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Core Features Guides

Core Features Guides

8 min read ·

Introduction

Welcome to the Core Features Guides for Frevana—the only end-to-end platform purpose-built to help brands shine in the world of AI-generated answers. If you’re new to Frevana, this guide is your fastest route to understanding how you can maximize your brand’s visibility across top AI platforms—like ChatGPT, Gemini, and Amazon Rufus—where millions of purchasing decisions are made daily.

In this guide, you’ll learn how to:

  • Research real AI user prompts to uncover winning brand opportunities
  • Monitor and measure your brand’s performance across the AI ecosystem
  • Leverage automated content creation to become AI-recommended, at scale
  • Use Frevana’s AI-powered tools and workflows to outpace the competition

Standing out in AI-driven recommendations is critical as consumer decisions shift from search engines to chatbots. Mastering Frevana’s core features ensures your brand gets discovered—and preferred—when it matters most.

Estimated time to complete: 10–15 minutes

Prerequisites

Before you can begin using Frevana’s core knowledge features, make sure you have everything required for setup:

  1. Create a Frevana Account
    • Go to the Frevana website.
    • Click the Sign Up button in the top-right corner.
    • Enter your email and password, or use a supported sign-in option.
    • Confirm your email address via the verification link you receive.
  2. Choose Your Plan
    • Review available plans (Starter, Professional, or Enterprise).
    • Select your plan and begin your 7-day free trial.
    • If you’re unsure, start with the Starter plan for initial exploration.
  3. Log In to the Dashboard
    • After account setup, log in at the Frevana homepage.
    • Enter your credentials to access your dashboard.
  4. Set Up Your Brand Information
    • In the dashboard, locate the option to add or manage products.
    • Enter your brand and product details as prompted by the setup wizard.
  5. Prepare Access Credentials
    • Ensure you have access to any necessary data sources, such as product websites or analytics.
    • For Enterprise plans, have your custom integration details ready.
💡 Tip: You can switch or upgrade your plan anytime from the billing section under your account settings.
⚠️ Warning: Ensure you use a secure, unique password for your Frevana account to protect your business data.

Understanding the Knowledge Base

The knowledge base in Frevana is your comprehensive repository for all collected, analyzed, and generated information about your brand, products, and AI visibility.

Structure and Purpose

  1. Access the Knowledge Base
    • On the dashboard, find the sidebar on the left.
    • Click on Knowledge Base or Articles.
  2. Explore Information Types
    • Review sections such as Articles, Case Studies, MCPs, and Publications.
    • Each section groups data by type for easy access.
  3. Navigate Content
    • Use the tabs or drop-downs at the top of the knowledge base panel to switch between categories like Case Studies or Pricing.
  4. Understand What’s Included
    • The knowledge base contains user prompt research findings, customer scenarios, audit results, competitive analyses, and more.
💡 Tip: Spend time browsing the different categories to get a feel for how information is organized and what’s available.

Searching and Accessing Information

Finding specific data or answers is efficient using Frevana’s built-in search and filter capabilities.

How to Search

  1. Use the Search Bar
    • At the top of the knowledge base page, locate the search input box.
    • Type in keywords or topics you want to find.
  2. Apply Filters
    • Click on the filter icon next to the search bar.
    • Choose filters by content type (Articles, Case Studies, etc.), date range, or relevance.
  3. View Search Results
    • Matching entries appear in a results list under the search bar.
    • Click any result to open and view its full content.

Accessing Information

  1. Browse by Category
    • On the left sidebar, select a specific category to view all entries within that grouping.
  2. Read Full Entries
    • When you open an entry, the main content will be displayed in the central panel.
    • Summaries and important details are highlighted at the top.
💡 Tip: Use specific search terms to quickly locate highly relevant information.
⚠️ Warning: If you have access restrictions, you may only see information related to your assigned products or teams.

Creating and Managing Knowledge Entries

Frevana allows you to actively contribute and organize the knowledge base.

Adding New Entries

  1. Initiate a New Entry
    • Click the Add Article (or similar) button, usually found at the top right of the knowledge base section.
  2. Enter Content Details
    • Fill in fields like title, summary, and main content.
    • Assign categories, tags, and product associations where prompted.

    Example Article Structure

    • Title: Increase AI Visibility for Eco-Friendly Products
    • Summary: Steps to enhance AI-driven recommendations in the eco market.
    • Content: [Detailed text...]
    • Tags: #EcoFriendly #Visibility #AI
  3. Save or Publish
    • Choose whether to Save as Draft or Publish immediately.

Editing Existing Entries

  1. Open the Entry for Editing
    • Find the article in the list; click the edit (pencil) icon.
  2. Make Updates
    • Update text, tags, or categories as needed.
  3. Save Changes
    • Click Save or Update to commit your changes.

Organizing Entries

  1. Categorize and Tag
    • Use tagging and categorization tools during entry creation or editing to improve retrieval.
  2. Archive Old Content
    • Use the archive option found in the entry actions menu to remove outdated articles from the main view.
💡 Tip: Regularly review existing knowledge to consolidate duplicates or update outdated advice.
⚠️ Warning: Deleting entries is permanent. Double-check before removing important information.

Collaborative Features and Sharing Knowledge

Frevana offers features to support teamwork and knowledge dissemination.

Collaborating with Team Members

  1. Invite Team Members
    • In the account or settings menu, look for Team Management.
    • Enter email addresses to invite colleagues.
  2. Assign Roles
    • Choose access levels (editor, viewer, admin) when adding new members.
  3. Co-Edit Content
    • Multiple users can edit or comment on articles and entries, depending on permissions.

Sharing Knowledge Externally

  1. Share Articles
    • Open an article, and click on the Share or Copy Link button found near the article title.
    • A link is copied, which you can send to team members or stakeholders.
  2. Export Entries
    • Use the Export button in entry actions to generate a PDF or text version.
💡 Tip: Use comments or in-line suggestions to streamline collaboration and avoid overwriting each other’s changes.
⚠️ Warning: Only share sensitive entries with trusted recipients. Review article permissions before enabling sharing.

Troubleshooting Common Issues

New users may occasionally run into problems when accessing or managing the knowledge base.

Common Issues and Solutions

  1. Login Issues
    • Double-check your email and password.
    • Use the Forgot Password link on the login page if needed.
  2. Search Not Returning Results
    • Confirm you’re using relevant keywords.
    • Try removing filters or expanding the date range.
  3. Cannot Edit or Add Content
    • Ensure you have editor or admin permissions for your workspace.
    • Check if your trial period or plan limits content management features.
  4. Collaboration Feature Not Working
    • Verify that your collaborators have accepted their invitations.
    • Check if browser pop-up blockers or security settings are interfering.
  5. Access Restricted Information
    • Some knowledge entries may be limited by user role.
    • Contact your account admin to request enhanced access.
  6. Still Need Help?
    • Click the Help or Chat with Sales button at the bottom-right corner of the dashboard.
    • Or, schedule a demo for personalized assistance.
💡 Tip: Many basic problems can be resolved quickly in the FAQ section, located in the footer of the dashboard.
⚠️ Warning: Avoid multiple failed login attempts to prevent a temporary lockout.

Conclusion and Next Steps

Now that you understand how to use Frevana’s knowledge features, here are your recommended next steps:

  1. Review and Organize Your Knowledge Base
    • Populate your first few articles or case studies tailored to your brand.
    • Explore categorization and tagging to keep information orderly.
  2. Experiment with Search and Filters
    • Practice finding entries using different search methods and filters.
  3. Test Collaborative Features
    • Invite a colleague and work together on creating or updating an entry.
  4. Monitor Your AI Visibility
    • Use the dashboard’s monitoring tools to track performance and spot new knowledge gaps.
  5. Expand Your Skills
    • Browse the FAQ, help articles, and product guides in the knowledge base.
    • Schedule a demo with the Frevana team to learn advanced features.
💡 Tip: Set a recurring reminder to update knowledge entries, ensuring your information stays current as your brand grows.

Explore all resources and continue building your expertise with Frevana to maximize your AI visibility and results.

Next Steps

  • Try It Out: Experiment with each core feature using your own data or use-case to see how it fits into your daily process.
  • Customize Settings: Explore advanced settings or configurations to tailor the features to your specific needs.
  • Collaborate: Share your insights with teammates and encourage them to explore these tools as well.
  • Stay Updated: Watch for product updates to ensure you’re always utilizing the latest features.

Related Resources

Troubleshooting

  • Feature Not Appearing: Double-check your user permissions and ensure you’re using the latest version of the software.
  • Unexpected Results: Review your input data and settings for possible misconfigurations.
  • Integration Issues: Confirm that third-party apps or services are properly connected and authenticated.
  • Performance Delays: Try clearing your cache or restarting the application to resolve slowdowns.

If you have further questions or run into additional issues, don't hesitate to reach out to support or consult the knowledge base. With these tools and tips, you’re well on your way to mastering the core features!

Guide Type: Feature Deep Dive | Target Audience: Beginner - New to the product

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