Field guide · Momentic Research

The AI Search Operating Manual

How to be found, trusted, cited, and chosen across AI search. Built from platform documentation, published research, and Atlas measurement across 16 brands and 11 AI engines.

Why this exists

AI search grew a vocabulary faster than it grew a science. SEO, AEO, GEO, and LLM optimization get presented as separate disciplines with separate tricks. The durable work is one system: make information reachable, make it worth retrieving, make it safe to cite, earn agreement beyond your own website, and measure the path from machine visibility to demand. Do not optimize for "an LLM". Optimize the whole path around the user: access, retrieval, selection, synthesis, citation, recommendation, action. Each stage fails independently, and the work is finding the failing stage before prescribing anything.

What Atlas measurement has found to date

Atlas ran 8,209 prompts across 11 AI engines for 16 brands from July to September 2026. These six findings recur through the manual.

  • 17.3%of prompt and engine pairs changed whether the brand was mentioned across repeated runs of the same prompt on the same engine.Part 02
  • 2 to 5searches per answer, the median for AI engines that show the searches they ran.Part 02
  • 89.3%of citations pointed to websites the brand does not own.Part 06
  • 5.5xBrands were mentioned 5.5 times as often as they were recommended on category prompts.Part 12
  • 20xOwned articles updated in the last 90 days were cited about 20 times as often per article as articles older than a year.Part 04
  • 3xFirewalls and CDNs refused AI crawlers about three times as often as robots.txt blocked them.Part 09

Atlas measurement, 16 brands, 11 engines, 2026-07-13 to 2026-09-14. Each section states its finding's exact window. Brands are not named.

How much to trust each recommendation

The recommendations in this manual rest on four tiers of evidence. The tier decides what a recommendation is allowed to claim. Tactics with no evidence at any tier are listed in the myth section (part 15) instead of recommended.

TierWhat it meansHow to treat it
01 · Platform-confirmedThe provider documents the behavior or the control.Act on it, and re-check the date because products change.
02 · ResearchA controlled study changed a variable and measured the outcome.Apply it only to the conditions the study tested.
03 · ObservationalA large dataset shows an association.Use it to decide what to test first.
04 · HypothesisPlausible, repeatedly observed, unproven.Test it before recommending it to a client.

How AI search works

A language model's trained knowledge is a statistical snapshot, and the product reaches for tools when an answer needs current facts: web search, feeds, maps, files, APIs. Classic search and AI answers run the same early pipeline, then split.

Brands missing from training data start 57 points behind

Published tests of invented brands against real ones report roughly a 57-point gap on a 100-point reranker scale. A brand absent from training data starts that far behind, and no on-page work closes that gap; only presence in the public record does.

Reranker scale, 0 to 100
Reported gap between an invented brand and a real brand, before any on-page workpoints
57

Only the difference is reported, so the bar is anchored at zero. The absolute scores are not published.

Published tests of invented brands against real brands on a 100-point reranker scale.

Search and AI answers share the same first six steps

The same six stages run before either product renders anything, and a page can be excluded at any one of them.

  1. 01Query understandingThe system converts the prompt to an embedding before it retrieves anything.
  2. 02Query transformationThe system rewrites the prompt and expands it into many search variants (query fan out).
  3. 03Multi-path retrievalThe system retrieves candidates along more than one path at once.
  4. 04Candidate processingThe system converts retrieved items into candidates it can compare.
  5. 05Multi-stage rankingCheap rankers run first, and expensive rankers run only on the survivors.
  6. 06Eligibility and filteringFilters remove candidates the product is not allowed to use.

The search path and the grounding path diverge after stage 06.

After that, search and AI answers split

After filtering, the same candidate pool feeds both products, and each product applies its own selection rules.

Search path: composes a results page

  • Links
  • Modules
  • Snippets

Grounding path: constructs an answer with citations

  1. 01Selects evidence
  2. 02Constructs passages with attribution
  3. 03Generates a constrained answer
  4. 04Cross-checks the answer
  5. 05Attaches citations

A page tuned for the results page can be excluded from evidence selection, and the reverse.

AI engines run 2 to 5 searches per answer

When an engine shows the searches it ran, Atlas records them. Perplexity ran a median of 5 searches per answer; Gemini with web search ran 3; ChatGPT and Claude with web search ran 2. A page written for one phrasing matches only one of those searches.

Median searches per answer, by engine
Perplexityn = 9,915 answers
5
Gemini (web)n = 14,750 answers
3
ChatGPT (web)n = 11,893 answers
2
Claude (web)n = 12,904 answers
2

An earlier draft of this manual cited about 15 search variants and 600 candidates per prompt. Atlas could not verify that figure, so the chart shows only the searches engines exposed.

Atlas measurement, 16 brands, 4 engines that expose their searches, 49,462 answers, 2026-07-27 to 2026-09-14. The other 7 engines do not expose searches.

You cannot fully observe why and how AI systems rank your pages

Publishers cannot measure the ranking stages directly, so find the gate a page does not pass before applying any checklist.

  1. 01Retrieval loopsEvidence selection can reject the whole retrieved pool and send the system back for more.
  2. 02Ranking cascadesCheap rankers run first, and expensive rankers run only on the candidates that survive them.
  3. 03PersonalizationSession memory and personalization give two users different candidates for the same prompt.
  4. 04No outside viewPublishers cannot observe candidate sets, reranking scores, or context allocation. Answers to one prompt change by model, product mode, location, date, and random variation, so one screenshot proves nothing.
17.3%of prompt and engine pairs changed whether the brand was mentioned across repeated runs. Google AI Mode changed 0.1% of the time within one run; the Claude and Gemini APIs changed 10%.

Atlas measurement, 16 brands, 11 engines, 29,563 prompt and engine pairs with 2 or more runs, 2026-07-13 to 2026-09-14.

The four gates

A page must pass four checks to be cited

Gates are pass or fail. A page that does not pass one gate is excluded from the answer, regardless of the other three.

  1. 01DiscoverableCan the system reach it?Crawlable URL, sitemap, no robots block, clean canonical. Also check for a firewall or CDN that challenges the bot by IP while robots.txt allows it.
  2. 02ParsableCan the system extract structure?Semantic HTML, valid structured data, alt text, transcripts, clean heading hierarchy. A visually impressive JavaScript blob with no semantic structure does not pass this gate.
  3. 03GroundableCan a passage be trusted on its own?Self-contained claims, named sources, no contradictions on the page. Grounding stages deprioritize ambiguous passages.
  4. 04TrustworthyDo other sources and time agree?Entity data that matches public knowledge graphs, attributed quotes, and the same claim stated on several credible websites over time.

A gate is pass or fail, never a score.

The three forces

Gates decide eligibility. Three forces decide selection among the eligible: freshness, verification, and semantic richness.

Recently updated articles were cited far more often

Atlas matched owned articles to the citations they received. Articles updated in the last 90 days were cited about 20 times as often per article as articles older than a year. For a recency-sensitive task, stale information is ineligible regardless of quality, and the system decides what counts as recency-sensitive. Track fact freshness, not the date stamp.

Citations per owned article, by last update
Updated in the last 90 daysn = 1,267 articles
31.6
Updated 91 to 365 days agon = 1,719 articles
3.4
Updated more than a year agon = 2,106 articles
1.6

Two signals most teams skip: submit updated URLs through IndexNow, and watch access logs for 499 status codes, the signature of an AI crawler abandoning a slow response.

Atlas measurement, 13 brands, 5,092 owned articles with a published modified date, 2026-07-13 to 2026-09-14. Observational: frequently updated pages may also be the pages brands consider most important.

Cite your sources so AI systems can verify your claims

Verification stages check named sources, specific data, and traceable claims against each other. A stage can drop a whole passage when one of its claims is contradicted.

"Studies show" is unverifiable. A named source with a year is evidence.

AI answers quote single passages from indexed pages

Retrieval selects whole pages. Answer generation then quotes one passage from a selected page. The page is the unit of indexing; the passage is the unit of citation.

Passages that get selected

  1. 01A direct answer in the first sentences
  2. 02Definition blocks
  3. 03Evidence-dense data
  4. 04Numbered steps

Passages that get skipped

  1. 01Background prose
  2. 02Methodology preambles
  3. 03Transitions
  4. 04Marketing copy

Models weight the start and end of a passage most, so an introduction placed before the answer lowers its chance of selection. Put the answer first and the evidence after it. Semantic richness makes content matchable and extractable: three thousand words under eight precise headings can be cited eight times across eight queries, while the same words as a wall of prose extract nothing.

A direct answer is good for people and for AI.

The centroid

A brand is the average of everything it publishes, and everything public said about it

In vector space that average is called a centroid. Models build their picture of your brand from that text: the system calculates your brand rather than seeing it.

Each page is one point. A brand cited across many prompts covers a connected region of related topics.

How brands become interchangeable

A centroid far from competitors' centroids makes the brand easy to tell apart. Two failure modes erode that: cluster collision and centroid drift.

Cluster collision

When a brand uses the same sources, templates, and talking points as competitors, models treat the brands as interchangeable.

YOUR BRANDCOMPETITOR

Centroid drift

Off-brand campaigns and filler content shift the calculated brand away from how the brand describes itself.

INTENDEDCALCULATED

Each small dot is one piece of published content. The large dot is the average. These drawings are schematic and are not plotted from measured data.

How AI selection criteria have changed

The criterion that decides selection changed twice: presence first, then similarity to the query, now connectedness of evidence.

EraWhat matteredThe work
01 · TokensPresence in training corporaGet the brand into the sources models train on.
02 · EmbeddingsSimilarity to the queryPublish pages that match the questions buyers ask.
03 · Traversal Current eraConnectedness of evidenceConnect entities, relationships, and third-party confirmation across websites.

The Influenceable Web

Inputs that shape an AI answer

Models combine several sources into one answer. Brands can influence most of those sources, and Momentic calls that set the Influenceable Web: the brand's website, its owned content, its reputation surfaces, offsite and social coverage, the training data already inside the models, and the prompt itself.

AN AIANSWERTRAINING DATAYOUR WEBSITEOFFSITE AND SOCIALOWNED CONTENTREPUTATION SURFACESTHE PROMPT ITSELF

The sixth input is the prompt itself. Its sentiment influences answer sentiment, and the entities it treats as central decide which brands the model includes.

Places of corroboration

On these eight kinds of websites, a third party can confirm a brand's claim. Each confirmation starts with evidence the brand publishes.

  1. 01Editorial coverageJournalists cite original data and findings.
  2. 02Trade and niche publicationsMatch specialized prompts more closely than general news does.
  3. 03Professional profilesThe same name, title, and credentials on each profile.
  4. 04Review ecosystemsThe review websites your buyers read before choosing.
  1. 05VideoWith transcripts and explicit entities.
  2. 06CommunitiesAccounts from people who have used what you sell.
  3. 07Public registries and listingsName, address, and category match across directories.
  4. 08Partner and integration ecosystemsPartner pages that confirm specific integrations.
Where cited pages are hosted, all captured citations

About nine of every ten citations go to websites the brand does not own (10.7% brand-owned). By engine, brand-owned pages received between 5% (Copilot) and 18% (ChatGPT with web search) of citations.

Atlas measurement, 16 brands, 1,288,263 captured citations, 2026-07-13 to 2026-09-13. Owned share by engine: 8 engines that cite sources.

Communities are where first-hand experience genuinely exists. Respect that in your strategy.

Tactics Momentic does not use

Momentic excludes four tactics outright and builds press on real datasets, qualified experts, and first-hand results instead. The tactic class carries platform policy risk and reputational risk.

  1. 01Purchased mentionsPayment for coverage that is presented to readers as independent.
  2. 02Staff sockpuppetsEmployees posting as unaffiliated customers or unaffiliated experts.
  3. 03Seeded forum threadsDiscussion planted by the brand and staged to read as organic.
  4. 04Listicle insertionA ranking position bought inside a third-party roundup.

Demand

Sources for demand research

A keyword is basically a topic. A prompt adds constraints, context, and the outcome the person wants. Demand research now runs three layers.

  1. 01Search demandWhat people already type into a search box, counted in keyword volume and internal site search.
  2. 02Decision questionsWhat a buyer needs answered before acting, taken from sales calls and support tickets.
  3. 03Query fan out coverageThe sub-questions a system retrieves separately when it answers one visible prompt.

Validate the panel against keyword data, internal site search, sales calls, and support tickets. Group recurring sub-questions into entities, comparisons, criteria, risks, procedures, and next actions; map each cluster to the strongest existing URL; create a new URL only for a genuinely distinct task. Do not build a page per paraphrase: platform guidance is explicit that scaled low-value variants are the wrong answer.

Prompt classifications

A panel is a fixed, versioned, representative set of prompts per commercial journey, preserved across months.

Prompt familyWhat it tests
01 · Category discoveryUnaided inclusion and category authority
02 · Problem and solutionOwnership of the problem space
03 · ComparisonEntity clarity and comparative evidence
04 · ConstraintAttribute-level facts under a budget, integration, or spec
05 · Trust and riskReputation surfaces and balance of evidence
06 · ImplementationProcedures and operational detail
07 · LocalEntity data, proximity, reviews
08 · Transactional and agentMachine-operable data, action readiness

Before comparing, do this

Wording and denominators decide whether a panel's numbers can be compared across brands or months. Run both checks before any comparison.

01 · Framing balance

Prompt wording sets sentiment. A panel whose wording nets negative or positive biases every downstream number, so balance the framing to neutral before comparing brands or months.

Check: confirm the panel's wording nets neutral before the first comparison is run.

In Atlas data, prompt type decided caveat rate more than framing did. Category prompts drew caveats about 1% of the time whatever the framing. Branded prompts drew caveats 26% to 59% of the time.

Atlas measurement, 16 brands, 116,532 answers with framing and category labels, 2026-07-13 to 2026-09-14.

02 · Branded prompt semantics

On a prompt that names the brand, a mention is a given and means nothing. Branded prompts measure whether owned pages get cited and whether answers state caveats. Category prompts measure mention and recommendation. Mixing the two denominators corrupts both.

Check: read mention rate and recommendation rate only from category prompts.

Each rate names its own denominator

RateNumeratorDenominator
Owned-citation shareCitations to brand-owned URLsAll citations in answers to branded prompts
Caveat rateAnswers stating a caveatAll answers to branded prompts
Mention rateAnswers naming the brandAll answers to category prompts
Recommendation rateAnswers recommending the brandAll answers to category prompts

Report each rate next to the denominator it was divided by, in the same sentence.

Content that survives

Six kinds of material competitors cannot copy

If a model can write your article from ten similar pages, it has no reason to cite yours. Publish material competitors cannot copy without doing the same work.

  1. 01Original data with methodA dataset you collected, published with the method you used to collect it.
  2. 02First-hand testsA procedure you ran, with the setup and the result.
  3. 03Real cases with baselines and outcomesA real engagement, its starting number, and its ending number.
  1. 04Expert judgment with named credentialsA view attributed to a person, with the credential that qualifies it.
  2. 05Working toolsCalculators, checkers, or other software a reader can use.
  3. 06Primary documentsFilings, transcripts, and specifications reproduced in full.

Write sections AI can quote

A model quotes one section under one heading as a unit, so each section must resolve its own question completely. Models do not select passages by word count, so do not split sections to meet a word target.

  1. 01Answer immediatelyThe direct answer appears in the first sentences under the heading, before context, caveats, or background.
  2. 02Qualify scope and dateLabel the date, the units, the method, and where the numbers came from, inside the same section.
  3. 03Evidence the claim"Studies show" cannot be checked. Name the source and the year so a model can verify the claim.
  4. 04Explain why it mattersState the consequence next to the claim, so the passage still makes sense read away from the page.
  5. 05Connect to the next questionThe next sub-question gets its own heading, never a new page written to repeat the same answer.

Write each section so it makes sense when a model quotes it alone.

Update facts on the cadence the topic actually changes, distinguish published, reviewed, and data-through dates, and retire dead URLs cleanly. Where the task is visual (product, local, how-to, comparison), imagery and video are answer inputs: transcripts, captions, descriptive filenames, and surrounding text make them legible, and a fact that exists only inside an image does not exist.

What the 40% study measured

The 2024 Princeton and KDD GEO paper supplied top search results to the generator first, then changed the content. The 40% figure applies only inside that setup.

  1. 01SupplyThe paper gave the generator the top search results before it wrote an answer.
  2. 02RewriteOne of those supplied sources then had its content changed.
  3. 03ScoreThe changed source was scored on how visible its attributed text was in the answer.
Relative visibility change of attributed text
Attributed text, inside the paper's setupup to
40%

Conditional on the source already being in the model's context. What the paper did not measure: retrieval for a live page, traffic, or revenue.

Do not repeat the claim that adding statistics increases ChatGPT rankings by 40%. It collapses retrieval, context allocation, citation, and traffic into one imaginary metric. The honest reading of the research: quotations, statistics, and sourced claims can change visibility within a fixed context, while keyword stuffing does not, because concrete, attributable information is easier to reuse than vague prose.

The 2024 Princeton and KDD GEO paper; the 2026 critical survey of 45 GEO studies.

Technical eligibility

Which AI crawlers to allow, and why

Search inclusion, model training, and user-invoked agent access are three separate decisions, and each system below publishes its own user-agent tokens. Set the policy per decision and per system, and do not copy a generic blocklist.

DecisionSystemDocumented purposeStance
SearchGooglebotSearch crawling; generative features retrieve from Search systemsAllow the pages you want in Google Search and AI Overviews.
TrainingGoogle-ExtendedTraining and grounding control token; not a crawler, not a ranking inputDecide separately from Search inclusion. Document the decision.
SearchOAI-SearchBotChatGPT Search discoveryAllow if ChatGPT traffic matters to you, and allow its published IPs through the WAF.
TrainingGPTBotTraining collectionDecide whether you allow model training, separately from search access.
SearchPerplexityBotPerplexity search and linking, not trainingAllow if Perplexity traffic matters to you, and allow its published IPs.
AgentPerplexity-UserUser-requested fetchesUser-agent access; documented as generally ignoring robots.txt.
Search AgentClaudeBot / claude-webAnthropic crawling and search-tool fetchesThe same purpose split. Verify each token in access logs.

Check crawler access at four layers

Robots.txt records only the stated policy. A firewall or a CDN rule can refuse a crawler that robots.txt allows, and only the access log's error rate shows that the refusal happened. The audit reads the four layers in order until one refusal is found.

  1. 01Robots.txtWritten per purpose, because search inclusion, model training, and agent access are separate decisions.
  2. 02Firewall rulesRobots.txt allows the bot while the WAF challenges it by IP, and nothing in robots.txt reports the refusal.
  3. 03CDN bot managementManaged bot rules can block what robots.txt permits, so WAF and CDN policy have to match robots intent rather than contradict it.
  4. 04Access-log error ratesThe only direct measurement: which crawlers came, what they fetched, what they got back, and whether they gave up.
AI crawler checks refused, by layer
Firewall or CDN refused the crawlershare of checks
8.6%
robots.txt blocked the crawlershare of checks
2.9%

Across 98 monitored domains, firewalls and CDNs refused AI crawlers on 8.6% of checks; robots.txt blocked them on 2.9%.

Atlas bot-reachability monitor, 16 brands, 98 domains, latest snapshot, 2026-09-14. Refused = HTTP 403 on a live probe.

Technical checks

A crawler must fetch the page, a renderer must see its content, and the index must keep it. If a page fails one of these seven checks, AI-specific work will not fix it.

  1. 01Stable 200s and clean canonicals
  2. 02Important content present in rendered text
  3. 03Internal links from related pages, plus a hub page per topic
  4. 04WAF and CDN policies matching robots intent
  5. 05One set of canonical facts across templates and feeds
  6. 06Sitemaps correct
  7. 07IndexNow where the ecosystem supports it

Server logs are the only direct measurement of the first gate: build bot cohorts, trend them, and alert on error-rate shifts. Do not build a shadow site: a separate "AI version" of the website creates drift and duplicate truth. The primary experience, made semantically clean, is the AI version.

Platform punchlists

One strategy, five diagnostics. Foundations are shared; controls, retrieval sources, and reporting are not.

Google: AI Overviews and AI Mode

Google documents how these features retrieve pages, so each check targets a documented behavior.

Confirmed

Generative features run on core Search systems, use query fan out, require normal index and snippet eligibility, and need no special AI schema or AI text file.

  • Ordinary crawl and index health on priority pages
  • Subtopics covered on existing pages, without one page per query
  • Original data or research that other pages do not already contain
  • Structured data valid and matching visible content, for supported features
  • Search Console's Generative AI performance report reviewed monthly (global since August 2026)
  • Google-Extended decision documented separately from Search

ChatGPT rewrites a prompt into one or more targeted searches, runs them, and attaches citations to the sources it quotes. Five checks decide whether a page is available to be one of those sources.

Confirmed

Inclusion requires OAI-SearchBot access plus its published IPs.

  • OAI-SearchBot allowed in robots and through the WAF, verified in logs
  • Pages indexed and ranking in regular search
  • Titles, snippets, and page identity precise enough to match the rewritten sub-query
  • GPTBot policy decided separately from search access
  • chatgpt.com referrals tracked in analytics, next to panel visibility for answers that send no click

Perplexity, Claude, Copilot and Bing

These engines share the same crawl and index foundations. Each enforces its own crawler access and publishes its own first-party report, so the audit checks the three groups separately.

Perplexity

  • PerplexityBot and its published IPs allowed through the WAF
  • Current, accurate facts on the pages Perplexity may cite
  • Cited sources and referral visits sampled from Perplexity answers

Claude

  • Sources built for research tasks: primary documents, method detail, clean provenance
  • Narrow sub-questions answered precisely, not only the main question
  • Claude sampled separately; its selection behavior differs by product and configuration

Microsoft Copilot and Bing

  • Bing Webmaster Tools AI Performance report configured and read monthly
  • Grounding queries in that report reviewed as a sample of topics
  • IndexNow live for materially updated pages
  • Bing Places current for local businesses

Commerce, local, agents

Six product fields AI shopping agents read

Agents read product data to complete purchases, so identifiers, variants, price, availability, shipping, and returns must match across page, feed, and backend.

  1. 01Identifiers
  2. 02Variants
  3. 03Price
  4. 04Availability
  5. 05Shipping
  6. 06Returns

Rules

  • Product copy organized around the criteria a buyer decides on.
  • Feed errors fixed with the same priority as website errors.

Four facts to get right for local results

AI engines check a location's name and address, location page, hours, and reviews before they show the business in an answer. Get these four facts right first, on the website and on the brand's listings.

NAPOne name, address, and phone number, identical wherever it is published.
Location pagesLocation pages with local details: services, staff, photos, and directions.
HoursHours and exceptions correct and current.
ReviewsReviews monitored, because AI answers quote them.

24 checks so AI agents can use your website

Browser agents read the DOM the way assistive technology does. Momentic's agentic-UX audit scores each of these 24 items 0 for missing, 1 for partial or inconsistent, and 2 for deliberate, verified, and maintained.

SC1
Actions use button or link elements, or a role plus working keyboard handling
SC2
Each control's accessible name matches its visible text
SC3
Fields carry a programmatic label, an autocomplete token, and the right input type
ST1
Disclosures expose aria-expanded; selection exposes aria-current or aria-selected
ST2
Loading and busy states reach the tree through aria-busy, disabled, or a live region
ST3
The settled tree matches the navigation-time tree for each control in the flow
KB1
Each control in the flow is reachable by Tab, in the order it appears on screen
KB2
Custom controls respond to Enter and Space
KB3
Modals hold focus, return it on close, and close on Escape
VA1
Submission failure reaches the tree through role="alert" or aria-live
VA2
Invalid fields carry aria-invalid and aria-describedby pointing at the message
VA3
The required state in HTML matches the required state in the visible copy
TP1
The flow completes with no hover-only, drag-only, or canvas-only step
TP2
Steps have stable URLs or stable step names the agent can return to
TP3
Consent, chat, and promotion overlays leave the primary control clickable
MT1
Price, currency, availability, and stock appear as text, not only in images
MT2
Dates, times, time zone, and slot options appear as text or machine-readable values
MT3
Cancellation, returns, delivery, and data-handling terms appear at the point of action
CF1
A review step shows what will be committed before the irreversible action
CF2
The success state is unambiguous and present in the accessibility tree
CF3
The failure state is recoverable and keeps what the visitor already typed
HP1
Each recommended change was checked against the human experience
HP2
No agent-only content: no hidden text, cloaked markup, or agent-only path
HP3
Visible labels stay visible for humans after a field is filled

Momentic does not recommend an agent-operability change that makes the page harder for a human to use.

The Momentic agentic-UX audit instrument. Item IDs and wording as published.

Measurement

Measure each stage separately

A composite score does not show which gate failed. Each layer reports one metric, and one named system supplies it.

LayerMetricSource
01 · ReachabilityBot requests, response codes, give-upsServer, CDN, WAF logs
02 · Google generativeGenerative impressionsSearch Console
03 · Microsoft citationCitations, cited pages, grounding queriesBing Webmaster Tools
04 · Sampled visibilityMention, citation, recommendation by prompt familyThe versioned panel
05 · RepresentationAccuracy, sentiment, caveatsHuman-reviewed samples
06 · ReferralAI-referred sessions and behaviorAnalytics, referral parameters
07 · DemandBranded search, direct trafficSearch Console plus analytics
08 · CommercialLeads, revenue, pipelineCRM and commerce systems
Category-prompt mention rate, each of 16 brands

A range across brands, not a single score.

Atlas measurement, 16 brands (each with at least 30 graded category-prompt answers), 2026-07-13 to 2026-09-13.

Four metrics teams often confuse

Each rate changes independently of the other three, so every report states the denominator next to the number.

  1. 01Mention rateThe answer names the brand. Denominator: category prompts only; on a branded prompt a mention is a given.
  2. 02Citation rateThe answer uses an owned page as evidence. Denominator: the prompts run, with branded and category kept apart.
  3. 03Recommendation rateThe answer actively suggests the brand. Denominator: category prompts, where the answer is free to choose.
  4. 04Referral rateA visit arrives from an AI surface. Denominator: sessions in analytics, never answers.
Category prompts
Mention rateof answers
12.0%
Owned-citation rateof answers
14.3%
Recommendation rateof answers
2.2%

A brand was named or cited far more often than it was recommended.

Branded prompts
Owned-citation shareof citations
25.9%
Caveat rateof answers
37.5%

On prompts that name the brand, about three of every four citations go to pages the brand does not own.

Category prompts: Atlas measurement, 16 brands, 11 engines, 88,574 answers to category prompts, 2026-07-13 to 2026-09-14. Owned-citation share: 16 brands, 344,073 citations on branded prompts, 2026-07-13 to 2026-09-13. Caveat rate: 16 brands, 64,282 graded branded-prompt answers, 2026-07-13 to 2026-09-13.

Six rules for reporting results

Check each number against these six rules before publishing it.

  1. 01Branded prompts do not measure mentionsMeasure owned-citation share and caveat rate on branded prompts. Mention rate belongs to category prompts.
  2. 02Citations do not attribute to revenueBranded search volume and direct visits record influence. The CRM records revenue on its own terms.
  3. 03Every number names its denominator where it appearsCompute answer share over the answers to the period's category prompts, never over a brand's own rows.
  4. 04Framing balances to neutral firstBalance the wording of a prompt set before running any cross-brand or cross-month comparison.
  5. 05Two numbers compare only when their run mix matchesMatch engines, product modes, and panel version, or publish a comparability note instead of a trend.
  6. 06One run does not establish an effectReport treated and comparison sets, repeated runs, and the range of the effect.

A number without a stated denominator is not a result.

The 90-day track

What to do in the first 90 days

Fix crawler access first, then publish original evidence, then run tests. Finish each window's job before starting the next.

The Momentic 90-day operating track

Windows drawn at true length on a 90-day axis.

DaysFocusThe workOutput
1 to 15Baseline and accessPrompt panel frozen; crawler and WAF policy; log cohorts; Search Console and Bing AI reports connected; priority journeys mappedA baseline report of access and visibility
16 to 30Retrieval foundationCrawl, index, render, canonical, and firewall repairs; URL-to-prompt map; entity inconsistencies fixedTechnical fixes plus a URL-to-prompt map
31 to 45High-leverage pagesPriority sections rebuilt as answer units with evidence, dates, and criteria10 to 20 pages materially improved
46 to 60Non-commodity assetsOne or two proprietary pieces: research, benchmark, calculator, field studyOne or two original assets, such as research or a calculator
61 to 75CorroborationThe evidence pitched; profiles and ecosystem pages strengthened; video and communities where genuineThird-party coverage earned with those assets
76 to 90Measure and testPanel re-run; cited URLs compared; first-party reports read; controlled tests startedA log of test results, each with its evidence tier

What to start now, test, and skip

Momentic groups the work into four buckets, from what to start now to what to skip. Each bucket lists five items.

Do now

  • Access
  • Index health
  • Content and reputation distribution
  • Page clarity
  • Entity consistency

Do next

  • Original research
  • Evidence-led PR
  • Product and local data
  • Video with transcripts
  • Reference pages updated on a schedule

Experiment

  • Passage variants
  • Comparison formats
  • Agentic UX
  • Selective structured data
  • Freshness cadence

Skip

  • Mass generated slop
  • Seeded community mentions
  • llms.txt as a ranking project
  • Schema sold as an AI hack
  • Cosmetic date updates

Set priorities before setting dates.

The audit

The ten parts of the audit

Momentic scores each instrument 0, 1, or 2, records the evidence, and weights each category by business type.

  1. 01Technical eligibility and rendering
  2. 02AI crawler access across the four layers
  3. 03Indexation and architecture
  4. 04Demand and panel coverage
  5. 05Content value and extractability
  6. 06Entity and corroboration
  7. 07Structured and feed data
  8. 08Platform readiness per engine
  9. 09Agentic UX across 24 action-readiness items
  10. 10Measurement and governance

Scoring: 0 missing, 1 partial or inconsistent, 2 deliberate, verified, and maintained. Totals are not compared across businesses.

The myths

97 of 100 llms.txt files got zero requests

Ahrefs studied 137,000 sites and logged requests to each valid llms.txt file it found. 97% received no request in the measured period.

Each square is one percent of valid llms.txt files

Red: requested at least once (3). Cream: no request (97).

Google states that AI text files are unnecessary for its generative features. An llms.txt file can help documentation websites, but no published evidence shows it improves rankings.

Ahrefs llms.txt analysis across 137,000 sites; Google Search Central on AI text files.

Twelve claims to stop repeating

Each claim below circulates as a tactic. The correction states what published research or Atlas measurement supports.

  1. 01"Add llms.txt to rank in AI."Google states AI text files are unnecessary for its generative features, and Ahrefs found that 97% of valid files received no requests.
  2. 02"Schema makes models cite you."Schema is infrastructure for supported features and entity clarity. A tracked study across nearly two thousand pages found citations barely changed after JSON-LD was added.
  3. 03"Every answer needs a 40-word chunk."Google confirms there is no required length. Write each section to answer one question completely.
  4. 04"The 40% study proves a ranking boost."The study put the sources into the model's context first, so its 40% gain does not apply to live retrieval.
  5. 05"Rank #1 and you will be cited."AI answers regularly cite pages beyond the top search results, and the overlap changes by engine and month.
  6. 06"Cited means recommended."On category prompts in Atlas data, brands were cited in 14.3% of answers and recommended in 2.2%. Track each separately.
  7. 07"Fresh always wins."Freshness matters for facts that change, such as prices. Evidence decides stable facts. Changing only the date does nothing.
  8. 08"Reddit is the ranking factor."Real community posts help on some prompts and engines. Fake posts break platform rules and get removed.
  9. 09"Traffic no longer matters."Referral counts miss answers that send no click, but the visits that arrive are real. Track answer metrics alongside traffic and revenue.
  10. 10"AI search needs its own content team."The work spans search, content, PR, product data, and analytics. A separate team tends to publish duplicate pages with conflicting facts.
  11. 11"Write for machines now."Writing that is clear to people is also what models extract best. Google asks for content written for people first.
  12. 12"There is one algorithm to reverse-engineer."Each product uses different models, retrieval systems, and modes. Measure each one repeatedly and report ranges.

The one-page version

The manual in ten steps

Run the whole manual in this order.

  1. 01Choose the taskPick a task a buyer needs done.
  2. 02Check reachabilityThe four access layers, verified in logs.
  3. 03Map the query fan outSub-questions, entities, criteria, evidence.
  4. 04Own a unique factPublish what no model can synthesize from competitor pages.
  5. 05Make it explicitAnswer first, then label dates, units, methods, provenance.
  6. 06Earn corroborationGive journalists, partners, and reviewers evidence they can cite.
  7. 07Run the panelSame prompts, each engine, framed neutral: mention, citation, recommendation, accuracy.
  8. 08Read first-party signalsSearch Console generative, Bing AI Performance, server logs, referrals.
  9. 09Test with controlsComparison sets, repeated runs, effect ranges.
  10. 10Optimize the actionMake the next step, such as booking or buying, easy for a person or an agent.

Be the source behind the answer

AI search is still search: a contest to be the most useful, trusted, retrievable source for a real human need. The interface changed. The standard went up.

Sources and method

Atlas is Momentic's AI search measurement platform. Atlas figures in this manual come from 16 brands and 11 AI engines between July 13 and September 14, 2026, and each figure states its own window, sample, and denominator. Brands are not named. The Influenceable Web is Momentic research.

Evidence tiers cite platform documentation (Google Search Central, OpenAI, Perplexity, Anthropic, Microsoft Bing), published research (the 2024 GEO study; the 2026 critical survey of 45 GEO studies), and large observational datasets (the Ahrefs 1.4M-prompt, 1,885-page schema, 137K-site llms.txt, and 75K-brand studies).

The designed edition of this manual is available as a 61-page PDF.