You pay for AI visibility optimization every month. Your agents run, issues get found, fixes get queued, and your score changes over time. But when your business partner asks what you’re getting for that money—what do you show them?
SocialCRM generates a Monthly AI Report—a clean summary of scores, issues found, and what to fix next. It is built for the conversations where someone needs the highlights without digging through the dashboard.
What’s in the Report
Every report covers three things:
- Your AI Visibility Score. A single number (0–100) that shows how well core AI engines like ChatGPT, Claude, Gemini, and Perplexity know your shop. You’ll see the score for each platform, plus whether you went up or down from last month.
- What changed. The issues found that month, the fixes queued or completed, and the source-of-truth updates that should make AI answers more accurate over time.
- What’s next. Open issues ranked by impact, your position against local competitors, and the 2–3 things our agents will focus on next month.
Why a Shareable Report?
Dashboards are great for digging into details. But most owners also need a simple summary they can review quickly, discuss with a partner, and use to decide what gets fixed next.
The Monthly AI Report is an executive readout that proves value. It’s designed so that someone can quickly understand what’s happening with your shop’s AI visibility without reading every underlying run.
Your report also lives in the dashboard. Head to Insights → Reports to view current and past summaries and track the next actions.
How It Works
If you have active agents running on your account, the report summarizes what the system checked, what it found, and which fixes are queued next.
You can use the Reports view to compare current and past summaries and decide whether to include competitor comparisons.
Monthly AI Reports are available in workspaces where the reporting feature is enabled, giving teams a consistent 30-day view of visibility, mentions, open issues, and bot access coverage.
Coming Soon: Review Response Summary
If you’re using our upcoming Review Response AI feature, your monthly report will include an additional section: response rate, average response time, and review sentiment trends. One report, full picture.
Monthly AI Reports are rolling out now. When the feature is enabled for your workspace, the report is available from Insights → Reports.
Questions? Reach out to your account manager or email us at support@socialcrm.com.
