A project is the container for all your AI visibility monitoring — brands, prompts, services, and collected data.
Creating a Project
Surfacd guides you through a three-step wizard to get your project up and running.
Step 1: Project Details
- Click + Create Project from your dashboard
- Enter a Project Name (e.g., “HubSpot - UK”)
- Select a Country — this sets the default geographic context for your prompts
- Set Check Frequency: Manual, Daily, Weekly, or Monthly
Step 2: Your Brand
- Enter your Brand Name (this becomes your primary brand)
- Add your Brand Domain (e.g.,
hubspot.com)
- Optionally add Brand Aliases — alternative names AI might use (e.g., “Hub Spot”, “HubSpot CRM”)
Step 3: Select AI Services
Choose which AI platforms to monitor. See Supported Platforms for full details on each service.
Monitor all available services for a complete picture of your AI visibility. Different platforms recommend different brands.
Check Frequency
| Frequency | Best For | Credit Impact |
|---|
| Manual | Initial setup, ad-hoc checks | Pay per run |
| Daily | Active campaigns, competitive markets | Highest (credits reserved monthly) |
| Weekly | Regular monitoring (most common) | Moderate (credits reserved monthly) |
| Monthly | Stable markets, long-term tracking | Lowest (credits reserved monthly) |
Project Status
Your project’s status updates automatically based on its configuration and data collection progress.
| Status | Meaning |
|---|
| Incomplete | No prompts added yet — add prompts to get started |
| New | Prompts configured but no data collected yet |
| Collecting | A data collection run is in progress |
| Completed | Latest run finished successfully — data is ready to explore |
| Failed | Latest run encountered an issue — request a new run |
Data Collection Runs
- Click Request New Run in the project header to trigger immediate data collection
- Results typically arrive within 15–60 minutes depending on the number of prompts and services
- Scheduled runs (Daily, Weekly, Monthly) execute automatically
Starring Projects
Click the star icon on any project card to mark it as a favourite. Starred projects can be filtered on your dashboard for quick access, making it easy to jump straight to the projects that matter most.
Archiving Projects
When a project is no longer needed but you want to preserve its data:
- Open the project Settings
- Click Archive Project
- The project moves to the Archived tab on your dashboard
Archived projects stop collecting data and release any reserved credits. You can unarchive a project at any time to restore it — it will return as a manual project.
Deleting an archived project permanently removes all its data. Archive first, then only delete if you’re certain the data is no longer needed.
Project Settings
Access settings via the gear icon in the project header to update:
- Project Name and Check Frequency
- AI Services — add or remove platforms to monitor
- Brands — manage your primary brand, aliases, and competitors
- Sharing — enable public view-only links (see Sharing & Collaboration)
Filtering and Searching Projects
Your dashboard provides several ways to find projects:
| Filter | Options |
|---|
| Tab | All, Monitoring (scheduled), One-off (manual), Archived |
| Owner | All projects, My projects |
| Starred | Show only starred projects |
| Search | Search by project name |
Tips
- One project per focus area keeps analysis clear and manageable
- Naming convention:
[Brand] - [Region] or [Brand] - [Campaign] for easy identification
- Review monthly: Are your brands and prompts still relevant? Any new competitors to add?
- Star your most important projects so they’re always a click away
