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Agency AI visibility reporting your clients can read

Clients now ask whether they show up in ChatGPT. Track every client's prompts across six AI engines, fix the gaps from the same workspace, and send a branded progress report that compares then and now.

100 free credits at signup, no card: about one audit or one prompt run.

fieldnote.app4,571 credits

Progress Reports

Client: fieldnote.app · March vs September

Illustrative data
Prompts mentioned
11 / 18
+5 since March
Pages cited
7
+4 since March
AI referral visits
312
+188 since March
Work completed this period
  • Pricing FAQ publishedDone
  • GPTBot unblocked on /compareDone
  • Comparison page vs two rivalsIn review

What is agency AI visibility reporting?

Agency AI visibility reporting is a recurring client report on how often AI assistants name and cite the client. It compares stored prompt runs on ChatGPT, Claude, Gemini, Perplexity, Google AI Overviews and AI Mode against a baseline, lists the fixes delivered and shows AI referral visits. Answers change between runs, so the report uses counts across runs, such as "named in 11 of 18 prompts". The agency platform and white-label plans

Why AI reporting is hard to sell today

Rank trackers and GA4 dashboards were built for blue links. The AI answer your client's buyer reads leaves no ranking to screenshot.

  • No baseline to report against

    Without stored runs you cannot say whether a client is named more often than last quarter. One screenshot of one answer proves nothing, because answers change from run to run.

  • Data lives in five tools

    Mentions in one tool, crawler logs in another, GA4 in a third, audits in a fourth. Stitching it into a monthly deck eats the hours the retainer was meant to pay for.

  • Findings with no fix attached

    "You are not in Gemini's answer" is a worry, not a deliverable. Clients renew when the report lists the work done and the change it produced.

  • Access across many clients

    Account managers, writers and the client themselves all need a view of one domain, without seeing every other client on the account.

What your clients' buyers ask AI

Report on the questions that lead to a sale in each client's market, not on vanity terms. AI Prompt Research suggests them; you keep the ones that matter.

Build a prompt set per client

Each client gets its own prompts: category questions, comparisons with named rivals and pricing questions. Prompt Research can generate them for a chosen country and language, and you can add your own.

  • Group prompts by funnel stage so the report reads like a buyer's journey
  • Name the client's real competitors so share of mentions is like for like
  • Re-run the same prompts each reporting period to build the trend
How brand visibility tracking works
fieldnote.app4,571 credits

AI Prompt Research

Client: fieldnote.app · 18 prompts

Illustrative data
Prompts saved for this client
  • best crm for a small agencyCategory
  • fieldnote vs pipewiseComparison
  • crm with client portal and per-seat pricingFeature
  • is fieldnote worth it for a 5 person teamPricing
  • alternatives to hubstack for agenciesSwitching

From new client to monthly report

Five steps that turn AI visibility into a line item on the retainer, with the evidence attached.

Add the client

Add the client's domain to your workspace and invite the people who need it. Each person gets a role (employee, client or viewer), the features they may use and, if you choose, a credit allowance for that domain.

Multi-brand dashboard
Team · fieldnote.appIllustrative
  • account.manager@youragency.comEmployee
  • marketing@fieldnote.appClient
  • founder@fieldnote.appViewer

Take a baseline

Run the client's prompts on ChatGPT, Claude, Gemini, Perplexity, Google AI Overviews and AI Mode, and run a site audit. Every run is stored, so this becomes the 'before' in every later report.

AI visibility tracking
Brand visibility · first runIllustrative
  • Mentioned in 6 of 18 promptsBaseline
  • Rivals named more often: 2Gap
  • Client pages cited: 3Baseline

Fix the gaps

The Action Plan turns gaps into prioritised tasks. Write the missing pages with the AI Content Writer and publish them to the client's WordPress site or through a signed webhook.

AI content writer
Action Plan · fieldnote.appIllustrative
  • Add a per-seat pricing FAQDo first
  • Publish a comparison pageNext
  • Unblock GPTBot on /compareNext

Re-run and compare

At the end of the period, run the same prompts again. Prompts you opt in to the Action Plan citation tracker are also re-checked weekly, so you see whether a fix earned the citation.

Citation tracker · weekly re-checkIllustrative
  • best crm for a small agencyNow cited
  • fieldnote vs pipewiseMentioned
  • crm with client portalNot yet

Send the report

Progress Reports compare two points in time, or the client against a competitor, from data already stored. Taking the snapshot costs no credits. The PDF carries your branding, an executive summary and the work completed.

White-label options
Progress report · PDFIllustrative
  • Executive summaryIncluded
  • AI visibility, before and afterIncluded
  • Your agency logo and coloursBranded

The features agencies use for this

Every one is in every plan. Credits, not seats, decide how many clients you can run.

Brand visibility across six AI engines

Each run records whether the client was mentioned, at what position, with what sentiment, which competitors appeared and which URLs were cited.

  • ChatGPT, Claude, Gemini, Perplexity, AI Overviews, AI Mode
  • Every run stored for comparison over time
Brand visibility
fieldnote.app4,571 credits

Brand Visibility

fieldnote.app · 18 prompts × 6 engines

Illustrative data
Mention rate by engine
  • ChatGPT61%
  • Perplexity56%
  • Claude44%
  • Gemini33%

Citations: which pages AI engines trust

See the domains and URLs each engine cites for the client's prompts, and how often a competitor's page is cited instead.

  • Client pages vs competitor pages vs third-party sources
  • Feeds the Action Plan with the pages to win
Citation analytics
fieldnote.app4,571 credits

Citations

Top cited URLs · all engines

Illustrative data
Most cited for this client's prompts
  • pipewise.io/agencies9
  • fieldnote.app/pricing7
  • g2.com/categories/crm6
  • reddit.com/r/agency4

AI bot and AI referral tracking

A small tracking tag (or the WordPress plugin) records visitors referred by AI assistants, and AI agents that run JavaScript, per page. It is the traffic side of the story clients ask for.

  • AI-referred visits per page and per assistant
  • Billed at 1 credit per 100 tracked requests
AI bot tracking
fieldnote.app4,571 credits

AI Bots Tracker

fieldnote.app · last 30 days

Illustrative data
AI-referred visits by source
  • ChatGPT188
  • Perplexity74
  • Gemini31
  • Claude19

What to put in the monthly report

Measures you can defend in a renewal meeting, each tied to stored data rather than a single screenshot.

Mention rate

Brand visibility

Share of the client's prompts where an engine names the brand, per engine, against the baseline.

Citation count

Citation tracker

How many of the client's own URLs are cited, and which competitor URLs are cited instead.

AI referral visits

AI referral traffic in GA4

Visitors arriving from AI assistants, per page, from the tracking tag. Cross-check in GA4.

Work completed

The Action Plan tasks closed in the period, so the report shows cause as well as effect.

44%

of prompt–engine pairs switched between naming a brand and leaving it out at least once. Report trends, not single runs.991 successful runs of 45 prompt–engine pairs tracked in AI Rank Lab, 13 February to 30 October 2026. Pairs with five or more runs only. Aggregated and anonymised.

What this workflow won't do

Set these expectations with the client before the first report.

Prompts run when you start them

There is no automatic daily monitoring. Run the prompt set before each review; prompts opted in to the Action Plan citation tracker are re-checked weekly.

Assistants don't emulate a location

Runs on ChatGPT, Claude, Gemini and Perplexity don't pretend to be in a country or town, so write the market into the prompt. Google AI Overview and AI Mode checks take a country and language per query.

No guaranteed citations

Fixes make a page easier for engines to read and quote. Whether an engine cites it depends on the answer and the competition, so promise trends and work delivered, not placements.

AI traffic is a floor

The tracking tag counts visits that carry an AI referrer or UTM tag. Visits with no referrer land in Direct, and crawlers that don't run JavaScript are not recorded by the tag.

Questions buyers ask us

Something else? Ask the team

Which agency tool is best for AEO and SEO reporting?

Pick one that measures AI answers directly and keeps every run, so you can show change over time. AI Rank Lab tracks ChatGPT, Claude, Gemini, Perplexity, Google AI Overviews and AI Mode, audits SEO, AEO and GEO readiness, and produces branded progress reports in the same workspace. It is our product, so judge it on a free trial against your own client prompts.

Can I put my agency's branding on client reports?

Yes. Progress Reports export a comparison PDF with your agency branding, an executive summary and the work completed. For a fully rebranded client-facing app, see the white-label option.

Can clients log in and see only their own domain?

Yes. Invite a client to one domain with the client or viewer role. They switch to that domain in the dashboard and see only the features you allowed.

How often should an agency report on AI visibility?

Monthly suits most retainers. Run the client's full prompt set before each report and compare it with the baseline, as counts such as "named in 11 of 18 prompts". Opt the prompts tied to active fixes in to the citation tracker so they are re-checked weekly between reports.

Does AI Rank Lab run client prompts automatically every day?

No. You run prompts when you choose, and every run is stored. Prompts you opt in to the Action Plan citation tracker are re-checked weekly.

How many clients can I manage?

Plans are priced by credits, not by client. Starter is $69 a month for 10,000 credits, Professional $149 for 30,000 and Enterprise $499 for 150,000; a prompt run costs 100 credits per engine by default. Check the pricing page for current limits.

Is there a partner or referral programme for agencies?

Yes. Every account has a referral link that earns a 10% commission on purchases by the people it refers. See the partner page for details.

What should I charge clients for AI visibility reporting?

We don't publish a recommended price. Agencies usually price it as part of an SEO or content retainer, sized by the number of prompts and engines tracked and the fixes delivered each month.

Run your first client baseline today

Paste a client's site for a free SEO, AEO and GEO audit, then add their prompts to start the trend line.