For agencies and fractional CMOs

White-label AI visibility reports your clients can read on their own

Your clients want to know whether ChatGPT and Gemini recommend them. Sophyx tracks that. A white-label report gives them the answer under your agency's name only, in plain words a CMO can act on.

MCP is a standard way to connect an AI assistant like ChatGPT or Claude to another tool's data. With the Sophyx MCP connector on, your own assistant writes that report in about ten minutes per client, per month.

Free to start · no credit card · run it on a prospect before they sign

90 seconds, no narration. A real session on a real workspace.

What metrics should I use to report AEO results to leadership?

Five, in this order. Answer coverage: the share of tracked buying questions where AI names the brand. Who is named instead: the competitors AI recommends in your place. Gaps closed this period: the work you billed for. Citation sources: the pages and sites AI built its answer from. And the coverage trend over at least six weeks, because one month is noise. Do not lead with position in the answer. AI answers change from run to run, and a second tool will show a different rank.

Most AI visibility numbers are hard for clients to use

A coverage percentage means nothing to a client who has never heard the word. A list of prompts is just a list. And every tool reports a different number, which your client will notice the first time they get a second opinion.

A report that works in a leadership meeting does four things. It says whether the brand shows up, who shows up instead, what closing the gap takes, and what changed since last month.

Leave out:

  • A coverage percentage with no sentence to explain it.
  • Position in the answer as the headline. AI answers change between runs.
  • A list of prompts with no verdict on any of them.
  • Anything the client would have to look up before they could act on it.

The five metrics to report

In order of importance. If there is time for only one, use the first.

1

Answer coverage

The share of tracked buying questions where AI names the brand.

Say it as “we appear in 5 of the 30 questions buyers ask” and nobody needs a glossary.

2

Who is named instead

The competitors AI recommends in your client’s place, ranked by how often.

This is the fact that gets a client to act.

3

Gaps closed this period

How many questions that used to leave the brand out now include it.

It shows the work you billed for, which is what a retainer is renewed on.

4

Citation sources

The pages and sites AI built its answer from.

It tells you what to build next, so “do more content” becomes a specific list.

5

Coverage trend, six weeks minimum

The same questions, re-run on a fixed schedule.

One month is noise. Six weeks shows a direction, and a direction is what a board wants to see.

What white label should mean

Agencies tell us a logo on a PDF is not enough. The whole report should be yours: your name, your words, your structure, your advice, and no product names your client could look up and find priced online.

Your Agency

AI visibility report · August

16.7%

Answer coverage

The brand appears in 5 of the 30 questions its buyers ask. One plain sentence, and the client knows where they stand.

Recommended instead

ProfoundPeec AIOtterly.AIAhrefs
  • 1Answer coverage: 5 of 30 buyer questions name the brand
  • 2Who AI recommends instead, ranked by how often
  • 3Three gaps to close this month, with the hours each takes
  • 4The trend over six weeks or more, so it shows a direction
Prepared by Your AgencyPowered by Sophyx

Your assistant writes the report from the raw data, so it is your document from the first draft. The figures above are our own: 30 tracked prompts, 5 cited, 16.7% coverage, and the brands AI named in our place.

Add the MCP connector to the assistant you already pay for

It takes about four minutes, once, and covers every client workspace on your account.

Server address

https://mcp.sophyx.app/

The same address works in ChatGPT, Claude, Microsoft Copilot and Gemini. These steps are for ChatGPT, the only one that hides the option behind a switch.

  1. 1

    Open Settings → Connectors

    Click your name (bottom left in the desktop app) or your avatar (top right on the web). The panel may be called Connectors, Apps & Connectors, or Plugins. They are the same panel.

  2. 2

    Scroll to the bottom and switch on Developer mode

    It is the very last item. Do this first.

    Until it is on, there is no add button anywhere, and searching Settings for “MCP” finds nothing. The option only appears after you switch this on.

  3. 3

    Add the connector

    Click Browse connectors, scroll to the top, and click the + button to the right of the search bar. Name it Sophyx, paste the server address, choose OAuth, tick the trust confirmation, and click Create.

  4. 4

    Approve with your Sophyx login

    Sign in, scroll to the bottom of the permission screen, and click Allow access. That window often opens behind the app, so check your taskbar if nothing happens. Then tick Sophyx in the + menu of the chat box, and you are connected.

Developer mode needs a paid ChatGPT plan. ChatGPT Free has no Connectors panel at all. Claude, Copilot and Gemini have no such switch: paste the address and approve.

Two prompts: the monthly report and the pitch

Same data, used two ways. Paste them into ChatGPT or Claude once your workspace is connected.

Prompt 1: the monthly client report

Paste into ChatGPT or Claude
Using the Sophyx connector, build a client-ready AI visibility report for
[workspace].

Structure:
1. One sentence a non-marketer understands: is this brand showing up in AI answers or not
2. Answer coverage: the number, what it counts, and what it means in plain English
3. Who AI recommends instead, the competitor brands named across the gaps, by frequency
4. The three highest-value gaps, with what closing each one would take in hours and assets
5. A 30-day plan with named deliverables and owners
6. What we will re-measure, and when

Rules: no jargon, no metric a client would have to look up, no claim the data does not
support. Where something is uncertain, say so in one line rather than dropping it.

Brand it as [agency name]. Output as a standalone HTML file I can print to PDF.

Fill in the two bracketed fields, review once, and print to PDF. About ten minutes.

Prompt 2: the version you read before a pitch

Paste into ChatGPT or Claude
Using the Sophyx connector, run the pitch version for [prospect brand].

Give me:
- The one uncomfortable sentence: which buying questions AI answers without them
- The competitors AI recommends in their place, with how often
- The single fastest gap to close, and roughly what it would take
- Three questions I should ask them in the meeting that their own data now makes obvious

Keep it to one page. I am reading this in a meeting, not sending it.

Run it on a prospect's brand. The free audit covers any domain, so this costs nothing to test.

The prompts are free. They need a Sophyx workspace with tracked prompts behind them to write a real report.

Create your first client workspace

Use it before the pitch, too

Run the analysis on a prospect's brand before the meeting. You arrive knowing which competitors AI recommends in their market and which questions they lose: a specific fact about their business they can check for themselves.

The meeting moves from “should we do this” to “how bad is it”, and you never had to explain AI search from scratch.

What you get per client, every month

All of it is included in your plan.

Each client in its own workspace

Separate prompts, competitors and trend for every client. Run as many as you have clients. The connector reads every workspace on your account in one chat.

A report your assistant writes from the data

Your assistant writes it, so it is your document from the first draft: your structure, your words, your advice.

Your name, and none of ours

No product names your client could look up and find priced online.

A different report for each audience

A retainer client gets the trend. A pitch gets the competitive gap. Same data, same ten minutes, two documents.

The prospect version, before they sign

Run the analysis on a brand you are pitching and arrive with a specific fact about their market that they can check.

Plans start at USD 99 per month, and the first audit on any domain is free. See pricing.

Questions about white-label AI visibility reports

Five, in this order. Answer coverage: the share of tracked buying questions where AI names the brand. Who is named instead: the competitors AI recommends in your place. Gaps closed this period: the work you billed for. Citation sources: the pages and sites AI built its answer from. And the coverage trend over at least six weeks, because one month is noise. Do not lead with position in the answer. AI answers change from run to run, and a second tool will show a different rank.

Put a report in front of a client this month

Create a workspace for one brand and connect your assistant. The first report takes about ten minutes. Start with the prospect you most want to win.

Book a Demo