Fix, verify & remember · Influence Plans

Some visibility problems live outside your website.

When an AI answer cites a review site, Reddit, a directory, or a comparison article instead of your brand, Surgbly builds an Influence Plan: source evidence, category, and recommended actions — for a channel it can't directly edit.

Every Influence Plan states plainly that Surgbly can't edit the third-party source itself.

Not every citation gap is a page you can rewrite.

AI answer engines often build responses from sources you don't own — review platforms, forums, comparison listicles. Treating every gap as a website problem misses the real fix, and pretending to auto-fix external authority is a promise no tool can keep.

The website isn’t the problem

A page can be excellent and still lose a prompt to a competitor with stronger third-party proof.

External sources, unowned

Review sites, Reddit threads, and comparison articles can’t be edited directly, no matter how good the tooling is.

A vague "build authority" recommendation

Generic advice to "get more reviews" doesn’t say which source, which action, or in what order.

No visibility into whether it worked

Without monitoring, nobody knows if the source landscape actually changed after the outreach happened.

How this feature works

From a citation gap to a recommended external action.

01

Detect the citation gap

A prompt where a competitor or third-party source is cited instead of your brand triggers the check. The check runs on the same prompt set already tracked in AI visibility monitoring, not a separate scan.

Triggered only when a source is consistently cited instead of your brand, not a one-off result.

Cited insteadreviewsite.com/competitor
Prompts affected6

Gap detected

ai visibility monitoring for agenciesGap detected
Cited insteadreviewsite.com/competitor
Prompts affected6
Detected3 days ago
02

Categorize the source

The source is categorized as review, directory, publisher, community, marketplace, or documentation. The category decides what kind of action gets recommended next.

Nine source categories total, so a review site never gets treated the same as a directory.

CategoryReview platform
Competitor14 citations

Categorized

Source categoryReview site
CategoryReview platform
Category confidenceHigh
Competitor citations14
Your citations0
03

Check whether an owned-site fix is enough

If a page fix would close the gap, it’s routed as a Fix Pack instead — Influence Plans are reserved for genuine external gaps. This ordering keeps the two from being treated as interchangeable.

An Influence Plan only gets created once an owned-site fix is ruled out first.

Owned-site coverageAlready covers topic
VerdictExternal

External authority confirmed

Routing checkExternal
Checked firstYes
  • Owned-site content already covers this topic — the gap is off-site proof.
04

Draft the recommended actions

An Influence Plan is drafted with ethical, compliant recommended actions — never fake reviews, spam, or undisclosed promotion. Each action is ordered, so the plan reads as a sequence, not a scattered list.

Fake reviews, review gating, spam, and undisclosed promotion are off-limits by design.

Actions3
StatusDrafted

Plan drafted

Influence Plan · Review sitesDrafted
Ethical checkPassed
  1. 1Claim a profile on the review platform competitors are cited from.
  2. 2Request reviews from 5 recent customers.
  3. 3Recheck citation sources in 30 days.
Requires action outside your website
05

Monitor whether the source landscape changes

After the plan is exported or marked in progress, the source landscape is monitored for change over time. Progress is tracked against this specific source, not a general re-scan of the category.

The recheck is scheduled automatically, so a completed plan isn’t the last anyone hears of it.

Reviews added3 of 5
Recheck18 days

Monitoring

MonitoringIn progress
Reviews added3 of 5 requested
Recheck scheduledin 18 days
Citation statusNot yet changed
OwnerMarketing
ai visibility monitoring for agenciesGap detected
Cited insteadreviewsite.com/competitor
Prompts affected6
Detected3 days ago

Explore it yourself

Explore the Influence Plan workspace.

Source evidence
Cited sourcereviewsite.com/competitor
Prompts affected6
Source categoryReview platform
Detected3 days ago

Key capabilities

Everything an external authority gap needs.

Detection & categorization

  • Citation gap detection across tracked prompts
  • Source categorized: review, directory, publisher, community, marketplace, docs
  • Owned-site fix checked first, before an Influence Plan is created

Recommended actions

  • Ordered, exportable outreach, review, or content briefs
  • Linked owned-site Fix Pack when part of the gap is on-site
  • Business impact estimate: how often the gap surfaces

Guardrails

  • States plainly that the third-party source can’t be edited directly
  • No fake reviews, spam, or undisclosed promotion
  • Source landscape monitored for change over time

Business outcomes

What changes once external gaps get a real plan.

The right gap, the right fix

Stop sending every visibility problem back to the website when the real gap is external.

Specific actions, not vague advice

An ordered plan — claim this profile, request these reviews — instead of "build more authority."

Never a false auto-fix claim

Every plan is honest about what Surgbly can and can’t directly change.

Monitored, not forgotten

The source landscape gets rechecked, so a completed plan isn’t the last anyone hears of it.

Why Surgbly does it better

A named source and plan instead of generic advice.

Traditional

  1. 1A citation gap gets noticed.
  2. 2Generic advice: "build more authority."
  3. 3No specific source, category, or action.
  4. 4Nobody checks whether anything changed.

Surgbly

  1. 1The exact competing source identified and categorized.
  2. 2An ordered, ethical action plan drafted.
  3. 3Linked owned-site fix included where relevant.
  4. 4Source landscape monitored for change afterward.

Integrations

Covers the external sources AI answers actually pull from.

  • Reddit
  • Quora
  • Stack Overflow
  • Review platforms
  • Comparison sites

Questions

Answers before you have to ask.

Does Surgbly edit external sites directly?

No — Influence Plans are recommended actions for channels outside your own site. Your team or an agency carries them out.

What if the gap needs both an on-site and off-site fix?

The on-site portion is linked as a separate Fix Pack candidate, so it isn’t buried inside the Influence Plan.

How is a source picked for recommendation?

Sources are ranked by how often they’re cited instead of your brand across tracked prompts, and by category.

What actions are off-limits?

Fake reviews, review gating, undisclosed promotion, paid Wikipedia edits, astroturfing, spam answers, and mass posting.

See the plan for a citation you're losing.

Find your first external source gap and see the recommended actions.