Once you've created a project, you can fine-tune its configuration to match your specific monitoring needs. Understanding all available configuration options helps you optimize how Microscope.ai analyzes your brand's AI presence.
Accessing Project Settings
To modify your project configuration:
- Navigate to the Projects page
- Click on the project you want to configure
- Look for Project Settings or a gear icon
- Click to open the settings panel
Alternatively, you may find a settings link directly on the project dashboard.
Basic Project Information
Project Name
Your project's display name appears throughout the interface.
- Best practices: Use descriptive names that clearly identify the brand, market, or purpose
- Can be changed: Update anytime without affecting historical data
- Not unique: Multiple projects can have similar names (though not recommended)
Project Description
A longer explanation of the project's purpose and scope.
- Optional but recommended: Helps team members understand the project's goals
- Visible to all users: Anyone with access to the project can see it
- Markdown supported: Some formatting may be available
Brand Configuration
Brand Name
The primary brand being monitored in this project.
- Use the official brand name
- Can differ from the project name
- Critical for accurate AI analysis
Brand Description
A comprehensive description of your brand:
- What your brand does
- Key value propositions
- Target audience
- Unique selling points
- Brand positioning
This context helps Microscope.ai understand what accurate and favorable AI responses should include.
Brand Aliases and Variations
Add alternative names or common misspellings:
- Abbreviations
- Former names
- Common misspellings
- International variations
- Subsidiary brands
The more context you provide about your brand, the better Microscope.ai can evaluate AI responses for accuracy and completeness.
Website Configuration
Primary Website
Your main website URL is used for:
- Verifying mentions in AI responses
- Checking if AI models provide correct links
- Assessing technical accuracy
- Monitoring purchase guidance
Additional Websites
You can add multiple URLs:
- Subdomains (blog.example.com, shop.example.com)
- Regional sites (example.co.uk, example.de)
- Campaign landing pages
- Microsites
- Social media profiles
Website Verification
Some features may require website verification:
- Add a verification meta tag to your site
- Upload a verification file
- Verify via DNS record
Verification confirms you own the website and may unlock advanced features.
Target Audience Configuration
Audience Demographics
Define who you're trying to reach:
- B2B vs. B2C - Business or consumer focus
- Company size - Enterprise, mid-market, SMB (for B2B)
- Age range - Target customer age groups
- Income level - Economic segment
- Professional roles - Job titles or industries (for B2B)
Audience Intent
What are users looking for when they search?
- Information and research
- Problem-solving
- Purchase decisions
- Comparison shopping
- Technical support
Understanding intent helps create more relevant prompts and evaluate AI responses appropriately.
Competitive Landscape
Adding Competitors
Identify your main competitors:
- Direct competitors offering similar products
- Indirect competitors solving the same problem differently
- Aspirational competitors you want to benchmark against
Competitive Analysis Benefits
When competitors are configured:
- Track relative mention rates
- Compare positioning
- Identify competitive advantages
- Spot threats and opportunities
- Benchmark performance
Analysis Defaults
Default AI Models
Choose which AI models to query by default:
- GPT (OpenAI)
- Gemini (Google)
- Claude (Anthropic) - coming soon
- Perplexity AI - coming soon
You can always override these defaults for specific analyses.
Default Schedule
Set a standard execution frequency:
- One-time (manual)
- Daily
- Weekly
- Monthly
Individual analyses can override this default.
Advanced Settings
Custom Prompt Categories
Beyond the standard categories (Brand, Product, Technical, Trust), you can:
- Create custom categories
- Organize prompts by campaign
- Group prompts by stakeholder
- Add project-specific taxonomies
Data Retention
Control how long analysis results are stored:
- Keep all historical data (default)
- Limit to recent results only
Collaboration Settings
Project Visibility
Currently, all projects are visible and accessible to all organization members:
- All team members can view all projects
- All team members can edit all projects
- All team members can create and run analyses
Note: Project-level visibility and permission controls are planned for a future release. This will allow you to:
- Restrict specific projects to selected team members
- Set different permission levels (Viewer, Contributor, Manager)
- Create private or high-security projects
Saving and Applying Changes
After modifying settings:
- Review all changes carefully
- Click Save or Apply
- Changes take effect immediately
- Some settings may require re-running analyses
- Historical data is not affected by most configuration changes
Configuration Best Practices
- Be thorough - Complete all fields for best results
- Review regularly - Update as your brand or market evolves
- Document changes - Keep notes on significant configuration updates
- Test after changes - Run a quick analysis to verify everything works
- Collaborate - Involve relevant team members in configuration decisions
- Start simple - Don't overwhelm yourself with advanced settings initially
Common Configuration Mistakes
Incomplete Brand Information
Providing minimal brand context reduces analysis quality. Take time to fully describe your brand, audience, and positioning.
Incorrect Website URLs
Typos or missing https:// cause verification issues. Double-check all URLs before saving.
Wrong Industry Selection
Choosing the wrong industry leads to irrelevant automatic prompts. Pick the category that best matches your primary business focus.
Ignoring Competitors
Not adding competitors means missing comparative insights. Even 2-3 main competitors provide valuable context.
Next Steps
With your project properly configured, you're ready to:
- Fine-tune brand information in detail
- Configure website settings comprehensively
- Add products to your catalog
- Create custom prompts
- Set up automated analyses