Set up a client
1
Create a project
Click New project in the sidebar and link it to a brand identity for the client.
2
Import prompts and competitors
Use CSV import for prompts and competitors to onboard a client in minutes.
3
Pick a scan schedule
Use daily scans for active campaigns and weekly scans for retainers, since fewer scans use fewer AI answers. See How scans work.
4
Install the tracker on the client site
Select the client’s project, then open Traffic, where the token shown is bound to that project. See AI traffic.
Reporting
- Lock each client’s prompt set before the first report. Changing prompts changes the numbers, so month-over-month comparisons only work on a fixed set.
- Report per engine rather than one blended number, because engines answer differently and move independently.
- Scan weekly or daily and report monthly, because answers vary from run to run and more scans give steadier numbers.
- The What changed card on the Overview page is the core of a monthly client report.
- Pull numbers into your own reports with the API or ask an agent through the MCP server.
- Use API keys with GEO Access so reporting tools cannot touch content.
Workflow
- Assign shelf space tickets to the account manager for each client.
- Keep client stakeholders out of a shared agency workspace. Projects separate data in reports but don’t limit what members can see, so any member can open every client’s project. If a client needs dashboard access, give them their own workspace and invite them there, as described in Team management.
Project limits depend on your plan, which you can check in Billing.