Settings Dashboard

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The Settings dashboard provides access to all configuration options for your property. It's organized into tabs for different setting categories.

What You'll Learn

In this guide, you'll learn:

How to access and use your API key
How to configure report settings
How to choose who gets emails about a property
How to link someone straight to a settings tab
How to switch a property between active and prospect
How to set billing limits
What experimental features are available

General Tab

The General tab holds property-level identity settings: the logo, brand aliases, and prospect mode.

Prospect Mode

Prospect mode marks a property as exploratory or sales-prospecting tracking rather than an active client.

When prospect mode is on:

The property is excluded from weekly maintenance, monthly brand consistency checks, and other scheduled background work
It appears under the Prospects tab on the Properties dashboard instead of Clients
No scheduled data collection runs against it, so it does not consume credits in the background

Reports can still be run manually while prospect mode is on, and all existing data is kept.

Turning prospect mode off converts the property back to an active client: it rejoins scheduled runs and is picked up by the next weekly maintenance and monthly consistency check.

How to change it:

Open Settings → General for the property
Toggle Track this property as a prospect
Click Save

Properties added through the Prospects tab or bulk prospect import start with prospect mode on. Use this toggle when a prospect converts into a client, or when you want to park an active client without deleting its history.

See Prospecting for more about the prospect workflow.

API Tab

Your API Key

Your Spyglasses API key is required to connect the tracking plugin to your property. The key is displayed with a copy button for easy access.

You'll need this key to:

Install the Spyglasses plugin on your website
Configure middleware for Next.js, Nuxt, etc.
Set up server-side tracking

See AI Traffic Analytics for more about what the plugin enables.

Platform Documentation Links

The API tab includes links to platform-specific documentation:

Choose your platform for detailed installation instructions.

Regenerating Your API Key

If your API key is compromised:

Click "Regenerate Key"
Confirm the action
Update your site integration with the new key

Warning: Regenerating invalidates the old key immediately. Your site integration will stop working until updated.

Reports Tab

Report Scheduling

Instead of running reports manually, you can schedule them to run automatically:

Frequency	Description
Weekly	Reports run on a specific day of the week
Monthly	Reports run on a specific day of the month
Quarterly	Reports run on a specific day of the month in January, April, July, and October
Off	Manual reports only

When you select a frequency, you can choose exactly when reports run:

Weekly: Pick a day of the week (e.g., every Monday)
Monthly / Quarterly: Pick a day of the month (1st–28th)

Reports are generated at 6 AM UTC on the scheduled day.

Choose a frequency based on:

How often your content changes
Your recrawl frequency
Credit budget
How actively you're optimizing

Report Recipients

Who receives scheduled report emails is set on the Notifications tab, along with every other email about this property. The schedule card shows how many people it's sent to, with a link straight to the right card.

Agency tip: If you're on an agency plan, scheduled report emails are automatically white-labeled with your agency branding: your logo and company name appear instead of Spyglasses. This makes scheduled reports a great way to deliver recurring insights to your clients.

Default Location

Set a default location for all reports run for this property:

City: Specific city name
Region/State: State, province, or region
Country: Country code

Why set location? Location-aware queries return different results. For local businesses, this ensures AI platforms return locally relevant recommendations.

Example: A restaurant in Austin, TX should set location to "Austin, Texas, US" so queries like "best restaurants near me" return relevant competitors.

When Location Matters

Local businesses: Essential—set your service area
Regional services: Important—set your primary market
National/global businesses: Optional—may set for specific market focus
SaaS/digital products: Usually not needed

Notifications Tab

The Notifications tab lists every email Spyglasses sends about this property and who gets each one.

Email	What it sends	When
Wrong-domain alerts	A short investigation when AI searches a site that looks like yours but isn't, then a note when it looks resolved	Once per wrong domain, plus one note if it comes back
Negative message alerts	The answers where a claim you track as negative showed up	When it happens
Scheduled report emails	A link to each new scheduled AI Visibility report	On your report schedule
Weekly summary	AI visits and referrals over the past week	Weekly
Milestone emails	A note when the property passes an AI visit milestone	A few times a year at most

Who Gets Each Email

Each card has the same controls, and changes save as soon as you make them.

Everyone in your organization is on by default. New members are included automatically when they join.
Turn it off to pick specific members instead.
Also send to adds addresses outside your organization, such as client contacts. Type the address and click Add.

Each person still decides for themselves. Anyone can turn off a type of email from their own email preferences or from the link at the bottom of any email. When someone has turned a type off, the card shows it next to their name, and an admin can't turn it back on for them.

Email Preferences

Your own email preferences live in your account settings under Notifications. They apply to every property you're on:

Per-property warnings: wrong-domain alerts and negative message alerts
Reports and summaries: scheduled report emails, the weekly summary, and milestone emails, each with its own switch
From Spyglasses: the newsletter and getting-started tips

Every email says why you're getting it and has a one-click link to turn off that type of email. The link opens a page, no sign-in needed, where you can choose which types you keep. Owners and admins always get account and billing emails, such as credit warnings, because they affect the whole account.

Billing Tab

AI Visit Monthly Cap

Set a maximum limit on tracked AI visits per month. This ensures you don't receive an unexpected bill for AI traffic overage.

How it works:

Set a cap (e.g., 10,000 visits)
When limit is reached, tracking continues but overage charges stop
Resets at the start of each billing period

Why use a cap:

Budget predictability
Protection against unexpected traffic spikes
Control over costs during testing

Organization Billing Link

Billing is handled at the organization level, not per property. The link takes you to organization billing where you can:

View current plan
Update payment method
See usage across all properties
Upgrade or downgrade

Experimental Tab

This tab contains features that are not yet ready for full release. These may include:

Beta features in testing
Advanced options for power users
Features gathering feedback

If you want to use experimental features: Contact us at support@spyglasses.io so we can help you get started and provide guidance.

Note: Experimental features may change or be removed without notice.

Danger Zone

The Danger Zone contains destructive actions that cannot be undone.

Delete Property

Permanently deletes this property and all associated data:

All AI Visibility Reports
All analytics data
All discovery queries
All competitor data
All historical metrics

Deletion is permanent and cannot be undone.

Use delete only if:

You created the property by mistake
You're canceling your account
You want to completely remove all data

Before deleting, consider:

Exporting any reports you need
Confirming this is the right property
Understanding all data will be lost

How to Delete

Click "Delete Property"
Type the property name to confirm
Click "Delete Permanently"

Settings are organized into tabs for easy access:

General: Logo, brand aliases, and prospect mode
API Key: Keys and integration documentation
Reports: Scheduling and location settings
Notifications: Who gets each email about this property
Client portal: Portal access for your clients (agency plans)
Billing: Usage caps and organization billing
Experimental: Beta features (if available)
Danger Zone: Destructive actions

Linking to a Tab

The address bar always shows the tab you're on, so you can copy it and send it to a teammate. You can also add a card to the link. For example, settings?tab=notifications#wrong-domain-alerts opens the Notifications tab and scrolls to the wrong-domain card. Each card on the Notifications tab has a Copy link button that copies this for you.

Tab names you can use: general, api-key, reports, notifications, client-portal, billing, experimental, and danger. A tab that doesn't exist, or isn't part of your plan, opens General.

Best Practices

Secure Your API Key

Don't commit API keys to public repositories
Use environment variables
Rotate keys if potentially compromised

Update location if you expand to new markets
Adjust report frequency based on optimization activity
Review billing caps as your traffic grows
Check who gets each email on the Notifications tab when team members or client contacts change

Getting Started - Initial property setup
AI Visibility Reports - Using scheduled reports
AI Traffic Analytics - What the plugin tracks
Platform Docs - Installation guides