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Core Features Guides

Core Features Guides

8 min read ·

Welcome to the Core Features Guides for Frevana! If you're new to the platform, this resource is designed to help you quickly understand and use Frevana’s most essential tools for maximizing your brand’s visibility in AI-powered answers.

In this guide, you’ll learn how to:

  • Discover what real customers ask AI when exploring brands and products
  • Monitor your brand’s visibility across top AI platforms like ChatGPT and Gemini
  • Create content that AI agents prefer and recommend—automatically
  • Analyze your competitive position and close critical content gaps

AI is changing how customers make decisions—Frevana equips you to show up where it matters most. With practical steps and automated workflows, you’ll start seeing measurable results in days, not months.

Estimated time to complete: 20–30 minutes

Prerequisites

Before you start using Frevana, make sure the following requirements are met:

  1. Create a Frevana account:
    • Visit the Frevana website.
    • Click "Sign Up" in the top-right corner.
    • Complete the registration process with your business or brand details.
  2. Choose a subscription plan:
    • Select either the Starter, Professional, or Enterprise plan based on your needs.
    • All plans come with a 7-day free trial and do not require a credit card for sign-up.
  3. Device compatibility:
    • Use a modern web browser (such as Chrome, Firefox, or Edge) on your desktop or laptop.
    • Ensure a stable internet connection for real-time features and dashboard access.
💡 Tip: You do not need technical skills to begin using Frevana—all workflows are guided and accessible to beginners.
  1. Have your brand and product information ready:
    • Prepare key details about your product(s), such as names, categories, and your website URL, to get the best AI visibility results.
⚠️ Warning: Incomplete or inaccurate product information may result in poor AI optimization outcomes.

Getting Started with the Main Dashboard

  1. Access your dashboard:
    • After logging in, you’ll land directly on the dashboard. The dashboard offers a bird's eye view of your AI visibility, prompt monitoring, and actionable insights.
  2. Locate navigation elements:
    • In the top navigation bar, you’ll see links for Dashboard, Knowledge Center, Campaigns, Analytics, and Settings.
    • In the left sidebar, you’ll see shortcuts to solutions like Prompt Research, Use Scenario Strategist, Content Advisor, and Agent workflows.
  3. Review your account and subscription status:
    • Your current subscription tier is displayed in the upper-right corner under your profile icon.
    • Click your profile icon for options to manage your plan or account settings.
  4. Explore knowledge-related features:
    • On the main dashboard, find quick links or widgets for "Prompt Monitoring", "AI Visibility Trends", and "Content Creation Workflows".
    • Each feature displays real-time data, prompts tracked, recommended actions, and status indicators.
💡 Tip: Hover over any information icon (ℹ️) on the dashboard for brief explanations of metrics and terms.

Creating and Organizing Knowledge Items

Creating Knowledge Items

  1. Navigate to the Knowledge Center:
    • Click on "Knowledge Center" in the top navigation menu.
  2. Add a new knowledge item:
    • Click the “+ New Item” button, usually positioned in the top-right corner.
    • Choose the type of item to create (e.g., Article, Case Study, MCP, Publication).
  3. Enter key details:
    • Fill in fields such as Title, Description, Related Product, and Primary Keywords.
    • Optionally, attach files or insert external links.

Tagging and Categorizing Knowledge Items

  1. Tag and categorize:
    • Select relevant tags from the list or type new ones to categorize the item (e.g., AI Platform, Customer Scenario, Industry).
    • Assign categories to make retrieval and grouping easier.
💡 Tip: Use consistent naming conventions for tags (e.g., "Amazon Rufus", "Content Gap", “PR Strategist”) for better searchability.
  1. Save and publish:
    • Click "Save" or "Publish" to make the item available for workflows and AI agents.
⚠️ Warning: Unsaved changes may be lost if you navigate away from the page before saving.

Searching and Retrieving Information

  1. Use the search bar:
    • In the Knowledge Center, a search bar appears prominently at the top. Enter keywords, tags, or product names to search.
  2. Refine your search with filters:
    • Use filter options to narrow results by type (e.g., Articles, MCPs), date created, category, or assigned tags.
  3. Sort results:
    • Use column headers or dropdowns to sort results by date, relevance, popularity, or update status.
  4. Access knowledge items:
    • Click any item in the results list to view details, edit, or use it in AI workflows.
💡 Tip: Combine multiple filters to find highly specific items—e.g., filter for “AEO Articles” tagged with “ChatGPT”.
⚠️ Warning: If results seem incomplete, check your spelling or clear some filters to broaden the search.

Collaborating and Sharing Knowledge

  1. Open a knowledge item:
    • From the Knowledge Center, click any item you wish to share.
  2. Click "Share" or "Collaborate":
    • Find the "Share" button in the top-right of the item’s detail view.
  3. Choose sharing options:
    • Enter teammates’ email addresses or select team groups for access.
    • Set permissions (view only, edit, or assign).
  4. Assign tasks:
    • Use the “Assign” feature to delegate review, update, or content creation tasks related to the knowledge item.
  5. Track collaboration:
    • Collaboration status and comments appear below the item, with participant avatars and timestamps.
💡 Tip: Tag collaborators in comments using @username for notifications.
⚠️ Warning: Make sure not to share sensitive or confidential items with unauthorized users.

Troubleshooting Common Issues

Can't Find Content

  1. Check spelling and try alternative keywords in the search bar.
  2. Remove or adjust filters to broaden your search results.

Search Errors or No Results

  1. Ensure you’re connected to the internet.
  2. Refresh the Knowledge Center page.
  3. Verify that your knowledge items are saved and published, not still in draft.
💡 Tip: Recent updates may take a few minutes to index and become searchable.

Difficulty Organizing Items

  1. Review current tag and category usage.
  2. Consolidate similar tags and standardize naming conventions.
  3. Reassign categories as needed to reorganize knowledge items.

Need Further Help?

  • Use the built-in help widget (often in the lower-right corner labeled "Help" or with a question mark icon) to access support articles.
  • Click "Chat with Sales" or "Schedule a Demo" from the dashboard for personalized assistance.
⚠️ Warning: Frequent search or saving errors may indicate a browser compatibility problem. Try updating your browser or switching to a recommended one.

Conclusion and Next Steps

  • Congratulations! You’ve learned how to set up your account, navigate the main dashboard, and efficiently create, organize, search, and share knowledge items in Frevana.
  • Next, explore Frevana’s automated AI visibility monitoring and content workflows—such as the AEO Content Advisor and Auto Content Creation features—to further enhance your brand’s presence across AI platforms.
  • For advanced strategies, check the "Articles" section in the Knowledge Center, join a demo session, or contact support for best practices tailored to your goals.
💡 Tip: Frevana adds new features frequently—watch for new modules in your dashboard and review product updates for additional learning opportunities.

Additional Resources

Next Steps

  • Experiment with the features: Try applying what you've learned in a test environment to get comfortable.
  • Join the community: Connect with other users on our forums or Slack for tips and advice.
  • Customize for your needs: Explore advanced settings to tailor features to your specific requirements.
  • Stay updated: Keep an eye on product updates and release notes for new capabilities.

Related Resources

Troubleshooting

  • Feature not appearing: Ensure your account has the correct permissions and the feature is enabled in your plan.
  • Settings not saving: Double-check for required fields or browser issues—try clearing your cache or using a different browser.
  • Error messages: Review error logs for details; consult the Help Center for common error codes.
  • Performance issues: Disable browser extensions or try using incognito/private mode to rule out conflicts.

If you run into any roadblocks, remember—support is just a message away. Happy exploring!

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

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