AI Visibility Report Setup Guide

This guide is for end users who want to generate a useful AI Visibility report, not just turn the feature on.

A strong report depends on setup quality. If the domain, prompts, terms, and competitors are weak, the report will still run, but the insights will be shallow or misleading.

Best Setup Order

Set up AI Visibility in this order:

1. Domain Setup
2. Competitor Domains
3. Prompt Library
4. Brand Terms
5. Run the first scan
6. Review Overview
7. Review Brand Performance Profile
8. Review AI Competitor Analysis
9. Review Site Audit for AI Readiness

Before You Start

Have these ready:

• Your main website domain
• Up to 4 real competitors
• A list of your services, products, locations, and branded offerings
• Common ways customers refer to your business
• Any alternate spellings, abbreviations, or brand variations

1. Domain Setup

Location in the app:

• AI Visibility > Domain

What to enter:

• Your primary website domain only, such as example.com
• Provider toggles for the AI platforms you want included

How to set it up properly:

• Use the main domain you want credited in AI answers.
• Do not enter a full URL path like example.com/services/plumbing.
• Do not enter social profiles, directory URLs, or subpages.
• If your main brand lives on one root domain, use that root domain.
• Enable only the providers you actually want in the report.
• Enable Spanish (Overview) only if bilingual visibility matters.

Why this matters:

• The domain is used to identify owned citations.
• The site audit runs against this domain.
• Domain terms are added automatically and help mention detection.

What good setup looks like:

• The domain matches the brand users actually search for.
• The report can distinguish your site from third-party citations.
• The site audit is reviewing the correct site.

Common mistakes:

• Using a full URL instead of a domain
• Using the wrong brand site
• Leaving important providers disabled

2. Competitor Domains

Location in the app:

• AI Visibility > Competitors Setup

What to enter:

• Up to 4 competitor domains

How to choose competitors:

• Pick companies customers would realistically compare against you.
• Prefer direct local or category competitors, not giant national directories unless they truly take demand from you.
• Use competitor websites, not Yelp pages, Facebook pages, or marketplace profile URLs.
• Choose competitors with similar services and geography.

Why this matters:

• Competitor domains are turned into competitor terms.
• They power share-of-voice and mention gap analysis.
• Bad competitor choices distort the report.

What good setup looks like:

• Competitors are close substitutes for your business.
• The set covers the main brands winning visibility in your market.
• Domains are current and valid.

Common mistakes:

• Adding aggregators instead of competitors
• Comparing against irrelevant national brands
• Adding too many weak competitors instead of a focused set

3. Overview

Location in the app:

• AI Visibility > Overview

What this section depends on:

• A completed scan
• Strong prompts
• Complete brand terms
• Correct provider selection
• Correct domain

What users should expect here:

• Visibility score
• Brand mentions
• Citations
• Prompt and response counts
• Trend lines
• Citation quality
• Competitor wins

How to make this section useful:

• Run enough prompts to cover brand, service, comparison, trust, and conversion intent.
• Make sure your terms include your company name, domain, products, and variants.
• Keep prompts active only if they match real customer search behavior.
• Use the platform filter to compare results by provider.

What good setup looks like:

• Visibility score reflects realistic demand themes.
• Citation counts include both owned and external sources.
• Trend changes correspond to real content, brand, or search changes.

When Overview is misleading:

• Prompts are too generic
• Terms are incomplete
• Competitor terms are missing
• Only one provider is enabled when your audience uses several

4. Prompt Library

Location in the app:

• AI Visibility > Prompts

What to add:

• Questions real customers ask AI tools before buying
• Comparison prompts
• Service-specific prompts
• Local intent prompts
• Trust and credibility prompts
• Problem and symptom prompts

What a good prompt library covers:

• Brand: Who is [brand]?
• Service: Who offers emergency AC repair in Phoenix?
• Comparison: Best alternative to [competitor] for HVAC service
• Trust: Which plumbing companies are most reliable in Dallas?
• Conversion: Who should I call for same-day water heater replacement?
• Informational intent: What should I look for in a heat pump installer?

How to set it up properly:

• Use plain-language prompts that sound like real user questions.
• Include category labels when helpful so reporting is easier to read.
• Build prompts around actual services, locations, and buying intent.
• Keep low-value prompts inactive instead of deleting everything.
• Use generation as a starting point, then edit for quality.

What makes prompts strong:

• Specific service or problem
• Clear geography when local intent matters
• Natural phrasing
• Balanced mix of top-, mid-, and bottom-funnel intent

What makes prompts weak:

• Vague prompts like Tell me about HVAC
• Keyword stuffing
• Repetitive prompts with minor wording changes only
• Prompts unrelated to the business

Target quality standard:

• Make sure the library reflects how buyers discover, compare, and choose your business.
• Include enough variety that the report shows where you win, where you are absent, and where competitors appear.

5. Brand Terms

Location in the app:

• AI Visibility > Terms

What to include:

• Company name
• Domain
• Common brand variations
• Product names
• Service brands
• Acronyms or abbreviations
• Key branded offers
• Competitor names or domains when relevant

Recommended term types:

• company for your company name
• domain for website mentions
• product for named services or product lines
• variant for alternate spellings or shorthand
• competitor for competitor names or domains

How to set it up properly:

• Add every realistic way your brand may appear in AI responses.
• Include both the formal company name and the way customers actually say it.
• Add branded service plans, membership names, product lines, or location modifiers if they matter.
• Review generated terms before saving them.

What good setup looks like:

• If AI mentions your brand in a slightly different format, it still gets counted.
• Product and offer mentions are captured, not just the company name.
• Competitor mentions are clearly separated from your brand.

Common mistakes:

• Only tracking the legal company name
• Forgetting domain variants or common abbreviations
• Missing branded service names
• Adding too many irrelevant generic keywords as terms

6. Brand Performance Profile

Location in the app:

• AI Visibility > Brand Performance

What this section is for:

• Understanding which prompts, categories, and brand terms drive visibility

What setup improves this section:

• Use prompt categories consistently
• Keep your prompt library broad but relevant
• Add complete brand terms, especially variants and products
• Remove prompts that do not reflect real demand

How to set it up for strong insights:

• Group prompts into meaningful categories like Brand, Service, Comparison, Trust, and Conversion.
• Add enough service and problem-oriented prompts so hot topics are useful.
• Include product and offer terms so top brand terms are not limited to the company name.

What users should look for:

• Which prompt categories generate the most mentions
• Which prompts create citations but not brand mentions
• Which hot topics have demand but weak visibility
• Which terms show up most often across responses

What good setup looks like:

• Prompt performance reveals real demand pockets.
• Hot topics point to actionable content gaps.
• Category mix shows whether visibility is concentrated too heavily in one area.

If this section feels empty or repetitive:

• Your prompts are too narrow
• Your categories are inconsistent
• Your terms are missing key products, services, or variants

7. AI Competitor Analysis

Location in the app:

• AI Visibility > Competitors

What this section is for:

• Measuring how often your brand appears compared with tracked competitors

What setup improves this section:

• Add true competitor domains first
• Make sure competitor terms exist and are active
• Use prompts that trigger meaningful comparison, recommendation, and local-intent responses

How to set it up for strong insights:

• Include prompts where customers are choosing between providers.
• Include prompts where AI is likely to cite companies by name.
• Review your competitor list periodically and replace outdated businesses.

What users should look for:

• Brand share
• Competitor mentions
• Which competitor terms dominate
• Where competitors appear and your brand does not

What good setup looks like:

• Competitor winners reflect actual market rivals.
• Share-of-voice gaps point to topics where content or authority is missing.
• Mention patterns align with what your sales team hears in real conversations.

If this section is weak:

• Competitor domains are wrong
• Competitor terms are missing
• Prompts are too broad to trigger named recommendations

8. Site Audit for AI Readiness

Location in the app:

• AI Visibility > Site Audit

What this section is for:

• Finding crawl, content, and page-quality issues that limit citation potential

What setup improves this section:

• Use the correct primary domain
• Make sure your main site is live and crawlable
• Refresh the audit after major site changes

What users should look for:

• Number of pages crawled
• Errors, warnings, and notices
• Affected URLs
• Recommended fixes

How to use it properly:

• Prioritize errors first, then warnings, then notices.
• Focus on issues affecting important revenue pages first.
• Re-run the audit after fixes to confirm improvement.

What good setup looks like:

• The audit is scanning the real production site.
• Important service, location, and trust pages are reachable.
• The issue list leads directly to practical fixes.

Common reasons this section underperforms:

• Wrong domain entered
• Site has major crawl barriers
• Important pages are thin, missing, or not indexable

What a Proper AI Visibility Report Requires

If you want the report to be decision-grade, not just visually populated, make sure you have:

• One correct primary domain
• Up to 4 real competitors
• A prompt library built around real buyer intent
• Complete brand terms for names, offers, and variants
• Enough prompts across brand, service, trust, and comparison themes
• At least one completed scan after setup changes

Quick Quality Checklist

Use this before presenting the report to a client or internal team:

1. The primary domain is correct.
2. Competitor domains are real market competitors.
3. Prompt categories are clean and consistent.
4. Prompts reflect real customer questions.
5. Brand terms include company, domain, product, and variant coverage.
6. Competitor terms are active.
7. The latest scan completed successfully.
8. Overview, Brand Performance, Competitors, and Site Audit all show data that matches the business reality.