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app.athenahq.ai/pitch-workspace/setup

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Purpose

The Pitch Setup page gives a customer a read-only, all-in-one view of how the currently selected pitch is configured inside Pitch Workspace. It surfaces the company being pitched, the identifiers used to detect mentions in AI search responses, the competitors being tracked, and the prompts that power the analysis. It’s where a customer goes to verify or audit a pitch’s configuration before reviewing the report, or when they’re trying to understand why a particular response was or wasn’t attributed to their brand or to a specific competitor. This page lives inside the Pitch Workspace section and is one of a few sibling routes there. It does not edit anything; it only displays what’s already configured. Pitches themselves are created and edited elsewhere in the Pitch Workspace flow. Customers usually land here from the Pitch Workspace sidebar when they want a quick sanity check of names, URLs, keywords, competitor coverage, and prompt wording. Because Pitch Workspace is a paid add-on, this page is only reachable for organizations whose plan includes the Pitch Workspace feature. Everyone else sees a locked / upgrade screen instead of this page.

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What’s on the page

The page is a single scrolling column made up of four collapsible sections, separated by horizontal dividers. All four sections default to open.

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Basic Information

Core identifying details for the pitch:
  • Company Name: the name of the company the pitch is for. Plain text. Falls back to a dash if not set.
  • Company URL: the company’s website. If a URL is set, it’s rendered as a clickable link with a small external-link icon and opens in a new tab. The link is normalized so it works whether the stored value includes http(s):// or not. Falls back to a dash if not set.
  • Description: the company description that was provided when the pitch was created. Spans the full width of the section. Falls back to a dash.
  • Created: the date the pitch was created, formatted like “March 4, 2024”.
  • Status: the pitch’s current processing status (e.g. draft, processing, complete). Shown in capitalized text.

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Identifiers

A list of the names and keywords Athena uses to recognize each company in AI-generated answers. Identifiers are what make a mention count as “this company was mentioned.”
  • The first block is always the pitch’s own company, labeled with the company name. Each identifier is shown as a colored badge chip (indigo). If the company has no identifiers configured, the row shows the text “No identifiers.”
  • Below the company, each competitor that has at least one non-empty identifier is shown with its name as a heading and its identifiers as neutral-colored badge chips. Competitors with no identifiers are not shown in this section.

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Competitors

The full list of competitors being tracked in this pitch. Each entry shows:
  • The competitor’s name.
  • The competitor’s URL as a clickable link (with an external-link icon) when one is set. The URL is shown without the http(s):// prefix and without a trailing slash, but the link itself opens the full URL in a new tab.
If no competitors are configured, the section shows the text “No competitors configured yet.”

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Prompts

The full list of prompts used to query AI search engines for this pitch. Each row shows:
  • The prompt text (left-aligned, takes most of the row).
  • A type badge on the right, when a type is set on the prompt. The badge color depends on the type: purple for “Discovery,” indigo for “High Intent,” and neutral for anything else. The type label is shown capitalized.
If no prompts are configured, the section shows the text “No prompts configured yet.”

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What you can do here

This page is read-only. There are no editing controls, no kebab menus, and no bulk actions. The actions available are:
  • Expand or collapse Basic Information: click the section heading or chevron to toggle.
  • Expand or collapse Identifiers: click the section heading or chevron to toggle.
  • Expand or collapse Competitors: click the section heading or chevron to toggle.
  • Expand or collapse Prompts: click the section heading or chevron to toggle.
  • Open the company website: click the Company URL in Basic Information. Opens in a new tab.
  • Open a competitor’s website: click any competitor URL in the Competitors section. Opens in a new tab.
There is no manual refresh button, no export, no delete, no edit, and no overflow menu. To change any of the displayed values (company info, identifiers, competitors, prompts), the customer needs to use the pitch creation/edit flow elsewhere in Pitch Workspace.

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Data shown

Everything on the page is read from the currently selected pitch: the one the customer has active inside Pitch Workspace. The active pitch is remembered between visits and is the same pitch shown across other Pitch Workspace pages. The page pulls:
  • The pitch record itself (company name, URL, description, created date, status, and the company’s own identifiers).
  • The list of competitors attached to the pitch, including their names, URLs, and identifiers.
  • The list of prompts attached to the pitch, including each prompt’s text and type.
Data auto-refreshes every 30 seconds in the background, so if a teammate edits the pitch elsewhere, this page will pick up the change within about half a minute without any user action. There is no real-time push: only the polled refresh.

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Common workflows

Verify the company identifiers Athena is using for a pitch
  1. Open Pitch Workspace from the sidebar.
  2. Make sure the right pitch is selected (use the pitch switcher inside Pitch Workspace).
  3. Navigate to Pitch Setup.
  4. Read the Identifiers section to confirm the keywords Athena is matching for the company.
Audit which competitors are being tracked
  1. Go to Pitch Setup for the active pitch.
  2. Expand the Competitors section.
  3. Scan the list of names and URLs. Click any competitor URL to confirm it points to the right site.
Check the prompts driving the pitch report
  1. Go to Pitch Setup.
  2. Expand the Prompts section.
  3. Review each prompt and its type badge (Discovery, High Intent, etc.) to confirm the questions Athena is sending to AI search engines.
Confirm a pitch is ready or done processing
  1. Open Pitch Setup.
  2. Look at the Status field in Basic Information.
  3. If status is still “processing,” wait: the page will refresh on its own within 30 seconds.

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Empty, loading, and error states

  • No pitch selected: if the customer reaches this page without any active pitch (for example, no pitches have been created yet), the page shows a centered message reading “No pitch selected.”
  • Loading: while the page is fetching pitch data for the first time, it renders nothing: the content area is briefly blank. There is no spinner or skeleton on this specific page.
  • Empty within a section:
    • Identifiers: shows “No identifiers” next to the company name when the company has none. Competitors without identifiers don’t appear in this section at all.
    • Competitors: shows “No competitors configured yet.”
    • Prompts: shows “No prompts configured yet.”
  • Errors: there is no inline error message on this page. If the underlying data fetch fails, the page will simply not render the section content. Customers should reload the page in that case.
  • Linked from: the Pitch Workspace sidebar / navigation. Customers typically arrive here from inside Pitch Workspace after selecting an active pitch.
  • Links to: external websites only: the Company URL in Basic Information and each competitor’s URL in Competitors. All external links open in a new browser tab.

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Common support questions

“Why don’t I see this page at all? It’s locked.” Pitch Workspace is a paid feature on certain plans. If the org doesn’t have Pitch Workspace access, the customer will land on an upgrade / locked screen instead of Pitch Setup. They’ll need a plan that includes Pitch Workspace. “How do I edit the company name, identifiers, competitors, or prompts shown here?” This page is view-only. Edits happen in the pitch creation/edit flow inside Pitch Workspace, not on Pitch Setup itself. “Why is one of my competitors missing from the Identifiers section but visible under Competitors?” The Identifiers section only lists competitors that have at least one non-empty identifier. If a competitor has no identifiers configured, it’s intentionally hidden from Identifiers, but it still appears in the Competitors section. “The status says ‘processing’: what should I do?” Wait. The page refreshes itself every 30 seconds, so the status will update automatically once processing finishes. No need to reload manually. “I just edited the pitch in another tab: why don’t I see my changes?” The page polls for fresh data every 30 seconds, so changes should appear within that window. If they don’t, refresh the browser. “Why is the page blank?” There are two possibilities: (1) the page is still loading data: it renders nothing for a moment instead of a spinner; (2) there’s no pitch selected, in which case you’ll see “No pitch selected” rather than blank. Make sure a pitch is active in Pitch Workspace. “What do the colored badges next to prompts mean?” They indicate the prompt’s type. Purple is Discovery, indigo is High Intent, and any other type is shown as a neutral gray badge. The type controls how Athena categorizes that prompt’s responses. “What are ‘identifiers’ exactly?” Identifiers are the names and keywords Athena watches for in AI-generated answers to decide whether the company (or a competitor) was mentioned. Adding more identifiers: common abbreviations, alternate spellings, product names: generally improves mention detection.