Manage AI Visibility Tracking

Set Up Your SERP360 Brand Monitoring Across AI Platforms

AI Visibility Tracking automatically monitors how your brand appears in AI-powered search responses. This guide walks you through creating your first configuration to start tracking brand mentions, competitive positioning, and sentiment across AI platforms and large language models (LLMs) like ChatGPT, Claude, and Gemini.

Why AI Visibility Is Critical Now

Traditional search is changing. People increasingly ask AI assistants like ChatGPT, Claude, and Gemini for recommendations instead of browsing Google results.

When someone asks "What's the best CRM for healthcare?" they expect personalised, conversational answers. If your brand isn't mentioned in these responses, 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 continuously tests realistic buyer scenarios to see when and how your brand appears in AI responses. Each configuration you create defines:

• Your buyer profile - Who's searching and what they care about
• Business context - Industry, company size, budget, and problems
• Query scenarios - Hundreds of realistic buyer questions
• AI platforms - Which tools to monitor (ChatGPT, Claude, Gemini)
• Key items - Product capabilities and features to track mentions of

Understanding Customer Journey Phases

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

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

• Customers discover they have issues worth solving
• AI responses shape their understanding of available 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 here 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

Key insight: A brand might rank #1 in awareness but disappear during decision phase, or vice versa. Understanding these patterns helps you optimise for the right moment in the buyer journey.

Before You Start

Information You'll Need

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 against

Product Information

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

Setting Up Your Key Items Library

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

Access Key Items Management: Navigate to Manage Key Items in your SERP360 dashboard to manage your feature library.

What Are Key Items? Key Items are the specific product features, capabilities, and differentiators you want to monitor in AI conversations:

• 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")

Setting Up Your Key Items:

Key Items Best Practices:

• Customer Language: Enter features as customers describe them ("Easy setup process" vs "Streamlined onboarding workflow")
• Specific Benefits: Focus on outcomes ("Reduces manual work by 80%") rather than features ("Automation tools")
• Competitive Focus: Include capabilities where you excel vs competitors
• Regular Updates: Add new features as your product evolves, retire outdated ones

Step-by-Step Setup

Step 1: Access the SERP360 AI Configuration

Navigate to AI Visibility Settings in your SERP360 dashboard and complete the form.

Step 2: Define Your Buyer Context

Complete each field to create realistic buyer scenarios:

Buyer Persona Best Practices

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

Step 3: Define Business Problems

Problem Definition Tips

Focus on business impact: Include specific consequences and risks, not just general needs Include emotional stakes: Explain why solving this problem is personally important to the buyer Reference trigger moments: Specific events that prompted the search for solutions

Competitor Intelligence Setup

Include realistic alternatives: List actual competitors your buyers would consider, not just direct rivals Use market language: Reference brands the way customers naturally discuss them Consider category leaders: Include established players even if you don't compete directly

Step 4: Set Priority Concerns

Enter the top 3 things your buyers care most about:

Priority 1 (Most Important): e.g., "Easy integration with existing tools" Priority 2 (Important): e.g., "Quick implementation timeline"

Priority 3 (Nice to Have): e.g., "Advanced reporting capabilities"

These priorities will influence how query scenarios are generated and what aspects get emphasised across all AI conversations.

Step 5: Choose Conversation Scenarios

You have two options for building your query scenarios:

Option A: Select from Pre-Built Library

The system includes a large number of crafted conversation prompts across three journey phases:

Awareness conversations: Questions customers ask when first discovering problems Consideration conversations: Questions during solution comparison

Decision conversations: Final selection questions

How to Select:

1. Filter by buyer journey stage using the phase buttons
2. Search for specific topics using the search box
3. Preview scenarios with your context filled in automatically
4. Select relevant scenarios by clicking on conversation cards
5. Edit scenarios if needed using the edit button on each card

Selection Strategy:

• Choose the conversations per configuration for comprehensive coverage
• Include scenarios from all three buyer journey phases for complete market view
• Focus on queries your target buyers would realistically ask
• Look for scenarios that mention your key differentiators

Conversation Selection Tips

Awareness Phase Coverage: Ensure customers can discover your category when they identify problems Consideration Phase Balance: Include both general comparisons and head-to-head competitor scenarios Decision Phase Validation: Select scenarios that test final purchase criteria and risk assessment

Option B: Create Custom Conversation Scenarios

When to Create Custom Scenarios:

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

Creating Custom Conversations:

1. Choose the buyer journey phase (Awareness, Consideration, or Decision)
2. Write your query using placeholders for dynamic personalisation:
   • {persona} - Buyer role (IT Director, Marketing Manager)
   • {company_size} - Organisation scale (startup, SME, enterprise)
   • {industry} - Target sector (healthcare, finance, education)
   • {problem} - Main business challenge
   • {category} - Solution type (CRM, project management)
   • {priority_concern} - Most important requirements
   • {budget} - Expected investment level
   • {competitors} - Known alternative solutions
   • {trigger_moment} - What prompted the search
   • {emotional_stake} - Personal motivation
   • {geography} - Location or market
3. Preview your scenario to see how placeholders are filled with your context
4. Save and select the custom scenario for use in your configuration

Custom Scenario Best Practices:

• Keep it natural: Write how real buyers would actually 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 Your Scenario Collection

Editing Scenarios:

• Edit library scenarios: Click the edit button to customise pre-built queries for industry-specific needs
• Modify custom scenarios: Update your saved scenarios anytime as market language evolves
• Save edited versions: Changes are preserved and marked as "Edited" for tracking

Organising Scenarios:

• Filter by journey stage to focus on specific buyer phases
• Search by keyword to find relevant scenarios quickly
• Review selected count to ensure balanced coverage across all phases
• Tag scenarios with categories for easy management

Quality Assurance:

• Test across configurations: Ensure conversations work well with different buyer contexts
• Review AI responses: Check that your conversations generate relevant, useful AI responses
• Competitor inclusion: Verify conversations prompt realistic competitive comparisons
• Journey flow: Ensure conversations progress logically from awareness through decision

Step 6: Select AI Platforms

Choose which AI 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 and capabilities you want to track mentions of across all AI conversations.

Using Your Key Items Library:

1. Select from your existing Key Items created in the library management section
2. Add new Key Items if needed for this specific configuration
3. Prioritise by importance using drag and drop functionality
4. Focus on differentiators that set you apart from competitors

Key Items Tracking Strategy:

• Core capabilities: Track 5-10 primary features consistently across all configurations
• Competitive differentiators: Monitor unique value propositions that win deals
• Emerging trends: Add new features as markets and your product evolve

Key Items Examples:

• "Real-time reporting dashboard"
• "Mobile app with offline access"
• "API integrations with 500+ tools"
• "Enterprise-grade security compliance"
• "24/7 customer support included"
• "Single sign-on (SSO) integration"

Managing Key Items:

• View usage statistics: See which Key Items are mentioned most frequently across conversations
• Update descriptions: Refine how features are described based on AI response patterns
• Remove unused items: Clean up Key Items that don't generate valuable insights
• Add trending capabilities: Include new features that emerge in competitive conversations

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 with clear business impact
• Priority concerns match actual customer feedback and requirements
• Selected scenarios cover the full buyer journey (15-25 scenarios recommended)
• Custom scenarios use appropriate placeholders and natural language
• All relevant AI platforms are included for your market
• Key product features are properly listed and prioritised

Step 10: Activate Monitoring

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

Advanced Configuration Strategies

Creating Industry-Specific Scenarios

Industry Compliance Focus: When creating scenarios for regulated industries, consider including:

• Relevant compliance requirements (HIPAA, GDPR, SOX, etc.)
• Industry-specific terminology and concerns
• Regulatory timing and implementation considerations
• 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: Create scenarios that help understand competitive dynamics:

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

Market Gap Identification: Develop queries that reveal market positioning opportunities:

• 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: Customise scenarios for different markets:

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

Market-Specific Needs: Consider regional variations in:

• 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 for:

By Market Segment

• Enterprise (1000+ employees) with complex requirements and longer sales cycles
• Mid-Market (100-1000 employees) with growth focus and integration needs
• SMB (under 100 employees) with budget constraints and ease-of-use priorities

By Geographic Region

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

By Use Case

• Primary Solution for main product positioning and core messaging
• Industry-Specific for vertical market variations and specialized requirements
• Competitive Response focused on specific competitor threats and positioning

By Campaign

• Product Launch configurations to track new offering awareness
• Competitive Response during rival product launches or campaigns
• Market Expansion for new geographic or vertical market entry

Configuration Best Practices

Buyer Context Accuracy

Be Specific: "Operations Manager at 200-person manufacturing company" is better than "Manager" Use Real Language: Write problems and priorities in your customers' actual words from sales calls and feedback Regional Considerations: Include local market nuances, regulations, and cultural factors Validation: Test configurations with your sales team to ensure buyer scenarios are realistic

Scenario Selection Strategy

Start Broad: Begin with core scenarios, then add niche queries based on initial results Journey Coverage: Ensure representation across awareness, consideration, and decision stages

Custom Focus: Create custom scenarios for unique market positioning and competitive battles Update Regularly: Add new scenarios as your market, messaging, or competitive landscape evolves Performance Tracking: Monitor which scenarios generate the most valuable competitive intelligence

Feature Configuration

Prioritise Key Differentiators: Focus on features that set you apart from competitors Use Customer Language: Enter features as customers would describe them, not internal product names Include Integration Points: Track mentions of key partnerships and platform integrations Competitive Features: Monitor capabilities where you compete directly with rivals

Common Setup Mistakes

Vague Buyer 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 and market coverage

Missing Custom Scenarios: Not creating industry-specific or competitive queries for your unique market

Placeholder Errors: Forgetting to use {brackets} for dynamic content in custom scenarios Platform Gaps: Skipping major AI platforms your buyers use for research

Single Journey Phase: Focusing only on decision-phase scenarios and missing awareness opportunities

Competitor Blindness: Not including realistic alternatives your buyers would actually consider

Key Items Neglect: Not setting up or maintaining the Key Items library for feature tracking