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Watch the full “Getting Started with Peec AI” playlist on Youtube This quickstart guide gets you set up fast, so you can dive deeper into the platform with a solid data foundation. It takes less than 10 minutes, and you’ll have your first AI visibility insights within 24 hours.

Step 1: Setting up your prompts

Prompts are the questions you want to be found for in AI search. Peec AI runs them daily across AI platforms like ChatGPT and AI Overviews to see who gets mentioned. Your task: Add your first 10 prompts. Peec AI suggests prompts based on your brand and website (check the Suggested tab on the Prompts page, and use Topics to get better suggestions), or add your own with the Add button.
If you are unsure where to start, you can ask yourself “What do I want my brand to be found for?” Then take your Google Search Console keywords and rephrase them to be conversational.
Examples:
  • “What’s the best project management tool for creative agencies?”
  • “Which CRM is best for marketing agencies under 50 people?”
  • “How do I improve email open rates for B2B clients?”
They do not need to be perfect; you can change them later.

Step 2: Identifying your competitors

While your prompts run, Peec AI detects competitor brands mentioned in AI responses and suggests them for you. You can also add social channels that belong to your brand or your defined competitors, making it easier to identify and filter their content in the Sources section. Your task: Add 3 to 4 competitors and your social channels. Go to Settings → Brands under Project settings, then:
  • Accept suggested competitors that Peec AI detects from your prompt responses, or use + Add brand to add your own.
  • Select from the available social platforms and add the relevant handle, channel, or subreddit for your brand. You can also add channels for your defined competitors.
This helps you see which brands appear alongside or instead of yours in AI responses, compare how often they are mentioned, and track the social sources connected to your brand and competitors.
Important: Use the shortest unique brand name like “HubSpot” not “hubspot.com” or “HubSpot UK”, that’s exactly what we’ll track.If there are alternative spellings of a brand name, set them up as aliases.For complex cases requiring advanced pattern matching (dictionary words, case sensitivity, context requirements), see our Advanced RegEx section.

Step 3: Understanding your dashboard

Your Overview gives you a clear view of your brand’s performance first, then helps you explore the insights behind it and identify where to take action. You can also add, remove, resize, and rearrange elements to build a layout that works for you. Here you can see:
  • Visibility: How often you appear in the AI answers generated for your prompt set.
  • Share of Voice (SoV): Measures the percentage of your brand mentions in AI responses compared with all brands mentioned, including yours.
  • Sentiment: How positively AI describes you, on a 0 to 100 scale.
  • Position: Your average rank when you do appear within the response. The lower the number, the better.
  • Used as source: Share of chats that used one of your own pages as a source. Includes chats from archived prompts.
  • Own source impact: Track how your visibility changes over time alongside how often your domains are cited as sources in AI responses.
  • Top recommended actions: Prioritized opportunities to improve your visibility in AI search and improve your brand’s performance across the AI models.
  • Performance matrix: Compare metrics across different dimensions.
  • Source distribution: The types of sources AI is retrieving to generate its answers.
  • Recent chats: Latest AI responses generated for your set of tracked prompts.
Use the filters at the top of your dashboard to filter by AI models, topics, tags, date range, or specific competitors to focus your analysis.
Customize your dashboard Editview Here you can:
  • Add element: Add an element to an existing section. Use Add element to create a new section.
  • Rearrange and resize: Drag widgets to reorder them, or drag their edges to resize. A width of 6 columns takes up half a row, while 12 columns span the full row.
  • Replace or delete an element: From an element’s menu, select Replace with to swap it for a different chart in the same position, or choose Delete element to remove it. You can also click the X in the top-right corner to delete an element.
The catalog goes beyond what’s already displayed on your Overview page. You can add charts from Brand Insights, Brand Perception, Attributes, Domains, URLs, Keywords, Query Fanouts, Shopping, and Products to customize your Overview and bring all your key insights into one place, without having to navigate between different pages.
Your layout is personal. Changes are saved to your own account for this project, so rearranging the Overview won’t affect your colleagues’ layouts.
Filtering a single element The filters at the top of the Overview page apply to all elements. However, you can also configure filters for individual elements, allowing you to compare the same chart across different models, topics, or tags side by side. To customize an element, open its 3-dot (⋯) menu and select Configure. A panel will appear with the following settings:
  • Display: Customize chart-specific settings, such as the resolution of a trend chart. For trend charts, enabling Show actions highlights the days when actions were completed. Hover over a marker to see which actions were completed that day.
  • Period, Brands, Prompts, and Answers: Set filters for the date range, brands, topics, tags, categories, models, and countries for that specific element. Only filters supported by the selected element will appear.
  • Sources: Filter source-based elements by domain types, domain tags, URL types, and URL tags.
Filters applied to an individual element override the page-level filters. Any changes to the page filters won’t affect elements with their own filters.Elements with individual filters display a filter count in the corner. Hover over it to see which filters are applied and whether they’re Saved with the view.To remove these filters and return to the page-level settings, select Use page filters.
To compare different settings for the same chart, open the element’s ⋯ menu and select Duplicate. A copy will appear directly below the original with the same filters applied. The Configure panel opens automatically, allowing you to adjust only the settings you want to compare.
Saving filters into a view Any filter changes you make to a view are personal and won’t be visible to others unless you save them to the view.
  • Save to view: If you have permission to edit the view, you can save your filter changes so everyone who opens it sees the same settings. Use Save to view in the Configure panel to save filters for a single element, or from the page header to save changes across all modified elements.
  • Reset: Use the reset option in the page header to restore all elements to the view’s saved filters.
  • Sharing: The share dialog shows how many elements have their own filters. If you have unsaved changes, you’ll be prompted to Save to view before sharing the link.
You need edit access to a view to use Duplicate or Save to view. Viewers can still adjust individual element filters, but these changes will only be visible to them.The default Overview doesn’t support Duplicate. To display the same chart multiple times, create a custom view instead.
Share your dashboard Sharing lets you generate a public, read-only version of your dashboard that anyone can access without a Peec account. Turn it on, then click Copy public link to share it. Anyone with the link can view the same elements and data as you, but they can’t edit the layout or interact with the dashboard.
  • Password protection: Add a password to restrict access to the public link.
  • Export as PDF: Download the current dashboard as a PDF to share in reports or presentations.
A shared link always displays the latest dashboard data. If you need a fixed version that won’t change over time, export the dashboard as a PDF instead.Turning Sharing off permanently disables the current link. If you enable sharing again later, a new public link will be generated.
Create custom views Custom views Views let you save multiple versions of your Overview, each tailored to a different purpose. You might create one for your weekly check-in, another for client reporting, and another for tracking competitors. Each view has a title and can include a description. Your default Overview remains unnamed, making it easy to distinguish from the custom views you create.
  • Create a view: Choose how you want to get started:
    • Build from scratch: Open the builder and choose the metrics and elements you want to include.
    • Start with agent: Describe what you want to monitor, and the Agent will create a starting layout for you.
  • Find your views: All the views available to you are collected in the views list, making it easy to return to them whenever you need. Use the All and Bookmarked tabs to browse your views, or search for a specific one. You’ll also see views your colleagues have shared with you, along with the name of the owner, so you can easily find and reuse layouts your team has already created.
Both options create the same customizable view, with full control over layout, resizing, and sharing. Unfinished views are saved as drafts, which you can resume or discard later.
Bookmark the views you use most often to access them directly from the sidebar without opening the full views list. Bookmarks are personal, so each user can create their own shortlist without affecting anyone else. Your default Overview can’t be bookmarked because it’s already the page you land on.

Step 4: Understanding your sources

When AI platforms search the web for answers, Peec AI captures those sources. They are your biggest opportunity for improvement. Your task: Check the Sources page to see which domains and URLs appear most frequently. You can switch between Domains view (like nytimes.com) and URLs view (specific web pages). As you review the domains, look for opportunities such as:
  • Competitor sites appearing frequently → consider similar content topics.
  • Industry publications you’re not in → reach out for coverage or guest posts.
  • Your own URLs appearing → double down on that content format.
  • High “Used” percentage domains → these are authoritative sources worth targeting.
Let your prompts run for a couple of days before diving deep into analysis. Once you have enough data, focus on the sources appearing most consistently; these are your best targets for content strategy and partnership opportunities.

Turn on the Gap analysis toggle to show only the sources (domains and URLs) where your competitors are mentioned but your brand is not. This helps you find visibility gaps and top sources where you are invisible.

What’s next?

Once you are familiar with the basics, you can move on to:
  • Learn the strategy: Navigate to our section “How to use source insights” to find out how to work with your source data for maximum impact.
  • Perfect your prompts: Dive deeper into the Prompts section for advanced setup tips and strategic approaches to get even more valuable insights from your tracking.