Skip to main content

Setting Up AI Search: Step-by-Step Guide

Get AI Search up and running in under an hour. This guide walks you through account setup, prompt tracking, and launching your first AI-optimized content.

Updated over a week ago

What's in this doc:


Step 1: Sign Up & Connect Shopify

1.1 Create Your Account

  1. Sign up with your email

  2. You'll land on the Connect Shopify screen

1.2 Connect Your Shopify Store (See this article to connect Shopify)

  1. Click "Connect Shopify"

  2. Enter your Shopify store URL (e.g., yourstore.myshopify.com)

  3. Authorize FERMÀT to access your products

  4. Wait for product sync to complete (2-5 minutes)

What gets synced:

  • Product titles, descriptions, images

  • Variants (sizes, colors)

  • Prices and inventory

  • Collections and tags


Step 2: Optional Integrations (Recommended)

These steps are optional but highly recommended for tracking and domain authority.

2.1 Connect Custom Subdomain (See this detailed article)

Why: Hosting content on your brand domain (e.g., shop.yourbrand.com) builds authority signals that LLMs trust.

  1. Go to Settings > Integrations

  2. Click "Custom Subdomain"

  3. Choose your subdomain (recommended: shop or discover)

  4. Add the provided DNS records to your domain provider

  5. Click "Verify DNS"

DNS propagation: Up to 24 hours (you can proceed while waiting)

2.2 Connect Meta Pixel (See this detailed article)

Without your Meta Ads Library connected, we lose visibility into how your brand appears across channels, impacting both the prompts tracked and the content generated.

  1. Go to Settings > Integrations > Meta Pixel

  2. Enter your Meta Pixel ID

  3. Select tracking events (Page View, Add to Cart, Purchase)

  4. Click "Save"

2.3 Connect Google Analytics 4 (See this detailed article)

Without syncing Google Analytics, you won’t be able to track the complete customer journey

  1. Go to Settings > Integrations > Google Analytics

  2. Enter your GA4 Measurement ID (format: G-XXXXXXXXXX)

  3. Click "Save"


Step 3: Start Prompt Tracking

3.1 Access AI Search Portal

  1. You'll see the AI Search setup wizard

3.2 Input Your Website URL

  1. Enter your primary website URL (e.g., https://www.yourbrand.com)

  2. Click "Analyze"

What happens: AI Search crawls your website to understand your brand voice, products, and messaging.

3.3 Review Suggested Competitors

AI Search will suggest 5-10 competitor websites based on your category.

  1. Review the suggested competitors

  2. Keep relevant ones (aim for 3-5 total)

  3. Remove any that don't make sense

  4. Add additional competitors if needed

  5. Click "Next"

Good competitors to include:

  • Direct competitors with similar products

  • Market leaders in your category

  • Brands with strong content/SEO presence

3.4 Review SEO Keywords

AI Search generates a list of relevant keywords based on your website and competitors.

  1. Review the suggested keywords (typically 50-100)

  2. These represent topics consumers search for

  3. Keep relevant ones

  4. Remove any that don't match your products

  5. Click "Generate Prompts"

What happens: AI Search converts these keywords into natural language prompts (questions consumers ask AI assistants).

3.5 Start Tracking Prompts

  1. Review the generated prompts

  2. You'll see prompts across three categories:

    • Branded: Include your brand name

    • Non-Branded: General product questions

    • Competitor: Comparison questions

  3. Click "Start Tracking"

⏱️ Wait 5-7 minutes while AI Search runs initial prompt testing across ChatGPT, Claude, Gemini, and Perplexity to establish baseline visibility.


Step 4: Update your Brand Voice

Go to Settings → Branding → Brand Voice.

Your brand voice helps Pierre create funnels and landing pages that match your brand's personality.

What traits should Pierre have?

Describe your brand's personality and tone in 2-3 sentences:

  • How you communicate (friendly, professional, scientific)

  • Key adjectives (confident, warm, direct, playful)

  • Language style (technical, inclusive, premium)

Example: "Balance science-forward language with friendly, approachable cues. Emphasize 'clean/effective/effortless' to sound confident but not boastful. Use positive, aspirational language rather than fear-oriented messaging. Be encouraging and positive. Be forward thinking and innovative."

Anything else Pierre should know about?

Add specific guidelines:

  • Words/phrases to avoid or use

  • Formatting preferences (capitalization, punctuation)

  • Content restrictions

Example: "Avoid 'healthy' language—use 'healthier-looking' instead. Don't be overly sales-y or use multiple exclamation points. Ingredient names should be capitalized."

Click "Save changes" when done.


Step 5: Generate Your First AI Search Funnels

5.1 Select Prompts for Content Generation

  1. Click "Prompts" in the left navigation of ai.fermatcommerce.com

  2. You'll see all tracked prompts with current visibility percentages

  3. Look for prompts to target (aim for 6-10 funnels initially)

Selection strategy for first 6-10 funnels is to mix these prompt types:

  • 0% visibility prompts (competitors appear, you don't - high opportunity)

  • Some visibility prompts (you appear occasionally - can improve)

  • Variety of topics (not just "best [product] for X/Y")

    • Include "how to" prompts (e.g., "how to layer perfume")

    • Include benefit prompts (e.g., "best products for [problem]")

    • Include comparison prompts

5.2 Generate Funnel for a Prompt

For each prompt you want to create content for:

  1. Click "Optimize with Fermat" on the right side of the prompt row

  2. In the menu that appears, click "Optimize for OpenAI"

  3. You'll be redirected to the FERMÀT dashboard

  4. Select a product that best matches the prompt

    • Usually one of your best-selling products

    • Match product benefits to the prompt question

  5. Click "Generate"

Repeat for 6-10 prompts.


Step 6: Review & Approve AI-Generated Funnels

6.1 Access Pending Funnels

  1. Click the "Pending" tab

  2. You'll see all AI-generated funnels awaiting approval

6.2 Review Each Funnel

For each funnel, check:

  • Content Quality

  • Product Accuracy

  • Mobile Layout

6.3 Approve or Reject

For each funnel:

  • Click "Approve" if ready to publish

  • Click "Edit" if needs minor changes

  • Click "Reject" if not suitable

Recommendation: Approve 6-10 high-quality funnels for your first batch.


Step 7: Create Your Content Aggregator Page

The Content Aggregator Page is your SEO hub where all AI-optimized content lives.

7.1 Access Content Aggregator Setup

  1. Click "Create Collection Page"

7.2 Choose Your Hero Article

  1. Select one article as your featured/hero content

  2. Upload a hero image (recommended: 1200x600px)

  3. This article will appear prominently at the top of the page

7.3 Add Additional Articles

  1. Select other approved articles to include

  2. Update their images

7.4 Configure Page Settings

Page Title: (e.g., "Discover [Your Brand]" or "Product Guides")
Meta Description: Brief description for SEO
SEO Keywords: Your target set of Keywords you'd want to rank in AI Search or currently rank in SEO.

7.5 Publish

  1. Preview the page

  2. Click "Publish"

  3. Your Content Aggregator Page is now live!

URL: yoursubdomain.yourbrand.com/[slug] or shopfermat.com/sf/brand-name


Step 8: You're Live! 🎉

What Happens Next

  1. Content is live and crawlable

  2. LLM monitoring begins

  3. Track progress in Analytics dashboard


Need Help?

Stuck during setup?

📧 Email: [email protected]
💬 In-app chat: Click the "Chatbot" icon at the bottom-right in your dashboard

Did this answer your question?