GEOLY DocsAGENT
AGENT
I. Agent Functional Overview
Functional Description
The AGENT workspace is a conversational layer for GEOly brand analysis. After selecting an Agent, users can ask questions about the current brand's monitoring data, prompt performance, platform differences, citation sources, sentiment, competitors, audits, and GA4 traffic when the related integrations are available.
Agents answer from the data and tools configured for the current brand. If your workspace contains multiple Agents, instructions can be written to coordinate work between Agents when that behavior has been configured.
Scope of Application
- Data range: Data available to the currently logged-in user and the selected brand, including monitoring records, prompts, citations, competitors, topics, audits, and connected GA4 data where applicable.
- Access path: Use the sidebar to enter AGENTS, then select an Agent to start a conversation.
- Metric caution: For headline visibility, mention rate, and citation rate, use the brand overview cards as the baseline. Do not treat citation-source URL counts as the same thing as citation rate.
Listing & Sorting
The sidebar Agent list follows a favorites-first behavior. Frequently used Agents can be marked as favorites for quicker access.
II. Overview of System Preset Agents
After brand initialization, GEOly may provide preset Agents for common analysis and reporting workflows. Availability can vary by workspace setup and plan.
| Type | Display Name | Core Positioning |
|---|---|---|
| General Analysis | Geoly Agent | General GEO data Q&A for monitoring overviews, prompts, platforms, citations, competitors, topics, sentiment, audits, and GA4 data where available. |
| Report Orchestration | GEO Diagnostic Report | Compiles a structured GEO diagnostic view from the available brand data and preset sub-agents. |
| Sub-module | Brand AI Visibility Assessment | Focuses on headline AIGVR, mention rate, citation rate, and overall visibility. |
| Sub-module | AI Platform Performance Comparison | Compares brand performance across supported AI platforms such as ChatGPT, Gemini, Perplexity, Grok, and Google AI where data exists. |
| Sub-module | AI Citation Source Analysis | Reviews citation domains, pages, and source patterns behind AI responses. |
| Sub-module | Competitor AI Recommendation Comparison | Compares the brand with tracked competitors using competitor and platform analysis views. |
| Sub-module | AI Optimization Action Plan | Summarizes recommended follow-up actions based on monitoring and diagnostic findings. |
III. Basic Agent Operations
1. Entering a Dialogue
- Click the target Agent in the sidebar.
- Type a question or instruction in the input box.
- Ask for the exact window or platform when needed, for example: "Show the last 30 days on ChatGPT" or "Compare citation sources across platforms."
2. Favorites and Deletion
- Favorite: Use the more-actions menu on an Agent item to toggle favorite status; favorited items appear higher in the list.
- Delete: Delete Agents from Agent settings when available.
- Warning: Be careful when deleting diagnostic or sub-module Agents. Removing a preset dependency may affect report workflows.
3. Creating a New Agent
- Click the + icon in the sidebar to open the Agent configuration dialog.
- Configure the Agent name, role instructions, accessible tools, and any collaboration instructions required for your workflow.