A segment should represent a real buyer, use case or product area. Labels help organize questions; they do not create tracking evidence on their own.

Before you start

Confirm access, completed tracking runs and permission to change the project configuration. Define the segment in one sentence, such as “maintenance managers evaluating valve inspection methods.”

Steps

  1. Step 1. Review the existing tracked prompts and identify questions that genuinely belong to the segment. Keep branded awareness questions separate from unbranded discovery questions.

  2. Step 2. Write missing questions in the language that buyer would use. Example: “What checks reduce valve failures during commissioning?” Avoid adding your brand merely to force a mention.

  3. Step 3. Use the prompt organization/tagging controls available in your dashboard to group those questions. If you cannot edit the project, send the exact proposed questions and grouping to its authorized manager.

  4. Step 4. Review competitor identities for this segment. Confirm the correct company/domain and the relevance of each competitor; do not confuse similarly named businesses.

  5. Step 5. Save the configuration through the dashboard’s change flow and reopen it to check that the prompts and grouping persisted.

  6. Step 6. Wait for completed runs covering that set, then filter the results to the segment. Record the prompt set, models, market and dates.

  7. Step 7. Open several underlying answers and citations. Compare equivalent runs and assign a content action based on a supported gap.

Check the result

The segment should contain relevant tracked questions with completed evidence. Record when the prompt/competitor set changed so later trends are not compared as if the sample stayed identical.

If something does not work

  • The segment is empty: confirm that it contains prompts and that those prompts have completed runs.

  • Editing controls are unavailable: ask the authorized project manager rather than changing channel permissions broadly.

  • The score changed after a large prompt rewrite: treat it as a changed tracking set, not automatic proof of improved market visibility.

Related: Read and compare reports · Turn a gap into work

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