Quick Start Checklist

Quick Start Checklist

Follow this checklist to get your AI visibility tracking up and running quickly.

Before You Start

Gather the following information:

• Your main website URL
• Your brand name (and any aliases/abbreviations)
• 3-5 topics relevant to your business
• 10-20 questions customers might ask AI platforms
• Names of 2-3 key competitors

Setup Steps

Step 1: Create Your Brand (5 minutes)

• Log in to your Dashboard
• Click "Add Brand"
• Enter your website URL
• Confirm or edit the detected brand name
• Add brand aliases (abbreviations, product names, etc.)
• Click "Create Brand"

Step 2: Add Your Website (2 minutes)

• Your primary website is added automatically with your brand
• Optionally add additional websites/domains
• Set location targeting (US, UK, etc.)

Step 3: Create Topics (5 minutes)

• Navigate to your brand's Topics section
• Create 3-5 topics covering your main business areas
• Use clear, descriptive names

Example topics:

• "Best [Your Category] Software"
• "[Your Industry] Solutions"
• "[Competitor] Alternatives"

Step 4: Add Prompts (10 minutes)

For each topic, add 5-10 prompts:

• Add "Best [category]" questions
• Add comparison questions ("[Brand] vs [Competitor]")
• Add alternative questions ("Best alternatives to [Competitor]")
• Add feature-specific questions
• Set intent types (Commercial, Informational, etc.)
• Ensure prompts are set to Active

Step 5: Wait for Data (24-48 hours)

• Initial data collection happens automatically
• First results appear within 24-48 hours
• Check back for your first visibility report

First Week Actions

Once data starts flowing:

Day 2-3: Review Initial Data

• Check your Dashboard for initial metrics
• Review appearance rate across prompts
• Note which prompts show your brand

Day 4-5: Analyze Competitors

• Open Citation Details modal
• See where competitors are being mentioned
• Identify gaps in your visibility

Day 6-7: Generate Recommendations

• Open a competitor card in Citation Details
• Click "Get On-Page Optimisation Plan"
• Review content recommendations
• Check Link Building Plan for opportunities

Ongoing Best Practices

Weekly Tasks

• Review visibility score changes
• Check for new competitor mentions
• Act on 1-2 recommendations

Monthly Tasks

• Add new prompts for emerging topics
• Deactivate low-value prompts
• Generate fresh recommendations
• Review trend data for patterns

Common Setup Mistakes to Avoid

1. Too few prompts: Start with at least 10 prompts for meaningful data
2. Too generic prompts: Be specific ("best CRM for small business" not just "CRM")
3. Forgetting aliases: Add all brand name variations
4. Inactive prompts: Ensure prompts are toggled to Active
5. Impatience: Wait 24-48 hours for initial data

Need Help?

• Browse the Knowledge Base for detailed guides
• Contact support for personalized assistance

Next Steps

• Understanding the Brand Report
• How Content Recommendations Work