01

Create a platform observation record

RecordWhy it matters
Platform and modeA web-enabled answer and an answer without search are different tests.
Prompt and locationChanging the wording or market changes the question.
Date and session conditionsAnswers can vary across time and context.
Entity and cited URLA name mention and a source citation are distinct observations.
02

Use a fixed question family

Choose a realistic market, a property specialism and a client decision. Test a buyer question, a seller question and an agent-selection question. Repeat the same set under documented conditions. Keep a separate set for branded questions about the agent; knowing a name after being prompted with it is different from selecting the name unprompted.

03

Check access without assuming a result

For Google, consult the current AI search eligibility guidance, including the Search Console inclusion control. For ChatGPT discovery, distinguish search crawlers from training crawlers using OpenAI’s crawler documentation. Access is a prerequisite to inspect, not a promise of selection.

04

Respond to disagreement

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