Short answer: To get cited by ChatGPT, Perplexity and other AI engines, make sure their search crawlers can reach your pages, that your content is in the HTML rather than loaded by JavaScript, and that your pages are indexed and ranking. Then write pages that answer specific questions directly, with facts worth quoting, and get mentioned on the other sites these engines read.
When ChatGPT or Perplexity answers a question with sources, it is doing something closer to search than to memory: it looks things up on the web, reads a handful of pages, and cites the ones it used. That is good news. Unlike what a model learned in training, the pages it retrieves and cites are something you can influence this month.
This is the practical checklist we use with clients. The first three steps are technical and often fix the biggest problems in an afternoon. The rest are about content and reputation.
How ChatGPT and Perplexity find sources
Both engines work the same basic way when they answer with citations:
- They turn the question into one or more web searches.
- They retrieve pages from a search index: their own, a partner’s, or both.
- They read the most relevant pages and write an answer, citing the sources they drew on.
Each AI company runs its own crawlers to feed this process, and they are separate from the crawlers used to collect training data. That distinction matters for step 1.
| Engine | Search crawler (affects citations) | Training crawler | Also depends on |
|---|---|---|---|
| ChatGPT | OAI-SearchBot | GPTBot | Third-party search providers |
| Perplexity | PerplexityBot | (not used for training) | Its own index |
| Claude | Claude-SearchBot, Claude-User | ClaudeBot | |
| Google AI Overviews, AI Mode, Gemini | Googlebot | Google-Extended (Gemini training only) | Google’s search index |
| Microsoft Copilot | Bingbot | Bing’s search index |
Step 1: Let the right crawlers in
Check your robots.txt (at yourdomain.com/robots.txt). If it blocks the search crawlers above, you are opting out of being cited, no matter how good your content is. OpenAI says it plainly: sites that opt out of OAI-SearchBot “will not be shown in ChatGPT search answers”.
You can treat search and training separately. A common setup that allows citations but declines model training:
# Allow AI search and answer engines
User-agent: OAI-SearchBot
Allow: /
User-agent: PerplexityBot
Allow: /
User-agent: Claude-SearchBot
Allow: /
# Decline model training (optional)
User-agent: GPTBot
Disallow: /
User-agent: ClaudeBot
Disallow: /
User-agent: Google-Extended
Disallow: /
Whether to block training crawlers is a business decision. Blocking them doesn’t affect citations today, but what models learn in training shapes how they describe your brand without searching. Most companies that want AI visibility allow both.
Two things to know:
- Google-Extended doesn’t affect Google Search. Google states that it “does not impact a site’s inclusion in Google Search”. AI Overviews and AI Mode use the normal Googlebot.
- Check your firewall and CDN, not just robots.txt. Security tools and CDN bot settings can block AI crawlers before robots.txt is ever read. If you use Cloudflare or a similar service, check its bot and AI crawler settings.
User-triggered fetchers such as ChatGPT-User and Perplexity-User may visit a page when someone asks about it directly. Both companies note these generally don’t follow robots.txt, since a person requested the page.
Step 2: Make sure your content is in the HTML
This is the most common technical problem we find. A 2024 analysis by Vercel and MERJ found that none of the major AI crawlers, including GPTBot, ClaudeBot and PerplexityBot, execute JavaScript. They download the HTML and read what is in it.
If your text, prices, product details or FAQs only appear after JavaScript runs (common with single-page apps, some site builders and content loaded in tabs or widgets), AI crawlers see an empty page.
To check: open a page, choose “View page source” (not the inspector), and search for a sentence from your main content. If it isn’t in the source, AI crawlers likely can’t see it. The fix is server-side rendering or static generation, which most modern frameworks support. Googlebot does render JavaScript, which is why a site can rank on Google and still be invisible to ChatGPT.
Step 3: Get indexed and ranking in traditional search
AI engines that search the web start from search results. Pages that aren’t indexed, or rank on page five, rarely get retrieved.
- Google: check indexing in Google Search Console and fix pages marked as not indexed. AI Overviews and AI Mode draw on Google’s index.
- Bing: set up Bing Webmaster Tools, submit your sitemap and consider IndexNow so new pages are picked up quickly. Microsoft Copilot is built on Bing, and Bing has also been an important source for other assistants.
- Basics still matter: fast pages, clean URLs, a sitemap, internal links to your important pages and no accidental
noindextags.
This is why SEO and GEO are run from the same foundation.
Step 4: Answer the question in the first lines
When an engine reads your page, it is looking for the passage that best answers the question. Make that easy:
- Open each important page and section with a direct answer of one or two sentences, then add detail.
- Use headings phrased the way people ask: “How much does X cost?”, “Is X better than Y?”
- Keep one topic per page. A page that answers one question clearly beats a page that mentions twenty.
Step 5: Add facts worth quoting
The research behind GEO found that adding statistics, quotations and cited sources were among the most effective ways to raise a page’s visibility in AI answers, with gains of 30 to 40% in the study’s benchmark, while keyword stuffing made things worse. We summarize that study in what is generative engine optimization.
In practice:
- Use specific numbers: prices, timelines, sizes, results, dates.
- Quote experts, including your own team, by name and role.
- Link to the primary sources behind your claims.
- Publish original data where you can. Pages with unique facts get cited because nobody else has them.
Step 6: Structure pages for extraction
AI engines extract passages, not whole pages. Help them:
- Short paragraphs, each making one point.
- Lists and tables for steps, options, comparisons and specs.
- An FAQ section with real questions and complete answers.
- Structured data where it fits (Organization, Product or Service, FAQ, Article with a named author).
- A clear author and date on articles. Freshness and expertise are visible signals.
Step 7: Build the pages AI is asked about
Many AI questions that lead to a purchase are comparisons and recommendations: “best X for Y”, “X vs Y”, “alternatives to X”, “how much does X cost”. If you don’t have a page that addresses these directly, the engine will cite someone who does, often a competitor or a review site.
Create honest comparison pages, “best for” use-case pages and pricing explainers for your category. Being fair to competitors makes these pages more credible, and more citable.
Step 8: Get mentioned on the sites AI cites
Look at the citations ChatGPT and Perplexity show for your key questions. Perplexity lists them with every answer. You will usually see the same types of sources again and again: review platforms, Reddit and forum threads, “best of” articles, YouTube, industry publications.
Being present there is often the biggest lever, and the slowest:
- Complete and update your profiles on the review sites for your category, and ask customers for reviews.
- Pitch your product to the authors of the “best of” lists that get cited.
- Take part genuinely in relevant communities. Promotional spam gets removed and doesn’t help.
- Contribute expert commentary and data to industry publications.
Step 9: Keep everything current and consistent
- Update key pages regularly and show the updated date.
- Keep company facts (what you do, prices, locations, founders) identical across your site, profiles and directories.
- Remove or redirect outdated pages that contradict current information.
Conflicting or stale information makes engines hedge, or cite someone else.
How to tell if it is working
Track a fixed set of buyer questions in each engine over time: whether you are mentioned, whether your site is cited, and who is named instead. Run each question several times, since answers vary. Our guide on how to measure GEO covers the metrics and how to benchmark them against competitors.
Quick checklist
- OAI-SearchBot, PerplexityBot and Claude-SearchBot allowed in robots.txt
- No CDN or firewall rules blocking AI crawlers
- Main content visible in the page source, without JavaScript
- Key pages indexed in Google and Bing
- Direct answers at the top of pages and sections
- Specific facts, sources and quotes on key pages
- Comparison, “best for” and pricing pages for your category
- Presence on the review sites and publications AI cites
- Consistent, current company information everywhere
If you would like this done for you, from a technical audit to a full program tracked across every major engine, see our generative engine optimization services.