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Workflow for a client portfolio

SEO Control for Agencies

Create separate monitoring profiles for client brands, rerun measurements on selected AI systems, and show your team where a brand appears in answers and where competitors outrank it.

Agency work, organized around projects

Use the same response-level workflow across a client portfolio, then export or share what each project needs.

Coverage

6 AI systems

Use the supported AI systems relevant to each client.

Request unit

1 credit

One successful prompt request to one AI system.

Client reporting

XLSX · PDF

Export results for an analyst, editor, or client review.

Access

Read-only link

Share a project view without giving edit access.

How to manage work for a client

01

Create a project profile

Add the client’s brand and website so results from different projects do not mix in the same analytics.

02

Build a set of client prompts

Group questions by topic and scenario: choosing a solution, comparing brands, pricing, and practical audience needs.

03

Choose AI systems and run a measurement

Send the prompts you need to ChatGPT, Perplexity, Copilot, Gemini, Google AI, or Yandex Alisa. One successful request to one system uses one credit.

04

Review answers and sources

Compare mentions, positions, cited pages, and competitors. Use the history of repeated measurements to discuss changes instead of relying on one random answer.

05

Prepare a client deliverable

Export a report to XLSX or PDF, or share a read-only link to a separate report.

A visual workflow for client reporting

Project names and performance values are synthetic examples, not customer results.

Keep client projects distinct

Review status across projects while opening each saved response in its own context.

Compare a client’s saved runs

Use a consistent prompt set to prepare a dated visibility review for a client.

Show source pages behind findings

Share specific URLs from saved responses so recommendations can be discussed with context.

Export a client-ready report

Choose a spreadsheet or PDF export, or share the project using a read-only link.

Estimate the prompt volume before onboarding a client

Count prompts × selected AI systems × planned runs. Each successful request to one system uses one credit; compare that volume with the package table below.

Estimate the volume before you start

Volume formula: prompts per client × AI systems × number of runs × number of client profiles = maximum successful requests; 1 credit is charged for each. For example, 20 prompts × 4 systems × 2 runs × 4 clients = up to 640 credits.

On narrow screens, scroll the table horizontally.

PackageCreditsBase price (USD)
Lite300$9.99
Standard900$23.99
Pro3,000$67.74
Agency 10K10,000$199
Agency 25K25,000$449
Agency 50K50,000$799
Agency 100K100,000$1,399
Agency 250K250,000$2,999
Agency 500K500,000$7,999
Agency 750K750,000$8,999
Agency 1M1,000,000$10,999

Prices reflect the public pricing page as of November 6, 2026. Credits do not expire. If your portfolio exceeds the standard profile limit, confirm agency access in advance.

What to keep in mind

  • The report link opens a read-only view; it does not allow project editing.
  • Share read-only project links with clients and export reports to XLSX or PDF.
  • The availability of answers and sources can vary by provider and prompt; Yandex Alisa does not always produce an AI answer for narrow commercial queries.
  • Estimate the cost of a client package by adding up successful prompt × AI system pairs at the measurement frequency you choose.

Questions about agency workflows

How should I handle a client’s prompt changes?

Treat a revised prompt set as a new comparison baseline. Record which questions were added, removed, or rewritten so a change in coverage is not mistaken for a change in brand visibility.

How should I compare clients in different industries?

Review each client’s trend against its own stable prompt set. Percentages from different question sets are not directly comparable.

What should accompany a client report?

Include the reporting dates, selected AI systems, prompt sample, and relevant response examples. If the prompt set changed, explain how that affects comparisons between reporting periods.

How should I interpret answers that vary between runs?

Compare a series of responses for the same prompts and systems over the chosen period. Use one response as an example and repeated changes as evidence for a trend.

Build an estimate for your portfolio

See the current packages and open a report demo using a synthetic project.

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