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app.athenahq.ai/create-pitch

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Purpose

This page guides agency users through a two-step wizard to generate a new AI-visibility pitch report for a prospect website. By automatically analyzing the prospect’s website, discovering competitors, and generating relevant discovery prompts, the wizard drastically reduces the manual effort required to prepare a comprehensive sales pitch. Users can start from scratch by entering a URL or clone an existing pitch report to use as a baseline, allowing them to review and customize the AI-generated data before finalizing the report.

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What’s on the page

  • Progress Steps Bar: Displays the two-step wizard progress (Step 1 and Step 2) with an animated connecting line so users know where they are in the flow.
  • Step 1 – Website URL & Settings: Collects the prospect’s website URL, target country, and language before triggering the automated analysis.
    • Country: Filter that determines the region targeting for the pitch report analysis.
    • Language: Filter that dictates the language used for the AI analysis, competitor research, and prompt generation.
  • Step 2 – Review & Customize: Displays the AI-generated brand profile (name, description, identifiers), competitor list, and prompt list for the user to review and edit before creating the report.
  • Brand Profile Card (Step 2): Shows the prospect’s logo, website name, URL, and a badge indicating the number of brand identifiers. The card links out to the live website.
  • Name Field (Step 2): An editable text field for the prospect company name, pre-filled from the AI analysis.
  • Description Field (Step 2): An editable text area for the prospect company description, pre-filled from the AI analysis.
  • Customization Tabs – Competitors / Prompts (Step 2): A toggle that determines which list is displayed in the Customization section, letting users switch between reviewing competitors or prompts.
  • Competitors List (Step 2): Shows the AI-generated competitors with logos, names, URLs, and identifier counts. Includes a ⋯ menu on each row for inline editing and deletion.
  • Prompts List (Step 2): Shows the AI-generated prompts with type badges (Non-Branded / Branded). Includes a ⋯ menu on each row for inline editing and deletion.
  • Scroll Indicator Button: A “More” button that appears when the content overflows the viewport, allowing users to scroll down to see additional list items.
  • Bottom Action Bar: Contains the “Back” button and the primary action button (“Analyze Website” or “Create Pitch Report”). It displays a streaming status message while the system is processing.
  • Competitor Drawer: A slide-in drawer used for adding a new competitor or editing an existing one, containing name and URL fields.
  • Prompt Drawer: A slide-in drawer used for adding a new prompt or editing an existing one, containing prompt text, type, and country fields.
  • Access Denied Card: Replaces the entire page if the user lacks the required plan access and pitch credits. It prompts them to contact support.
  • No Pitch Credits Card: Replaces the entire page if the user has the feature on their plan but has exhausted their pitch report credits. It prompts them to contact support.

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What you can do here

  • Analyze Website: Triggers the AI analysis of the entered website URL. The system auto-generates the company name, description, competitors, identifiers, and prompts before automatically advancing to Step 2.
  • Create Pitch Report: Submits the reviewed form data to create the pitch report. Once successful, redirects the user to the pitch workspace success page.
  • Back: Returns the user from Step 2 to Step 1 of the wizard.
  • More (scroll indicator): Smoothly scrolls the content area down to reveal more items in the customization lists.
  • Add (Competitors tab): Opens the Competitor Drawer to manually add a new competitor.
  • Add (Prompts tab): Opens the Prompt Drawer to manually add a new prompt.
  • Edit competitor: Clicking a competitor row or selecting Edit from its ⋯ menu opens the Competitor Drawer, pre-filled with the competitor’s data for editing.
  • Delete competitor: Selecting Delete from a competitor’s ⋯ menu removes the competitor from the list with an animated exit transition. (Destructive)
  • Edit prompt: Clicking a prompt row or selecting Edit from its ⋯ menu opens the Prompt Drawer, pre-filled with the prompt’s data for editing.
  • Delete prompt: Selecting Delete from a prompt’s ⋯ menu removes the prompt from the list with an animated exit transition. (Destructive)
  • Save / Add (Competitor Drawer): Saves the new or edited competitor back to the form data and closes the drawer.
  • Delete (Competitor Drawer): Removes the competitor from the list directly from within the drawer and closes it. (Destructive)
  • Save / Add (Prompt Drawer): Saves the new or edited prompt to the form data and closes the drawer.
  • Delete (Prompt Drawer): Removes the prompt from the list directly from within the drawer and closes it. (Destructive)
  • Add identifier (Identifiers Dropdown): Clicking the identifiers badge opens a popover where users can type and add a new brand identifier string to the website or a competitor.
  • Remove identifier (Identifiers Dropdown): Clicking the × icon next to an identifier in the popover removes it. This action is blocked if removing it would drop the list below the required minimum of 1 identifier. (Destructive)
  • Contact Support: Clicking this on an access-denied screen opens the user’s default email client addressed to support@athenahq.ai.
  • Back to Dashboard: Navigates to /olympus. Shown on the access-denied screen when the user has no pitch feature access at all.
  • Back to Workspace: Navigates to /pitch-workspace. Shown on the screen indicating the user has no remaining pitch credits.

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Data shown

The page displays AI-generated analysis data based on the prospect’s URL. This includes an AI-drafted company description, extracted company name, a list of discovered industry competitors, and a list of generated discovery prompts designed to test the brand’s visibility. It also retrieves company logos for the prospect and competitors to populate the UI. If a user enters the wizard by cloning an existing pitch, the page is pre-populated with the cloned pitch’s saved data instead of running a fresh AI analysis.

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Common workflows

1. Create a new pitch report from scratch
  1. Navigate to the Pitch Workspace and click to create a new pitch.
  2. On Step 1, enter the prospect’s website URL in the URL field.
  3. Select the target country and language from the dropdowns.
  4. Click Analyze Website. The system analyzes the site, generates a description, discovers competitors, generates identifiers, and creates discovery prompts.
  5. Review the auto-generated brand name, description, competitors, and prompts on Step 2.
  6. Optionally edit or delete competitors and prompts using the tab switcher and row actions.
  7. Click Create Pitch Report to submit and be redirected to the success page.
2. Clone an existing pitch report
  1. From the Pitch Workspace, choose to clone an existing pitch.
  2. Wait for the cloned data to load (a spinner is shown).
  3. The form skips Step 1 and jumps directly to Step 2, pre-populated with the cloned pitch’s data.
  4. Review and edit the pre-filled brand name, description, competitors, and prompts.
  5. Click Create Pitch Report to submit.
3. Add or edit a competitor
  1. On Step 2, click the Competitors tab under Customization.
  2. Click Add to open the Competitor Drawer, or click an existing competitor row (or its ⋯ menu → Edit).
  3. Enter or update the competitor name and URL in the drawer.
  4. Click Save (or Add) to apply the changes.
4. Add or edit a prompt
  1. On Step 2, click the Prompts tab under Customization.
  2. Click Add to open the Prompt Drawer, or click an existing prompt row (or its ⋯ menu → Edit).
  3. Enter or update the prompt text. Optionally change the type (Non-Branded / Branded) and the target country.
  4. Click Save (or Add) to apply the changes.
5. Manage brand identifiers
  1. On Step 2, locate the brand profile card at the top or any competitor card in the list.
  2. Click the identifiers badge (e.g., “2 identifiers”).
  3. In the popover, type a new identifier and click Add, click an existing identifier to edit it inline, or click the × icon to remove it.

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Empty, loading, and error states

  • Empty: While the AI generation is in progress on Step 1 to Step 2, the competitors and prompts sections display skeleton loading cards. Once fully loaded, if a user deletes all items, the lists appear empty (though the Add button remains available).
  • Loading: A full-page spinner is shown when checking subscription access or loading cloned pitch data. During analysis and report creation, the primary action button displays an animated, sparkling status message (e.g., “Analyzing website…”, “Checking sitemap.xml…”, “Researching competitors and prompts…”, “Creating pitch report…”).
  • Error:
    • If the website analysis fails, a toast notification appears stating “Failed to analyze website”.
    • If the pitch creation fails, a toast notification appears stating “Failed to create pitch”.
    • If the user has neither the Pitch Workspace feature on their plan nor pitch credits, the form is replaced by a card stating “Pitch access required” with a Contact Support button.
    • If the user has the feature on their plan but zero available credits, the form is replaced by a card stating “No Pitch Reports Available” with a Contact Support button.
  • Linked from: Typically accessed from the Pitch Workspace page (via the sidebar navigation or the “Create Pitch” button), or via a specific clone link from the Pitch Workspace (?clone=<pitchId>).
  • Links to: Redirects to /pitch-workspace/success upon successful creation. Provides links back to /olympus or /pitch-workspace from access-denied states. Includes mailto links to support@athenahq.ai.

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Common support questions

  • “Why can’t I access the Create Pitch page?” Access is gated behind the Pitch Workspace feature on your subscription plan. If your organization doesn’t have this feature enabled or lacks pitch credits, you will see a screen prompting you to contact support.
  • “Why am I getting an error when I try to add another competitor?” The system enforces a strict maximum of 10 competitors per pitch report. If you already have 10, you must remove one before adding another.
  • “Why am I getting an error when trying to add more prompts?” The system allows a maximum of 25 prompts per pitch report. You will need to delete an existing prompt to make room for a new one.
  • “Why is my new prompt defaulting to the ‘Branded’ type?” The system automatically detects if the prompt text contains your prospect’s website name. If it does, it categorizes it as a Branded (high intent) prompt. You can manually override this in the Prompt Drawer.
  • “Can I remove all identifiers for a brand?” No, every brand and competitor must have at least 1 identifier. The remove button will hide if only one identifier remains.
  • “Why does the form regenerate everything if I go back to Step 1 and change the URL?” If you change the website URL, target country, or language on Step 1, the system must trigger a fresh AI analysis to ensure the description, competitors, and prompts are accurate for the newly requested parameters.