Manage AI Visibility Tracking

Set Up Your SERP360 Brand Monitoring Across AI Platforms

AI Visibility Tracking monitors how your brand appears in AI-powered search responses. This guide shows you how to create your first configuration to track brand mentions, competitive positioning, and sentiment across ChatGPT, Claude, and Gemini.

Traditional search is changing. People increasingly ask AI assistants for recommendations instead of browsing Google results.

When someone asks "What's the best CRM for healthcare?" they expect personalised answers. If your brand isn't mentioned, you're invisible to potential customers using AI for research.

The shift is happening fast:

• AI assistants handle millions of business queries daily
• Decision-makers trust AI recommendations for software purchases
• Your competitors may already be optimising for AI visibility

What you're setting up

AI Visibility Tracking tests realistic buyer scenarios to see when and how your brand appears in AI responses. Each configuration defines:

• Your buyer profile (who's searching and what they care about)
• Business context (industry, company size, budget, problems)
• Query scenarios (realistic buyer questions)
• AI platforms (ChatGPT, Claude, Gemini)
• Key items (product features to track)

Understanding the customer journey

Performance across the customer journey matters because buyers ask different questions at each stage:

Awareness Phase: "What solutions exist for this problem?"

• Customers discover issues worth solving
• AI responses shape their understanding of solution categories
• Being mentioned here expands your addressable market

Consideration Phase: "Which options should I compare?"

• Customers actively evaluate specific solutions
• AI responses influence which brands make the shortlist
• Strong performance drives qualified leads

Decision Phase: "Help me choose between final options"

• Customers seek validation for purchase decisions
• AI responses can tip final selection
• Excellence here directly impacts win rates

A brand might rank first in awareness but disappear during decision phase. Understanding these patterns helps you optimise for the right moment.

Before you start

Gather these details about your ideal customer and market position:

Buyer Profile

• Primary buyer persona (job title/role)
• Target company size and industry
• Geographic market focus
• Typical budget range

Business Context

• Main business problem you solve
• Solution category you compete in
• Top 3 customer priorities
• Key competitors to track

Product Information

• Core features and differentiators
• Implementation timeline
• Integration capabilities
• Pricing model

Step 1: Set up your Key Items library

Before creating configurations, set up your Key Items library—the product features you want to track across all AI conversations.

Access Key Items: Navigate to Manage Key Items in your SERP360 dashboard.

What are Key Items? These are specific product features and capabilities you want to monitor:

• Core product functionality ("Real-time reporting dashboard")
• Integration capabilities ("API connections with 500+ tools")
• Competitive differentiators ("Advanced security compliance")
• Implementation features ("Mobile app with offline access")

Best practices:

• Use customer language, not internal terminology
• Focus on 5-10 core differentiating capabilities
• Include outcomes ("Reduces manual work by 80%") rather than features ("Automation tools")
• Add competitive capabilities where you excel
• Update regularly as your product evolves

Step 2: Define your buyer context

Navigate to AI Visibility Settings and complete the form.

Persona tips:

• Be specific: "IT Director at 500-person healthcare company" performs better than "IT person"
• Include context: Add industry challenges that influence solution selection
• Use authentic language: Match how real customers describe their roles

Step 3: Define business problems

Focus on business impact, not just general needs.

Problem definition tips:

• Include specific consequences and risks
• Explain why solving this is personally important
• Reference trigger events that prompted the search

Step 4: Set priority concerns

Enter the top 3 things your buyers care most about:

1. Priority 1 (Most Important): e.g., "Easy integration with existing tools"
2. Priority 2 (Important): e.g., "Quick implementation timeline"
3. Priority 3 (Nice to Have): e.g., "Advanced reporting capabilities"

These priorities influence how scenarios are generated across all AI conversations.

Step 5: Choose conversation scenarios

You have two options:

Option A: Select from pre-built library

The system includes crafted conversation prompts across three journey phases.

How to select:

• Filter by buyer journey stage
• Search for specific topics
• Preview scenarios with your context filled in
• Select relevant scenarios by clicking cards

Selection strategy:

• Choose conversations per configuration for comprehensive coverage
• Include scenarios from all three buyer journey phases
• Focus on queries your target buyers would ask
• Look for scenarios mentioning your key differentiators

Coverage tips:

• Awareness Phase: Ensure customers can discover your category
• Consideration Phase: Include general comparisons and head-to-head scenarios
• Decision Phase: Test final purchase criteria and risk assessment

Option B: Create custom scenarios

When to create custom scenarios:

• Industry-specific terminology not in the library
• Unique buyer situations in your market
• Competitive scenarios targeting specific rivals
• Regional variations in buyer language
• Compliance or regulatory requirements

Creating custom conversations:

1. Choose the buyer journey phase (Awareness, Consideration, Decision)
2. Write your query using placeholders for dynamic personalisation:
   • {persona} - Buyer role
   • {company_size} - Organisation scale
   • {industry} - Target sector
   • {problem} - Main business challenge
   • {category} - Solution type
   • {priority_concern} - Most important requirements
   • {budget} - Expected investment level
   • {competitors} - Known alternatives
   • {trigger_moment} - What prompted the search
   • {emotional_stake} - Personal motivation
   • {geography} - Location or market
3. Preview your scenario
4. Save and select

Custom scenario best practices:

• Keep it natural: Write how real buyers would search
• Be specific: Include relevant details that trigger better AI responses
• Use placeholders: Let the system personalise based on your configuration
• Test variations: Create multiple versions of important scenarios
• Include buyer intent: Make the business need and urgency clear

Managing scenarios:

• Filter by journey stage to focus on specific phases
• Search by keyword to find scenarios quickly
• Review selected count for balanced coverage
• Tag scenarios for easy management

Step 6: Select AI platforms

Choose which platforms to monitor:

Recommendation: Start with all three platforms for comprehensive coverage, then focus on top performers based on your market.

Step 7: Configure Key Items

Select the product features you want to track mentions of across AI conversations.

Using your Key Items library:

• Select from existing Key Items
• Add new items if needed for this configuration
• Prioritise by importance using drag and drop
• Focus on differentiators that set you apart

Key Items examples:

• "Real-time reporting dashboard"
• "Mobile app with offline access"
• "API integrations with 500+ tools"
• "Enterprise-grade security compliance"

Step 8: Project and domain assignment

Step 9: Final review

Before saving, verify:

• Buyer context accurately reflects your ideal customer
• Business problems are specific and realistic
• Priority concerns match actual customer feedback
• Selected scenarios cover the full buyer journey (15-25 recommended)
• Custom scenarios use appropriate placeholders
• All relevant AI platforms are included
• Key product features are listed and prioritised

Step 10: Activate monitoring

Click Save Configuration. Initial data collection takes 24-48 hours for first results.

Advanced strategies

Creating industry-specific scenarios

Compliance focus: For regulated industries, include:

• Relevant compliance requirements (HIPAA, GDPR, SOX)
• Industry-specific terminology
• Regulatory timing and implementation
• Data handling and security requirements

Vertical market adaptation: Tailor scenarios to reflect how different industries approach procurement:

• Healthcare: Patient safety and compliance focus
• Financial Services: Risk management and regulatory approval
• Manufacturing: Operational efficiency and integration needs
• Education: Budget constraints and ease of use priorities

Competitive intelligence scenarios

Positioning analysis:

• Direct feature comparisons with key competitors
• Alternative solution exploration
• Price-performance evaluation criteria
• Implementation and support quality assessment

Market gap identification:

• Underserved buyer segments or use cases
• Feature gaps in competitive offerings
• Regional or industry-specific needs
• Emerging buyer priorities and concerns

Geographic localisation

Regional adaptation:

• Local compliance and regulatory requirements
• Regional business practices and priorities
• Cultural preferences in vendor selection
• Geographic support and service expectations

Market-specific needs:

• Procurement processes and decision criteria
• Budget cycles and approval requirements
• Technology adoption patterns
• Competitive landscape differences

Multiple configuration strategy

For comprehensive monitoring, consider separate configurations:

By Market Segment

• Enterprise (1000+ employees) with complex requirements
• Mid-Market (100-1000 employees) with growth focus
• SMB (under 100 employees) with budget constraints

By Geographic Region

• North America with local competitors and regulations
• Europe with GDPR and regional preferences
• Asia-Pacific with different market dynamics

By Use Case

• Primary Solution for main product positioning
• Industry-Specific for vertical market variations
• Competitive Response focused on specific threats

By Campaign

• Product Launch to track new offering awareness
• Competitive Response during rival launches
• Market Expansion for new geographic entry

Configuration best practices

Buyer context accuracy:

• Be specific: "Operations Manager at 200-person manufacturing company" beats "Manager"
• Use real language: Write problems in your customers' actual words
• Include regional considerations: Add local market nuances and regulations
• Validate: Test configurations with your sales team

Scenario selection strategy:

• Start broad, then add niche queries based on results
• Ensure representation across awareness, consideration, and decision stages
• Create custom scenarios for unique market positioning
• Update regularly as your market or competitive landscape evolves
• Monitor which scenarios generate the most valuable intelligence

Feature configuration:

• Prioritise key differentiators that set you apart
• Use customer language, not internal product names
• Include key partnerships and platform integrations
• Monitor capabilities where you compete directly

Common setup mistakes

• Vague personas: "Business user" instead of "CFO at growing SaaS company"
• Generic problems: "Need better software" instead of "Manual invoicing creates cash flow delays"
• Too few scenarios: Selecting only 5-10 queries limits insight depth
• Missing custom scenarios: Not creating industry-specific queries
• Placeholder errors: Forgetting to use {brackets} for dynamic content
• Platform gaps: Skipping major AI platforms your buyers use
• Single journey phase: Focusing only on decision-phase scenarios
• Competitor blindness: Not including realistic alternatives buyers would consider
• Key Items neglect: Not setting up or maintaining the library

Need help? Contact our support team for guidance on optimising your configuration for your specific market and goals.