OSPRY Docs · Guides
All guides
Every published guide for the OSPRY portal, grouped by section.
Getting started
Claim your account, sign in, and find your way around the portal.
- Claiming your account After you start free on the OSPRY website, you land on a Welcome page that turns your signup into a working account and makes you its Owner. Claiming links your sign-in to the account so you can...
- Signing in Signs you in to the OSPRY portal. OSPRY uses a hosted sign-in, so you do not manage a separate OSPRY password; you sign in with Google, GitHub, or an email magic link.
- A tour of the portal Gives you the lay of the land: the left sidebar groups, the account menu, and what each area is for, so you know where to go next.
- Roles and what each one can see Explains the roles in OSPRY and what each one can do, so you can give teammates the right level of access.
Installing the script
Add the OSPRY pixel to your site, verify it, and set up consent.
- Install the tag Adds one tag to your website that turns on visitor tracking and, if you have set one up, your consent banner. One tag covers both: OSPRY loads your consent banner first (when it is enabled), then...
- Verify the script is working Checks that your installed snippet is actually firing on your site, and helps you fix it if it is not. Each domain row shows a verification status you can re-check on demand.
- Set up your consent banner Configures a cookie consent banner (a CMP) that you can install on your site. Every option is a guided choice (dropdowns, toggles, a category checklist, a bounded color picker, a logo URL, and...
Your visitors
Read the dashboard and the person and company visitor feeds.
- The dashboard at a glance The Dashboard is your home screen. It summarizes how many people and companies OSPRY identified, your top pages, and which campaigns drove identified visitors, for the date range you pick.
- Person-level visitors Shows the feed of identified people who visited your site. Each card carries the person's identity, fit, intent, and a contact handle so you can act on them.
- Reading a person profile Shows everything OSPRY knows about one identified person: their profile fields, their journey across your site, and an AI insight panel.
- Company-level visitors Shows the feed of identified companies. When OSPRY resolves the organization but not the individual, the visit lands here. You still get the company name, website, industry, size, and estimated...
- Reading a company profile Shows everything OSPRY knows about one identified company: its firmographics, its journey across your site, and an AI insight panel.
Tagging
Surface your top leads and top pages.
- Top leads Top leads lets you tell OSPRY who your best-fit visitors are. Anyone who matches a filter is tagged automatically (you see a "top lead" tag in the feeds) and routed to the tools you connect.
- Top pages Top pages lets you mark the URLs on your site that carry the best intent (your pricing page, a demo, a case study). Once a page is marked, you can see how many visitors and top leads reached it.
Automation
Automations, intent signals, integrations, ABM, and generated documents.
- Automations (velocity rules) Automations trigger on visitor behavior frequency. When a visitor hits your pages enough times in a rolling window, OSPRY classifies them and routes them to the tools you connect. The page also...
- Intent signals Intent turns first-party behavioral signals (deep scrolls, video completes, file downloads, form submits) into value. You build scoring rules that count specific intent events for a visitor over a...
- Integrations overview Integrations connect your go-to-market stack so OSPRY can send identified profiles where the work happens: a Slack ping, a CRM contact, an email sequence, or any HTTPS endpoint (webhook).
- Connecting an integration Walks through connecting a single integration so OSPRY starts delivering identified profiles to it, and shows how to manage delivery scope, health, and the connection afterward.
- Import, enrich, and sync contacts with HighLevel Walks through the full recommended loop for a HighLevel account: connect HighLevel, get new contacts in, let enrichment run, and get the enriched data written back to HighLevel automatically. This...
- Documents & prompts: what they are for Documents turn a resolved person or company into a saved, reusable brief, in seconds, without writing anything yourself. Pick who the document is about, pick a template, and OSPRY generates a...
Exports and data
Export your identified visitor data.
Pricing and billing
How pricing works, holds and charges, usage metering, and geo restrictions.
- How pricing and billing work Explains how OSPRY charges you and what you see on the Billing & wallet page. This page describes the model, not the numbers. Your own rate, pack, balance and next refill are always on your...
- Pending hold vs. charge Explains the one billing moment that generates the most support questions: the pending authorization you see on your card after you start pixel install. It is a hold, not a charge.
- Understanding usage and metering Explains what OSPRY counts against your wallet, so your usage and invoices make sense. For how your rate and refills are set, see How pricing and billing work.
- Geo restrictions and consent Controls where OSPRY is allowed to identify visitors. By default, OSPRY identifies US data subjects only. This page lets you enable company-level identification outside the United States, but only...
Account and team
Account settings, users and roles, and notifications.
- Account settings The Account settings hub is where you manage your company details, team, notifications, geo restrictions, and compliance. It is organized into tabs.
- Managing users Shows your team and each member's role. The list reflects current memberships in real time.
- Notifications Controls who gets emailed when OSPRY sends a daily export, and turns the daily export on or off. The recipient list here is the same list that receives export download links.
Agency
Run client sub-accounts and rebill clients through Stripe Connect.
- The sub-account dashboard If you run an agency account, this console manages every client account under your agency from one place: pooled usage, billing status, agency economics, and per-client controls. Direct accounts...
- Set up client rebilling with Stripe Connect Rebilling lets your agency resell OSPRY to your clients on your own Stripe account instead of putting a card on file for each client. Once you connect your Stripe account, your clients are billed...
Help
Get in touch with the OSPRY support team.