Organizing You Setup

​

Why Organization Matters

As your collection of brand prompts and product prompts grows, you need systematic ways to manage them at scale. Prompts in Orvi AI have different states (active, inactive, suggested) and belong to different Brand Topics and tag groupings. These structures become the foundation of your analytics — they let you compare performance at the topic or campaign level instead of sifting through hundreds of individual prompts. Good organization means you can quickly answer questions like:

• Which topics drive the most AI visibility for my brand?
• Which prompts should I pause, improve, or replace?
• Which tags (e.g., campaigns, use cases) are performing best?

---

​

Manage Your Prompts

Orvi AI’s Prompts dashboards Prompts / Brand and Prompts / Product) are designed for efficient management as your tracking scales.

​

Selecting Multiple Prompts

You can select more than one prompt at a time in the Active and Inactive tabs:

• Select individually: Click the checkbox next to each prompt row.
• Select all on page: Use the checkbox in the table header to select or clear all currently visible prompts.
• Combine with filters: Use search, topic filters, status tabs, and model/date filters to narrow the list before selecting, so bulk actions apply only to the prompts you care about.

​

Prompt States in Orvi AI

Each prompt has a status field 'active' or 'inactive') and may also appear in the Suggested tab before you decide to track it:

• Active:
• Orvi AI runs the prompt once per day (per selected model/location).
• All resulting chats, brand mentions, product mentions, and sources are stored in analytics.
• Counts toward your active prompt limit for your current plan.
• Inactive:
• Orvi AI stops running the prompt.
• All historical data is preserved in analytics (you can still analyze past performance).
• Does not count toward your active prompt limit.
• Suggested:
• Prompts generated by Orvi’s Vertex AI-based suggestion engine from your website, brand info, competitors, and existing prompts.
• Stored in project.suggestedPrompts (brand) or project.productSuggestedPrompts (product).
• Do not count toward your plan limit until you click Track.
• You can have up to 10 suggested prompts per type at a time; accept or reject some to generate more.
• Deleted:
• When you delete prompts from the Inactive tab, Orvi removes the prompt and its historical data from your project (including associated chats, brand mentions, product mentions, and source events in the analytics warehouse).
• Use this only when you are sure you no longer need the data.

​

Bulk Actions (Brand Prompts)

In the Prompts / Brand dashboard, you can perform actions on multiple selected prompts at once using the Actions menu:

• Edit (single selection):
• When exactly one prompt is selected, you can open the Edit Prompt modal to change its text, topic, location, status, or tags.
• Deactivate (from the Active tab):
• Move multiple prompts from Active to Inactive in one click.
• Orvi updates the status of each selected prompt to 'inactive' in the project’s brandTopics array.
• Your existing analytics for those prompts remain available.
• Activate (from the Inactive tab):
• Move multiple prompts from Inactive back to Active.
• Orvi updates their status to 'active' and they rejoin the daily run schedule.
• Delete (from the Inactive tab):
• Permanently remove selected prompts from all topics in your project.
• This also removes associated analytics data; use this to clean up prompts you no longer need to track.

​

Managing Tags at Scale

Tags are stored on the project project.tags) and attached to individual prompts prompt.tags).

• To add or edit tags for a prompt:
• Click the tag pill in the prompts table, or open the Edit Prompt modal.
• Use the Manage Tags modal to select existing tags or create new ones.
• Save to update the prompt’s tags array in the project’s brandTopics or productPrompts.
• To use tags for analysis:
• Filter prompts and analytics by tag in the Prompts dashboards.
• Export data (via Export in the Active tab) and segment performance by tag (e.g., q4-campaign, brand-awareness, bottom-of-funnel).

At the moment, tag assignment is done per prompt via the tag management modal; you can still combine this with search and filters to work through groups of related prompts quickly.

---

​

Organizing with Topics (Brand Prompts)

For brand prompts, Orvi AI uses the brandTopics array on each project to group prompts into structured topics.

• Each Brand Topic has:
• id: unique identifier.
• name: human-readable topic name (e.g., \“CRM for agencies\”, \“Email deliverability\”).
• prompts: an array of prompt objects ProductPrompt shape) with fields like id, text, status, location, tags, and addedBy.
• Each brand prompt belongs to exactly one topic:
• When you create or track a prompt, you select a topic.
• Prompts without a specific topic can be placed in a default \“No topic\” group, which Orvi can create automatically when you track a suggestion without selecting a topic.

​

Working with Topics in the Prompts Dashboard

In the Prompts / Brand dashboard:

• Use the Topics sidebar to:
• View all topics for the selected project.
• Switch between topics to focus on a specific area of your strategy.
• When you add or edit a prompt, you can:
• Assign it to a topic.
• Move it to another topic later by editing the prompt.

Organizing prompts into topics lets you:

• Track Visibility, Sentiment, and Position at the topic level using the Overview dashboard filters.
• Request topic-based prompt suggestions that are tailored to a specific area (e.g., only for \“Remote work\” or \“CRM onboarding\”).
• Keep your Prompts list readable as you scale from a handful to hundreds of prompts.

---

​

Organizing Product Prompts

Product prompts live in the project.productPrompts array and are managed in the Prompts / Product dashboard.

• Product prompts are stored as:
• id, text, status, location, addedBy, tags, and analytics fields visibility, sentiment, position, mentions, mentionedProducts).
• Unlike brand prompts, product prompts are not grouped into topics — they appear in a flat list.

You can still keep product prompts organized by:

• Using descriptive prompt text (e.g., including product names and categories).
• Applying tags for campaigns, product lines, price tiers, or regions.
• Filtering by models, date ranges, and (in analytics views) by product URLs.

---