Workspace Overview:
Once you log in to the platform, you will land on your workspace. If you have multiple workspaces, they will be organized in alphabetical order. Here, you can access all the analyses generated within each workspace. To switch between workspaces, simply click on the dropdown arrow next to the workspace name.
Actions available to you on your workspace:
Quota: In addition to all analyses, you can find information about the quota assigned to your workspace, detailing the number of analyses you can create. This limit is based on your plan or contract. If you require additional quota, please reach out to your Customer Success Manager (CSM) for further assistance.
Active or Archived Filter: You can filter analyses to view only active ones or those that are archived. The archived analyses can be restored if needed—just ensure you have available quota to restore them.
Note: The period for which the analysis was archived will contain no data.
Search: To locate a specific analysis, use the search function by typing the name of the analysis in the search bar.
Access Analysis Dashboards: To access the dashboards for any analysis, click on the general section of a particular analysis.
Archive/Delete Analysis: For each analysis in the workspace, you have the option to either archive it for future reference or delete it permanently. Along with an option to update the auto-archiving settings or remove the deadline entirely, use the "Edit Analysis Duration" option to make the necessary changes.
Create new analysis: To create a new analysis, click on the “Create New Analysis” button, which will open a form where you can enter the parameters for the new analysis.
Analysis Status: The progress of an analysis is represented by three statuses: Launching, Collecting, and Live.
When an analysis is first created, it is marked as Launching for the initial 15-20 minutes.
After this, the status transitions to Collecting, during which data is gathered over the next 2-3 weeks. During this period, trends may shift as more data is collected.
Once the data stabilizes and is ready for insights, the status changes to Live.
Analysis Timer: Specifies the end date for the analysis, marking when data collection will cease. The analysis will be automatically paused until manually unarchived, and no data will be backfilled for the paused period.
Create new analysis (best practices):
Enter a Brand name: When entering the brand name, ensure it is spelled correctly.
Select a Category: Choose a category that is relevant to the brand and region, ensuring there are no spelling errors.
Analysis End Date: Set the duration for your analysis to remain active. We recommend collecting data for one month, after which it will be archived. You can modify the end date at any time after creating the analysis or remove it if needed.
Select 3 Competitors: For comparison, you must define three competitors relevant to the brand and region, ensuring correct spelling.
Select Attributes: Six attributes must be selected in order to launch the analysis in order to gauge the perception in specific areas.
LLM Models: Enhance your analysis by choosing the AI models you wish to include. For optimal insights, we've pre-selected OpenAI, Google AI, Meta AI, and Anthropic by default.
Select a Region: This optional field allows you to select countries/regions for an analysis from a dropdown menu (possibility of max 8 regions per analysis).
Select persona(s): This optional field allows you to define ideal consumer type(s) based on interests, demographics, location, etc. (possibility of max 5 personas per analysis) For example:
“A 35-year-old woman who lives in the city.”
You may also define multiple personas for each analysis.
For all the above fields it is possible to choose from the AI suggested options available on UI.
Create analysis: Once all parameters are entered and verified, click on the “Create Analysis” button to initiate data collection for the new analysis.
Important: Data for a new analysis will be available after a 15-minute delay, during which the “View Details” button will remain inactive. Refresh the page after 15-20 minutes, and the “View Details” button will become active. Click it to access data on two key metrics:
AI brand awareness - Category Landscape
AI brand perception - Category perception & Brand Perception (based on custom attributes)
Visibility - On tops cited domains, to identify the sources most often cited by models when your persona searches for information on the category analysed
All the parameters used to configure the analysis can be viewed by clicking on the toggle 'Show Configuration' on the top right corner.
Note: Ideally wait for about 2 - 3 weeks of data collection in order to have stabalized data that is ready of insights.
If you have any further questions or need help using the tool, please reach out to your customer success manager, via the chatbot available on the bottom right corner of the interface.