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Copilot Tracking

Copilot answers inside the working day. Does it name you?

Sagentel runs procurement and shortlist questions through Copilot, records which vendors it puts forward, and traces every answer back to the indexed page it came from.

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Copilot visibility dashboard
What we measure

Copilot answers at work, which changes what counts

The questions are longer, the stakes are procurement-sized, and the sources skew towards documentation. Four readings, kept separate.

Shortlist rateHow often you make the set of vendors Copilot puts forward, across a fixed list of buying questions, run against run.
Answer accuracyWhether Copilot states your pricing, integrations, certifications and hosting correctly — the details that decide a procurement conversation.
Source mixThe split between Microsoft-owned surfaces, review platforms and vendor sites in your category — and how much of it you control.
Head-to-head outcomeWhat Copilot says when a buyer names you against a specific rival, including which of you it recommends and on what grounds.
How it works

Why Copilot picks the vendors it picks

Copilot is grounded in a web index and answers next to the work — inside Edge, Windows and Microsoft 365. That gives four levers, all of them practical.

01
Present in the index it readsCopilot grounds answers in Microsoft's web index rather than a private crawl. Indexing problems and blocked pages remove you before any judgement is made.
02
Documented, not just describedWork questions ask for specifics: seat pricing, SSO, data residency, which systems you connect to. Claims that live only in a sales deck cannot be quoted.
03
Visible on the surfaces it trustsMarketplace listings, partner directories, platform documentation and review platforms carry disproportionate weight in software categories.
04
Safe to recommendAnswers given at work stay conservative. Missing compliance pages, unclear ownership or stale changelogs read as risk, and risk gets skipped.
05
Evidence for a channel nobody reports on yetA shortlist rate per buying question, the vendors named ahead of you, and the documentation gap behind each miss.
06
Your marketplace listing, read back to youSee what Copilot actually says about your connector, certifications and supported versions, and where the description is out of date.

Built for the people who own the number

Agencies
A retainer with something to show each month

Client workspaces, fixed question sets, and a record of which fixes moved which answers.

Questions we get asked

Is Copilot worth tracking separately?

In B2B, usually yes. It answers where people work — in Edge, in Windows, alongside Office files — so the questions lean towards evaluation and procurement rather than casual browsing. The vendor sets it returns often differ from ChatGPT's for the same category.

Which questions do you run?

Buying questions in the phrasing a buyer would actually use: integration requirements, alternatives to a named incumbent, seat pricing, compliance and hosting, migration effort, and direct comparisons. Sixty per category is a workable starting set.

Does our Bing ranking decide this?

Being indexed matters; ranking position matters less than most teams assume. A page can rank modestly and still be quoted if it answers the question plainly, while a top-ranked landing page full of positioning language gets passed over for a documentation page.

Copilot says something wrong about our product. Now what?

We trace the claim to the page it came from. In most cases it is your own outdated documentation, a stale marketplace listing or an old review — all fixable at source. Then we re-run the question and confirm the answer changed.

Can you see what Copilot says inside a customer's tenant?

No, and neither can anyone else. We measure the public, web-grounded answers — the ones every prospect sees before your name enters a procurement document.

What does the first month look like?

Run one gives a baseline shortlist rate, the vendors appearing in your place, every factual error worth disputing, and the source mix for your category. Run two separates real gaps from noise. You end with an ordered list of fixes, most of them documentation rather than campaigns.

Somebody is scoping vendors right now.

One domain, sixty buying questions, first results the same day — shortlist rate, the vendors named ahead of you, and the pages behind each answer.

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