Cleotic

Project Settings and setup

Open Project Settings in the project sidebar to change how the project collects evidence and who can access it.

What belongs in Project Settings

Project Settings is where you manage:

  • Details. Name, status, and lifecycle actions
  • Brand setup. The primary brand, competitors, domains, aliases, and historical matching
  • Segments. Market, language, or campaign-like evidence scopes, their models, cadence, geography, language, and status
  • Content Studio. Default tone plus organisation-wide and project-scoped skills
  • Perception. Sentiment schedule and perception settings
  • Tracking setup. Owned domains and tracking installation entry points where available
  • Project access. The people and teams who can work in the project

If a configuration changes how evidence is collected or interpreted, it usually belongs in Project Settings.

Segments as scope

A segment is the scope for a body of prompt evidence. It can behave like a campaign, region, language, market, or recurring research programme.

Examples:

  • "UK buyer journey"
  • "US enterprise alternatives"
  • "Weekly competitor checks"
  • "Launch campaign prompts"

Choose a scope that helps you interpret the answers, then give the segment a name your teammates will recognise.

Setup checklist

  1. Open Project Settings -> Brand setup and add or confirm the primary brand.
  2. Add the main competitors you want to benchmark against.
  3. Open Project Settings -> Segments and create at least one segment with a clear scope.
  4. Add prompts to that segment from Answers -> Prompts.
  5. Open Project Settings -> Content Studio if you want to set a default tone or manage generation skills.
  6. Open Project Settings -> Tracking setup and configure owned-domain tracking if you want Sources to include crawler and referral evidence.
  7. Use Project Settings -> Project access to share the project with the people or teams who need it.

Brand additions and edits start historical reanalysis. Model and schedule changes affect future collection. Review the relevant guide before changing a configuration used in a trend comparison.

When to return to Project Settings

Return to Project Settings when:

  • A competitor should be added, paused, or removed
  • A segment needs a different cadence, model set, geography, or language
  • You need another segment for a different market or campaign
  • Content Studio should inherit a different tone or updated skills
  • Perception refresh settings need to change
  • Brand aliases or domains have changed
  • A teammate needs project access