Methodology

How we capture AI visibility data

This methodology powers our hub-and-spoke landing pages, dashboards, and research drops across chatobserver.com. Share it with legal, procurement, or PR teams that need to understand the controls.

Prompt orchestration

Prompts run through approved, consumer-ready interfaces such as ChatGPT web, Perplexity Copilot, Gemini Advanced, and Google AI Overviews or AI Mode experiments. Teams pick cadences ranging from hourly to weekly. Every execution records prompt text, persona notes, cadence, and workspace owner.

Assistant guardrails

We respect each assistant’s terms of service and robots guidance. Chatobserver does not attempt to bypass rate limits or simulate logged-in states that violate policy. When assistants publish official APIs, we use those endpoints.

Geo and device context

Requests record device type, geo, and language. This is essential for AIO and AIM monitoring where rollouts differ by market. Geo metadata is stored alongside prompts for audit purposes.

Storage and retention

Answer payloads, metadata, and cached HTML or image snapshots are stored in redundant regions with encryption at rest. Customers can set retention periods per workspace or request redactions.

Normalization pipeline

Raw assistant responses pass through parsers that extract mentions, citations, and sentiment labels. Citations map to domains and content types such as owned, earned, or partner. We maintain transformer versions per assistant so you can trace anomalies.

Audit trail

Every execution receives a unique ID with timestamp, workspace, triggering user, assistant, and result sync status. Automations also log downstream actions such as alerts, exports, and sheet syncs so compliance teams stay informed.

Safeguards we enforce

  • We only crawl surfaces we are explicitly allowed to access. No headless scraping of paywalled assistants.
  • We respect robots directives for programmatic SERP checks and throttle requests with randomized delay windows.
  • LLMs.txt directives are honored where assistants declare them, and we include them in advisory workflows even when support is unofficial.
  • Opt-out controls let customers suppress sensitive prompts from any shared dataset or export.

Need deeper detail?

Email [email protected] for a signed methodology summary, DPIA references, or a joint-security questionnaire.