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app.athenahq.ai/create-pitch

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Purpose

The Create Pitch Report page is a two-step wizard designed primarily for agency users. It allows them to quickly generate a comprehensive, AI-driven pitch report for a prospective client by analyzing their website. In the first step, users input the target website and locale. The system then analyzes the site to auto-generate a brand description, a list of likely competitors, and relevant search prompts. In the second step, users can review, edit, and fine-tune this AI-generated data before finalizing the pitch report. This ensures the resulting pitch is accurate, customized, and ready to present.

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What’s on the page

Progress steps header Shows a visual 1-to-2 progress indicator along with a title and subtitle describing the current step (e.g., “Create Pitch Report” for Step 1, or “Review & Customize” for Step 2). Step 1: Website details Collects the primary inputs for the pitch: the target website URL, the target country, and the language to analyze. Step 2: Review & Customize Displays the AI-generated analysis of the brand, including its profile (logo, name, description, identifiers), plus two tabs for reviewing and customizing the generated Competitors and Prompts. Brand profile card Displays the primary website’s logo, name, and a clickable URL. It also features an “identifiers” dropdown to manage alternate names or acronyms for the brand being pitched. Customization tabs (Competitors / Prompts) Allows the user to toggle between viewing or editing the list of AI-generated competitors and the list of AI-generated prompts. Competitor list Shows each competitor with their logo, name, a clickable URL, an identifiers dropdown for that specific competitor, and a three-dot row action menu (for editing or deleting). Prompt list Shows each prompt’s text alongside a “Branded” or “Non-Branded” badge, along with a three-dot row action menu (for editing or deleting). Bottom action bar Contains a “Back” button to return to the previous step, a primary action button (e.g., “Analyze Website” or “Create Pitch Report”), and a “More” button that appears when the content area is scrollable. Competitor Drawer A slide-out panel used to manually add a new competitor or edit an existing one’s name and URL. Prompt Drawer A slide-out panel used to manually add a new prompt or edit an existing one’s text, type (Branded vs. Non-Branded), and target country. Access-denied / no-credits screens Full-page fallback screens shown instead of the wizard if the user’s organization lacks pitch access or has exhausted all of its pitch report credits. Filters and Toggles
  • Country (Step 1): Determines the analysis locale used when generating the website description, competitors, and prompts.
  • Language (Step 1): Sets the language used for the generated description, competitors, and prompts.
  • Competitors / Prompts tab (Step 2): Toggles which list is shown in the Customization section.
  • Prompt Type (drawer): Determines whether an individual prompt is tagged as Branded (high_intent) or Non-Branded (discovery).
  • Prompt Country (drawer): Sets the specific country context for an individual prompt when it is added or edited.
Drilldowns
  • Website URL link (Step 2 brand profile): Clicking the URL opens the actual website being pitched in a new browser tab.
  • Competitor URL link (Step 2 list): Clicking the URL opens the competitor’s website in a new browser tab.
  • Successful pitch submission: After successfully submitting Step 2, the user is navigated to /pitch-workspace/success, and the new pitch is set as their active pitch.
  • ?clone=<pitchId> query param on page load: If navigating here to clone a pitch, the page skips Step 1 and opens directly to Step 2, pre-populated with the cloned report’s data.

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What you can do here

  • Analyze Website / Create Pitch Report (main button): On Step 1, clicking this triggers the website analysis and advances to Step 2. On Step 2, clicking this submits the pitch, creates the report, and takes the user to the success page.
  • Back: Returns from Step 2 to Step 1 without losing the data already entered.
  • More (scroll indicator): Scrolls the content area down to reveal more of the current step’s form or list.
  • Add (Competitors/Prompts tab): Opens the corresponding drawer to manually add a new competitor or prompt. Note: You can add a maximum of 10 competitors and 25 prompts.
  • Competitor row click / row menu Edit: Clicking a competitor row or selecting “Edit” from its overflow menu opens the Competitor Drawer pre-filled with that competitor’s details.
  • Competitor row menu Delete: Removes the competitor from the list immediately with an animation. This is a destructive action with no confirmation dialog.
  • Prompt row click / row menu Edit: Clicking a prompt row or selecting “Edit” from its overflow menu opens the Prompt Drawer pre-filled with that prompt’s details.
  • Prompt row menu Delete: Removes the prompt from the list immediately with an animation. This is a destructive action with no confirmation dialog.
  • Identifiers dropdown: Add identifier: Inside an identifiers dropdown, users can type a new identifier (e.g., an abbreviation) and add it.
  • Identifiers dropdown: Remove identifier: Inside the dropdown, users can delete an identifier. This is blocked if it would drop the total number of identifiers below 1.
  • Identifiers dropdown: Edit identifier (inline): Inside the dropdown, users can click an existing identifier to rename it inline.
  • Competitor Drawer: Save/Add: Saves the edited or newly created competitor into the list.
  • Competitor Drawer: Delete: Deletes the competitor being edited and closes the drawer. This is a destructive action.
  • Prompt Drawer: Save/Add: Saves the edited or newly created prompt into the list.
  • Prompt Drawer: Delete: Deletes the prompt being edited and closes the drawer. This is a destructive action.
  • Contact Support (access-denied screen): Opens an email draft to support@athenahq.ai to request feature access or more credits.
  • Back to Dashboard (access-denied screen): Returns the user to their main dashboard.
  • Back to Workspace (no-credits screen): Returns the user to the Pitch Workspace.
Note: Pressing the Enter key anywhere on the page (when no drawer is open) will trigger the main Continue/Submit button if the current step is valid.

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Data shown

The data on this page relies heavily on AI generation. The brand name, description, competitors, and initial search prompts are all AI-generated based on the website URL and description provided in Step 1. Identifiers are auto-generated to help capture variations of brand and competitor names. If a user is cloning an existing pitch, the data shown is pulled directly from that previously created pitch report.

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Common workflows

Create a new pitch report from scratch
  1. Land on the page from the Pitch Workspace by clicking “Create Pitch”.
  2. Enter the target website URL, country, and language in Step 1.
  3. Click “Analyze Website”. The system generates the brand description, competitors, and prompts.
  4. In Step 2, review and edit the brand profile, identifiers, competitors, and prompts to ensure accuracy.
  5. Click “Create Pitch Report” to finalize. You will be redirected to the success page.
Clone an existing pitch report
  1. From the Pitch Workspace, select the clone action for an existing pitch.
  2. The page loads directly into Step 2, pre-populated with the cloned data.
  3. Edit any fields, competitors, or prompts as needed.
  4. Click “Create Pitch Report” to submit the new variation.
Edit a competitor
  1. On Step 2, ensure the “Competitors” tab is selected.
  2. Click directly on a competitor row (or open its three-dot menu and select “Edit”) to open the Competitor Drawer.
  3. Update the competitor’s name or URL, or manage their identifiers.
  4. Click “Save”.
Add a prompt
  1. On Step 2, switch to the “Prompts” tab.
  2. Click the “Add” button to open the Prompt Drawer.
  3. Enter the prompt text. The system will automatically detect if it is Branded or Non-Branded based on whether it includes the brand’s name (you can override this manually).
  4. Select the target country for the prompt, then click “Add”.

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Empty, loading, and error states

  • Empty: The page doesn’t have a traditional empty state. A freshly created or cloned form simply starts with empty competitor/prompt lists until the AI generation completes.
  • Loading: A full-page loading spinner appears while checking feature access, credit balances, or loading clone data. When transitioning from Step 1 to Step 2, the main button shows sequential shiny-text status updates (e.g., “Analyzing website…”, “Checking sitemap.xml…”, “Researching competitors and prompts…”). Skeleton placeholder cards are displayed for competitors and prompts while they are being generated.
  • Error: Toast notifications appear for failures, such as “Failed to analyze website”, “Unable to generate website description”, or “Failed to create pitch”.
  • Linked from: The Pitch Workspace (via “Create Pitch” or “Clone” actions).
  • Links to:
    • /pitch-workspace/success (upon successful creation)
    • /pitch-workspace (from the no-credits screen)
    • /olympus (from the access-denied screen)
    • mailto:support@athenahq.ai (from access/credit barrier screens)

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Common support questions

Why do I see an “access denied” or “no pitch reports available” screen? Pitch reports require specific feature access (often tied to Agency plans) and a positive balance of pitch credits. If your organization lacks the feature entirely, or if you have run out of credits, you will be blocked from the wizard and prompted to contact support. Why did the page skip Step 1 and go straight to Review & Customize? If you arrived here by cloning an existing pitch report, the system skips the initial website analysis (Step 1) and jumps straight to Step 2 with the cloned data already filled in. How many competitors and prompts can I add? You can include a maximum of 10 competitors and 25 prompts per pitch report. If you try to add more via the drawers, you will receive an error message. How does the system know if a prompt is Branded or Non-Branded? When you type a new prompt, the system automatically checks if it contains the target website’s name. If it does, it tags it as Branded (High Intent). If not, it tags it as Non-Branded (Discovery). You can always manually change this in the Prompt Drawer. I accidentally deleted a competitor, how do I get it back? Deleting a competitor or prompt is immediate and does not ask for confirmation. If you accidentally delete one, you will need to click “Add” and recreate it manually.