Set up your first Surfacd project in 6 steps.Documentation Index
Fetch the complete documentation index at: https://docs.surfacd.com/llms.txt
Use this file to discover all available pages before exploring further.
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. Curate Topics
After creating your project, Surfacd analyses your brand and generates suggested topics — categories that will structure your prompt library (e.g., “Enterprise CRM”, “Email Marketing”, “Sales Automation”).- Edit topic names and descriptions to match your priorities
- Add new topics or remove ones that aren’t relevant
- Set a target audience to tailor prompt generation
- Choose how many prompts to generate across your topics
5. Review Prompts
Surfacd generates prompts for each of your topics automatically. On the Prompts page:- Review the generated prompts — accept, edit, or remove any that aren’t relevant
- Add more using manual entry, file import, or Suggest Prompts
- “What is the best CRM software for small businesses?”
- “Can you recommend email marketing tools?”
- “What are the pros and cons of Salesforce?”
6. Start Collecting Data
Your project is now set up and ready to go. Click Request New Run. Results typically begin to arrive within a few minutes, runs may take up to a few hours to fully complete depending on the number of prompts you’re tracking.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