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Quickstart Guide
The fastest way to get your workspace tracking real buyer questions and see your first trends.
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Overview
This guide gets you oriented fast: define what you track, compare your brand to key players, read the dashboard, then connect citations to action. Setup is mostly a matter of minutes; meaningful trends appear after your prompts have run enough times — often over a few days depending on your plan and schedule.
If you still need workspace setup, finish onboarding first. Refine Brand profile and workspace settings (Manage your project) when you want suggestions to match your positioning.
Step 1: Setting up prompts
Prompts are the questions you want visibility for when people ask AI about your category. We run them across the engines your workspace monitors so you can see mentions, positioning, and sentiment over time.
Your task
Add a solid starter set on Prompts: group prompts under topics in the sidebar so reporting stays structured, then add conversational questions (not single keywords). When igeo.ai suggests new topics or prompts, review and accept the ones that match how buyers really talk — wording does not need to be perfect up front.
Quick tip
Ask “What should we be found for?” Reframe keywords you already trust (for example from Search Console) into full questions buyers would paste into ChatGPT-style tools.
"What's the best CRM for small marketing teams?"
"Which project tools work best for agencies managing ten-plus clients?"
"How do you compare analytics platforms for B2B SaaS?"
More patterns and examples in Setting up prompts.
Step 2: Identifying competitors
While prompts run, igeo.ai can surface brands that appear alongside yours. Adding the competitors you care about makes share-of-voice and position comparisons meaningful everywhere in the app.
Open Competitors. Switch to Suggested competitors when you want to approve auto-detected brands, or add players manually when you already know who you benchmark against.
Important: Use short, recognizable brand names — the way customers say them — not full marketing legal names or raw URLs if that would confuse tracking. Match spelling consistently; if variants matter for your space, configure them alongside the primary name in the product. Details: Competitors (docs).
Step 3: Understanding your dashboard
The default Dashboard is your orientation screen once prompts have produced enough answers to chart.
Spend a few minutes mapping the layout:
Use the dashboard's time range controls and any engine / provider filters your header exposes to focus on a period or on the models that matter most — especially when comparing week over week.
- AI engines — Cards per model/provider showing how often your tracked space gets responses there.
- Competitors — Who appears next to you and rough visibility ordering for the current period.
- Visibility trend — The main line chart for mention patterns over the selected dates.
- Top sources — Domains AI answers lean on as citations for your prompts.
- Recent agent posts — Latest agent-generated content tied to your workspace, when enabled.
Step 4: Understanding your sources
When models browse or cite the web, those URLs and domains show up under Sources. They are usually the strongest lever for improving what AI says next — often more direct than tweaking a single prompt sentence.
Start from the domains list, then drill into URLs for any domain to see specific pages that surface often. Compare competitors' recurring domains against yours and note gaps.
Give prompts a little time to accumulate before treating Sources as definitive — early days can swing as engines refresh and your prompt mix stabilizes.
Deeper guide: Sources (docs).
- Domains where rivals appear repeatedly → similar themes or partnerships worth exploring.
- Industry publications you never appear on → outreach or editorial opportunities.
- Your own URLs showing up → double down on those content formats or internal linking.
What's next?
- Go deeper on prompts: Setting up prompts.
- Get oriented on how prompts run and why answers vary: Welcome to igeo.ai.
- Turn signals into actions: Recommendations and your Dashboard filters.