Create Pitch Report

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Purpose

This page is the entry point for building a new Pitch Report in Athena’s Pitch Workspace. A pitch report is a research artifact: it captures how a target brand and its competitors show up in AI search results for a curated list of prompts, and it is the core deliverable agencies (and other Pitch-entitled customers) use when prospecting or pitching new clients. The page walks the user through a guided two-step wizard. Step 1 collects only the bare minimum (website URL, country, language) and then runs an AI-powered analysis that auto-fills everything else: company name, a written description, a starter set of competitors, AI-recognition identifiers for the brand and each competitor, and a starter set of search prompts. Step 2 lets the user review and tweak that AI-generated profile before locking it in and kicking off the actual pitch run. The same page also handles cloning: when the user arrives with a clone=<pitchId> URL parameter (typically from the Pitch Workspace’s pitch list), the form skips Step 1 entirely, pulls in the cloned pitch’s data, and drops the user straight into Step 2 for review. Access is gated by the customer’s plan. The page is only usable by orgs whose subscription includes Pitch Workspace (Agency plan or a direct pitches feature on their plan) and that still have pitch report credits available. Users who don’t meet both conditions see a friendly access screen pointing them to support.

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What’s on the page

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Progress steps bar

A two-dot indicator at the top of the form with an animated connecting line. Dot 1 is highlighted in Step 1, dot 2 in Step 2. Below the dots, a heading and one-line description change depending on the step and whether the user is cloning:

• Step 1, fresh pitch: “Create Pitch Report”. “Enter your website URL and we’ll analyze it to generate a pitch report”
• Step 1, cloning: “Clone Pitch Report”
• Step 2, fresh pitch: “Review & Customize”. “Review and edit the generated information before creating your pitch”
• Step 2, cloning: “Review and edit the cloned information before creating your pitch”

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Step 1. Website URL & settings

• Website URL. A text input with a fixed https:// prefix on the left. The user types the bare domain (e.g. example.com). The field strips any protocol the user types and trims trailing slashes. Invalid input (bad domain shape, illegal characters in the path, missing TLD) shows the inline error: “Please enter a valid domain (e.g., example.com)”.
• Country. A searchable dropdown with country flags. Defaults to United States. This is the geographic market the analysis and prompt generation will target.
• Language. A searchable dropdown. Defaults to English. Controls the language used for the AI-generated description, competitors, and prompts.

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Step 2. Brand profile card

A compact card at the top of Step 2 showing the analyzed brand. Left side: the brand logo (fetched from Athena’s logo store), the company name, and the cleaned URL: clicking the card opens the website in a new tab. Right side: an identifiers badge (e.g. “2 identifiers”) that opens a popover for managing the AI-recognition aliases used to detect the brand in AI responses.

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Step 2. Name field

A single-line text input pre-filled with the auto-detected company name. The user can override it. Required to proceed.

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Step 2. Description field

A multi-line textarea pre-filled with the AI-generated description of the website. Auto-grows in height as the user types. Editable.

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Step 2. Customization (Competitors / Prompts tabs)

A segmented tab toggle with two views and a single Add button on the right that adapts to the active tab.

• Competitors tab. Lists each AI-suggested competitor as a card showing:
  • The competitor’s logo (or initial fallback)
  • Competitor name
  • Cleaned URL (clickable, opens in new tab; hover shows a pencil edit hint)
  • An identifiers badge with the count of recognition aliases for that competitor
  • A three-dot (⋯) menu for row-level actions
  • Clicking anywhere on the row opens the Competitor Drawer in edit mode.
  • While AI generation is in progress, three skeleton placeholder cards are shown.
• Prompts tab. Lists each AI-generated search prompt as a card showing:
  • The prompt text
  • A type badge: Non-Branded (purple) or Branded (default)
  • A three-dot (⋯) menu for row-level actions
  • Clicking the row opens the Prompt Drawer in edit mode.
  • Skeleton placeholders display during AI generation.

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Scroll indicator (“More” button)

A small rounded ”⌄ More” button appears just below the scrollable content area when there’s additional content below the visible viewport. Clicking it scrolls the area down by ~200 px. Auto-hides when there’s nothing more to scroll.

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Navigation & action footer

Fixed at the bottom of the form. Contains:

• Back button (ghost style, left arrow appears on hover). Disabled on Step 1 and while any API call is in flight.
• Primary action button (right side). Label changes by context:
  • Step 1, idle: “Analyze Website”
  • Step 2, idle: “Create Pitch Report”
  • Any step while working: the current status message, animated (e.g. “Analyzing website…”, “Checking sitemap.xml…”, “Processing website content…”, “Researching competitors and prompts…”, “Creating pitch report…”)

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Access denied card (“Pitch access required”)

Shown when the user’s org has neither Agency access nor direct pitches feature access. Plain-language copy: “Pitch reports are available with Agency access or the pitches feature. Contact support to enable access for your organization.” Two buttons: Contact Support (opens email to support@athenahq.ai) and Back to Dashboard (goes to /olympus).

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No pitch reports available card

Shown when the user has Agency access but no pitch report credits. Two variants of the message:

• If credit balance is exactly 0: “You’ve used all your pitch report credits. Please contact support or wait for your credits to refresh.”
• Otherwise: “You don’t have any pitch report credits available. Please contact support for assistance.”

Two buttons: Contact Support and Back to Workspace (goes to /pitch-workspace).

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Competitor Drawer (drilldown)

Slide-in panel for adding or editing a single competitor. Fields:

• Name: text input (e.g. “Acme Inc.”), auto-focuses on open.
• URL: text input with fixed https:// prefix; pasted URLs are auto-stripped of protocol and trailing slash.

Footer buttons depend on mode:

• Add mode: Add button (disabled until both name and URL are filled).
• Edit mode: Delete button on the left, Save button on the right.

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Prompt Drawer (drilldown)

Slide-in panel for adding or editing a single search prompt. Fields:

• Prompt: text input for the prompt itself. Auto-focuses.
• Type: dropdown with two options:
  • Non-Branded (purple badge): prompts that don’t mention the brand by name; used to measure organic discovery.
  • Branded (default badge): prompts that include the brand name; used to measure branded-intent visibility.
  • The type auto-detects from the prompt text by checking whether the brand’s name appears. The user can override it manually; once overridden, auto-detect is turned off for the rest of that drawer session.
• Country: searchable dropdown with flag icons. Controls the country attached to the prompt.

Footer buttons: Delete (edit mode only) and Add / Save.

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Identifiers popover (drilldown from brand or competitor card)

A small popover opened from any “N identifiers” badge. Lets the user view, add, inline-edit, and remove the AI-recognition aliases for that entity. At least 1 identifier is always required; an info note appears warning that “At least N identifier is required” when the count is at the minimum. Duplicate identifiers are rejected with an error toast.

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What you can do here

Most actions are top-level buttons. The row-level actions on competitors and prompts live in three-dot (⋯) menus on the right of each row.

• Analyze Website (Step 1 primary button). Runs the AI analysis on the entered URL using the selected country and language. On success, auto-fills the brand profile, description, competitors with identifiers, and prompts, then advances to Step 2.
• Create Pitch Report (Step 2 primary button). Submits the final form, creates the pitch, sets it as the active pitch, and redirects to /pitch-workspace/success.
• Back. Returns to Step 1 from Step 2. Disabled on Step 1 and while processing.
• More (scroll indicator). Scrolls the form’s content area down by ~200 px. Only appears when there’s content below the fold.
• Add (Competitors tab). Opens the Competitor Drawer in add-new mode. Capped at 10 competitors total; attempting to add an 11th shows a toast error “Maximum of 10 competitors allowed”.
• Add (Prompts tab). Opens the Prompt Drawer in add-new mode. Capped at 25 prompts total; attempting to add a 26th shows “Maximum of 25 prompts allowed”.
• Edit competitor. Click the competitor row OR open the row’s three-dot (⋯) menu and choose Edit. Both open the Competitor Drawer pre-filled.
• Delete competitor. Open the row’s three-dot (⋯) menu and choose Delete (red). The competitor animates out and is removed from the list. Also available as a Delete button inside the Competitor Drawer when editing.
• Edit prompt. Click the prompt row OR open the row’s three-dot (⋯) menu → Edit.
• Delete prompt. Three-dot (⋯) menu → Delete (red), or Delete button in the Prompt Drawer when editing.
• Save / Add (Competitor Drawer). Saves the competitor and closes the drawer.
• Save / Add (Prompt Drawer). Saves the prompt and closes the drawer.
• Manage brand identifiers. Click the identifiers badge on the brand profile card. Inside the popover: type a new alias and click Add, click an existing alias to edit it inline, or click the red × to delete it (minimum 1 must remain).
• Manage competitor identifiers. Same flow, but from the identifiers badge on a competitor row.
• Visit website. Click the brand profile card or a competitor’s URL to open it in a new tab.
• Contact Support / Back to Dashboard / Back to Workspace. Buttons on the access-denied and no-credits cards. Contact Support opens an email to support@athenahq.ai.

Keyboard shortcut: Pressing Enter with a valid form and no drawer open triggers the primary action (Analyze Website on Step 1 or Create Pitch Report on Step 2).

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Data shown

Everything visible on Step 2 is generated for this specific pitch and is editable in place. Sources, in customer language:

• Website description, company name. Generated by Athena’s AI from the analyzed website’s content (homepage, sitemap, on-page text).
• Competitor list. AI-suggested competitors based on the website’s description and the selected country/language. About 7 are generated by default.
• Competitor identifiers & brand identifiers. AI-generated short aliases that Athena uses to recognize each company in AI responses (e.g. abbreviations, common misspellings, product names).
• Prompts. AI-generated search prompts tailored to the brand and its competitors. About 20 are generated by default, focused on “competitive gap” discovery prompts that don’t already mention competitors.
• Logos. Pulled from Athena’s logo store (the same source used elsewhere in the product for competitor logos). May fall back to a colored initial if no logo is found.
• Cloned pitch data. When the URL includes ?clone=<pitchId>, the entire Step 2 form is pre-populated from the previously created pitch.

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Common workflows

1. Create a new pitch from scratch

1. Open /create-pitch from the sidebar or the Pitch Workspace.
2. Type the target website’s domain (e.g. example.com).
3. Optionally change the Country and Language.
4. Click Analyze Website and wait while Athena analyzes the site, finds competitors, and generates prompts.
5. On Step 2, review and edit the brand name, description, competitors, identifiers, and prompts.
6. Click Create Pitch Report. You’ll be redirected to the pitch success page.

2. Clone an existing pitch

1. From the Pitch Workspace, choose Clone on an existing pitch (this lands at /create-pitch?clone=<pitchId>).
2. The form auto-loads the cloned data and drops you on Step 2 with a “Pitch cloned” success toast.
3. Adjust anything you want, then click Create Pitch Report.

3. Add a competitor manually

1. On Step 2, make sure the Competitors tab is selected.
2. Click Add.
3. In the drawer, enter the competitor’s Name and URL.
4. Click Add to save.

4. Add a custom prompt

1. On Step 2, switch to the Prompts tab.
2. Click Add.
3. Type the prompt. The Type auto-detects to Non-Branded or Branded based on whether your brand name appears in the text.
4. Optionally override the Type and Country.
5. Click Add to save.

5. Edit a brand or competitor’s recognition identifiers

1. On Step 2, click the identifiers badge (e.g. “3 identifiers”) next to the brand logo or on a competitor row.
2. In the popover, type a new alias and click Add, click an existing alias to edit it inline, or click the red × to remove it.

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Empty, loading, and error states

• Initial page load. While Athena verifies the user’s plan access and (if cloning) loads the source pitch, a full-page animated loader is shown.
• Analyzing website. The Step 1 primary button is replaced with an animated shimmer label cycling through status messages: “Analyzing website…”, “Checking sitemap.xml…”, “Processing website content…”, and “Researching competitors and prompts…” Form fields are disabled.
• Generating competitors & prompts. On Step 2, the relevant list shows three shimmering skeleton placeholder cards until results arrive.
• Logos still loading. A small shimmering square appears in place of the logo; once loaded, the logo fades in. If the logo can’t be found, the brand’s first letter is shown on a colored background.
• Creating pitch report. The primary button shows “Creating pitch report…” with the shimmer animation; on success, the user is redirected.
• Analysis failed. If the website analysis fails to produce a description, an error toast (“Unable to generate website description” or “Failed to analyze website”) is shown and the user stays on Step 1.
• Pitch creation failed. Shows a toast with the server’s error message or “Failed to create pitch”. The user stays on Step 2.
• Plan access can’t be verified. If the entitlement check itself fails, an error screen with a Retry button is shown.
• No pitch access. Either the “Pitch access required” card or the “No Pitch Reports Available” card is shown depending on whether the org has Agency access at all.

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Linked from / links to

• Linked from:
  • Pitch Workspace page (/pitch-workspace): typically via a Create Pitch button or a Clone action on an existing pitch.
  • Sidebar navigation. Pitch Workspace section.
• Links to:
  • /pitch-workspace/success: after a pitch is successfully created.
  • /olympus: from the Back to Dashboard button on the access-denied card.
  • /pitch-workspace: from the Back to Workspace button on the no-credits card.
  • mailto:support@athenahq.ai: from the Contact Support buttons.

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Common support questions

Q: I clicked “Analyze Website” but nothing happened / I got an error. Make sure the URL is a valid domain (e.g. example.com, not example or https://example). If the page shows “Failed to analyze website” or “Unable to generate website description”, the site may be unreachable, gated, or too sparse for the AI to extract content. Try a different page on the same domain (e.g. the homepage) or check that the site is publicly accessible. Q: Why am I seeing “Pitch access required” or “No Pitch Reports Available”? Pitch reports require either an Agency plan or the pitches feature on your subscription, and you also need available pitch credits. If you have Agency access but no credits left, the page tells you that specifically. In both cases, click Contact Support to enable access or top up credits. Q: Can I change the country or language after Step 1? Not directly on Step 2: country and language are fixed once you advance. If you need to change them, click Back to Step 1 and re-analyze; the existing competitors and prompts will be regenerated for the new market. Q: I’m hitting a limit when adding competitors or prompts. The maximums are 10 competitors and 25 prompts per pitch. Delete one to make room for another. Q: What are “identifiers” and why does each company have them? Identifiers are aliases Athena uses to detect a brand in AI search results: things like abbreviations, common misspellings, or product names. Athena generates them automatically, but you can add or remove them via the identifiers badge on the brand profile or any competitor row. At least one identifier is always required per company. Q: Branded vs Non-Branded prompts: what’s the difference? Non-Branded prompts don’t mention your brand by name (they measure organic discovery: “can AI find me when someone asks a general question?”). Branded prompts include the brand name (they measure branded-intent visibility). The Prompt Drawer auto-detects type based on whether the brand name appears in the prompt, but you can override it. Q: How do I clone a pitch? From the Pitch Workspace, use the Clone action on an existing pitch. You’ll land directly on Step 2 of this page with everything pre-filled. Adjust anything you want and click Create Pitch Report. Q: I made changes on Step 2 then went Back: will I lose them? No, the form keeps your edits. However, if you change the URL on Step 1 and re-analyze, the competitors and prompts will be regenerated from scratch for the new URL.