Website OS

sample data

onboardingSetting up. Nothing runs until setup and learning are done and the site is activated.

Settings

Where leads come from, what counts as a good lead, and the guardrails the agent reads before it proposes anything.

Pause or offboard this client

Lead sources

Every lead arrives through 1 of these. Leads for paused or offboarded clients are refused.

Basin form

Basin form a91f2c · 0 leads in 30 days

Waiting for the first lead

How to connect a form source

The webhook URL above accepts every source below. The shape is detected per submission, so a site can change platform without a new key. Catch's tracking script adds the PostHog ids, UTMs, click IDs and landing page as hidden fields to every form on the page.

Basin form: Where: Basin: the form's Webhooks setting. How: Add a webhook with this URL, format JSON (original, not wrapped). Turn off the duplicate-email spam rule on forms that submit more than once per session.
Webflow native form: Where: Webflow: Site settings, Integrations, Webhooks. How: Add a webhook, trigger Form submission, this URL. Every native form on the site then posts here; tracking.js adds its hidden fields to each.
Typeform: Where: Typeform: the form's Connect tab, Webhooks. How: Add a webhook with this URL. Pass ph_distinct_id, ph_session_id and event_id as hidden fields from the embed.
HubSpot form: Where: HubSpot: a workflow on form submissions, Send webhook. How: POST JSON with the submission's properties to this URL. The native form must be on a page with tracking.js.
Direct API: Where: The site, n8n or Zapier posts JSON. How: POST a flat JSON object with the form fields; contact fields by any usual name; tracking.js's hidden fields included.

Fields are matched automatically: name, email and phone become contact details; Catch's tracking script adds the UTMs, click IDs, landing page and journey as hidden fields; everything else is kept word for word as the lead's answers.

What counts as a good lead

The AI reads these with each lead's answers to suggest qualified or not. People confirm; their labels win.

Forms

Every form the site has sent a lead from, found from its fields. Confirm what each one is: the declared level decides tests on its pages and what the ad platforms are told a lead is worth; the observed column shows what its leads actually did.

No forms yet. The first lead through each form adds it here with a proposed classification.

Protected zones: sunridgevet.ca

Hard rule: the agent never proposes inside a zone

No protected zones. The agent may propose changes anywhere on this site.

Add a protected zone

Guardrails: sunridgevet.ca

Traffic and tier

Computed from the last 30 days in PostHog. The tier decides whether a site gets true A/B tests (A), before/after changes (B) or monitor-only fixes (C).

Tier C

Under 40 conversions a month: monitor only

Sessions / mo: 0
Conversions / mo: 0
Detectable lift: n/a

Max test duration (days)Decision threshold (%)Tier override

Longer max duration lowers the detectable lift: it is the main lever for moving a site into Tier A.

Conversion

The event every test is judged on, and what 1 conversion is worth to the client.

PlatformNext.js sites get tests as PRs; Webflow and others as PostHog no-code experiments.Repoowner/name on GitHub, Next.js sites only.PostHog project ID1 project per site. Changing it re-points every read; the setup checks run against it next hour.PostHog region

Primary event (PostHog)The exact event name, as PostHog records it.Value per conversion (CAD)

Approval

Who has to say yes before a test is built and before a winner ships. The agent never ships outside this setting.

Suggest onlyThe agent proposes. Nothing is built until someone on the team starts it.Team approvesA Catch team member approves each test and each winner before it ships.Team and client approveThe team approves first, then the client approves before anything is built.Auto-ship low-riskLow-risk tests build and launch without approval; winners ship after a 24-hour cancel window. Everything else needs the team.

Cadence and guardrails

How often the agent proposes for this site, and whether a clearly losing variant pauses itself.

Agent cadence (days)Pause when the variant is down more than (%)

Auto-pause on a guardrail breachPausing stops exposure only. It never concludes a test or ships anything.

Business profile

What the agent reads about the business before proposing. Keep it short and factual.

OfferAudienceBrand boundariesTone

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