AI visibility recap template

Monitoring branded coverage across ChatGPT, Perplexity, and Gemini is messy when every assistant answers differently. This recap template shows how we use Chatobserver to keep clients aligned on sentiment swings, share-of-voice gaps, and the sources driving AI answers.

Share of voice swings captured19 markets Assistants monitored10+

Insightinfo

How we brief clients in five minutes

Every recap starts with the visibility scorecard, then pushes competitive deltas and recommended actions into Slack + the dashboard timeline so regional teams can ship responses before the next AI run.

Why recaps matter

AI search is now a real distribution channel. Your team needs a way to turn prompt executions into client-ready talking points. Our recap structure keeps every slide grounded in:

Coverage – Which assistants mention you vs. the competition.
Sources – Citations that train assistants to prefer one brand over another.
Actions – Who should respond first and how.

Winning proof points at a glance

Positive AI mentions

68%

Up 9 pts since last quarter.

Competitor encroaches

Flagged across Claude + Perplexity.

Geo coverage

3.2x

US, UK, and DACH included.

Sentiment swing

+12 pts

+4 since last run

Competitor share

31%

+6 since last run

SourcePrompts run Feb 2025 (Oxylabs + Supabase)

What the template includes

A rollup of every recurring prompt with last run, next run, and platform coverage.
Domain and persona filters so you can brief regional teams on what matters locally.
Suggested follow-ups whenever we detect new competitors or sentiment cliffs.

Checklist for agencies spinning up recaps

Audit the prompts powering AI answers

Tag by persona, assistant, and region so gaps become obvious.

Normalize every citation

Feed the Sources tab + Evidence module with clean metadata.

Trigger downstream tasks

Use Cloud Tasks + Supabase hooks to alert lifecycle owners instantly.

Persona spotlight

Persona

Agency Insights Lead

Owns AI visibility reporting across six client brands.

Pain points

• Manual AI SERP copy/paste steals billable hours
• Clients ask for geo-specific proof
• Leadership wants competitive deltas daily

Desired outcomes

• Hands-free prompt automation
• Shareable dashboards with sourced evidence
• Clear next steps whenever a competitor outranks them

Competitive clarity

Capability	Chatobserver	Competitor
Multi-assistant prompts	Yes	No
Geo filters & personas	Per prompt	Limited
Source normalization	Yes	No
Webhook-friendly recaps	Yes	No

Where Chatobserver wins

Advantages

Automated Oxylabs + Supabase loop with retries
Supersonic dashboard that handles millions of AI answers
Ready-to-send recap template per persona/region

Where legacy tools stall

Constraints

Manual dashboards that can’t keep up with daily prompt runs
Opaque credit systems that limit research cadence
No direct way to cite sources or show leadership evidence

Proof from the field

“Chatobserver finally gave us a repeatable way to prove how we stack up in AI results. Recaps land in exec inboxes alongside share-of-voice deltas and source citations.”

Jamie Ortega · VP of CX Analytics, GrowthPulse

“We ship recaps in under ten minutes because Chatobserver distills every prompt run into executive-ready talking points.”

Dana Malik

Head of Client Strategy @ Orion Agency

Recommended follow-up resources

Resource

Automation deployment checklist

Every step we take to wire Cloud Scheduler, Cloud Tasks, and Supabase.

Open docs

Three-week rollout timeline

W
Week 1
Prompt intake + tagging
Import prompts, personas, assistant targets, and cadence.
W
Week 2
Automation wiring
Deploy scheduler/runner pair + analysis pipeline.
W
Week 3
Recap pilots
Send the first automated recaps to stakeholders and capture feedback.

Playbooksuccess

Pro tip

Use teams + personas to pre-segment recaps. Agencies roll out branded briefings for each client while CX teams keep internal and external visibility programs in sync.

Mid-article conversion hook

Want us to build your AI visibility recap?

Share the prompts or personas you care about, and we’ll stand up the dashboard + reports for you.

Book a walkthrough

Can I edit the recap template?+

Yes. You can fork the MDX layout, add your own CTA components, or embed custom graphs directly inside the dashboard share link.

Does this work for agencies with dozens of clients?+

Every workspace supports multiple brands with isolated prompts, personas, and sharing controls. Use tags to group portfolios and pre-fill recaps by client.

Where do the AI answers live?+

All prompt runs land in Supabase (`prompt_runs`, `prompt_run_sources`). Dashboards, APIs, and exports all reference the same source of truth.

Need a walkthrough? Drop a note at marketing@chatobserver.com and we’ll send the live dashboard.