Manage AI Visibility

When potential customers ask ChatGPT, Claude, or Gemini for recommendations, does your brand get mentioned?

AI Visibility Tracking answers that question. It monitors how major AI platforms respond to the kinds of questions your customers actually ask. You'll see whether AI recommends you, your competitors, or someone else entirely.

This matters because buying behaviour is changing. More people now ask AI assistants for product recommendations instead of searching Google. If AI doesn't know about you, you're invisible to these buyers.

Before You Start

Gather these details about your business:

Your product or service

• What category does it fall into? (e.g., "CRM software", "commercial cleaning services")
• What's the main problem it solves?

Your target audience

• Who buys from you? (job titles like "Operations Manager" or "CFO")
• What size companies? (startup, small, mid-size, large, enterprise)
• What industries?
• Any geographic focus?

Your competition

• Who are your main competitors?
• What alternatives might buyers consider?

Having this information ready makes setup faster and produces better results.

Creating a New Configuration

The configuration wizard offers two ways to build your AI visibility tests:

1. AI-Powered Generation – Describe your goal in plain language and let AI generate relevant buyer conversations automatically

2. Manual Build – Define everything yourself using templates from the Ideas Library

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

Step 1: Define Your Goal

Option A: AI-Powered Generation (Recommended)

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

Write your description

You'll see a section titled "Describe your goal" with 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're solving, 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, you'll see a "Try an example" section with clickable prompts shown in quotation marks. Click any example to populate the text area, then edit it to match your situation.

Generate conversations

Click the pink Generate Conversations button. A loading spinner appears while the system analyses your description and creates 15-18 realistic questions your potential customers might ask AI.

Reviewing Generated Results

After generation completes, two sections appear:

Extracted Context

The system shows what it understood from your description in an editable panel with these fields:

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

Generated Conversations

Questions appear 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
• An X button on the right to remove it

All conversations are selected by default.

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

Generated Conversations

Questions appear 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
• An X button on the right to remove it

All conversations are selected by default.

Refining Your Results

Regenerate with edited context

Changed something in the context fields? Click Regenerate with these changes to get new conversations based on your edits.

Select or deselect conversations

Each conversation card is fully clickable:

• Click the checkbox to toggle selection
• Click anywhere on the card to toggle selection
• Click the X button to remove it completely

Deselected conversations appear faded (50% opacity) and won't be included when you continue. Click them again to re-select.

Check your selection count

At the bottom, you'll see a summary like "18 conversations selected across 3 phases". Aim for good coverage across all three stages.

Add more conversations

Click Want to add more? Browse the Ideas Library to access additional templates in Step 2.

When you're ready

• Click Continue to Setup to proceed to Step 3
• Click Start Over to clear everything and begin again

Option B: Manual Build

Prefer to define everything yourself? 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 you click "Browse the Ideas Library" from AI-generated results.

Note: If you used AI-powered generation and clicked "Continue to Setup", you skip this step as conversations are already created.

The Ideas Library

The Ideas Library appears as a collapsible panel. The header shows "Ideas Library" with a template count like "(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 with placeholders like {category} , {industry} , {persona}
• A plus icon in the corner

Placeholders get replaced with your values when the configuration runs.

Filtering and searching

• Use the filter buttons: All, Awareness, Consideration, Decision
• Type in the search box to find templates containing specific words

Adding templates

Click any template card to add it to Your Conversations. A toast notification confirms "Conversation added".

Writing Custom Conversations

Click Write Custom Conversation to create your own scenarios.

1. Select the buying stage – Click Awareness, Consideration, or Decision (one button can be active)
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 would actually ask AI assistants
• Include specific details that trigger relevant AI responses
• Test variations of important scenarios

Managing Your Conversations

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

Each conversation shows:

• The conversation text
• A coloured phase tag
• Edit button (pencil icon)
• Delete button (trash icon)

Editing a conversation

Click the pencil icon. The card expands to show an editable text area. Make changes, then click Save or Cancel.

Deleting a conversation

Click the trash icon. The conversation disappears immediately. Re-add from the Ideas Library if needed.

How many to include

Aim for 10-20 conversations covering all three journey phases for comprehensive monitoring.

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

Step 3: Configure and Review

The exact name you want to track in AI responses. Spelling matters—if AI says "consider Salesforce" and your name is "Salesforce", that's a match.

AI Platforms to Monitor (required)

Select which platforms to track (hold Ctrl/Cmd to select multiple):

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

Project (optional)

Organise configurations by project or campaign.

Domain (optional)

Select your website. The system checks whether AI platforms cite your content in their responses.

Section 2: Feature Tracking

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

Adding items

Click the dropdown to:

• Search existing items from your Key Items library
• Type a new item name and press Enter to create it

Selected items appear as chips below the dropdown.

Reordering by priority

Drag any chip to change its position. Order determines priority in reports.

Removing items

Click the × on any chip. The item returns to the dropdown for re-selection.

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 your 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.

Audience Context & Competition (left column)

• Audience role, company size, industry, category, geography, budget
• Competitors being tracked

Problem & Settings (right column)

• Business problem (full text)
• Company/product name, domain, AI platforms
• Key features being tracked

Conversations

• All conversations appear as small cards with phase tags
• Use pagination controls if you have many (5, 10, 25, 50, or 100 per page)

Click the arrow again to collapse.

Quick Actions Reference

Changing Configuration StatusViewing Configuration Details

Use the toggle switch in the Status column:

• On (teal) – Configuration is active, collecting data
• Off (grey) – Configuration is paused

Pausing stops data collection without deleting your setup. Resume anytime.

Each configuration contains rich context about your buyer scenario. Click the expand arrow to see everything.

Editing a Configuration

1. Click the pencil icon in the Actions column
2. The wizard loads with all your existing settings
3. The manual form expands automatically
4. Make changes across any step
5. Click Update Configuration to save

Everything is editable: buyer context, conversations, features, platforms, project and domain assignments.

Your historical data remains intact. New data collection uses your 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's no undo. Export any data you need before deleting.

Navigating Your Configurations

Pagination

Above the table, select how many items per page (5, 10, 25, or 50).

Below the table, use navigation buttons:

• First/Last – Jump to beginning or end
• Previous/Next – Move one page at a time
• Page numbers – Go directly to a specific page

The info line shows your position: "Showing 1-10 of 47 configurations".

Workspace Filtering

If you use workspaces, the table shows configurations in your selected workspace. Change workspaces using the dropdown at the top of the page.

Tips for Better Results

Be specific about your audience

"Marketing managers at mid-size B2B tech companies" produces better conversations than "business people."

Include competitors

The system uses these to generate comparison questions. Competitor mentions are valuable tracking data.

Cover all buying stages

Someone researching what CRM means asks different questions than someone comparing Salesforce to HubSpot.

Start focused, then expand

Create one configuration per audience segment rather than one giant configuration for everyone.

Review generated conversations

AI generates good starting points, but you know your market best. Remove anything that doesn't match how your customers actually talk.

Use custom conversations for edge cases

Heard a specific question from a prospect? Add it. Real customer language often differs from templates.

Monitor multiple AI platforms

ChatGPT, Claude, and Gemini give different recommendations. What works on one platform might fail on another.

Edit templates to sound natural

Library templates use placeholders and formal phrasing. Edit them to match how your customers actually speak.

Troubleshooting

No conversations generated

Your description might be too short or vague. Add more detail about your audience, their problems, and your competitors.

Conversations seem off-topic

Edit the extracted context fields and click Regenerate with these changes. Common fixes:

• Correct the industry if misidentified
• Make the audience role more specific
• Add competitors if missed

Can't find a saved configuration

Check the workspace dropdown at the top of the page. Configurations are organised by workspace.

Need to change conversations after saving

Click the edit button (pencil icon) on any configuration. Make changes and save.

Accidentally deleted a conversation

While editing: re-add from the Ideas Library or write it as a custom conversation.

If you deleted an entire configuration, it cannot be recovered. Create a new one.

Configuration shows no data

New configurations take 24-48 hours to collect initial data. Check back after the first processing cycle.

Required field error when saving

Check that all required fields are filled:

• Configuration Name
• Solution Category
• Target Industry
• Audience Role
• Main Problem
• Company/Product Name
• At least one AI Platform
• At least one conversation

What Happens After Launch

Once your 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 (which sources AI references)
• Performance across different buying stages
• Trends over time as AI models update

Use these insights to identify gaps in your AI visibility, understand competitive positioning, and guide content strategy.

Quick Reference

Required Fields

Button Actions

Status Indicators

Need Help?

If you're stuck or have questions about managing your configurations: Contact support at help@serp360.ai

Your configurations are the foundation of AI visibility tracking. Keep them updated as your market position evolves, and you'll get insights that matter.