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  • Evertune AI
  • B2B SaaS
  • Product Design

Improving how Evertune customers create prompts to analyze their AI visibility

Overview

Evertune customers have more than one way to create the prompts that measure their AI visibility. They can start from a standard template, or use Evertune’s agent to create prompts based on how people actually prompt LLMs.

Context

At first, there was only one way to create prompts: the standard template. As Evertune grew, customer feedback showed that people wanted to run their own sets of prompts, so a new type of analysis was added.

Before long, there were five different ways to create prompts. Each was added to meet a specific customer need, but over time the prompt creation experience became unwieldy and hard to use.

Very soon, new users started saying that the prompt creation flow took too much time and was hard to use.

The old New Tracker screen asking what kind of questions you want to ask, with five options: Product Category Analysis, Suggested Prompts, Run My Own Prompts, Word Association and Pitch Report.12345

The problem

Getting to a set of prompts took many steps, and customers, especially new users, struggled to pick the right type of tracker. There were five main types, and one of them had three steps of its own. It was confusing before anyone had created a single prompt.

1
Enter brand detailsBrand, location and language
2
Pick a typeFive to choose from
Hard to choose
  • Product Category Analysisthe old standard template
    Straight to Enter competitors
  • Run My Own
    Straight to Review prompts
  • Suggested prompts
    Then Pick how to start
  • Pitch reportsame, with a prompt limit
    Same as Suggested prompts
  • Word association
    Straight to Enter competitors
3
Pick how to start
  • Let Evertune generate
  • Give instruction
  • Enter topics
4
Review promptsEdit topics and promptsAdd topic or promptHard to add more
5
Enter competitors
6
Select models
7
Select refresh cadence
8
Review everythingincluding prompt usage

The insight

After collecting user feedback and analyzing how customers use the platform, it became clear that:

  1. 1Users primarily preferred Evertune’s suggested prompts.
  2. 2Pitch Report was only available to agencies, and it was essentially Suggested Prompts with a prompt limit.
  3. 3Only 10–15% of users had access to Product Category Analysis and Word Association.

The new experience

I wanted the design to align with Evertune’s long-term vision of an agentic platform experience. After learning more about the tools our customers already used, a chat-to-canvas flow felt like a natural fit.

With the new agent experience, there is nothing to choose up front. Users begin prompt creation in a simple chat, use Evertune’s agent to modify the topics and prompts, and adjust the settings before running.

Start by entering instructions in the chat: describe what to track in a simple sentence.

The impact

New customers find it much easier and more intuitive to create trackers and run prompts.

  • No onboarding steps needed
  • No white-glove service from our customer success team

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