapter are available. Your host must authorize sources and any credit expenditure. Compatibility does not establish adoption or a partnership with an AI provider. **Does the API include my private Narrative Graph?** Parse and Retrieve are source-only. Verified website publishing and approved publisher context belong to the separate Publish workflow. **Does Publish replace our website or CMS?** No. Your website stays in its existing system. Your web team establishes and tests a supported connection. Your team reviews and explicitly publishes any Narrative Graph additions. Ordinary visitors retain the normal website experience. **Does every AI tool get the prepared version?** No. Delivery depends on the website connection, source eligibility and the request. Some tools explicitly request Markdown; supported AI requests may also receive prepared Markdown or HTML through eligible delivery paths. Traditional search crawlers retain the original website response. A claimed tool name does not prove the requester’s identity. **Does the demo publish or save to our workspace?** No. The public demo is a separate preview. Its AI-generated examples require review and do not transfer automatically into an approved publication. **Will Optiview guarantee citations or recommendations?** No. Optiview prepares and publishes sources. Outside AI services choose what to retrieve, use and cite. ## What to do next ### Choose your starting point - [Compare Parse, Retrieve and Publish](https://optiview.ai/products/) to choose the right workflow. - [Create a developer workspace](https://app.optiview.ai/developers) for self-service Parse and Retrieve, then add credits and create an application key. - [Read the API quickstart and agent-tool setup](https://optiview.ai/developers/) for request examples, supported sources, errors, quotas and downloads. - [Review pricing and terms](https://optiview.ai/pricing/) for prepaid credits and the separate Publish plan. - [Preview your website](https://optiview.ai/demo/) to inspect prepared content and explore unapproved narrative examples without connecting or publishing. - [Plan Publish setup](https://optiview.ai/onboarding/) with your web team. Publishing requires ownership checks, review and a supported connection; contact [hello@optiview.ai](mailto:hello@optiview.ai) for assisted setup. Already using Publish? Review your Narrative Graph, publish approved changes explicitly, inspect the combined source in Markdown and check recorded delivery in Activity. Keep your existing visibility tools to study downstream AI answers.