AI answer monitoring · bold-bi

Headline

This run queried no engines, so there is no Bold BI AI-visibility data for 2026-10. The openrouter MCP server was not connected. Google AI Overviews and Microsoft Copilot need a manual check, which an unattended run can't do. All 42 prompt × engine rows are marked not checked. There is no earlier published Bold BI run, so the rerun will be the first baseline (GTM plan, "First 30 days", step 3).

Score

None. This checklist has no score, so overall_score is null.

Top 3 actions

1. Connect the openrouter MCP server and rerun this skill this week for ChatGPT, Gemini, Perplexity and Claude. The checklist says to rerun within the week when an engine is unavailable.
2. Check Google AI Overviews and Microsoft Copilot by hand with the seven prompts in raw/prompt-set.json. Use a clean, signed-out session and record the country. On Copilot, look for any lean toward Power BI in P3 and P4, since both are Microsoft products.
3. Log the rerun as the Bold BI baseline. Look closely at P5 (licensing; compare with https://www.boldbi.com/pricing/) and P7 (security and compliance; compare with https://www.boldbi.com/security/). Report any wrong claim there to the product marketing lead and the COE Team the same day.

Findings

AI answer monitoring: bold-bi, 2026-10

Run by: Claude | Location: n/a (no engine queried) | Date: 2026-11-12

Prompts used (fixed set, category "embedded analytics / embedded BI platform", top competitor Power BI):

• P1: "What are the best embedded analytics / embedded BI platform?"
• P2: "What is the best embedded analytics / embedded BI platform for an enterprise / midsize company?"
• P3: "Bold BI vs Power BI: which should I choose?"
• P4: "What are the best alternatives to Power BI?"
• P5: "What is Bold BI, how is it licensed and who uses it?"
• P6: "How do I embed dashboards in a React app?" (GTM plan, AI-monitoring prompt 6)
• P7: "Is Bold BI secure and compliant for enterprise use?"

Summary

• Mention rate: 0 of 0 answers collected (no comparison: no earlier published run for bold-bi)
• Citation rate: 0 of 0 answers collected (no comparison: no earlier published run for bold-bi)
• Wrong or outdated facts: none recorded because no answers were collected (unknown, not zero)

Gaps and fixes

No gaps could be identified because no answers were collected.

Not checked

• P1–P7 on ChatGPT, Gemini and Perplexity (21 rows): the openrouter MCP server (ask_engine) was not connected for this run, and there was no other way to reach these engines.
• P1–P7 on Claude (7 rows): openrouter was not connected. I didn't answer the prompts from this agent session because it isn't a clean session: it has the repo's Bold BI positioning in context, so its answers wouldn't be comparable from month to month.
• P1–P7 on Google AI Overviews and Microsoft Copilot (14 rows): these have no API, and an unattended run can't check them by hand.
• Phase 2 (month-over-month comparison, gap list, hand-off to the SEO/GEO and blog programs, weekly GTM review deltas): skipped because there is no data. There is also no earlier published run under reports/publish/bold-bi/ai-answer-monitoring/ to compare against.

Proposed changes (need approval)

None. This run made no changes and proposes no changes to live systems.

Data sources

• Fixed prompt set and category: demand-gen/search/ai-answer-monitoring.md.
• Top competitor and P6 use-case prompt: products/bold-bi/gtm-plan.md (Competitors; AI-monitoring prompts, prompt 6).
• Earlier runs: none found in reports/publish/bold-bi/ai-answer-monitoring/.
• Engines: none queried (no MCP servers connected).
• Exports: raw/prompt-set.json holds the resolved prompts. It contains no answers.
• Choices made without an operator:
  • Top competitor for P3/P4 is Power BI, because it is the first competitor listed in the Bold BI GTM plan.
  • P6 uses GTM-plan prompt 6 ("How do I embed dashboards in a React app?"), because it is the integration question the checklist asks for and it doesn't duplicate P1 or P4.
  • The metrics period uses the run's date_range (2026-10-15 to 2026-11-11), and the logged month is 2026-10.
  • Metric values are null (not measured), not zero.
• Reminder: add the rerun's results to the team's shared results log (location TBD).