1. Create a Project
- From Surfacd, click + Create Project
- Enter a name (e.g., “HubSpot - UK”)
- Select your Country (this sets the default geographic context for prompts)
- Set Check Frequency to Manual (switch to automatic once configured)
2. Add Your Brand
During project creation, you’ll be asked to set up your primary brand:- Enter your Brand Name
- Add your Brand Domain (e.g.,
hubspot.com) - Include Aliases for name variations (e.g., “Hub Spot”, “HubSpot CRM”)
3. Select AI Services
Choose which AI platforms to monitor:- ChatGPT
- Google Gemini
- Perplexity
- Microsoft Copilot
- Grok
- Google AI Mode
- Google AI Overviews
4. Add Prompts
Click Prompts → + Add Prompts Options:- Manual Entry — type prompts directly, one at a time or in bulk
- File Import — upload from CSV or Excel
- Suggest Prompts — describe your business and let AI generate relevant prompts
- “What is the best CRM software for small businesses?”
- “Can you recommend email marketing tools?”
- “What are the pros and cons of Salesforce?”
5. Start Collecting Data
Your project is now set up and ready to go. Click Request New Run. Results typically arrive within 15–60 minutes.What’s Next
Once your first run completes:- Dashboard shows your visibility score and ranking
- Rankings compares you against competitors
- Mentions shows exactly how AI describes your brand
- Sources reveals which websites AI cites
- Analyse lets you compare across services, countries, and topics
Tips
Check Frequency
Daily gives you the richest data for trend analysis
Countries
Copy prompts to multiple countries to track regional differences
Sharing
Enable sharing in project settings to share dashboards with stakeholders