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Agency tools: first diagnosis report, certification exam and per-market billing

Create and share a first diagnosis report for a prospect or new client; take the Citadex Certified AI Search Consultant exam for a certificate and a partner directory badge; and see how the agency subscription bills by project and market.

Agencies4 min read

First diagnosis report

The first diagnosis report is for a pitch or a new client: one report that shows where the brand stands in AI search, the gaps against competitors, and what to do first. It uses the last 30 days of scan data for the project.

What’s in it

The report is titled "Brand · AI search first diagnosis", shows the AI visibility score and the competitor average at the top, and has five sections:

  1. Where you stand: how often AI names you: the share of questions and answers naming you and up to 3 competitors.
  2. Questions where competitors are recommended and you are not.
  3. Sites AI answers cite most: citations per site and how many of them were in answers naming you.
  4. Website basics: AI crawlers allowed or blocked, llms.txt, structured data, FAQ page.
  5. Three things to do first (next 90 days).

How to create it

  1. 1

    Have scan data first

    Run at least one scan in the client’s project. Without results you see "This project has no scan results yet. Run a scan first."

  2. 2

    Open the report dialog

    Go to Prompt Tracking → Achievements and click Create report.

  3. 3

    Pick the report type

    Under Report type, choose First diagnosis report (the other is Results report).

  4. 4

    Fill in the options

    Competitors to compare (up to 3): leave empty to use the competitors AI names most often. Report header: for example "Prepared for Brand". Choose the Report language, tick Use my brand (white label) if needed, and add an Account manager’s note (optional).

  5. 5

    Choose how it’s shared

    Link expires: 7 days, 30 days or Never. Password (optional): leave empty for no password.

  6. 6

    Create and share

    Click Create. When you see Report created, use Copy link to send it, or Open. For a PDF, open it and click Download PDF.

Earlier reports are listed under Reports made with their view counts; Turn off stops a link from opening. Results and diagnosis reports are part of paid plans; white label needs an Agency or Enterprise plan.

Certification exam: Citadex Certified AI Search Consultant

  1. 1

    Finish the lessons

    Complete all lessons on the Academy page (/academy). Lessons completed shows your progress; until you finish, you see "Finish all Academy lessons to unlock the exam."

  2. 2

    Start the exam

    Click Start exam, enter the Name on the certificate and Company (optional), then Begin.

  3. 3

    Answer

    30 questions in 45 minutes. The timer starts when you begin and keeps running if you leave the page; answers are submitted automatically when time is up. Use Previous and Next, then Submit answers.

  4. 4

    See the result

    80 or more passes (You passed). If you don’t pass, you can retake after 7 days.

Certificate and directory badge

  • After passing, click Open certificate, or View certificate on the Academy page. The certificate is valid for 12 months and has a number and a public verification page; use Download PDF or Copy verification link to share it.
  • In its last 30 days you can Renew certificate.
  • Your agency’s profile in the partner directory shows the certified badge and "N certified consultants".

Agency subscription: billed by project and market

Agencies manage billing under the user menu (bottom left) → Agency subscription. Prompts and engines are unlimited; billing is by projects, markets and services only:

  • Projects / brands: each project = one brand or client.
  • Markets: each project includes 1 market (country + language); each extra market costs more. Enterprise includes unlimited markets.
  • Scans and generation are billed in credits. Use platform credits or your own model API keys.

When all markets are used, adding another prompts you to buy more on the subscription page. With an active subscription, changes apply in place and are prorated; the page shows the change.

When the agency trial ends without a subscription, Competitors, AI Traffic and Revenue Attribution pause, and buying credits and white label need the subscription first. Your data is kept.

FAQ

How is the diagnosis report different from the results report? The diagnosis report shows the current position and gaps from the last 30 days; the results report shows what improved over a period.

If I fail the exam, do I lose my progress? No. Retake after 7 days; reviewing the lessons on topics you were unsure about helps most.

Can a client verify my certificate? Yes. Send the link from Copy verification link; the page shows whether it is valid, expired or revoked.

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