Solve your toughest AI visibility question

Use the Citation Labs Field Guide System with AI to work through the problem, gather the right data, test what should change, and decide what to do next.

Follow the process on this page to get started.

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Get Started

Start solving your AI Visibility problem (in less than 30 seconds).

1

Download the Guides

You’ll use all three guides to work through your AI visibility problem.

2

Start a new AI chat

Upload all three guides to your favorite AI tool with temporary chat turned on.

3

PASTE THE STARTER PROMPT

This tells your AI how to use the guides and walk you through the process.

How It Works


1. Prepare for the work
2. Explain the problem and the decision
3. Build the diagnosis
4. Get the evidence the diagnosis needs
5. Turn the diagnosis into an intervention and test
1. Prepare for the work

Prepare for the work

  • Set aside 2–3 hours for a first pass.
  • Bring a current problem you’re trying to solve
  • Download all three guides and load them into the same AI conversation.
  • Bring whatever you have: examples, reports, screenshots, customer feedback, analytics, research, etc.

Note: You don’t need a complete dataset. Start with the evidence you have. The AI will request more if needed to improve the decision.

2. Explain the problem and the decision

Explain the problem and the decision

Tell the AI what’s happening, what you know, and what you need to decide.

Start in ordinary language. Describe the signal that brought you here and the question you are trying to answer.

The AI should identify which guide owns the next unresolved question rather than forcing you through all three in order. AI Visibility owns machine behavior, Information Design owns human work, and Business Impact owns organizational consequence.

3. Build the diagnosis

Build the diagnosis

Work with the AI to figure out what is actually happening before choosing a fix.

The AI should help you:

  • Separate observations from assumptions and hypotheses
  • Decide what needs to be measured
  • Establish a baseline
  • Identify where the problem occurs
  • Narrow the investigation until the next action is clear enough to take.

For example, a vague concern about AI visibility might become a fixed prompt set, a baseline across ChatGPT, Gemini, and Perplexity, and a specific gap in the owned or external sources those systems rely on.

4. Get the evidence the diagnosis needs

Get the evidence the diagnosis needs

When the investigation hits an uncertainty, get the evidence that would change the decision.

Sometimes the AI can continue from what you already provided. Sometimes it should stop and ask you to:

  • Run a set of prompts
  • Pull CRM or analytics data
  • Inspect a page or source
  • Talk to a stakeholder
  • Bring back examples
  • Upload the results

Then continue in the same investigation. You may repeat this step 1-2 times as the diagnosis gets more specific.

5. Turn the diagnosis into an intervention and test

Turn the diagnosis into an intervention and test

Leave with a specific change, a way to measure it, and a clear next decision.

Once the diagnosis is specific enough, the AI should help you define:

  • What needs to change
  • Where it needs to change
  • What you expect to happen first
  • How you will measure it
  • What counts as supportive, null, contradictory, adverse, or inconclusive
  • When to re-test

Then implement the change and come back with the results.

evidence you may need

You won’t need all of this. Start with what you have. The AI will ask for additional evidence if needed.

AI visibility & search evidence

You may be asked for:

  • Tracked prompts or prompt sets
  • Raw AI answers
  • Citations or source logs
  • Screenshots or platform measurements
  • Search Console or site-search data
  • Keyword research
  • Modeled AI-demand estimates
  • Observed prompt data
  • AI query decomposition or diagnostic tests

Website & source evidence

You may be asked for:

  • Relevant website pages
  • Product or technical documentation
  • Third-party or competitor sources
  • Standards or practitioner material
  • Authoritative or canonical sources
  • Version, configuration, or applicability information
  • Evidence of conflicting or outdated information
  • Information about source ownership, currentness, or provenance

People & work evidence

You may be asked for:

  • Customer questions or feedback
  • Support tickets or conversations
  • Sales transcripts or CRM notes
  • Customer Success or win/loss records
  • Reviews or community discussions
  • Customer interviews or existing user research
  • Subject-matter expert input
  • Actual cases or workflow walkthroughs
  • Implementation records
  • Examples of workarounds, delays, escalations, or repeated expert involvement

Business & operational evidence

You may be asked for:

  • Pipeline, win/loss, or conversion data
  • Implementation hours or time to value
  • Support volume or repeat contacts
  • Escalation rates or specialist hours
  • Retention, renewal, or churn data
  • Refunds, concessions, or recovery effort
  • Workload or capacity measures
  • Cost, margin, or other financial measures the organization already uses

What Can You Use This For?

Diagram showing six uses of the citation labs field guide process: diagnose AI visibility issues, find missing evidence, test changes, choose what to measure, identify interventions, and connect results to business impact.

AI VISIBILITY EXAMPLE

1. Problem

Competitors are recommended more often in AI answers.

2. Baseline

Check the prompts, answers, citations, and sources that matter.

3. Diagnosis

Find the gap: retrieval, evidence, or recommendation criteria.

4. Intervention

Change the information or evidence causing the gap.

5. Re-test

Run the same prompts again and see what changed.

Explore The THREE Field Guides

Read online or download each guide below.

What is the AI answer environment doing?

AI VISIBILITY: DIAGNOSE, INTERVENE, REPORT

What must information enable people to do?

INFORMATION DESIGN FOR HUMANS AT WORK

What happened in the organization?

TRACING BUSINESS IMPACT BEYOND THE CLICK

MEASURE THE AI ANSWER ENVIRONMENT

Use Xofu to run tracked prompts across AI platforms, establish a baseline, compare competitors and citations, and re-test after changes.

Try Xofu Free

WANT HELP RUNNING THE PROCESS?

Work with the Xofu team to run the research, diagnosis, intervention planning, and measurement.

WORK WITH XOFU