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14 min readAI Features

Search AI: Setup & Usage

Track how businesses appear across AI-powered search platforms, configure OpenRouter correctly, and use Search AI as a new kind of local visibility reporting channel.

Feature overview: AI visibility

Your guide, at your pace

Scan the overview. Open a section for its full steps and details.

Search AI monitors how a business appears across AI-powered search platforms such as ChatGPT, Google Gemini, and Perplexity. Instead of only watching traditional rankings, it helps agencies understand whether a business is even being surfaced in AI-generated recommendations.

That makes it a new visibility layer. A business can be strong in traditional search and still be weak in AI-generated discovery. Search AI helps expose that gap.

What Search AI is

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When someone asks an AI tool for a recommendation, that AI may or may not mention the business you are trying to grow. Search AI runs those kinds of questions across multiple AI platforms and measures whether the business appears, how prominently it appears, and which competitors are being surfaced instead.

Steps and details
  • Whether the business was mentioned
  • Approximate position in the response
  • How confident the system was in the match
  • What competitors were mentioned instead
  • Which source signals the AI appeared to rely on
  • An overall visibility score across platforms

Who can use it

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From the agency side, Search AI is available when the platform has the right AI provider configured. For customers, access is controlled through the custom plan feature settings, just like other premium feature controls.

Steps and details
  • Use Enabled when customers should access Search AI freely
  • Use Upgrade when you want the feature visible but gated
  • Use Hidden when you want it removed from the customer interface

OpenRouter is required

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Search AI specifically requires OpenRouter. OpenAI alone cannot power it because Search AI needs access to multiple AI ecosystems through one provider layer.

Steps and details

The OpenRouter provider does not need to be your default AI provider. It simply needs to exist and be marked ready so Search AI can use it.

Worth knowing

A common setup is OpenAI as the default for everyday AI features and OpenRouter connected alongside it specifically for Search AI.

Set up Search AI

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Start by making sure an OpenRouter provider is connected and ready. Then go to Dashboard -> Search AI and work through the setup wizard.

Steps and details · includes a table
Set up Search AI
StepWhat to do
WelcomeWhat Search AI does and what it costs
Your BusinessName, category, location, description, competitors, plus optional AI generation of a richer query profile
LocationsPer-location settings, or one shared set for all locations
LaunchReview the summary and start the first scan

Step · What to do

Welcome
What Search AI does and what it costs
Your Business
Name, category, location, description, competitors, plus optional AI generation of a richer query profile
Locations
Per-location settings, or one shared set for all locations
Launch
Review the summary and start the first scan

Business details matter

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The better the business information is, the better the generated queries are. A vague setup creates vague scans. A detailed setup creates a much stronger picture of how the business is actually represented in AI-driven search.

Steps and details
  • Use the real business name as it appears publicly
  • Choose the clearest business category
  • Add the city, region, and country unless the business is online-only
  • Write a useful business description with specialties and positioning
  • Add competitors where comparison matters

How query generation works

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Search AI can generate query themes automatically from the business profile. This helps the scan cover direct-brand questions, discovery questions, comparison questions, and quality or value-focused searches.

Steps and details · includes a table

You can also add your own custom questions when you want to test something more specific.

How query generation works
ThemeWhat it tests
Direct mentionWhether the AI knows the business by name
General discoveryWhether the business appears in broad category searches
RecommendationWhether the business is actively recommended
ComparisonWhether it appears in side-by-side style prompts
Quality focusedWhether strong-review framing surfaces the business
Value focusedWhether affordability-oriented prompts surface the business
SpecialtyWhether niche or service-specific prompts surface the business

Theme · What it tests

Direct mention
Whether the AI knows the business by name
General discovery
Whether the business appears in broad category searches
Recommendation
Whether the business is actively recommended
Comparison
Whether it appears in side-by-side style prompts
Quality focused
Whether strong-review framing surfaces the business
Value focused
Whether affordability-oriented prompts surface the business
Specialty
Whether niche or service-specific prompts surface the business

How Search AI scans work

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Once launched, the system generates the queries, sends them across multiple AI platforms through OpenRouter, repeats them enough times to measure consistency, then analyzes the resulting responses.

Steps and details

The goal is not just to detect one lucky mention. It is to measure how consistently the business appears across the query set and across different AI ecosystems.

  • Queries are generated from the business profile
  • The same query themes are tested across multiple AI platforms
  • Multiple runs per platform help measure consistency
  • The responses are analysed for mentions, rank, competitors, and source signals

Which platforms are checked

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Steps and details · includes a table
Which platforms are checked
PlatformTypical model role
ChatGPTOpenAI model access through OpenRouter
Google GeminiGoogle model access through OpenRouter
PerplexityPerplexity model access through OpenRouter

Platform · Typical model role

ChatGPT
OpenAI model access through OpenRouter
Google Gemini
Google model access through OpenRouter
Perplexity
Perplexity model access through OpenRouter

What the metrics actually mean

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The dashboard turns raw AI responses into metrics the agency can use. The most important one is the overall visibility score, but platform-specific scores, theme-level performance, competitor visibility, and consistency are what explain that number.

Steps and details
  • Overall visibility score
  • Platform breakdown
  • Theme performance
  • Competitor analysis
  • Source analysis
  • Representation accuracy

How to read the dashboard

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The visibility score gives a top-line summary, but the real value comes from looking underneath it. A business might be strong on direct-brand prompts and weak on discovery prompts, or strong on one AI platform and weak on another.

Steps and details

That is what turns Search AI into an actionable agency tool instead of just an interesting metric.

Scheduling and historical tracking

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Search AI re-scans automatically once a week (Mondays), and you can trigger a refresh manually from the dashboard. Historical scans let you compare where visibility is improving and where it is slipping.

Steps and details

This is useful for reporting because it gives the client a before-and-after narrative rather than a single isolated snapshot.

Multi-location use

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If an organization has multiple locations, Search AI can be used with location-specific context and competitors. That matters because AI visibility can vary by city, by branch, and by how clearly each location is represented online.

What usually improves AI visibility

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A strong Google Business Profile

Steps and details
  • Review volume and recency
  • Presence on multiple trusted platforms
  • A better website and stronger local SEO signals
  • Consistent business information across the web
  • Active review responses and strong reputation signals
  • Structured data and clearer entity signals

Common questions

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