Quickstart Guide

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The fastest way to understand your brand’s AI visibility

This quickstart guide gets you from signup to meaningful AI visibility insights as fast as possible. It takes less than 10 minutes to configure, and you’ll usually see your first charts and tables within 24–48 hours once prompts have run.

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Step 1: Set up your first project and prompts

In Orvi AI, a Project represents the brand or client you want to track.

• Create a Project
  • Enter your brand name, primary website, and target country.
  • This helps Orvi AI generate relevant suggestions and pick the right language.
• Add Brand Prompts (Topics)
  • Brand prompts are category-level questions customers ask AI when researching your space.
  • Orvi AI can suggest prompts based on your website and brand info, organized into Topics (e.g. “CRM for agencies”, “Running shoes”, “Email marketing”).
  • You can also manually add prompts.
  Your task: Add at least 10 active brand prompts.
  • Go to the Prompts / Brand section.
  • Review the Suggested prompts and move the best ones into your Topics.
  • Or click Add Prompt to create your own.
  Quick tip: Ask yourself “What do I want my brand to be found for in AI answers?” Take your best-performing Google Search Console queries or ad keywords and rewrite them as natural questions, for example:
  • “What’s the best project management tool for creative agencies?”
  • “Which CRM is best for marketing agencies under 50 people?”
  • “How do I improve email open rates for B2B clients?”
  Don’t worry about getting them perfect — you can refine or reorder prompts anytime.
• (Optional) Add Product Prompts
  • If you sell multiple products or SKUs, create product prompts to understand which products AI recommends and which URLs support those recommendations.
  • Start with 3–5 high-value products or categories.

Once saved, Orvi AI will start running your prompts on the schedule configured for your workspace.

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Step 2: Add and confirm competitors

While your prompts run, Orvi AI detects competitor brands that appear in AI responses. Your task: Track at least 3–4 competitors.

• Navigate to the Brands / Competitors area of your project.
• You can:
  • Accept suggested competitors (brands Orvi AI has already seen in your prompt results).
  • Or click Add Competitor to manually add domains you know you compete with.

Tracking competitors lets you compare:

• How often they’re mentioned vs your brand (Visibility).
• How early they appear in responses (Position).
• How positively they’re described (Sentiment).

Naming tips:

• Use a short, unique brand name like “HubSpot” instead of “hubspot.com” or “HubSpot UK”.
• If there are alternative spellings or local variations, configure them in your project so Orvi can normalize them correctly.

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Step 3: Read your Overview dashboard

Once your prompts have run for at least one cycle (typically within 24–48 hours), head to the Overview dashboard for your project. Your task: Open Overview and review the three core areas. You’ll see:

• Visibility trends
  Line charts showing the percentage of chats mentioning each brand over time, filtered by project, date range, models, and topics/prompts.
• Brand table (Visibility, Sentiment, Position)
  A table that summarizes:
  • Visibility: how often each brand is mentioned across your prompts.
  • Sentiment: how positive/neutral/negative the descriptions are.
  • Position: how early each brand is mentioned (lower is better).
• Top Sources
  A summary of the domains and URLs that AI models rely on most often when answering your prompts.
• Recent Chats
  A feed of the latest AI responses, including:
  • Full prompt and response text.
  • Which brands were mentioned and how.
  • Which sources and citations were used.

Use the filters at the top to narrow by:

• AI models (e.g., GPT-5 Chat, Claude Sonnet, Gemini Pro, Perplexity Sonar).
• Date range (e.g., last 7 / 30 days or custom).
• Topics / prompts (for analyzing a specific use case).
• Brands (focus on just your brand or include competitors).

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Step 4: Explore your Source analytics

Sources are the websites and pages that influence AI responses — even when they’re not explicitly cited by name. Your task: Open the Sources (and Prompt Sources) views and identify your most important domains and URLs.

• Switch between:
  • Domains view: Aggregates performance by root domain (e.g., nytimes.com).
  • URLs view: Shows specific pages (e.g., a product comparison or review article).

Look for:

• Competitor domains that appear frequently → consider similar topics, formats, or placements.
• Industry publications where you’re not yet present → good targets for PR, reviews, guest content, or partnerships.
• Your own URLs appearing regularly → signals content that already works well with AI; consider expanding similar assets.
• High “Used %” domains → these are highly authoritative for your space and worth prioritizing.

Let your prompts run for a few days before making big decisions. Once you have stable patterns, focus on the 10–20 sources that show up most consistently.

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What’s next?

With a project, prompts, competitors, and a first batch of runs in place, you’re ready to go deeper:

• Use source insights strategically
  Move to the section on How to use Source insights to translate high-value domains and URLs into outreach, content, and partnership plans.
• Refine and expand your prompts
  In the Prompts section, learn how to:
  • Design prompts for different personas and buying stages.
  • Balance brand prompts vs product prompts.
  • Use tags and topics to keep your tracking system organized as you scale.

From here, Orvi AI becomes your GEO control center: every new prompt, source, or competitor you add helps you see — and influence — how AI recommends your brand.