Buyers ask AI tools the questions they used to ask a sales rep, and most of them never click through. This is how to find out what those answers say about you, get named on the questions that come right before a purchase, and prove it moved.
Ask an AI tool which vendors to look at and you get a short list, a sentence about each, and maybe a few links. Most people read the list and move on. The shortlist now forms inside the answer, before anyone visits a website.
Most teams still measure this the way they measure search: rankings and clicks. Neither one tells you what the answer said about you, whether it was true, or whether you were on the list at all.
For a long time the goal was the citation, the little link under the answer. Citations still matter, because the pages engines cite shape what the answer says. But most buyers never open them. What they read is the list of names.
The goal is to be named, accurately, on the questions buyers ask right before they choose.
That means the bottom of the funnel. The questions worth winning look like these:
Top-of-funnel definitions and how-tos still earn citations, and they're worth having. They just don't decide who gets on the shortlist.
| The question | What it tells you | Fix it with |
|---|---|---|
| Is the information about us accurate? | Whether the engines get your basic facts right: what you do, who you serve, when you were founded, where you're based, who runs it, what you've been recognized for | Your own pages first, then the public record |
| Are we showing up? | How often you're named on unbranded, bottom-of-funnel questions, and where you land on the list | First-party evaluation pages, reviews, roundups, communities |
| Are we named, or only cited? | Answers that link to your page without ever saying your name. Your content is doing the work and someone else is getting the credit | Pages that state who you are in the sentence the engine is likely to lift |
Answer them in that order. If the engines describe you wrong, more visibility only spreads the wrong description further.
The engines build answers from far more than your website. These are the places to look, and later the places to work.
| Place | What to check | Mostly earns |
|---|---|---|
| Your own site | Do your facts match on every page, including old press releases, PDFs and help docs? | Accuracy, citations |
| Encyclopedias and knowledge panels | Is the entry current? What category does it put you in? | Accuracy |
| Directories and registries | Are you listed where engines look when someone asks what tool to use? | Names |
| Review sites | How many reviews, how recent, and what do they say? | Names, trust |
| Third-party roundups and comparisons | Do the "best of" and "X vs. Y" pages engines cite include you, and get you right? | Names |
| Communities | What practitioners say about you on Reddit, forums and Slack groups, and in what words | Names |
| Social and video | LinkedIn posts, newsletters and YouTube transcripts, which engines read as sources | Names |
| Earned media and analysts | Whether coverage and analyst recognition actually show up when someone asks who leads the category | Names, trust |
| Developer channels | Public docs, code repositories, and the places developers ask for tool recommendations | Names, citations |
| Source | What it gives you |
|---|---|
| Sales calls, customer interviews, communities | How buyers actually phrase the question. This is Field Research, and it's where the prompt set should start. |
| Keyword research tools | Which bottom-of-funnel questions have real demand |
| The AI engines, queried directly | The answers themselves, with web search turned on so you see what buyers see. An API makes it cheap and repeatable. |
| Search and AI data services | Which domains and pages engines cite across thousands of answers, and where you appear in AI search results |
| Brand and social listening | Volume and sentiment of mentions, and the vocabulary practitioners use |
| Your own analytics and CRM | The offsetting metrics: branded search, direct traffic, AI referrals, pipeline |
Run through an API, a full quarterly audit costs about $20 in data and a monthly pulse about $6. A year of tracking runs around $130. The expensive part is the judgment, and that part has to be human anyway.
| When | What happens | Why then |
|---|---|---|
| Week 1 | Answer key, prompt set, baseline run, readout | You can't show movement without a starting line |
| Month 1 | Fix every fact on pages you control. Publish a facts page written for AI engines. | Cheapest fix, and every later step depends on it |
| Months 1–2 | Correct the public record and get listed in the directories that matter | Engines lean on these for basic facts and "what should I use" questions |
| Months 2–3 | Pilot first-party bottom-of-funnel pages: comparisons, alternatives, pricing approach. Start outreach and a review drive. | This is where the shortlist questions get answered |
| Months 3–6 | Scale what the pulse says is working. Community, social and earned media on a steady clock. Original research if there's a story. | Being named by others takes months, so start early and keep at it |
Each action runs Pilot, Signal, Scale-up: ship the smallest version, check the next monthly pulse, and build the full version only when the signal shows. Run an extra pulse two to four weeks after any big fix. It's Napkin Math applied to search.
Start with the pages engines cite most often for your bottom-of-funnel questions. A wrong page nobody cites can wait.
| The page | The ask |
|---|---|
| Lists you, with outdated details | A short, friendly update request with the exact corrected sentence and a source link. The easiest yes you'll get. |
| Leaves you out | An inclusion pitch with a reason that helps their readers: new data, a new capability, a perspective they're missing |
| Gets you wrong and won't fix it | One factual correction, sent once. Then publish a better first-party page on the same question and let it compete. |
| Encyclopedia entries | Request changes through the talk page with independent sources. Never edit your own entry. |
| Wants payment for placement | Only as a clearly labeled sponsored placement, or not at all |
Log every ask: the URL, how often engines cite it, what you asked for, when, the response, and whether the engines picked up the change. The last column is the one that matters.
Four numbers, measured against the baseline every month:
| Metric | What it is | Where it should go |
|---|---|---|
| Fact accuracy | Share of branded answers with the facts right | Up first, and fastest |
| Live fact errors | Specific wrong facts still circulating, each traced to a source | To zero |
| Named rate | Share of unbranded bottom-of-funnel answers that name you | Steadily up, topic by topic |
| Share of answer | How often you're named relative to the category leader | Closing the gap |
Set three- and six-month targets with leadership once the baseline is in. Expect accuracy to move within a quarter and the named rate to take two or more. Models update slowly, so the first months mostly show whether your fixes are being picked up.
A few rules keep the numbers honest:
Fine: pages on your own domain, owned resource sites that disclose who owns them, and AI-assisted content your experts review. Not fine: sites presented as independent while you control them, undisclosed paid reviews, or invented facts. The shortcut is tempting, and regulators have already fined companies for taking it.
I'm running this now at Level Access, across five AI answer engines. The baseline ran in October 2026, with checkpoints at the end of January and April 2027. The first version was a guide to AI search I built at Fleetio. Results will be posted here when they're in, good or bad.
The prompt set is only as good as the words in it. Field Research is where you find out how buyers actually ask.