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Brand Settings & Configuration

Configure your brand's aliases, categories, default country/language, and description for accurate AI visibility tracking.

Proper brand configuration is crucial for accurate tracking. This guide covers all the settings you should configure to get the most out of Rank Prompt.

Accessing Brand Settings

  1. Make sure you're on the correct brand (check the brand switcher)

  2. Go to Brand → My Brand in the sidebar

  3. Click "Edit Brand" to modify settings

<!-- IMAGE: Screenshot of My Brand page in edit mode -->

Brand Settings are organized into tabs. The main Profile tab contains name, website, description, aliases, categories, and country/language. The Client access tab (covered below) contains contact, portal, client login, and tag settings.


Brand Name

What It's For

The brand name is the primary identifier we search for in AI responses.

Best Practices

✅ Do

❌ Don't

Use official name

Use nicknames

Match how customers know you

Use internal project names

Update if company rebrands

Change frequently

Examples

  • Good: "Salesforce", "HubSpot", "Rank Prompt"

  • Bad: "SF", "The Hub", "RP Tool"

💡 Use aliases for variations, not multiple different brand names.


Website

What It's For

Your website is used for:

  • Logo fetching — Automatically pulls your logo

  • Citation tracking — Identifies when AI cites your domain

  • Brand verification — Confirms your brand identity

How to Set It

Enter your primary domain with https://:

✅ https://rankprompt.com
✅ https://www.acme.com
❌ rankprompt.com (missing protocol)
❌ https://rankprompt.com/pricing (too specific)

Multiple Domains?

Use your primary brand domain. If you have multiple domains, the primary one is usually enough—AI platforms typically cite the main domain.


Brand Description

What It's For

The description helps when:

  • Generating prompts — AI understands your business context

  • Analyzing reports — Provides background for categorization

  • Content generation — Informs article topics

What to Include

Write 3-5 paragraphs covering:

  • What your company does

  • Key products/services

  • Target audience

  • Unique value proposition

Example

**Rank Prompt** is an AI visibility tracking platform that helps businesses
understand how they appear in AI-generated responses from ChatGPT, Perplexity,
AI Mode, Claude, Gemini, Grok, and other engines we support.

We serve marketing teams, SEO professionals, and agencies who need to track
and improve their brand's presence in the growing AI search landscape.

Key features include automated visibility reports, competitor analysis,
content generation, and backlink outreach.

Markdown Support

The description field supports Markdown:

  • **bold** for emphasis

  • - bullets for lists

  • [links](url) for references


Brand Aliases

Why Aliases Matter

AI platforms might mention your brand differently than your official name:

Official Name

AI Might Say

International Business Machines

IBM

The Coca-Cola Company

Coca-Cola, Coke

Rank Prompt

Rank Prompt, Rank-Prompt

Without aliases, you'd miss these mentions!

How to Add Aliases

  1. In edit mode, find the Brand Aliases section

  2. Type an alias in the input field

  3. Press Enter or click "Add"

  4. Repeat for all variations

What Aliases to Add

Include:

  • Abbreviated versions (IBM, MSFT)

  • Common misspellings (Coca Cola vs Coca-Cola)

  • Product names used interchangeably

  • Acronyms customers use

  • Former names (if recently rebranded)

Don't include:

  • Generic industry terms

  • Competitor names

  • Unrelated keywords

Managing Aliases

  • Remove: Click the X on any alias pill

  • Reorder: Not necessary—all aliases are checked equally

Example Alias Setup

Brand: "Microsoft Corporation"

Aliases:

  • Microsoft

  • MSFT

  • MS

  • Windows (if tracking Windows product)


Categories

What Categories Are

Categories are industry/topic tags that help organize your prompts and analysis:

Examples: Software, CRM, Marketing, B2B, SaaS, Enterprise

How Categories Are Created

  1. Automatic discovery — When you run reports, we identify relevant categories

  2. Manual addition — You can add your own

  3. From content — Generated articles suggest categories

Managing Categories

Add a category:

  1. Type in the input field

  2. Press Enter or click "Add"

Remove a category:

  • Click the X on the category tag

Best Practices

  • Keep 5-10 relevant categories

  • Use industry-standard terms

  • Remove irrelevant auto-discovered categories

  • Be specific but not too narrow

Good categories: "CRM Software", "Sales Automation", "B2B SaaS" Too broad: "Technology", "Business" Too narrow: "Enterprise CRM for Healthcare Companies"


Default Country & Language

What They're For

These settings provide defaults for:

  • New visibility reports

  • Content generation

  • Outreach emails

  • Location configs in scheduled reports

Setting Primary Country

  1. Click the Primary Country dropdown

  2. Search or scroll to find your country

  3. Select it

The language will auto-update to the most common language for that country.

Setting Primary Language

  1. Click the Primary Language dropdown

  2. Select from languages available for your country

  3. Override if needed

Language options depend on country:

  • United States → English, Spanish

  • Canada → English, French

  • Spain → Spanish, Catalan, Basque

When to Change

Update these if:

  • Your target market changes

  • You're tracking a different region

  • Content should be in a different language


Your Role

On the My Brand page, you'll see your role:

Role

Badge

Capabilities

Owner

👑 Green

Full control, can delete brand

Editor

✏️ Blue

Can edit, cannot delete

Viewer

👁️ Gray

Read-only access

If you need different permissions, contact the brand owner.


Client Access Tab

The Client access tab in Brand Settings contains configuration for agency-facing features. It has four sections.

Client Contact

Store contact details for the person or team receiving reports for this brand:

  • Client Name - The contact's full name

  • Client Email - Used for automated report delivery, and prefilled when you invite a client login

  • Company - The client's company name

These fields populate automated email delivery and are visible to team members managing the brand.

Client Portal (Agency Plus)

Manage the portal link for this brand: Enable, Copy, Refresh (new link and a new 365-day expiry), or Revoke. The portal shows every non-expired share for the brand plus pending article reviews. There is no per-portal visibility configuration: control what the client sees by creating and revoking shares. See Client Portal.

Client Seats (Agency Plus)

Invite the client to sign in on your agency domain with a read-only view of this brand only. Requires a verified agency domain with the white-label app enabled. Agency Plus includes 100 client seats per account, separate from team seats. See Client Access.

Brand Tags (Agency Plus)

Tags let you label brands for portfolio organization and filtering across all agency views.

To add a tag:

  1. Go to Brand > My Brand > Client access tab

  2. Find the Brand Tags section

  3. Type a tag name and press Enter or click "Add"

To remove a tag:

  • Click the X on any tag

Example tags: "Active", "Onboarding", "Paused", "E-commerce", "SaaS", "Tier 1"

Tags you add to a brand appear in the agency portfolio view and can be used to filter which brands are shown across agency pages.

Brand Tags require an Agency Plus plan.


Configuration Checklist

Before running reports, ensure:

  • [ ] Brand name is accurate and official

  • [ ] Website is your primary domain with https://

  • [ ] Description explains your business

  • [ ] Aliases cover common variations

  • [ ] Categories reflect your industry

  • [ ] Country/Language match your primary market

For agency brands, also check the Client access tab:

  • [ ] Client contact details are filled in for report delivery

  • [ ] Client portal is enabled or a client login is invited if the client needs self-service access (Agency Plus)

  • [ ] Brand tags are set for portfolio organization (Agency Plus)


Troubleshooting

Changes not saving

  • Ensure all required fields are filled

  • Check your internet connection

  • Try refreshing and editing again

Logo not updating

Logos are cached. Changes may take time, or:

  • Your website blocks logo fetching

  • Use a different URL format

Aliases not catching mentions

  • Check exact spelling in AI responses

  • Aliases are case-insensitive

  • Add more variations if needed

Wrong categories appearing

  • Delete irrelevant ones manually

  • Categories are suggestions—curate them


Summary

Setting

Purpose

Priority

Brand Name

Primary identifier

Essential

Website

Logo + citations

Essential

Aliases

Catch all mentions

High

Description

Context for AI

Medium

Categories

Organization

Medium

Country/Language

Defaults

Medium

Client Contact

Delivery and outreach contact

Agency

Client Portal

Link-based client access

Agency Plus

Client Seats

Read-only client sign-in

Agency Plus

Brand Tags

Portfolio filtering and labels

Agency Plus


Next Steps

  • 📊 Create a visibility report

  • 📅 Set up scheduled tracking

  • 💡 Improve your results


Questions?

Contact us at [email protected] — we're happy to help!

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