Manage AI Visibility

AI Visibility Tracking monitors how ChatGPT, Claude, Gemini, and Perplexity respond to questions your potential customers ask—revealing whether AI recommends your brand, your competitors, or someone else entirely.

Quick start

1.    Click Create Configuration and describe your product and audience in plain language

2.    Review the AI-generated conversations and adjust any that need refining

3.    Enter your company name and select which AI platforms to monitor

4.    Click Save & Launch Configuration

5.    Check results in AI Conversations after 24–48 hours

What should I do next?

The right action depends on your current situation:

Before you start

Gathering these details makes setup faster and produces better results.

Your product or service

•       What category does it fall into? (e.g., CRM software, commercial cleaning services)

•       What problem does it solve?

Your target audience

•       Who buys from you? (job titles like Operations Manager or CFO)

•       What size companies? (startup, small, mid-size, large, enterprise)

•       Which industries?

•       Any geographic focus?

Your competition

•       Who are your main competitors?

•       What alternatives do buyers consider?

Creating a New Configuration

The configuration wizard offers two approaches:

Both approaches guide you through three steps: defining your buyer context, selecting conversations, and configuring monitoring settings.

Step 1: Define your goal

AI-Powered Generation (Recommended)

The fastest way to get started. Describe what you want to track in natural language.

Write your description

The Describe your goal section contains a large text area. Write about your business as if explaining it to a colleague. Include what you sell, who buys it, what problems they solve, and your main competitors.

Example descriptions:

•       "We sell accounting software to small business owners in the UK. Competing with Xero, QuickBooks, and FreeAgent. Targeting people frustrated with spreadsheets who need invoicing and tax compliance."

•       "We're a dental practice management software targeting practice managers and dental office administrators. Competitors include Dentrix, Eaglesoft, and Open Dental."

•       "We run a commercial cleaning company in London targeting office managers at mid-size companies who need reliable contract cleaning services."

Use the example prompts

Below the text area, clickable example prompts appear in quotation marks. Click any example to populate the text area, then edit it to match your situation.

Reviewing generated results

After generation completes, two sections appear:

Extracted Context — An editable panel showing what the system understood from your description:

Review these fields carefully. Click any field to edit it—the border turns pink when active.

Generated Conversations — Questions grouped by buying stage, each with a coloured phase tag:

•       Awareness — People discovering that solutions like yours exist

•       Consideration — People comparing options and building a shortlist

•       Decision — People validating their final choice

Each conversation appears as a card with a checkbox on the left, the conversation text in the middle, and an X button on the right to remove it. All conversations are selected by default.

Refining your results

At the bottom, a summary shows your selection count (e.g., "18 conversations selected across 3 phases"). Aim for good coverage across all three stages.

When ready, click Continue to Setup to proceed to Step 3.

Manual Build

Click Advanced: Build manually to expand the manual form.

Required fields (marked with pink asterisk):

Optional fields:

Click Continue to Ideas Library to proceed to Step 2.

Step 2: Conversations

This step appears when using the manual build flow, or when clicking Browse the Ideas Library from AI-generated results.

Note: When using AI-powered generation and clicking Continue to Setup, this step is skipped as conversations are already created.

The Ideas Library

The Ideas Library appears as a collapsible panel. The header shows the template count (e.g., "138 templates"). Click the header or chevron to expand or collapse it.

Browsing templates:

•       Each template card shows a coloured phase tag (Awareness, Consideration, or Decision)

•       The question text contains placeholders like {category}, {industry}, {persona}

•       Placeholders get replaced with your values when the configuration runs

•       Click any template card to add it to Your Conversations

Filtering and searching:

•       Use the filter buttons: All, Awareness, Consideration, Decision

•       Type in the search box to find templates containing specific words

Writing custom conversations

Click Write Custom Conversation to create your own scenarios.

1.    Select the buying stage — Click Awareness, Consideration, or Decision

2.    Write your question — Enter the text in the area provided

3.    Click Add to save, or Cancel to close without adding

Custom conversation tips:

•       Write how real buyers actually ask AI assistants

•       Include specific details that trigger relevant AI responses

•       Test variations of important scenarios

Managing your conversations

Selected conversations appear in the Your Conversations panel with a count badge.

Click Next: Configure when ready, or Back to return to Step 1.

Step 3: Configure and review

Configuration settings

Configuration Name — A descriptive title for finding this configuration later.

Company/Product Name — The exact name to track in AI responses. Spelling matters—if AI says "consider Salesforce" and your name is "Salesforce", that counts as a match.

AI Platforms to Monitor — Select which platforms to track (hold Ctrl/Cmd to select multiple):

Web-enabled versions often give different recommendations because they access current information.

Project — Organise configurations by project or campaign (optional).

Domain — Select your website. The system checks whether AI platforms cite your content in their responses (optional).

Feature tracking

Track specific features or messages when AI mentions your brand. This is optional but useful for deeper analysis.

Saving your configuration

Click Save & Launch Configuration. The system validates all required fields, saves your configuration, and begins monitoring AI platforms. Your configuration appears in the table below the wizard.

Managing your configurations

All configurations appear in a table below the setup wizard

Table columns

Viewing configuration details

Click the arrow at the start of any row to expand it. The expanded view shows:

•       Audience Context & Competition — Audience role, company size, industry, category, geography, budget, and competitors

•       Problem & Settings — Business problem, company/product name, domain, AI platforms, and key features

•       Conversations — All conversations as small cards with phase tags (paginated if many exist)

Click the arrow again to collapse.

Quick actions

Changing configuration status

Use the toggle switch in the Status column. When teal (on), the configuration is active and collecting data. When grey (off), the configuration is paused. Pausing stops data collection without deleting your setup—resume anytime.

Editing a configuration

1.    Click the pencil icon in the Actions column

2.    The wizard loads with all existing settings

3.    Make changes across any step

4.    Click Update Configuration to save

Everything is editable: buyer context, conversations, features, platforms, project, and domain assignments. Historical data remains intact—new data collection uses updated settings.

Deleting a configuration

1.    Click the trash icon in the Actions column

2.    Read the confirmation message carefully

3.    Click OK to confirm, or Cancel to keep

What gets removed permanently:

•       All configuration settings

•       Associated conversations

•       Historical response data

•       Linked features and tags

There is no undo. Export any data needed before deleting.

Pagination

Above the table, select how many items per page (5, 10, 25, or 50). Below the table, use navigation buttons to move between pages. The info line shows your position (e.g., "Showing 1–10 of 47 configurations").

Troubleshooting

FAQ

How often does AI visibility data update?

Conversations are processed on a scheduled basis, typically within 24–48 hours. Exact timing depends on account configuration and queue volume.

Can multiple competitors be tracked at once?

Yes. Enter competitors as a comma-separated list in the Competitors field. The system uses these in generated conversations.

Why do different AI platforms give different recommendations?

Each AI platform uses different training data, algorithms, and knowledge cutoffs. Web-enabled versions also access current information, which affects recommendations.

What happens when I edit a configuration?

Historical data remains intact. Edited conversations are queued for fresh processing, and new data collection uses the updated settings.

How are buying stages defined?

Awareness covers people discovering solutions exist. Consideration covers people comparing options. Decision covers people validating their final choice. Covering all three stages provides comprehensive visibility.

What is the difference between standard and web-enabled platforms?

Standard versions use only training data. Web-enabled versions search the internet for current information before responding, which often produces different recommendations.

Getting help

Contact support at help@serp360.ai for specific data issues

What happens after launch

Once a configuration is active:

View results in the AI Conversations section of your dashboard to see how AI platforms respond to each conversation, which brands get mentioned and in what context, citation patterns, performance across buying stages, and trends over time.