How do I stop alerts becoming noise?

Set thresholds against the trend rather than the daily value, and scope them to the prompts that precede a purchase. AI answers vary between runs by nature, so alerting on every movement guarantees the alerts get ignored.

Can reports be sent to clients directly?

Yes. Reports are generated from the tracked runs on a schedule, which is what agencies use to replace the monthly deck assembled by hand, and it keeps the figures consistent between what you see and what the client reads.

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Daily tracking produces more data than anyone reads. Alerts decide what is worth interrupting you for, and reporting turns a month of runs into something you can put in front of a board without editing it first.

Alert threshold

The size of change that counts as news. AI answers vary between runs, so a threshold set too tight reports noise every morning and gets muted within a week. Thresholds are set per prompt group, because a two-point drop on the question that decides your category matters more than a ten-point swing on a peripheral one.

How Refine measures it

Movement, not readings

Alerts fire on change against the trend, a drop, a new competitor appearing repeatedly, a sentiment shift, rather than on every daily value.

Scoped where you care

Thresholds are set per prompt group and per engine, so your priority questions can be watched closely while the long tail stays quiet.

Reports built from the same data

Weekly and monthly summaries are generated from the tracked runs, so what you send a client is the same data the dashboard shows, not a re-keyed version of it.

What teams do with it

Catch a drop while it is still fixable

Engines re-rank as sources change. Learning three weeks later that you stopped being named on a key question is expensive; learning the next morning is not.

Give agencies something to send

Client reporting for this channel is usually assembled by hand. Scheduled reports remove that, and keep the numbers consistent month to month.

Notice the competitor you had not met

A new brand appearing repeatedly across your prompts is worth knowing about before your sales team hears it in a call.

Where this metric misleads

Alerts are only as useful as their thresholds. Set them too sensitive and daily variance will bury the real signal; the first month is usually spent tuning them to your category rather than accepting the defaults.

Key Benefits

Real-time alert notifications

Scheduled report delivery

Custom dashboard creation

Team collaboration features

Who Uses Alerts & Reporting?

Marketing teams

Agency clients

Enterprise users

How It Works

Connect your brand

Set up your brand profile and connect your domain to Refine AI.

Configure tracking

Enable Alerts & Reporting for your selected AI platforms.

View insights

Access real-time alerts & reporting data on your dashboard.

Take action

Use the insights to optimize your AI search presence.

Alerts & Reporting: frequently asked questions

How do I stop alerts becoming noise?: Set thresholds against the trend rather than the daily value, and scope them to the prompts that precede a purchase. AI answers vary between runs by nature, so alerting on every movement guarantees the alerts get ignored.
Can reports be sent to clients directly?: Yes. Reports are generated from the tracked runs on a schedule, which is what agencies use to replace the monthly deck assembled by hand, and it keeps the figures consistent between what you see and what the client reads.