This Genezio setup guide gives you each step from the sign-up to your first AI visibility results. The setup makes the data that Genezio needs to measure the AI Recommendations and the AI Visibility of your brand on answer engines such as ChatGPT, Claude, Gemini, and Perplexity. The setup takes only some minutes. The result is a full set of topics and scenarios. Genezio uses them to run conversations with answer engines.

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Step 1: Create your account

To start, go to the Genezio sign-up page. For the available sign-in methods, read Sign-in and SSO options. During the sign-up, Genezio asks you for some basic data about your brand:
  • Brand name
  • Website URL
  • Main customer country
  • Main customer language
With this data, Genezio knows the market and the audience of your brand.

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Step 2: Confirm your brand description

After you send the initial data, Genezio automatically makes a brand description. This description gives a summary of these items:
  • What your brand does
  • The category of your brand
  • The type of customers of your brand
Genezio shows you the description for review. You can do one of these actions:
  • Confirm the description if it is correct.
  • Edit the description if it is necessary.
When you confirm this description, Genezio knows how to show your brand in conversations with answer engines. For the contents of a good description, read Write a precise brand description.

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Step 3: Confirm the customer profile

Then, Genezio makes a customer profile description from your brand and your market. This profile shows the typical person who can use an answer engine to look for solutions such as yours. The description can include these details:
  • The type of user
  • The goals of the user
  • The problems that the user tries to solve
You can examine and edit this description before you confirm it. In the subsequent steps, Genezio uses this profile to simulate realistic questions of users.

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Step 4: Confirm topics

After you confirm the customer profile, Genezio makes a set of topics. A topic is an area where users can ask answer engines questions about your brand or your category. These are examples of topics:
  • CRM for startups
  • sales automation tools
  • marketing automation platforms
You can examine, edit, or remove topics before you confirm them. The topics set the areas where Genezio measures AI Recommendations and AI Visibility.

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Step 5: Confirm scenarios

For each topic, Genezio makes prompts and scenarios that simulate different intents of users. The Genezio agent types use them in different ways.

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Prompter Agent

With the Prompter Agent, Genezio sends the text to the answer engine as a direct prompt. The Prompter Agent does not use scenarios. The other agent types use scenarios. Example:

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Recommender Agent

This agent type uses scenarios. It looks at direct requests for a recommendation. Example:

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Introspector Agent

This agent type uses scenarios. It looks at how answer engines understand a specific brand. Example:
You can examine and edit these items before you confirm them. Genezio also supports comparer scenarios. For example, a comparer scenario compares two brands. Usually, you add comparer scenarios later, during a deeper analysis. For tips on good scenarios, read Write effective scenarios.

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Step 6: Start your free trial

After you confirm your scenarios, your free trial starts. Then, Genezio automatically starts to run conversations with answer engines in the background. These conversations simulate users who ask the scenarios that you confirmed.

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Step 7: Watch the conversations in real time

While Genezio runs the conversations, you can see them in real time in the Genezio interface. For each conversation, Genezio does these actions:
  • It sends the prompt of the scenario to the answer engine.
  • It records the answer.
  • It extracts the mentions of brands.
  • It finds the citations and the sources.
  • It extracts the perceptions (claims) and examines their accuracy.
This process makes the dataset for the calculation of AI Recommendations and AI Visibility.

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Step 8: Explore your Brand Overview

When the conversations start to run, Genezio opens your Brand Overview page. This dashboard gives a high-level view of your AI Recommendations and AI Visibility. On this page, you can do these actions:
  • See how frequently your brand appears in the answers of answer engines.
  • See the competitors that appear in the same conversations.
  • Explore the sources that have an effect on the answers.
  • Analyze the visibility on different topics.
Then, you can examine specific conversations, topics, or insights. This shows you how answer engines show your brand. For a plan of your first days, read Your first week with Genezio.

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Tools that make the setup safer

Genezio has some functions that make the setup safer and easier to follow:
  • Recycle Bin: Genezio does not immediately lose the topics and scenarios that you delete. If you remove an item by mistake, you can restore it from the Recycle Bin.
  • Brand language: During the setup, you can set the language of your brand. Genezio then makes reports such as perceptions, SWOT, and AI insights in that language.
  • Predictable order and auto-scroll: New topics and scenarios appear in a predictable order. The view automatically scrolls to them. Thus, you immediately see the items that you added.

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In the API

The public API reads and changes the topics in List topics and the scenarios in List scenarios.