Set up your workspace

Organize topics and tags

As your collection grows, compare themes and customer groups instead of inspecting every question in isolation. Consistent topics and tags help reveal where your brand is found and where competitors perform differently.

Manage prompts in bulk

Narrow the list with search or topic filters before selecting rows. This makes bulk actions easier to check.

  • Select individual prompts with their row checkboxes.
  • Use the header checkbox to select the displayed prompts together.
  • Check the selected count, then use the action bar to assign tags or topics or archive prompts.

Choose actions for the current state

GoalActionResult
Add a shared labelAssign tagsFind questions through the same comparison dimension
Align the main themeAssign a topicGroup selected questions under one theme
Pause trackingArchiveStop new measurement and retain previous answers
Resume trackingActivateReturn to Active after checking the allowance

You can organize archived prompts with tags and topics too. Review what a question tracked before reactivating it.

Archiving and deleting are different. In Orchestor, deleted prompts are recoverable within the 30-day retention period, then permanently removed with their answer history. Archive when you only want to pause tracking.

Use topics and tags together

CategoryNumber per promptPurposeExamples
TopicOne primary homeGroup related questions by subjectCustomer management, email delivery, project coordination
TagsSeveral or noneCompare attributes across subjectsEnterprise, evaluation, campaign, remote

A question in “Customer management” can have both “Enterprise” and “Evaluation” tags. Those labels let you find enterprise evaluation questions across other topics too.

Create topics

Select Add topic on the left of the prompt list and use a clear name. Group by customer problems or comparison categories instead of creating several versions of the same product name.

Select a topic to narrow the prompt list. Questions without a topic appear in the unassigned group. You can also select several rows and assign their topic together.

The Topics screen shows AI answer counts, owned-brand mention state, mention counts, and citation counts by theme. Move between organizing prompts and reviewing topic-level results to identify gaps in coverage.

Assign tags

Choose an existing tag or create one from a prompt's tag cell. To tag several prompts, select their rows and use Tags in the action bar.

Name tags after conditions you want to compare later. Avoid mixing synonyms such as “Small business” and “SMB.” Consistent names and colors make labels easier to distinguish.

Filter by tags

Use tags as well as topics to narrow the list. Currently, selecting several tags includes questions carrying any of those tags.

Review branding and consideration stage

Prompts have Branding and Consideration stage classifications in addition to your custom tags. Each has one value and can be changed from its table cell. You can also select multiple rows and change values through the bulk editing menu.

Branding

Here, branding means whether the question names a brand. It does not describe brand-building activity or how the answer evaluates the brand.

ClassificationMeaningExample
BrandedExplicitly names your brand or a competitor“What can I learn with Orchestor?”
Non-brandedDoes not explicitly name a brand“Which tools help measure visibility in AI search?”

Branded questions relate to people who already know a brand. Non-branded questions help you assess discovery through a category or problem.

At creation, the prompt text is matched against registered workspace brand and competitor names, aliases, and domains. Brand mentions in answers do not affect this classification. Unregistered names may need manual correction from the table cell. Explicit classifications take precedence and measurements do not overwrite manual changes.

Consideration stage

This classifies where a question falls on the path to purchase or sign-up—the marketing funnel. It describes the question, not an observed customer journey.

ClassificationStageExample
Information gatheringUnderstand a concept or method“What is AI search optimization?”
Research & comparisonExplore and compare options“Compare analytics tools for a small team”
Purchase & sign-upCheck pricing, buy, or sign up“What does this tool cost and how can I subscribe?”

These classifications are not custom tags to rename. If a value does not fit the question, change the question's assigned classification.

Customize the table

Open Configure columns to choose the metrics you want to see. Move important columns forward and hide those you do not need. Choose Reset to default to restore the original view.

Alongside visibility, SOV, position, and sentiment, you can inspect mentions, branding, consideration stage, tags, location, and web search.

Next steps