Setting Up AI Visibility

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What You’ll Learn

This guide walks you through setting up AI Visibility in Slate. You’ll configure your brand details, add competitors, and create prompts to monitor across AI platforms.

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Why This Matters

Before Slate can track your visibility in AI search results, you need to tell it what to monitor. This setup ensures accurate tracking of your brand mentions, competitor benchmarks, and search performance.

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Step 1: Add Your Brand Details

1. Go to Assets → Brand Kit.
2. Open About the Brand and enter:
   • Brand name – the name Slate should monitor (e.g., MyCRM).
   • Website – your primary domain (e.g., https://mycrm.com).
3. Click Save.

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Step 2: Add Competitors

1. In Assets → Brand Kit, open Competitors.
2. Click Add competitor.
3. Enter:
   • Name – how they’re usually referenced (e.g., “HubSpot”).
   • Website – their main site (e.g., https://hubspot.com).
4. Repeat for all relevant competitors, then click Save.

AI Visibility needs at least one competitor. Until you add one, the Overview tab shows Unlock your brand insights instead of your data.

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Step 3: Add Prompts in AI Visibility

Once your Brand Kit is ready, create prompts to define what you want to track.

1. Go to Insights → AI Visibility in the sidebar and open the Prompts Tracked tab.
2. Click Add prompts and choose Add a prompt. To add many prompts at once, choose Bulk Upload (CSV) instead (see Prompts Tracked).
3. Add details:
   • Prompt – the exact search query you want Slate to run (e.g., “Best CRM software for startups”).
   • Platform – select where the prompt should run (ChatGPT, Google AI Overviews, Google AI Mode, Perplexity, Claude, Gemini). All platforms are selected by default.
   • Topic – group prompts under a broader theme (e.g., Best CRM Software).
   • Schedule – how often the prompt runs (see Step 4).
   • Location – the target country for the prompt. The default is United States.
4. Click Run now. Slate runs the prompt right away on the selected platforms.

The Topic list shows only existing topics. To create one, open the Topic filter on any AI Visibility tab and select Manage topics….

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Step 4: Set Tracking Schedule

When adding or editing a prompt, choose how often Slate should re-run it:

• Run Once (default) – runs the prompt one time, with no schedule.
• Daily – for high-priority topics.
• Weekly – runs every Monday. Use for most tracking use cases.
• Monthly – runs on the 1st of each month. Use for long-term monitoring.

This ensures your dashboard reflects the latest AI search visibility for your brand and competitors.

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Step 5: Start Tracking

1. Once prompts are added, Slate automatically runs active prompts that have a Daily, Weekly, or Monthly schedule.
2. Go to the Overview tab in AI Visibility to view metrics like:
   • Brand Mentions
   • Average Position
   • Visibility Score
   • Share of Voice

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What’s Next

• Explore the AI Visibility Overview for trends and competitor benchmarks
• Review the Citations tab to see which sources AI answers cite