What should you prepare
When should you use this guide?
Workflow
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1. Keep Perplexity questions separate
Maintain a dedicated set for Perplexity so its citation behavior is not mixed with ChatGPT checks.
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2. Review answer and citation together
Record brand mention, answer wording, and citation URL in one row.
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3. Find repeated URLs in Citation Tracking
Prioritize URLs repeated across multiple questions, not one-off citations.
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4. Validate official pages in Site Audit
Check whether desired source pages can be crawled and summarized.
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5. Create source-improvement briefs
Choose FAQ, comparison table, definition page, or case page based on the question gap.
How do you verify the result?
Perplexity citation decision table
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.