Documentation

Taking action

A repeatable workflow for turning visibility data into content and outreach, and how to run several brands or clients.

Last updated:

October 20, 2026

Tracking is only useful if it changes what you do. This page gives a repeatable way to move from data to action, and shows how to manage several brands from one account.

From data to a content roadmap

Work through the same five steps each month.

  1. Find where you are invisible. On the Prompts page, filter to Non Brand prompts and sort topics by Visibility Score. Topics scoring zero, especially category and comparison topics, are where competitors are being recommended instead of you. Reading your data explains how to use these views.
  2. See what the AI is drawing on. Filter Citations & Sources to the same prompts. Top Domains and Top Pages show which publishers and pages shape those answers.
  3. Pick the lever that fits the source. The category of each cited page tells you what kind of action will work (see the table below).
  4. Make the change, then give it time. Brand Recon updates every 3 days, but AI answers take weeks to reflect new content and coverage. Compare 30-day periods rather than days.
  5. Review and repeat. Check whether the topics you targeted moved, then choose the next gap.
Source categoryWhat it usually meansTypical action
OwnedYour own pages are being cited.Strengthen and expand the pages that already earn citations, and create pages for topics where none are cited.
EarnedThird-party articles and roundups are shaping answers.Pitch for inclusion in the most cited pages, especially those cited in answers that leave you out.
ReviewsReview sites are being cited.Build up genuine, recent reviews and complete your profiles.
UGCForums and social posts are being cited.Take part in the relevant discussions, with real answers and no spam.
CompetitorA rival's own pages are being cited.Study what those pages answer that yours don't.
Institution, PR Wire, OtherReference, press and miscellaneous sources.Judge case by case.

Win new coverage, not just better pages. Cited pages show where AI already looks, so use them as a map rather than a finish line. Get fresh content onto those same publishers where you can (a new article, a contributed piece, an updated listing or a new review), and look in Top Domains for similar publishers in the same categories. New mentions in places AI already draws on can change answers as much as improving pages that are cited today. Give it weeks to show up, and publish only things a reader would genuinely find useful.

Ask your AI to help. With the MCP connector connected, ask: "Using the Top Pages and topics where we score zero, propose a prioritised content and outreach plan."

Keep branded answers accurate

Visibility is only half the picture. AI answers can describe your brand wrongly: an old price, a feature you no longer offer, the wrong category, or confusion with a similarly named company.

  • Filter the Prompts page to Brand prompts, which name your brand, and open individual prompts to read the responses.
  • Look for specifics that matter: pricing, features, integrations, who you are for and how you compare.
  • Check Citations & Sources for the pages those answers rely on. Errors usually trace back to a source, such as an outdated page of your own, a review site profile or a third-party article.
  • Fix the source: update your own page, correct the profile, or ask the publisher for a correction. Then watch the same prompts over the following weeks, because answers take time to change.

Track sentiment

The Sentiment chart on the Dashboard and the Sentiment column on the Prompts page show whether mentions of your brand are positive, neutral or negative.

  • Filter to a topic, such as Price or Support, to see where negative mentions come from.
  • Open the prompts with negative sentiment and read the wording of the responses.
  • Check which sources those answers cite. A critical review or comparison article is something you can respond to or change, while a broad negative theme is a content and reputation question.
  • Compare 30-day periods to see whether sentiment moves after a change.

Run multiple brands or clients

Every plan includes unlimited brand projects, so you can track as many brands as you need from one account. See pricing for plan details.

  • One project per brand. Each brand keeps its own competitors, topics and prompts, so numbers are never mixed. Setting up your tracking covers how to configure each one.
  • Start from the All Projects page. It gives a side-by-side summary of every project, with Visibility Score, Presence, Average Position, Citation Share, competitors and sentiment.
  • Use the same topic names across projects. Consistent topics such as Price, Integrations and Use Case make cross-brand comparison and reporting quicker.
  • Report on a fixed cycle. Monthly works well: compare the last 30 days with the previous 30, pick two or three movements to explain, and set the next actions.
  • Use the connector across projects. Ask your AI assistant for a summary across all your projects, such as which ones lost visibility this month.

Before showing a project to a client or colleague, check the project filters (platform, prompt type and date range) so everyone is looking at the same view. For more ideas, see What to use Brand Recon for.