Setting up an agency account? Read Agency accounts below first — the flow branches early, and most agencies skip straight past brand setup to add client brands afterwards.
The walkthrough
1
Brand or agency
First choice: Single brand or Agency — one brand to track, or a workspace for managing several client brands.Choosing Agency asks whether you also want to track the agency’s own AI visibility alongside your clients. Leave this off and click Skip — go straight to plan to bypass brand setup entirely (see Agency accounts). Turn it on, or pick Single brand, and you’ll continue through the steps below.Enter your brand or agency name and website domain — Surfais uses the domain to auto-fill the next step.
2
Verify your domain
Surfais scrapes your domain and drafts a tagline, industry, identity tags, and service tags. Review what came back and correct anything that’s off — this is a starting point, not a final answer.If the auto-fill comes back empty (some sites block automated reads), you’ll see a note and a Retry auto-fill button. You can also fill the fields in by hand.
3
Category, business model & scale
Four fields: industry, geography, business model, and scale. These decide which AI-visibility recommendations apply to your brand later — a local plumber and a B2B SaaS company get very different audit playbooks, and this is where that distinction gets set. All four are required before you can continue.Read Category, business model & scale for every business model option and why this step matters.
4
Aliases
Optional. Add other names your brand goes by (a parent company, trading name, common misspelling) and any other domains you own, so Surfais correctly attributes mentions under a different identity than your primary name and domain.Skip if you’re not sure — add aliases any time from brand aliases.
5
Competitors
Optional. Add up to five competitors by name and domain, or accept an AI-suggested one. Skip if you’d rather add these later.Read Adding competitors for how matching works and your plan’s cap.
6
Review & confirm
A summary screen covering everything you’ve filled in, with a per-section Edit link that jumps straight back to the step that owns it — no need to click Back repeatedly to fix one field.Confirming takes you to choosing how to start.
After you confirm: choose a plan, then add your prompts
Confirming takes you to plan selection: Get full access now, or start the 7-day free trial — see Your trial for what it includes and what happens when it ends. Onboarding doesn’t create any prompts for you — the questions you track are yours to choose. Once you’re in, open Prompts and add them: type or paste your own, upload a CSV, or add from the recommended prompts, none of which are tracked until you add them. We recommend starting with 10–15 prompts.Nothing is scanned until you start your first scan from your dashboard, so you can get your prompts right first — they decide what your baseline measures. Once it has run, scheduled scans cover every prompt, platform, and country you’ve configured.
Going back before you confirm
You don’t have to move through the wizard in a straight line. The step indicator at the top is clickable for any step you’ve already completed — click an earlier circle to jump back, change something, and step forward again. Nothing already saved is lost by navigating back and forth. To discard everything and start over, use Start over in the onboarding header. This resets the wizard but keeps you signed in.Changing your answers later
Nothing from onboarding is locked in:Brand profile
Category, business model, geography, scale — plus tagline, identity tags, service tags.
Brand aliases
Other names and domains your brand is known by.
Competitors
Add, edit, or remove tracked competitors, and see your share-of-voice leaderboard.
Prompts
The full prompt library — add, edit, remove, and target by country and platform.