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What You’ll Learn

This guide walks you through setting up AI Search Analytics 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 Settings → Brand Kit.
  2. Under Brand Details, enter:
    • Brand Name – the name Slate should monitor (e.g., MyCRM).
    • Brand URL – your primary domain (e.g., https://mycrm.com).
Use your root domain to ensure Slate correctly identifies citations and mentions across AI search results.

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Step 2: Add Competitors

  1. In Settings → Brand Kit, scroll to Competitors.
  2. Click Add Competitor.
  3. Enter:
    • Competitor Name – how they’re usually referenced (e.g., “HubSpot”).
    • Competitor URL – their main site (e.g., https://hubspot.com).
  4. Repeat for all relevant competitors.
Competitors are included automatically in your Share of Voice and Average Position metrics.

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Step 3: Add Prompts in AI Search Analytics

Once your Brand Kit is ready, create prompts to define what you want to track.
  1. Go to AI Search Analytics from the sidebar.
  2. Click Track New Prompts.
  3. Add details:
    • Prompt – the exact search query you want Slate to run (e.g., “Best CRM software for startups”).
    • Topic – group prompts under a broader theme (e.g., Best CRM Software).
    • Platforms – select where the prompt should run (ChatGPT, Google AI Overview, Google AI Mode).
  4. Save your prompt.
A Topic is a collection of related prompts. For example: Topic: Best CRM Software Prompts: “Best CRM software for e-commerce,” “Best CRM software for finance,” “Best CRM software for startups.”

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Step 4: Set Tracking Schedule

When adding or editing a prompt, choose how often Slate should re-run it:
  • Daily – for high-priority topics.
  • Weekly – for most tracking use cases.
  • Monthly – 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 saved, Slate automatically begins monitoring them on your set schedule.
  2. Go to AI Search Analytics → Overview to view metrics like:
    • Brand Mentions
    • Average Position
    • Visibility Score
    • Share of Voice
You can run prompts manually at any time by going to the Prompts tab and selecting Run Now next to any prompt.

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What’s Next

  • Explore the AI Search Analytics dashboard for trends and competitor benchmarks
  • Review citation analysis to see exact mentions in AI outputs
  • Set up alerts to get notified when visibility shifts