Quick Start: Your First Monitor

Quick Start: Your First Monitor (5 Minutes)

This guide creates one working monitor so you see real data within minutes.

Step 1 — Open Monitors

Go to Dashboard → Monitoring → Monitors and click Create New Monitor.

Step 2 — Fill the Form

Use these starter values:

FieldValue
Monitor NameBrand-Core-Awareness
Target PersonaDirector of Marketing, Head of Growth
CountryYour primary market
LanguageEnglish
City(leave blank)
FrequencyDaily

Step 3 — Add 4–5 Prompts

Use prompts that mention your brand by name. Example for a B2B SaaS authentication platform called Acme Auth:

  • "What is Acme Auth?"
  • "Acme Auth reviews and pricing"
  • "Is Acme Auth SOC 2 compliant?"
  • "Acme Auth vs Auth0"

Example for a cybersecurity EDR vendor called SecureEDR:

  • "What does SecureEDR do?"
  • "SecureEDR customer reviews"
  • "Is SecureEDR FedRAMP authorized?"
  • "SecureEDR vs CrowdStrike"

Step 4 — Pick AI Models

Select ChatGPT, Perplexity, Claude, Gemini. These four cover most B2B research behavior.

Step 5 — Save

Click Create Monitor. The first run starts within minutes.

What to Do Next

  • Wait 24 hours for a clean baseline
  • Review responses in Monitoring → Responses
  • Read Setting Up AI Monitors for the full strategy
  • Add your first competitor monitor using the Comp template