Settings

Workspace settings

✦ GEO Citation

Configure your domain, money prompts, monitoring alerts, and white-label options. Every field feeds GEO audits, weekly rescans, and Autopilot action plans.

What do these settings do?

Workspace profile and citation tracking

Start with your primary domain and business category. Your description and buyer question teach CitePilot which high-intent prompts matter for pipeline — not vanity keywords. Add up to two audience segments and competitor domains so benchmark emails and gap alerts compare you against the brands buyers actually see in AI answers.

Monitored prompts live on this page as well: one prompt per line, tied to your plan limits. Free workspaces can track a focused set; Pilot and Fleet unlock more prompts per audit and automatic Monday rescans that refresh citation scores, platform presence, and weekly lift chips on your dashboard overview.

Notifications, Autopilot, and client reporting

Set a monitoring email, then choose which events should reach your inbox: weekly citation digests, audit-complete alerts, score-drop warnings, competitor move signals, proof report emails with share links, and discussion opportunities from Hacker News or Stack Overflow. Pilot and Fleet add competitor move alerts and stakeholder-ready proof report delivery after each re-scan.

Autopilot (Pilot+) runs after Monday rescans to summarize what changed, generate a prioritized seven-day plan, and optionally email a client-ready report. Fleet customers can also configure agency name, logo URL, and white-label share links that hide CitePilot branding on exported proof PDFs.

New user? Run the free citation audit first, then return here to tune tracking before enabling Pilot monitoring.

Billing, plans & FAQ

Billing, plans, and workspace limits

The billing panel on this page reflects your current plan — Free, Pilot, or Fleet — and how many workspaces you can run. Free includes one workspace and up to ten money prompts per audit; Pilot expands to three workspaces and twenty-five monitored prompts with weekly rescans; Fleet removes workspace caps for agencies managing client portfolios. Upgrade links route to pricing when you need monitoring, CMS publishing, or white-label proof reports at scale.

Prompt limits and Monday re-scan cadence are enforced from these settings, so keep your monitored prompt list aligned with the buyer questions that actually drive pipeline. After changing plans, save settings and run a fresh audit from GEO Audit to refresh citation scores against the new limits.

Related workspace tools

After updating settings, review prompt-level coverage in Analytics, ship fixes from Content, and export a stakeholder report from Proof report. Need a walkthrough? Visit Help for workflows on money prompts, CMS publishing, and Fleet bulk import.

Settings checklist

  • Confirm domain and primary buyer question match how prospects search AI.
  • Add competitors you lose to on comparison and alternatives prompts.
  • Set monitoring email before enabling weekly digest or proof report alerts.
  • Re-run an audit after major prompt or domain changes.

Workspace settings FAQ

What happens when I change money prompts?
Saved prompts feed the next audit and weekly rescan. Citation scores, platform presence, and gap reports all update from the new list — so remove outdated prompts and add new buyer questions as your positioning shifts.
Which notification toggles matter most?
Start with weekly citation digest and audit-complete alerts. Enable competitor-move and score-drop warnings on Pilot+ when you need proactive signals before stakeholders ask why AI visibility changed.
How does Autopilot use my settings?
Autopilot reads your domain, prompts, competitors, and notification email to generate a prioritized seven-day plan after each Monday rescan and optionally deliver a client-ready proof summary.