Section 3 · Instant Company & Marketing Intelligence

3.6AI-search visibility check

Designed for Phase 2

No.: 3.6
DMA's reference: Decision Book p.13
Phase: Phase 2
Autonomy: L4 · Autonomous
DMA's decision: Yes

What DMA asked for · Decision Book p.13

Check whether the company shows up in AI answer engines, not just Google.

Why it matters to DMA: A new, timely proof point that most agencies don't offer yet.

In our words, from DMA's Product Decision Book v3, page 13.

How we do it

DMA's book schedules this for Phase 2; the tooling is an emerging category and the vendor is chosen then.
The design asks a few questions a buyer would ask ("best dentist in Lakeside") of AI answer engines and records whether, and how, the prospect is mentioned.
Results are stored with the question, the engine and the date, and shown as evidence in the brief and the review, like any other finding.

Already in place

The website review already reads a prospect's site safely (public addresses only) and stores every finding with its evidence; new sources plug into the same review.
Every AI model call already goes through one gateway that logs and costs it, which new checks would use too.

What the later phase adds

An AI-search visibility source.
A set of buyer questions per industry and place.
A visibility section in the review and the brief.

The flow

It plays on its own while it's on screen; hover or use the controls to pause or step through.

Step 1 of 3

Questions

What a local buyer would ask.

Stored data
AI
Routing
Screen

Where the data goes

The same six stages on every page. Nothing reaches Nutshell except through the write gate.

1AI answer engines
Source
Answers to buyer questions (Phase 2).
2Sync
Copies Nutshell changes into the bridge database
Not involved.
3Bridge database
A copy of the CRM data, plus what the AI works out
Stored with the review.
4AI
Claude models, only through DMA's own gateway
Checks for mentions of the prospect.
5Write gate
The only way back into Nutshell: checked, approved when needed, sent once
Onto the lead with the review.
6Nutshell
The system of record
Visible to the salesperson.

The tables behind it

Drawn from the POC's database catalogue: structure only, no data.

PK primary keyFK reference the database enforces (solid line)ID reference kept by id (dashed line)

Table	What it holds	Columns
ai.site_reviews	The review, which would gain an AI-search visibility section.	18

How the tables connect (2)

Column	Points to	Kept by
ai.site_reviews.conversation_id	conv.conversations	The application (by id)
ai.site_reviews.prompt_id	agent.prompts	The application (by id)

Worked example

Synthetic demo data: every name, business and number is made up.

Designed output (synthetic).

AI-search visibility

Question	Prospect mentioned?
Best family dentist in Lakeside	No (three competitors named)
Emergency dentist near Northgate	Yes, second

In the running POC

There is no screen for this one yet: it is designed for Phase 2, as DMA's book decides. The parts listed under “Already in place” run in the POC today.

Status

Designed for Phase 2

Designed for Phase 2. DMA's book schedules this for Phase 2. The design is ready and builds on parts that already run in the POC.