Settings and Setup
Settings owns the configuration that makes the rest of a project useful. Use it for brand setup, monitor management, access, and owned-source tracking foundations.
What belongs in Settings
Settings is where you manage:
- Brand setup -- the primary brand, competitors, domains, aliases, and reanalysis actions
- Monitors -- segment or campaign-like monitoring scopes, their models, cadence, geography, language, and status
- Project access -- the people and teams who can work in the project
- Tracking setup -- owned domains and tracking installation entry points where available
- Project details -- name, status, and lifecycle actions
If a configuration changes how evidence is collected or interpreted, it usually belongs in Settings.
Monitors as scope
A monitor is the scope for a body of prompt evidence. It can behave like a segment, campaign, region, language, market, or recurring research programme.
Examples:
- "UK buyer journey"
- "US enterprise alternatives"
- "Weekly competitor checks"
- "Launch campaign prompts"
The product term remains Monitor, but the practical question is: "Which slice of the market should these prompts represent?"
Setup checklist
- Add or confirm the primary brand.
- Add the main competitors you want to benchmark against.
- Create at least one monitor with a clear scope.
- Add prompts to that monitor from Answers.
- Configure owned-domain tracking if you want Sources to include crawler and referral evidence.
When to return to Settings
Return to Settings when:
- A competitor should be added, paused, or removed
- A monitor needs a different cadence, model set, geography, or language
- You need another monitor for a different segment or campaign
- Brand aliases or domains have changed
- A teammate needs project access