Managing multiple brands

Once you’re running more than one client on Surfais, the brand switcher becomes the tool you use most. This page covers how it works, what moving to a new brand actually changes, and how to add or remove clients as your roster changes.

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The brand switcher

At the top of the sidebar sits a dropdown showing every client brand on your account, with the currently active one highlighted. Pick a different brand and the whole dashboard — scores, mentions, citations, sentiment, competitors, audits, reports — re-renders for that brand. Nothing else needs to change; every page that shows brand-specific data reads from whichever brand is currently active. Switching brands while you’re on a brand-specific page (for example, a mentions or citations view) takes you to the equivalent page for the newly selected brand, so you don’t lose your place. Pages that already show data for “whichever brand is active” — like your prompt library or competitor list — simply refresh in place.

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Adding a brand

Add a new client brand from the Brands page, reachable via “Add brand” at the bottom of the switcher dropdown. Each new brand:

• Offers you a set of suggested prompts generated from the brand’s domain. They’re shown for review — tick the ones worth tracking, edit any that aren’t quite right, and nothing reaches the prompt library until you confirm
• Gets one free baseline scan you can run for an initial read. Once your account has run its first scan, scheduled scans also pick up brands you add later, so a new brand may get its first reading on the next scheduled scan day — see Scan schedule
• Has its own empty competitor list, ready for you to populate

See Setting up your account for the general setup flow that applies to each brand you add, and Managing prompts for building out that brand’s prompt set beyond the ones you accepted.

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What’s configured per brand

Everything that defines how a specific client is tracked lives on that brand, not on the account: Prompts draw from your account’s shared pool of prompt-country slots, but once allocated to a brand, that allocation — and everything measured from it — belongs to that brand alone. A competitor you add for one client never appears in another client’s competitor list, and a country enabled for one client doesn’t enable it for the rest of your roster. Scores work the same way. Each client’s AIS Score is computed only from that client’s own prompt runs and that client’s own competitor comparisons — one client’s results never bleed into another’s, however unrelated or similar the clients happen to be.

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Removing a brand

Removing a client brand is done from that brand’s settings. Once removed, the slots its prompts used return to your shared pool, freeing them up for another client. Historical scan data tied to a removed brand is not carried over if you re-add a brand with the same name later — treat removal as final for that brand’s history.

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Adding capacity beyond the included brands

The Agency plan includes 10 client brands. If you’re managing more, an extra-brand add-on lets you add capacity one brand at a time rather than needing to change plans. Each extra brand you add:

• Adds one more client brand slot to your account, usable the same as any included brand
• Carries all the same Agency plan behaviour — its own prompts, competitors, countries, scores, and audits
• Can be cancelled independently if you stop managing that client, without affecting your other brands

Pricing for the extra-brand add-on is on surfais.com/pricing. See Add-ons for how add-ons are billed alongside your main subscription, and Usage to see how close you are to your current brand allowance.

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