How to use Sophyx
Everything you need to improve your brand's visibility in AI-powered search engines: agents, the Trends Vault, competitor intelligence, technical optimizations (JSON-LD, robots.txt, llms.txt), the hosted Ai Gateway, publishing — and connecting Sophyx to Claude, ChatGPT & Codex over MCP.
Jump to any section from the tree, or scroll the guide below.
Getting Started
Create your account
Sign up at app.sophyx.io/signup. Your free plan is enough to run a full brand analysis and complete the onboarding wizard.
Sign up freeRun a Free Brand Analysis (optional)
No account required — see how ChatGPT, Gemini, Claude, and Perplexity currently perceive your brand in 60 seconds.
Try free analysisWalk the full walkthrough
In under 2 minutes: (1) brand workspace, (2) memories, (3) tracked prompts, (4) agents run, (5) technical optimizations after your graph is fresh, (6) ship blogs and social with Click to Post or LinkedIn Schedule.
See the interactive walkthroughAssign a subscription to your workspace
Assign a plan from the Billing tab in workspace settings to unlock full analysis capabilities and higher run cadences.
View pricingBrand Wizard
Step 1 — Create your brand
Enter a brand name and your root domain (e.g. example.com). Sophyx provisions an isolated workspace, persists `workspace_settings` with your `root_url` and `pages_to_crawl` (default 5), and immediately analyses your homepage so Step 3 can suggest tailored prompts.
Step 2 — Teach your agents (Memories)
Add Memories so every brief, post, and analysis is hyper-personalized. Five formats supported: PDF (decks, guidelines, case studies), Text (paste tone-of-voice or FAQs), JSON (catalogs, schemas), CSV (keywords, competitors, segments), and URL (LinkedIn, X, Reddit profiles, any public page). Memories persist across all future runs.
Step 3 — Track the prompts that matter
Add up to 10 AI search queries you most want your brand to show up for. The wizard auto-suggests homepage-grounded prompts; you can add manual ones too. Tracked prompts run FIRST on every analysis, then agents fill the rest from their own discovery.
Skip is always OK
Memories and tracked prompts are optional — you can finish with just the brand info and add them later from the Memories Vault and Prompts Vault. The first agent run will still complete; later runs will get sharper as you add context.
Memories Vault
What are Memories?
Memories are reusable pieces of brand knowledge — files, pasted notes, and URLs — that every agent run pulls from for context. The more relevant context, the more your output sounds like you and grounds in your real positioning.
PDF and Text
PDF: brand guidelines, pitch decks, case studies, customer research (auto-uploaded, up to 25 MB). Text: paste your tone-of-voice rules, FAQs, key messages, or any unstructured notes. Both kinds support up to 25 MB per file (text accepts up to 2 MB pasted content).
JSON and CSV
JSON: structured data like product catalogs, plan configs, or any schema your agents should reference precisely. CSV: tabular data like target keyword lists, competitor names, or customer segments. Both upload-or-paste, both saved automatically.
URL memories
Add public URLs — LinkedIn company pages, founder profiles, X (Twitter) handles, Reddit threads, or any public page — to extend your agents with social presence and external context.
Adding memories later
You can skip memories during the wizard and add them later from the workspace's Memories Vault. New memories take effect on the next agent run — no re-onboarding required.
Knowledge Graph Builder
What is a Knowledge Graph?
A knowledge graph maps all the entities, topics, products, services, and relationships that define your brand. AI engines use these semantic networks to understand and cite your brand accurately.
Building your KG
From your workspace's home page, click "Build Knowledge Graph". Sophyx crawls up to 20+ pages of your site, extracts entities and relationships, and constructs a visual graph you can explore.
Exploring the graph
Use the interactive graph viewer to see nodes (entities like products, services, locations) and edges (relationships between them). This is the foundation AI engines use to understand your brand.
KG Analysis
After building the KG, run a KG Analysis to get a detailed AI-powered breakdown of your brand's entity coverage, gaps, and recommendations for improving your semantic footprint.
AI Visibility Analysis
What is AI Visibility Analysis?
Sophyx queries multiple AI engines (GPT-4o, Gemini, Claude, Perplexity) with prompts relevant to your industry and measures how often and how prominently your brand appears in the responses.
GEO Visibility Score
Your GEO score (0–100) is a composite metric measuring how well your brand is cited across AI engines. A score of 70+ means strong AI presence; below 40 indicates significant optimization opportunity.
Running a full analysis
Click "Run Full Analysis" from your workspace home. The system tests 30+ prompts across multiple AI providers and generates a comprehensive report with your visibility score, citation examples, and content gaps.
Reading your analysis report
The analysis report shows: overall GEO score, per-provider scores, which prompts triggered brand mentions, which didn't (content gaps), and AI-generated recommendations for each gap.
Prompt Analysis & Tracked Prompts
What is Prompt Analysis?
Prompt Analysis tests specific search queries against multiple AI engines to see if your brand is mentioned, where it ranks, and how it's framed. It's the most granular way to understand which queries you're winning or losing.
Tracked prompts (your priority list)
Tracked prompts are the queries you most want your brand to win. Seed them in Step 3 of the wizard or manage them later from the Prompts Vault. Each Visibility Agent run analyses your tracked prompts FIRST, then fills the rest with agent-discovered queries — so your priority list is always covered.
Running a single prompt
From the Prompt Analysis section, enter any query (e.g. "best CRM for small businesses") and Sophyx will query multiple AI engines and show you exactly what they say — and whether your brand appears.
Bulk prompt analysis
Run all your workspace's tracked prompts at once to get a comprehensive view of your AI search coverage. Results are stored historically so you can track improvement over time.
Identifying bad prompts
Prompts where your brand doesn't appear are flagged as "bad prompts" — these are your biggest opportunities. The Content Creator agent automatically turns each into a content task with AI-ready writing guidance.
Trends Vault
Your Trends — live web-search scanning
From the Trends Vault, run a live scan for any focus area. Pick your market (Global, US, UK, EU, Canada, Australia, India), a time window (7d / 30d / 90d / 12m), and result depth. Sophyx returns "What people are asking" (prompts ranked by monthly volume) and "Keywords AI answers rely on" (ranked by coverage), each with intent, a rising/steady/falling trend delta, and a source link.
Future outlook forecast
Every scan produces a forward-looking forecast: a direction badge (Accelerating / Holding steady / Cooling off) plus Signals to watch (topic, impact, ETA), a momentum Watchlist, and numbered Moves to make now. Use it to get ahead of demand instead of reacting to it.
Trend Explorer — the market-wide dataset
Beyond your brand, Trend Explorer is a searchable dataset of AI prompts and keywords across every sector Sophyx has analyzed. Filter by term type, sector, intent, and business type; each row carries per-model volume estimates for GPT, Gemini, Claude, Perplexity, and Grok (estimates, not measured data), YoY growth, and confidence.
Track terms into your workspace
Bookmark any prompt or keyword to snapshot it into your Prompts & Keywords vault. Tracked terms then run on every Visibility analysis so you can watch coverage move over time.
Google Search Console signal
Connect Google Search Console (via the Sophyx service account) right inside the Trends page to layer in real query and page performance — impressions, clicks, and change deltas over weekly, monthly, and 90-day windows — alongside the AI-search trends.
Competitor Intelligence
Who AI recommends for your prompts
The Competitors page extracts the brands AI engines name in response to your tracked prompts — so you see exactly who is being recommended in your place, and how often.
Your Brand Benchmark
A headline scorecard: Recommended %, Visibility % (with delta), Share of Voice %, Average Position (and how many #1 spots you hold), and total Citations — with a plain-language read like "You lead the field" or "X points behind [top competitor]".
Share of voice & citations
A sortable table ranks every competitor by Visibility, Share of Voice, Average Position, #1s, Citations, and Trend. Expand any row to see the keywords they win, the URLs AI cited for them versus for you, and the exact prompts they appeared in.
Close the gap
Competitor findings feed the Content Creator: where a rival is cited instead of you, that prompt becomes a content task with AI-ready guidance so you can win the answer back.
Agents & Agentic Strategy
The three core agents (auto-enabled at wizard finish)
Clicking Finish on the wizard turns on three agents: Visibility (builds the knowledge graph, runs 20+ tracked + discovered prompts, identifies bad prompts), Optimization (generates JSON-LD, robots.txt, and llms.txt for crawlers and LLMs), and Content Creator (writes blogs, FAQs, Q&A, plus LinkedIn/X/Reddit posts to fill the gaps). All are visible and toggleable on the Agents page.
Two more agents on the Agents page
Beyond the core three, the Agents page also carries Scheduler (Distribution Team — auto-publishes LinkedIn posts and long-form on a cadence) and Competitor Analysis (Intelligence Team — keyword gaps, content velocity, and AI-visibility benchmarking against your rivals). Both are live and toggle on/off like the others.
Visibility Agent — Search Intelligence
Pipeline: Build Knowledge Graph → Analyse KG Structure → Run 20+ Prompts (tracked first, then agent-discovered) → Identify Bad Prompts. Outputs the GEO score, per-prompt citations, and the bad-prompt list that Content Creator turns into tasks.
Optimization Agent — Technical SEO
Pipeline: Generate JSON-LD → Generate robots.txt → Generate llms.txt. Optimization outputs depend on an up-to-date knowledge graph; after a successful graph build in the same refresh, Sophyx automatically runs Optimization so structured data and crawler files align with your latest site understanding — no separate trigger needed.
Content Creator — Content Strategy
Pipeline: Classify best content type per bad prompt → Generate Blog / FAQ / Q&A → Generate social posts for LinkedIn, X, and Reddit. Memories you added in the wizard sharpen tone-of-voice and factual grounding for every output.
Scheduled autonomous refresh
When Visibility or Optimization is enabled, Sophyx re-runs the full refresh on a recurring cadence (defaults to roughly monthly from your last successful run). The interval is workspace-configurable via the `agentic_interval` setting.
Bulk Auto-Scheduler (live for LinkedIn)
From Social Posts, the bulk Auto-Scheduler takes a cadence (e.g. 3× per week), spaces your queued LinkedIn posts across your personal profile or a Company Page, and ships them automatically — the always-on counterpart to per-post Click to Post and LinkedIn Schedule. X and Reddit auto-scheduling is expanding next.
Run history
The Agents view shows recent pipeline executions with step-level status — main visibility runs, optimization passes, content-creation jobs, and ad-hoc rate runs — so you can see exactly what completed and when.
Agentic Strategy (task board)
The Agentic Strategy page under your workspace is a prioritized kanban of actionable tasks derived from analysis — separate from the automated agents, but designed to work alongside them. Move tasks through high / medium / low priority, and use content tasks with AI-ready briefs to close visibility gaps.
Technical Optimizations
What this step is for
After your knowledge graph is rebuilt, the Optimization pipeline issues JSON-LD for your key pages, a robots.txt that names the right AI crawlers, and an llms.txt file so LLMs can cite you systematically. It runs in the same refresh as Visibility — once the graph step succeeds — so you never publish outdated schema.
Why it comes before shipping content
Promoting URLs works best when those URLs already expose accurate structured data and crawler rules. Optimizations lands before you push blogs and social so the pages you amplify are technically credible in Google, answer engines, and generative search.
JSON-LD
Page-level schema.org data grounded in your crawl and graph — not generic templates — so entities match what your site actually says.
robots.txt & llms.txt
robots.txt encodes which bots may index which paths; llms.txt lists what LLMs should read first. Both stay aligned with each agent run when Visibility and Optimization are enabled.
Publishing & Distribution
Blog posts & long-form — maximum input surface
The Content Creator drafts blogs, FAQs, and Q&A by fusing a large context stack: your live crawl and knowledge graph, every memory (PDFs, tone, JSON/CSV catalogs, social URLs), tracked and discovered prompts, GEO visibility signals, and bad-prompt gaps. That volume of first-party and analytical input is what keeps copy accurate to your brand, aligned with what AI search is rewarding right now, and structured to earn attention when people skim.
Social posts — same intelligence, shorter format
LinkedIn, X, and Reddit posts are generated from the same pipeline — distilled from the graph, memories, and prompt outcomes so your feed matches the narrative on your site.
Where drafts appear
Long-form assets land in your content workflows; social copies appear on the Social Posts page as Drafts until you ship.
Click to Post — all social media
Open any post and ship instantly. LinkedIn: one-click OAuth publish to your profile or a Company Page. X & Reddit: opens ready to send. No copy-paste marathon.
LinkedIn Schedule — LinkedIn only
Pick a future date and time on LinkedIn posts; a dispatcher publishes when due. Cancel anytime before send. X and Reddit scheduling ships with the Scheduler Agent.
Connecting LinkedIn & tracking
Connect LinkedIn once via OAuth (including Company Pages). Published posts store permalinks and timestamps; the calendar view shows scheduled items by day.
Ai Gateway (AiG)
What the Ai Gateway is
AiG is a hosted, AI-readable gateway for your brand — a lightweight site that search engines, LLMs, and agents can crawl and cite. It surfaces your generated content, JSON-LD, llms.txt, and robots.txt at a real URL so answer engines always have fresh, structured material about you.
Free Sophyx route or your own domain
Publish instantly on a free Sophyx subdomain (e.g. yourbrand.sophyx.app) using Sophyx's wildcard certificate — no DNS required — or point a custom domain like llms.yourdomain.com with two CNAME records (one to validate, one to route traffic through CloudFront) and verify.
Auto-publish keeps it fresh
Any Content Vault item that isn't Posted or Archived is automatically published to AiG, so AI engines always have something to reference — even between your manual publishes.
Generate, publish & inspect
Run Generate AiG to build the site (the pipeline writes files to S3 and polls for completion), then browse the hosted Site tree — llms.txt, robots.txt, index, blog and FAQ pages — with direct links. The Contact panel pulls the details you set in Workspace Settings.
Reports & Analytics
Agent Stats — the live scoreboard
The Agents → Stats page tracks your GEO Visibility Score over time plus AI referral traffic, AiG visits, Social traffic, and LinkedIn impressions. Filter to any single card, or view them all together. It's the day-to-day pulse; Reports is the formal write-up.
Branded PDF reports
The Reports page compiles an "AI Visibility & Activity Report" with your logo and business name, an executive summary (Good Prompts, Bad Prompts, Contents, Social Posts with deltas), and sections for Traffic & Reach, Good vs Bad Prompts, Contents, and Social Posts. Download it as a paginated, branded A4 PDF for stakeholders.
Period-over-period comparison
Choose Monthly or Weekly, a range of 3–24 months, and a compare mode (Month-over-Month, Week-over-Week, or none). Every section adds a "How to read this" note and data-driven insight bullets so the numbers tell a story.
Historical tracking
Sophyx stores all analysis results historically, so you can show GEO score improvement and coverage gains week-over-week and month-over-month — the ROI record for your AI-visibility work.
Connect to Claude, ChatGPT & Codex (MCP)
What the Sophyx MCP server is
Sophyx ships a hosted Model Context Protocol (MCP) server called "Sophyx Data" at mcp.sophyx.app. It lets any MCP-capable assistant — Claude, ChatGPT, Codex, or a local agent — read your Sophyx brand and AI-visibility data directly, with no copy-paste exports. It is scoped to your account: only workspaces you own or belong to.
Two ways to connect
Sign in with Sophyx (OAuth 2.1): best for Claude.ai and ChatGPT connectors — paste https://mcp.sophyx.app/, sign in, approve the consent screen. Or a personal token (sophyx_mcp_…): best for Claude Code and Codex — generate it in Workspace Settings → Agent Access and add it as a Bearer header. Rotate or revoke anytime; existing connections drop instantly.
Manage Agent AccessWhat an assistant can read
Nine read tools cover the account and every workspace: list workspaces, account overview, a full 18-section workspace export, good-vs-bad prompt visibility ("where am I invisible?"), the generated robots.txt / llms.txt / per-page JSON-LD, this brand's trend snapshot and forecast, the market-wide multi-LLM trend dataset, content search, and a portable local-workspace bootstrap.
The one write, and the guardrails
The single write tool moves a blog, FAQ, or social post between draft, published, and archived (moving a queued post back to draft cancels it). Everything else stays in the dashboard by design — an assistant can't post to social, change settings, or edit content bodies. Credentials are never exported.
Try it with zero signup
A public demo token connects to a read-only showcase workspace, so you can experience the flow before creating an account. Ask your assistant: "List my Sophyx workspaces and show the top visibility gaps."
Team & Workspace Management
Inviting team members
From Workspace Settings → Team tab, enter a colleague's email to add them as a member. Members get full access to run analyses, view reports, and manage tasks. They must have a Sophyx account first.
Invite colleaguesMember permissions
Members can run all workspace functions: knowledge graph building, AI analysis, prompt analysis, strategy generation, and task management. Only the workspace owner can manage billing and archive the workspace.
Multiple workspaces
Create separate workspaces for each brand or client you manage. Each workspace has its own knowledge graph, analysis history, and strategy board.
Workspace settings
Configure your workspace's root URL, crawl depth, analysis depth, and custom OpenAI API key (for teams with their own API access). Archive workspaces you're no longer actively optimizing.
Profile & Business Settings
User and Business profile
In Profile Settings → User and Business tab, add your business name, logo, contact info, and address. Your logo and business name appear on exported PDF reports.
Logo upload
Upload your brand logo (PNG, JPG, or WebP). It's stored securely in Sophyx's cloud storage and used to brand your exported reports professionally.
Subscription management
View and manage your active subscriptions from Profile Settings → Subscriptions. Upgrade, downgrade, or cancel plans.
Password and notifications
Update your password and configure email notification preferences from the respective tabs in Profile Settings.