What should you prepare
| Input | Where to open it in HaloX | Ready state |
|---|---|---|
| Perplexity questions | Pro → Prompt Status | Research, comparison, and buying questions are separated. |
| Official sources | Knowledge Hub, Site Audit | Desired URLs are accessible. |
| External sources | Citation Tracking | Reviews, press, and communities are tracked. |
| Content briefs | Content Production | Weak-source questions can become briefs. |
When should you use this guide?
| Situation | Signal to inspect | Decision |
|---|---|---|
| The brand appears without official URLs | Official citations are missing | Improve official docs and FAQs. |
| Competitor URLs repeat | Comparison evidence favors competitors | Create comparison and case pages. |
| External reviews dominate | Product facts depend on third parties | Strengthen official sources. |
| Client evidence is needed | URL-level proof is required | Attach Citation Tracking tables to reports. |
Workflow
1. Keep Perplexity questions separate
Maintain a dedicated set for Perplexity so its citation behavior is not mixed with ChatGPT checks.
2. Review answer and citation together
Record brand mention, answer wording, and citation URL in one row.
3. Find repeated URLs in Citation Tracking
Prioritize URLs repeated across multiple questions, not one-off citations.
4. Validate official pages in Site Audit
Check whether desired source pages can be crawled and summarized.
How do you verify the result?
| HaloX surface | Value to read | Next action |
|---|---|---|
| Prompt Analysis | Perplexity answer and citations | Classify official/external/competitor. |
| Citation Tracking | Repeated citation URLs | Prioritize repeated sources. |
| Site Audit | Source page accessibility and structure | Fix technical issues first. |
| Content Production | Question-level briefs | Create source-ready pages. |
Perplexity citation decision table
| State | Meaning | HaloX action |
|---|---|---|
| Brand mention + official citation | Healthy baseline | Add to Weekly Report |
| Brand mention + external citation | Official evidence is weak | Improve Knowledge Hub, FAQ, docs |
| No brand + competitor citation | Losing comparison context | Strategy Map and comparison content |
| Unstable answer + changing citation | Question intent is broad | Split the question set |
What commonly blocks teams
Is it a bug if GSC/GA4 numbers and HaloX scores do not match exactly?
Is it a bug if GSC/GA4 numbers and HaloX scores do not match exactly?
No. GSC and GA4 describe search traffic and user behavior, while HaloX AVI, citation rate, and source visibility describe how the brand and sources appear in AI answers. They support the same operating decision but use different measurement units.
Should the same question set be reused forever?
Should the same question set be reused forever?
Keep baseline questions, but add separate sets when products, competitors, or buyer questions change. Do not overwrite the baseline; split the comparison axis so weekly reports can explain the cause of movement.
Where should the guide output be recorded?
Where should the guide output be recorded?
Move evidence into Weekly Report and Exports, and convert actions into Content Production briefs or Site Audit issues. In meetings, report the question group, source gap, and next action together, with the score.
Related docs
AI Visibility Index
Read the core AI visibility score.
Prompt Analysis
Inspect answers and citations by question.
Content Production
Turn findings into briefs.
Weekly Reports
Package changes for meetings.