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The search landscape is shifting under our feet. For years, the goal was simple: rank for a link. But with the rise of AI Search engines like ChatGPT, Perplexity, and Google’s AI Overviews, the goal has evolved.Today, it’s not just about the link; it’s about Owning the Answer.
In this guide, we’ll walk you through how to set up your AI Search Performance report in Conductor to monitor your brand’s visibility in this new landscape, track the conversations that matter, and protect your authority.
Before you start configuring your report, it helps to have a game plan. We recommend one of two strategies depending on your current needs.
Think of your AI Response Credits like a budget—you want to spend them where they have the highest impact. To do this, you need to understand not just what an engine costs, but how it generates answers and why you should use it.
Start With Your AudienceThe best engine mix depends on where your audience actually encounters AI answers. Each engine reaches a different kind of user, so lead with who you’re trying to reach and concentrate your credits there. ChatGPT (Auto) is the broadest-reach engine, so it’s a sensible base in almost any mix — then weight the rest toward the engines your audience uses:
A budget caveat: Gemini is one of the most expensive engines to track per prompt, so weight it deliberately — bring it in when you have evidence your audience relies on it, rather than by default. Google AIO and AI Mode sit at the opposite end of the cost scale, so there’s little downside to keeping them in the mix for any audience.Pair this with your prompt setup. Engine choice decides where your prompts run; Personas and Custom Instructions — including a B2B or B2C audience lock — decide which prompts get generated. Using both together gives you the most relevant picture.Not Sure Where to Start? Use the “Golden Ratio”If you don’t yet have a clear read on your audience, start with this default. The Golden Ratio balances insight with budget and works for almost any account on day one:
Now that your tracking is live, you need to know what the numbers are actually telling you. We break interpretation down into two categories: Visibility Metrics (what you see in the AI Search Performance report) and Impact Metrics (how you correlate that visibility with technical health and traffic).

The “Why”: Tracking Conversations, Not Just Keywords
AI search engines don’t just list websites; they provide answers. Even if an AI engine doesn’t always drive direct click-through traffic the way a traditional blue link does, monitoring it is critical for two reasons:- Brand Protection: You need to know if an AI is recommending a competitor when a user asks about your brand.
- The Full Funnel: AI search covers the entire user journey, from broad inspiration (“living room ideas”) to specific transactional comparisons (“Pottery Barn vs. Ikea delivery cost”).
In this guide, we’ll cover:
1️⃣ How to Choose Your Tracking Strategy2️⃣ How to Configure Your Prompts3️⃣ How to Optimize Your AI Credit Usage4️⃣ How to Interpret AI Search Data
Strategy A: The “Category” Approach (Top-Down)
Best for: New users or establishing a broad baseline.Track broad product or service categories to see how AI handles general inquiries.Concept: Select 10–15 business critical categories (e.g., “Handbags,” “CRM Software”).The Setup:- Personas: Use broad personas like “Price-conscious shopper” or “Luxury gifter” to see how answers change based on who is asking.
- Intents: Select all intents (Comparison, Recommendation, Pricing, etc.) to spot where you win or lose.
- Prompt Type: Aim for a mix of Unbranded and Branded topics. The real battleground is often unbranded queries (e.g., “Best leather sofa”) where you want to ensure you are part of the conversation.
- Cadence: Start broad categories on Weekly cadence. Promote to Daily only after you’ve identified which categories show the most volatility; demote awareness-only categories to Monthly to free up credits for the high-volatility ones.
Strategy B: The “Data-Led” Approach (Bottom-Up)
Best for: Advanced users looking to optimize specific high-traffic pages.This method involves reverse-engineering prompts based on pages that are already getting attention from AI bots.- Check Log Files: Look at the ChatGPT-User bot hits in Conductor Monitoring. Which pages is it crawling?
- Check Analytics: Look for “AI Referral Traffic” in Google Analytics (often masked as direct/social).
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Action: If Page A (e.g., “Sofa Product Page”) gets bot hits but no traffic, the AI is reading it but not citing it. Track topics related to Page A immediately.

- Daily: reserved for crown-jewel topics where a competitor surge in 48 hours is actionable. Multiplies credit cost — use sparingly.
- Weekly: the default for active strategic monitoring. Best for the topics you’d review in your weekly content meeting.
- Monthly: for broad strategic topics and awareness checks. Reports at monthly granularity, with the first collection within ~1 day of configuration and subsequent collections at the beginning of each month.
- Prompt Types: Toggle between Branded, Non-Branded, or Both.
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Search Intents: Select user goals like “Comparison” or “Pricing”.
- Pro-Tip: Remove “Pricing” intents for Branded terms (e.g., “Is [Your Brand] expensive?”) if you want to save credits on lower-value answers.
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Personas: Customize your prompts to target specific user types.
- Important note: Personas are used to generate persona-relevant prompts—and there’s no way to programmatically categorize prompts retroactively—so we strongly recommend spending time setting up your personas before moving forward.
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Custom Instructions: Give the generator free-form guidance to shape exactly the topics and prompts you get back.
- Use this when the standard toggles (Branded/Unbranded, Search Intents, Personas) aren’t specific enough — for example, “Exclude competitor names X and Y”, “Focus on ‘How-to’ questions only”, or “Follow this pattern: ‘Best [Product] for [Persona] in [Year]’.” Instructions work at both the topic level (which suggestions you see) and the prompt level (what gets generated per topic).

The “Exchange Rate”
Not all engines cost the same to track. Some pull data through more expensive APIs than others, so understanding the relative cost helps you maximize coverage for the credits you have. Review the exchange-rate table above before you allocate — a few high-cost engines can consume a budget that would otherwise cover much broader tracking.

- 80–90% of credits on ChatGPT (Auto) — the market leader and broadest-reach engine, so it’s the safest place to concentrate spend before you know more about where your audience is.
- 10–20% spread across Perplexity and Google AIO — both are low-cost, which makes them efficient add-ons for spotting early trends and adding diversity to your view.

A. The “Scoreboard”: Visibility Metrics
These metrics live directly inside your AI Search Performance report and measure your market presence.MentionsA Brand Mention occurs when an AI tool, such as ChatGPT or Perplexity, references your brand in the text of its response.💡 The Insight: This answers, “Are we part of the conversation?”. High mentions on key topics confirm you are visible in the context of the AI’s answer. It measures your brand awareness and sentiment within AI engines.CitationsAn AI Citation refers to an instance where an AI response explicitly cites your website as a source for its information, often including a direct link to your content.💡 The Insight: This answers, “Are we seen as the authority?”. Citations are the currency of AI search. They validate your content as a primary source for the AI model and are the primary mechanism for driving valuable referral traffic back to your site.Intent Performance Over TimeThis metric tracks how often your brand was mentioned or cited for prompts grouped by search intent (e.g., Education, Comparison, Purchase).💡 The Insight: Tracking intent allows you to move from a volume-based content strategy to a value-based one. By understanding if a user’s goal is to learn or to buy, you can create targeted content that guides them through the buyer’s journey and boosts conversion rates.Persona Performance Over TimeThis tracks how often your brand was mentioned or cited for prompts grouped by audience persona.💡 The Insight: This ensures your message resonates with the right people. An “IT Director” searches with different language and needs than a “Small Business Owner”. Analyzing visibility by persona helps you tailor your content’s tone and technical depth to win the specific audience that matters most to you.A Note on Market Share:If your Market Share looks lower in AI Search than in traditional search, don’t panic. In AI, you aren’t just fighting competitors; you are fighting Publishers (like Reddit, YouTube, or niche blogs) that LLMs love to cite.Pro-Tip: Use the Market Share Filter to remove Branded prompts. This reveals who really owns the category for unbranded queries—often uncovering publisher partnerships you should pursue.B. The “Bigger Picture”: Validating Cause & Effect
While the following metrics live outside the AI Search Performance report, checking them helps you validate the “Why” (technical causes) and the “So What” (traffic outcomes) behind your visibility.AI Bot Crawl Frequency (The Prerequisite)🛠️ Where to look: Conductor Monitoring (Log File Analysis)- High Frequency: Crawl frequency shows importance. AI engines crawl pages they deem important more frequently. A high or increased crawl frequency suggests the AI is refreshing its understanding of your content and that those pages are highly relevant to potential AI prompts.
- Low or No Frequency: If you see little to no crawl activity from bots like GPTBot, the AI likely does not view your page as authoritative or relevant enough to index regularly. It can also indicate a technical blocker (like a robots.txt disallow) preventing the AI from accessing your content at all.
- The Insight: This measures the traffic driven directly from a click-through link within an AI response.
- What to do with this data: Analyze the pages receiving this traffic to understand what follow-up information users seek after viewing an AI response. Since these users have already engaged with an answer about you, they are likely high-intent; ensure these pages are optimized for conversion rather than just awareness.
