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Watch “Peec AI Product Walkthrough” on YouTube This quickstart guide gets you set up fast so you can dive deeper into the platform with solid data foundation. It takes less than 10 minutes to complete these steps, and you’ll have your first AI visibility insights within 24–48 hours.

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Step 1: Setting up your prompts

Prompts are the questions you want to be found for in AI search. We run them daily across AI platforms like ChatGPT and Perplexity to see who gets mentioned. Your task: Add your first 10 prompts. We suggest prompts based on your brand and website (check the Suggested tab on the Prompts page and use Topics to get better suggestions), or manually add your own using the Add button. Quick tip: Ask yourself “What do I want my brand to be found for?” Take your Google Search Console keywords and rephrase them conversationally. 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?”
Don’t worry about getting them perfect, you can always change them later.

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Step 2: Identifying your competitors

While your prompts run, we detect competitor brands mentioned in AI responses and suggest them for you. Your task: Add 3–4 competitors. Navigate to Brands and either:
  • Accept suggested competitors (we auto-detect brands from your prompt responses).
  • Use + Add Competitors to manually add your own.
This shows you who appears alongside (or instead of) you in AI responses and how often they’re mentioned compared to your brand.
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.

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Step 3: Understanding your dashboard

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Main dashboard view

Your Main Overview dashboard shows four key areas once your prompts start running within 24 hours. You can toggle between Classic and New to see different layouts. In the Classic Overview. Here you can see:
  1. Visibility graph: Percentage of chats mentioning each brand over time.
  2. Brands: Where you stand with visibility, share of voice, sentiment and position scores compared to competitors.
  3. Source distribution: Which websites AI platforms reference across your prompts (split by source types and domains).
  4. Recent chats: Latest AI responses (toggle to see chats with all your tracked brands or just yours).
This shows you exactly where you stand in AI search and how you compare to competitors across all your tracked prompts.
You can use filters at the top of your dashboard to filter by AI models, date range, or specific competitors to focus your analysis.
In the New Overview, you can build a dashboard that works for you by adding, removing, resizing, and rearranging widgets using charts from across Peec. Once you’re happy with the layout, you can share it with clients or stakeholders who don’t have a Peec account.
N Ewlayout
Here you can see:
  1. Brand KPI’s: Quick overview of your visibility, share of voice (SOV), position, sentiment, retrieved percentage, and average citation rate.
  2. Own source impact: Track how your visibility changes over time alongside how often your domains are cited as sources in AI responses.
  3. Top recommended actions: Prioritized opportunities to improve your visibility in AI search and improve your brand’s performance across AI platforms.
  4. Brands insights: Your brand’s performance and rankings across topics and tags.
  5. Source distribution: The types of sources AI is retrieving to generate its answers.
  6. Recent chats: Latest AI responses generated for your set of tracked prompts.
Customize your dashboard You’re not limited to the widgets already shown on the New Overview page. Choose from charts across Brand Insights, Brand Perception, Attributes, Domains, URLs, Keywords, Query Fanouts, and Shopping & Products to build your ideal dashboard. Here you can:
  • Add widget: Add a widget to an existing section. Use Add widget 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 spans the full row.
  • Delete widget: Click the ⋯ (three-dot) menu on any widget and select Delete widget.
Resizing
Your layout is personal. Changes are saved to your own account for this project, so rearranging the Overview won’t affect your colleagues’ layouts.Widgets have a minimum size to ensure they remain readable, so they can’t be resized below that limit.
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 widgets 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.
Saving several views Views let you save multiple dashboard layouts for different use cases, such as your own weekly monitoring, client reporting, or competitor analysis. Each view has a title and an optional description, making it easy to switch between different dashboard layouts without rebuilding them.
  • Create a view: Choose how you want to get started.
    • Build from scratch: Create your own layout by selecting the widgets you want.
    • Start with AI: Describe what you want to track, and AI will generate a dashboard to get you started.
  • Find your views: Access all your saved views from the views list.
    • Browse All or Bookmarked views, or use the search bar to find a specific one.
    • Open views shared by your teammates without having to recreate them.
Bookmark your most-used views for quick access from the sidebar. Bookmarks are personal to your account and don’t affect other users. The default Overview can’t be bookmarked because it’s already your landing page.
Whether you create a view manually or with the agent, it can be customized, shared, and edited the same way. Unfinished views are saved as drafts until you’re ready to continue or delete them.

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Step 4: Understanding your sources

When AI platforms search the web for answers, we capture those sources. They’re 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). Quick opportunities to spot:
  • 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.

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What’s next?

Now that you’ve got the basics set up, here are two great next steps:
  • 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.