Setting Up Your First Workspace

Complete guide to creating your OneGlance workspace and running your first brand visibility analysis

Overview

Your OneGlance workspace tracks how AI providers mention your brand. This guide walks you through creating a workspace, configuring your brand details, and running your first analysis.

Each workspace tracks one brand across multiple AI providers (ChatGPT, Claude, Perplexity, Gemini, etc.). If you track multiple brands, create separate workspaces.

Prerequisites

Before starting, you’ll need:

• A OneGlance account
• Your brand name (e.g., “Pipedrive”)
• Your brand’s primary domain (e.g., “pipedrive.com”)

Step 1: Create Your Workspace

1. Navigate to Workspace Creation

   After logging in, click Create Workspace from the sidebar or dashboard.

2. Enter Brand Details

   Fill in the workspace creation form:

   • Brand Name: The name AI providers should mention (e.g., “HubSpot”, “Salesforce”)
   • Brand Domain: Your primary website domain without protocol (e.g., “hubspot.com”)
   • Organization Name (optional): Your company name if different from brand

   The brand domain is critical for accurate tracking. OneGlance uses it to:

   • Detect brand mentions in AI responses
   • Track citation sources
   • Calculate visibility metrics

   Use your primary domain only. Don’t include:

   • Protocol (https://)
   • www prefix
   • Path segments (/products)
3. Review and Create

   Click Create Workspace to finalize. You’ll be redirected to the onboarding flow.

Step 2: Configure Your First Prompts

Prompts are the questions OneGlance asks AI providers on your behalf. Good prompts reflect real buyer questions in your category.

Understanding Prompt Strategy

Effective prompts:

• Mirror buyer intent: Use questions your prospects actually ask
• Cover key use cases: Include prompts for different buyer personas and scenarios
• Test competitive positioning: Ask questions where competitors might surface
• Vary specificity: Mix broad category queries with specific feature comparisons

Adding Prompts During Onboarding

1. Use Suggested Prompts

   OneGlance provides category-appropriate suggestions. Click any suggestion to add it to your prompt list.

   Example suggestions for a CRM brand:

   • “What are the best alternatives to for growing teams?”
   • “Which tools are most recommended for sales pipeline management?”
   • “Compare with top competitors for pricing and value.”
2. Add Custom Prompts

   Enter your own prompts in the text area, one per line:

   What are the best CRM tools for small businesses?
   Which sales automation platform has the best integrations?
   Compare Salesforce vs HubSpot vs Pipedrive for mid-market teams
   What's the easiest CRM to set up for startups?
   

   Start with 6-10 prompts for your first run. You can add more later from the Prompts page.

3. Save and Run

   Click Save Prompts & Run Analysis. OneGlance will:

   1. Save your prompts to the workspace
   2. Queue jobs for each enabled AI provider
   3. Run your prompts across all providers
   4. Analyze responses for brand mentions and metrics

What Happens During First Run

The onboarding run executes in this sequence:

1. Job Submission (apps/web → packages/services)

   // From apps/web/src/app/(auth)/onboarding/page.tsx:152
   const run = await runAgent.mutateAsync({ workspaceId });
   const nextJobId = run?.jobId;
   

2. Provider Queue Distribution (packages/services/src/agent/jobs.ts:59)

   await Promise.all(
     enabledProviders.map((provider) =>
       getProviderQueue(provider).add('run-agent', {
         jobGroupId,
         provider,
         prompts,
         user_id: userId,
         workspace_id: workspaceId,
       })
     )
   );
   

3. Parallel Execution: Each provider (ChatGPT, Claude, etc.) processes all prompts simultaneously

4. Response Storage: Raw responses are saved to ClickHouse

5. AI Analysis: OpenAI analyzes each response for:

   • Brand mentions and sentiment
   • Competitive positioning
   • GEO score (Generative Engine Optimization)
   • Citations and sources

Monitoring Progress

Watch the real-time progress tracker:

Provider Status Indicators

• Pending: Job queued but not started
• Running: Provider actively processing prompts (spinning loader)
• Completed: All prompts processed successfully (green checkmark)
• Failed: Provider encountered an error

Example from apps/web/src/app/(auth)/onboarding/page.tsx:293:

{PROVIDER_LIST.map((provider) => {
  const state = providerStates[provider] ?? 'pending';
  return (
    <div className="rounded-lg border border-gray-200 px-3 py-2">
      <p>{getProviderDisplayName(provider)}</p>
      {state === 'completed' ? (
        <CheckCircle2 className="text-emerald-500" />
      ) : state === 'running' ? (
        <Loader2 className="animate-spin" />
      ) : (
        <span>Pending</span>
      )}
    </div>
  );
})}

You’ll automatically redirect to the dashboard once initial data is available—usually within 2-5 minutes.

Step 3: Configure AI Provider Settings

By default, OneGlance queries all supported AI providers. You can customize this in Settings.

1. Navigate to Settings

   From any page, click Settings in the sidebar.

2. Edit Active Providers

   In the AI Providers section, click the edit icon (pencil).

   Select which providers to query:

   • ChatGPT (OpenAI GPT-4)
   • Claude (Anthropic)
   • Perplexity (Perplexity AI)
   • Gemini (Google)
   • MetaAI (Meta)
3. Save Provider Settings

   Click Save Changes. This affects future prompt runs only—past data remains unchanged.

   You must enable at least one provider. Disabling all providers will show an error.

When to Adjust Providers

Reduce costs: Fewer providers = fewer API calls Focus on key channels: If your buyers primarily use ChatGPT, prioritize it Expand coverage: Enable all providers for comprehensive visibility tracking

Step 4: Understanding Your Dashboard

After your first run completes, the dashboard displays:

Key Metrics

Presence Rate

Percentage of responses where your brand was mentioned.

Example: 65% presence means your brand appeared in 13 of 20 AI responses.

Average Rank

Your brand’s average position when listed alongside competitors.

Example: Rank #2 means you’re typically the second brand mentioned.

Top Source

Most frequently cited domain in AI responses about your brand.

Example: “g2.com” indicates G2 reviews heavily influence AI recommendations.

Top Competitor

Brand most often mentioned alongside yours.

Example: “HubSpot” appearing in 80% of responses where you’re mentioned.

GEO Score Explained

The GEO (Generative Engine Optimization) Score (0-100) measures your brand’s AI visibility using four weighted components:

// From packages/services/src/analysis/analysisPrompt.ts:262
overall = round(
  (visibility_value × 0.25) +
  (rank_value × 0.25) +
  (sentiment_value × 0.25) +
  (recommendation_value × 0.25)
)

Components:

1. Visibility (25%): How prominently your brand appears (placement, coverage, frequency)
2. Rank (25%): Position in recommendation lists (#1 = 100, #2 = 80, etc.)
3. Sentiment (25%): Tone of mentions (positive/neutral/negative)
4. Recommendation (25%): Endorsement strength (top_pick = 100, conditional = 60, etc.)

GEO Score Interpretation

• 80-100: Dominant - Brand is a top recommendation with strong positioning
• 60-79: Strong - Consistently mentioned with favorable sentiment
• 40-59: Moderate - Present but not strongly recommended
• 20-39: Weak - Mentioned in passing or with caveats
• 0-19: Absent/Minimal - Rarely appears or negatively positioned

Step 5: Invite Team Members

1. Navigate to People

   Click People in the sidebar.

2. Add Members by Email

   In the Members section:

   1. Enter teammate’s email
   2. Select role (Member or Owner)
   3. Click Add

   If the email isn’t registered yet, they’ll need to sign up first.

3. Share Workspace Code

   Alternative method: Copy the Workspace Join Code and share it.

   Your teammate can use this code during signup or from their workspace switcher to join instantly.

Role Permissions

Permission	Member	Owner
View dashboard & prompts	✅	✅
Run prompts & analysis	✅	✅
Edit prompts & schedule	✅	✅
Add/remove members	❌	✅
Edit brand details	❌	✅
Delete workspace	❌	✅

Troubleshooting

First run shows no data after 10+ minutes

Possible causes:

• All providers failed (check status indicators on onboarding page)
• No prompts were saved (verify on Prompts page after redirecting)
• Network issues during job submission

Solution: Navigate to Prompts page, verify your prompts exist, then manually run analysis:

1. Go to Schedule page
2. Click “Save Schedule” (this triggers an immediate run)
3. Monitor progress on Dashboard

Brand domain not detecting mentions correctly

Common mistakes:

• Including https:// or www.
• Using a subdomain (use company.com, not app.company.com)
• Using a redirect domain

Solution: Go to People page → Edit Brand Workspace → Update domain.

Changing brand domain clears all analyzed data but keeps raw responses. Re-analysis is required.

GEO scores seem low for my brand

This is often accurate, not a bug. AI providers may:

• Not recognize your brand in your category
• Prioritize competitors with more public content
• Lack recent information about your product

Solutions:

• Review Interpreting Metrics to understand scoring
• Check Managing Prompts to refine your prompt strategy
• Analyze which sources are cited—these influence AI recommendations

Workspace code not working for teammates

Possible causes:

• Teammate using an organization invite code instead of workspace code
• Code copied incorrectly (check for extra spaces)

Solution: Re-copy the code from People page → Workspace Join Code section.

Next Steps

Managing Prompts

Learn to refine prompts, add variations, and optimize for better visibility

Scheduling

Automate regular runs to track AI visibility trends over time

Interpreting Metrics

Deep dive into GEO scores, sentiment analysis, and competitive positioning

Team Collaboration

Best practices for multi-user workflows and access control

Related Concepts

• Quickstart - Fast setup overview
• API Reference - Programmatic access to workspace data
• Local Setup - Self-hosting and custom deployments