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πŸš€ 30 Day OTTO SOP

A practical onboarding playbook for configuring OTTO, stabilizing technical SEO, expanding content, and building authority.

Updated yesterday

This SOP is built around a clean, actionable 30-day optimization system to configure OTTO, improve technical health, enhance content, and build foundational authority for any website.

Navigation Vocabulary

Everything below uses the same navigation vocabulary:

Left Sidebar β†’ Module β†’ Sub-section β†’ Action


Example:

Left Sidebar β†’ AI SEO β†’ All Sites β†’ + Create

Phases

Period

Focus

Day 0

Environment & analytics setup

Days 1–7 (Phase 1)

Technical foundation

Days 8–15 (Phase 2)

Content expansion

Days 16–30 (Phase 3)

Authority building

Days 31–45 (AI Extension)

LLM Recall & Cognitive Optimization

Advanced Phase (optional)

Authority engineering for agencies

πŸ‘‰ Each step is explained in plain language, with clear instructions on where to click and what to do, so you can confidently follow along even if this is your first time using Search Atlas.​​
​

DAY 0 β€” Environment & Analytics Setup

Goal: Give OTTO clean structural data and analytics so every optimization is grounded in reality.

Step 1 β€” Create Project & Connect Analytics

Path:
Left Sidebar β†’ AI SEO β†’ All Sites β†’ + Create

  1. Click + Create (top-right of the AI SEO All Sites table).

  2. Enter your canonical domain (always as https:// and the main host, e.g. https://www.example.com).

  3. In the setup flow, connect (when available in your plan):

    • Google Search Console (GSC)

    • Google Analytics, Google Ads, and Google Business Profile (GBP) via:

    Top-right Avatar (πŸ‘€) β†’ Settings β†’ Integrations β†’ β€œConnect account” on each tile.

  4. In the GSC picker for the site, choose the correct property
    (prefer domain or the primary HTTPS host).

  5. Remove any irrelevant defaults by using Manage Properties (if shown) and assigning the right one.

⚠️ Do not change your GBP name without corporate approval; name changes can trigger GBP suspensions.

Step 2 β€” Configure Your Knowledge Graph / Entity

Typical Path:

​Left Sidebar β†’ AI SEO β†’ All Sites β†’ OTTO SEO Automation β†’ Select you site

Click Knowledge Graph Settings

🧠 Knowledge Graph β€” What to Fill Out (Complete Field Breakdown)

Fill out as much as possible so OTTO, Google, and external AI engines recognize the brand as a stable, verifiable entity. Every field strengthens schema generation, E-E-A-T signals, PR indexing, and LLM recall.

πŸ“˜ Business Details (Match GBP 1:1)

These fields establish the core entity identity.
Include:

  • Business Language

  • Business Name

  • Description

  • Phone Number

  • Email Address

  • Website

  • Hours (if provided through GBP)

Keep all values identical to Google Business Profile to avoid conflicts.

🏒 Business Address (Physical or Virtual HQ)

Fill in as precisely as possible:

  • Country

  • Region / State

  • Postal Code

  • Street Address

  • City (Locality)

  • Timezone

  • Longitude

  • Latitude

  • Google Map Embed URL

If the business has multiple locations, use the + Add Business Address button.

πŸ“Š Structured Data Fields

These optional fields improve trust, authority, and schema detail:

  • VAT ID

  • TAX ID

  • Number of Employees

  • ISO 6523 Code

  • Industry / Category (automatically inferred but can be clarified)

Providing these helps OTTO generate richer structured data.

πŸ”— Social Profiles

Add every profile the brand controls. These are major entity signals used by Google, Bing, and LLMs:

  • Google Business Profile URL

  • Twitter

  • Facebook

  • YouTube

  • Instagram

  • LinkedIn

  • Pinterest

  • Crunchbase

  • Trustpilot

  • Apple App Store

  • Google Play

  • Yelp

  • Yellowpages

  • Wikipedia

  • Foursquare

  • BBB

  • Tripadvisor

  • TikTok

  • DNB

  • Indeed

  • G2

  • Capterra

✍️ Authorship (For blogs, PR & knowledge-based trust)

Add at least one real author profile:

  • Authorship First Name

  • Authorship Last Name

This enables Author schema, improves trust signals, and supports AI E-E-A-T alignment.

πŸ–ΌοΈ Media & Videos

These visual assets help OTTO enrich schema and improve LLM recall:

  • Logo upload

  • Photos (up to 10)

  • YouTube video URLs (add multiple using β€œ+ Add field”)

Images also power rich snippets, entity recognition, and content associations.

⭐ Top Pages (Optional but powerful)

Select the business’s most important URLs:

  • Add Page URL

  • Assign the target keyword

  • Choose the Source (manual or auto-detected)

Top Pages influence advanced OTTO recommendations and entity-level optimization.

βœ… Summary

The more complete the Knowledge Graph, the stronger your OTTO automations.

These fields power:

  • Schema generation

  • Local SEO

  • PR indexing

  • Entity recognition

  • LLM recall & factual consistency

  • Rich snippets

  • Site-wide optimization logic

Filling out the Knowledge Graph is one of the highest-impact onboarding steps, even partial completion significantly improves OTTO’s accuracy and ranking performance.

Step 3 β€” Set AI & Crawler Preferences

Path

Left Sidebar β†’ AI SEO β†’ All Audits

  1. On the Site Auditor table, find your project (domain).

  2. Click the β‹― (three dots) on the right side of the row.

  3. Select Crawl Settings.

In the β€œCrawl Settings” modal (click show more) you will find:

  • Max. Pages to Crawl

    • Set an appropriate limit (e.g., 1000 pages for most SMB sites).

  • Crawl Frequency

    • Choose Weekly as the default (or Daily/Monthly/Custom if your SOP requires).

  • User Agent

    • Recommended: Search Atlas (default) for full OTTO visibility.

    • Advanced: switch to Googlebot (e.g. Mobile) or another bot if you’re testing how specific crawlers see the site.

  • Crawl Criteria

    • Keep Respect robots.txt ON unless you have a clear reason to override.

  • JS Rendering

    • Leave Enabled so OTTO sees the same rendered HTML as Google and other modern crawlers.

  • Crawl Speed

    • Use the slider to choose pages per second (e.g., 10–15 for most hosts).

    • If the server is fragile, start lower and increase gradually.

  • URL Exclusion Conditions (optional, Beta)

    • Add rules like Exclude β†’ all URLs that contain /blog/ (or the paths you want to skip).

    • You can add multiple conditions via + Add condition.

Click Update to save these crawl settings.

To trigger a fresh crawl with the new configuration:

  1. In the same β‹― menu for that site, click Recrawl.

  2. The project will queue for a new audit using your updated frequency, user agent, and JS rendering options.

Step 4 β€” Install OTTO Pixel

You must connect OTTO to your site via the Pixel or the WordPress plugin (WordPress only). Never use more than one install method at the same time.

Path (Installation guide):

​Left Sidebar β†’ AI SEO β†’ Installation Guide

From here you can:

  • Use Installation Guide β†’ Script Installation to generate or copy your OTTO

  • Pixel for:

    • Shopify, Webflow, Wix, Squarespace, Webflow, ClickFunnels, GHL, GoDaddy, custom sites, etc.

  • Follow the CMS-specific steps (already standardized in your Pixel install guides).

After installing the Pixel:

  1. Go to Left Sidebar β†’ AI SEO β†’ All Sites.

  2. Locate your site.

  3. You will find a red card. Turn on (Engage OTTO) clicking the button to the right of the text Disengaged.

  4. Click Scan β†’ Run Diagnostics to confirm detection.

After the diagnostic is done, you have to wait 3-5 minutes and then refresh the page. Then the toggle should turn green.

Step 5 β€” Confirm & Curate Top Pages

Path:

Left Sidebar β†’ Site Metrics β†’ Pages

  1. Type the URL you want check at the top to select your domain.

  2. Review the list of pages (pulled from GSC and crawl).

  3. Manually mark or note priority URLs:

    • Home

    • Key service / money pages

    • Top organic landing pages

  4. For each priority page, note your top 3 current queries

    (from Site Metrics β†’ Keywords on that site, or GSC Insights).

Step 6 β€” Baseline Technical & Onpage Checks

Elevate your website's performance with the Onpage Audit Tool, the ultimate solution for a holistic SEO strategy. Analyze the four critical pillars of SEOβ€”Authority, Content, Technicals, and Page Experienceβ€”and gain detailed insights on how to enhance your web page's organic visibility. Unlock the secret to superior rankings and start reaching your target audience online.

Path:

Left Sidebar β†’ Content β†’ Onpage Audit

  1. Enter the URL you want to audit (must start with https://).

  2. Add up to 3 keywords, separated by commas.

  3. Choose the target location (e.g., Canada, United States).

  4. Click Run Audit.

  5. Once processing is complete, your audited pages will appear in the list below.

  6. Click View Audit next to the page you want to analyze.

πŸ” Where to Find Page Issues

Inside the audit view, Page Issues are NOT automatically visible.

They appear only when you click:

βœ” β€œView Issues” next to the Technical Score

β€” OR β€”

βœ” The floating pop-up button that also says β€œView Issues”

Both open the Page Issues panel, where all technical and on-page diagnostics are located.

πŸ”§ What to Check Inside Page Issues

Once you open View Issues, you’ll see categorized diagnostics such as:

1️⃣ Page Headers

  • Missing or empty H1

  • Missing H2

  • Heading levels not sequential

2️⃣ Page Title

  • Title too short

  • Missing title tag

  • Multiple title tags (if present)

3️⃣ Twitter Meta

  • Missing twitter:title

  • Missing twitter:description

  • Missing twitter:image

  • Missing twitter:site or type

4️⃣ Open Graph (OG Meta)

  • Missing OG tags

  • Description too long

5️⃣ Canonical

  • Canonical URL missing or empty

  • Incorrect canonical version

6️⃣ Hreflang

  • Missing x-default

  • Missing self-referencing tag

7️⃣ Content Issues

  • JS file too large

  • Meta keywords present (legacy)

  • Inline styles

  • Thin content warnings

Each issue group expands to show:

  • The problem

  • Why it matters

  • How it affects Page Health

  • What to fix

🎯 Your Baseline Technical Checklist

Using the Page Issues panel, confirm:

βœ” Exactly one H1 per page

βœ” Logical hierarchy (H2 β†’ H3 β†’ H4, no skipping)

βœ” Remove meta keywords (deprecated)

βœ” Canonical URL is present and correct

βœ” Open Graph tags are complete (for social previews)

βœ” Twitter Cards are complete (for sharing)

βœ” Hreflang is properly configured (if multilingual)

βœ” No missing title or headings

βœ” Page Title meets recommended length

These items ensure your technical baseline is solid before optimizing content.

Now, scroll down in the View Audit screen (still on the same URL) and see:

Optimize Page Structure, Meta Tags & Rich Media

  • Page Structure

    • Follow keyword usage recommendations in:

      • Body (target keywords per 100 words)

      • H1 / headings

      • Title and strong (<strong>) elements

    • Aim to move warnings from red/orange into the suggested range.

  • Meta Tags panel

    • Title: keep it under ~70 characters, front-load the main keyword, make it human-readable.

    • Meta Description: 1–2 sentences with main topic + clear CTA; ~155–160 characters.

    • Canonical Tag: must not be missing for indexable pages.

    • Robots Meta & Robots.txt: confirm indexable pages are not blocked.

    • Sitemap: ensure important URLs are included.

  • Rich Media & Tags

    • Headers, Images, Videos, Iframes, External Links, Internal Links, Schema, Social, Javascript.

    • Make sure each section says No issues found (or fix what’s flagged).

Topical Terms & Questions

Further down the page:

  • Topical Terms

    • Review the list of recommended terms and questions.

    • Add the most relevant ones naturally into headings, body copy, and alt text.

    • Use this as your checklist when rewriting/expanding content.

Links & Authority Suggestions

At the bottom sections:

  • Recommended Common Backlinks

    • Domains that frequently link to your competitors.

    • Use this list as a target set for PR & outreach campaigns.

  • Recommended Inlinks

    • Internal pages that should link to this URL but currently don’t.

    • Add contextual internal links from those pages.

  • Recommended Outlinks

    • Topics and external sites that can be used as high-quality outbound references.

    • Add a few relevant outbound links where appropriate.

Phase 1 (Technical Foundation Days 1–7)

Goal: Make the site fast, crawlable, well-structured, and OTTO-friendly.

Step 1: Metadata Optimization

Path:

​Left Sidebar β†’ Content β†’ Meta Generator β†’ SEO Metatags

The Meta Generator helps you quickly create SEO-optimized title tags and meta descriptions for any landing page.

1. Fill Out the Input Form

On the main screen, enter:

  • Company Name

  • Page URL

  • Title (optional; the AI can rewrite it)

  • Target Keywords (add multiple using commas or Shift + Enter)

Then click Generate Ideas.

2. Review the Generated SEO Metatags

You will land on a panel showing several AI-generated options.
Each suggestion includes:

  • A proposed Title Tag

  • A proposed Meta Description

  • An SEO-ready HTML snippet:

<title>Generated Title</title> <meta name="description" content="Generated Description">
  • Character count for the combined snippet

  • Icons to copy or save the idea

3. What You Should Do With These Suggestions

  • Review the list and choose the best option for your page.

  • Click copy to grab the HTML snippet.

  • Paste the <title> and <meta> tags into your CMS or website platform:

    • WordPress: SEO plugin fields

    • Shopify: β€œEdit Website SEO” section

    • Any CMS: Title + Meta Description fields

You can repeat the process for as many URLs as you need.

4. Best Practices

Title Tags

  • Front-load the primary keyword

  • Keep it ≀ 70 characters

  • Ensure it reads naturally (no keyword stuffing)

  • Make it relevant and click-worthy

Meta Descriptions

  • Include the core topic + a clear CTA

  • Keep it ≀ 155–160 characters

  • Choose the AI option that best matches your page intent

Step 2: Heading and Structure Validation

Path:

Sidebar β†’ AI SEO β†’ Onpage Audit β†’ Page Explorer

This section displays all crawled URLs with their Page Health score and key on-page/technical indicators.

βœ… 1. Main View: Page Explorer

This table lists every page with columns such as:

  • Page Health

  • HTTPS

  • Status

  • Title

  • Depth

  • Importance

πŸ‘‰ What the user must do:

  • Identify pages with low Page Health.

  • Click any URL to open the full page audit.

βœ… 2. Individual Page View

When clicking a URL, Search Atlas opens a detailed audit panel showing:

Indexability

  • Canonical URL (Missing/Present)

  • HTTPS

  • Status Code

  • Robots.txt

  • In XML Sitemap

  • Download Time

Content

  • Title

  • Meta Description

  • H2 / H3 / H4 hierarchy

Relations

  • Incoming internal links

  • Outgoing links

  • Missing canonical

  • AMP variant

Lighthouse Web Vitals

  • Speed Index

  • FCP, LCP, TTI, CLS

  • Total Blocking Time

πŸ‘‰ What the user must do:

  • Review title length and relevance.

  • Check header hierarchy (only one H1, ordered H2 β†’ H3 β†’ H4).

  • Confirm missing canonical.

  • Check Open Graph and Twitter tags.

  • Review internal linking.

βœ… Page Health

It reveals all categorized issues, such as:

  • Sitemap

  • Page Headers

  • Page Title

  • Uniqueness

  • Images

  • Twitter Meta

  • Hreflang

  • Content

  • Links

  • OG Meta

  • Canonical Link

Each category shows:

  • Errors

  • Warnings

  • Compliant items

  • Health Gain (points recovered when fixed)

πŸ‘‰ What the user must do:

  • Open each category.

  • Review issues one by one.

  • Remember: all fixes must be implemented manually in the CMS or codebase.

βœ… 4. Issue Detail View

When selecting a category, the right panel displays:

  • The exact issue (e.g., β€œH1 tag missing or empty”)

  • Expected requirement

  • Severity

  • Health Gain

  • How to Fix button

πŸ‘‰ What the user must do:

  • Click each issue.

  • Read the requirement.

  • Apply the fix manually on the website.

  • Return and click Recrawl Page after updating.

βœ… 5. β€œHow to Fix” Guidance

Clicking How to Fix opens a detailed explanation with:

  • Issue severity

  • Health gain

  • Description of the problem

  • Step-by-step explanation of how to fix it

  • A β€œLearn more about…” button for deeper documentation

πŸ‘‰ What the user must do:

  • Follow the technical steps provided.

  • Make the corrections manually.

  • Optionally read the extended documentation.

βœ… Practical Summary

Everything shown in:


βœ” Page Explorer
βœ” Page Issues
βœ” Issue Detail
βœ” How to Fix

…must be fixed manually by the user.

SearchAtlas provides:

  • Detection

  • Guidance

  • Expected requirements

  • Health scoring

…BUT it does not automatically fix:

  • Titles

  • Meta descriptions

  • Header hierarchy

  • Canonicals

  • Open Graph / Twitter tags

  • Hreflang

  • Sitemap inclusion

  • ALT attributes

  • Internal linking

  • JS file size issues

All of these require manual implementation.

Step 3: Schema Verification

Path:

Sidebar β†’ AI SEO β†’ Page Explorer β†’ (Select URL) β†’ Page Issues β†’ Schema

When you click a URL inside Page Explorer, scroll down to the Page Issues panel. One of the modules listed will be Schema (even if it is compliant).

If schema issues exist, you will see something like:

  • Schema missing

  • Missing recommended schema types

  • Organization / Local Business schema not detected

  • Article / Product / FAQ / Web Page markup missing

  • Fields missing inside existing schema

Click Details to open the schema issue drawer.

What the user must do (MANUAL FIX REQUIRED)

OTTO does not auto-fix schema. The user must manually edit the website’s code or CMS schema plugin.

Inside the Schema β†’ Details panel you will see:

  • The expected schema types

  • The missing modules

  • The fields that must be added (example: @type, name, image, logo, address, etc.)

  • Examples or previews of what the schema should contain

  • (If present) a JSON-LD block preview

Your task

  1. Add missing β€œOrganization” schema manually

    • Include: name, url, logo, address, telephone

    • Ensure only one Organization schema exists site-wide

    • Use JSON-LD format

  2. Add β€œLocal Business” if the business has physical locations

    • Add for each location if multi-location

    • Include: address, geo, telephone, opening hours

  3. Add secondary schema types as relevant:

    • FAQ Page (if page contains FAQs)

    • How To (if page has instructional content)

    • Product (for products or menu items)

    • Article / Web Page markup for blog or landing pages

  4. Validate after updating

    • Use the schema validator link inside the Details panel, or

    • Go to Search Atlas β†’ More Features β†’ Schema Creator

      (top-right menu)

    • Copy/paste your updated JSON-LD and validate.

  5. Re-crawl the page

    • After implementing schema changes, click:


    • β€‹β€œRecrawl Page” at the top of the Page Explorer view.

Step 4: Internal Links and Alt Text

Path:

Sidebar β†’ AI SEO β†’ Site Audit β†’ Issues

This panel shows all on-page SEO issues detected during the crawl.
For each issue category:

  • Click How to Fix to view detailed guidance

  • Click See All Affected to open a list of impacted URLs

  • Then implement the fixes manually in your CMS or codebase

Common manual fixes you’ll complete here:

Internal Links

  • Add contextual internal links between related pages

  • Maintain proper canonical linking

  • Avoid pages with zero internal links

Images

  • Add descriptive alt attributes using natural keyword variations

  • Ensure image file size is optimized (target: <150 KB)

  • Avoid outdated formats when possible

Titles & Headings

  • Ensure one H1 per page

  • Maintain correct heading order (H2 β†’ H3 β†’ H4)

  • Remove duplicates or empty headings

  • Rewrite titles that are too short or missing

Sitemap

  • Include all indexable pages in the XML sitemap

  • Fix pages flagged under Page not in Sitemap

Schema (if not compliant)

  • Add missing markup types relevant to your page (Organization, Local Business, Article, FAQ, Product)

  • Validate changes after deployment

All corrections must be applied manually; Search Atlas provides detection and instructions o

Step 5: Crawl & Canonical Settings


Path:

Sidebar β†’ AI SEO β†’ Overview β†’ OTTO Settings

Open OTTO Settings from the Overview dashboard to configure your crawl parameters:

Crawl Frequency

  • Recommended setting: Weekly

Pages to Crawl

  • Move the slider to scan as many pages as possible (up to the maximum allowed).

Crawl Speed

  • Set the speed to around 15 pages/second unless server limitations require slower crawling.

User Agent

Use:

Searchatlas

If the site blocks crawlers or shows unusual behavior, switch temporarily to:

Googlebot

JS Rendering

Ensure this remains:

Enabled

so OTTO can interpret dynamic and JavaScript-driven content.

Respect robots.txt

Keep this option Enabled, unless performing diagnostics.

3. Triggering a Fresh Crawl

After adjusting settings, initiate a new crawl through:

  • The Scan button in the website’s Overview header, or

  • Saving changes inside OTTO Settings (which triggers a recalculation)

This ensures OTTO processes your updates and refreshes crawl-dependent recommendations.

Step 6: Domain level

Path:

Sidebar β†’ AI SEO β†’ Domain-level

Inside Domain-level, review and correct the following items:

XML Sitemaps

  • Ensure that at least one valid XML sitemap is detected.

  • If missing, create or submit your sitemap via your CMS or hosting platform.

Robots.txt

If issues are shown (invalid syntax or missing sitemap reference), update your robots.txt file:

Sitemap: https://yourdomain.com/sitemap.xml

Make sure no disallowed paths unintentionally block important pages.

Domain Issues

Fix any domain-level warnings shown in the right-hand panel, such as:

  • Soft 404 errors

  • Missing server compression (gzip / deflate / brotli)

  • Invalid canonical URL behaviors

Core Web Vitals

From the CWV module:

  • Reduce Largest Contentful Paint (LCP)

  • Improve First Contentful Paint (FCP)

  • Ensure Cumulative Layout Shift (CLS) remains stable

Phase 2 (Content Expansion Days 8–15)

Goal: Fill gaps in content, enrich pages, and plan ongoing posts.

Step 1: Keyword Research and Organization

Path:

Left Sidebar β†’ Keywords β†’ Keyword Research

In this workspace you’ll build and organize your keyword lists:

1. Create a new keyword list

- Click Create List (top-right of the β€œKeyword lists” panel).

- In the modal:

- List name: Give the list a clear name (e.g., β€œRoofing – US”, β€œDental Implants – Toronto”).

- Location: Choose the correct country/market from the dropdown.

- Under Keywords, paste or type one keyword per line

(Shift + Enter to add a new line).

- Optional: Click Import from file if you already have a CSV or text file of keywords.

2. Save and reuse your list

- Click Create List to save.

- Your new list will appear in the Keyword lists tab.

- Use View next to any list to inspect or expand it (e.g., for further keyword discovery, exports, or analysis).

3. How this ties into the strategy

- Build separate lists for each service line / product family / location cluster.

- These keyword lists will later be used alongside Topical Maps and content planning to:

- Identify core topics and supporting subtopics.

- Prioritize pages and content hubs for on-site optimization and new content.

Step 2: Content / Scholar

Path:

Sidebar β†’ Content β†’ Scholar

Actions:


1. Enter a target keyword and a page URL

2. Click Analyze page
3. Review the metrics: content clarity, factuality, human effort, information gain, freshness, user intent, entity score, contextual flow, numerical score, query relevance, readability
4. Click View on any row to open the full analysis

Notes:

  1. Scholar does not assign keywords to pages

  2. Scholar does not adjust entities or the semantic map

  3. Scholar only audits the content and gives improvement insights

Entities in Scholar

Purpose:


1. Shows entities detected inside the analyzed page
2. Highlights entity strength, missing entities, and relevance levels

Actions you can take:


1. Add missing entities naturally into the content
2. Strengthen weak sections with more context

What you cannot do:


1. You cannot assign primary keywords
2. You cannot resolve cannibalization here
3. You cannot save semantic updates
​

Scholar is a read-only analysis tool. Cannibalization is handled in Keyword Rank Tracker or Page Explorer. Semantic map updates are handled in Topical Maps.

Re-crawl Workflow After Fixing Issues

Steps:


1. Apply fixes on your website
2. Go to AI SEO β†’ Site Audit β†’ Overview
3. Click Recrawl Site
4. Wait for the crawl and processing to finish
5. OTTO tasks and insights update afterward

Step 3: Content & On Page Enhancements

Path:

Left Sidebar β†’ Content β†’ Content Genius

Understand the Content Genius main screen

When you open Content Genius and you click Folder All Articles you’ll see:

  • A folders area (usually a list or grid of folders).

  • A search/filter bar to find folders quickly.

  • A button like β€œ+Create folder” in the top right.

Each folder is just a container for related content (for example: β€œMain Blog”, β€œService Pages – US”, β€œTopical Cluster: SEO”, β€œClient X – Phase 1”).

Your goal here:


Create clear, purposeful folders so you always know where each article belongs and which site or campaign it supports, and then create your first AI generated article.

1. Create a new folder

From the main Content Genius view:

  • Click Folder All Articles (top left).
    ​

  • You’ll see a small form or modal to configure the folder. Depending on your account, you’ll typically have fields like:

    Folder name

What to put here:

  • Use a name that clearly describes the content inside.

Examples:

  • β€œCore Service Pages – US”– β€œBlog – Top of Funnel”

  • β€œClient ACME – Phase 1 Launch”

If you see any additional optional fields, simply fill them in with detailed information.

When you’re done:

  • Click Create Settings.

Your new folder will now appear in the list. This is where you’ll create and store the articles you’ll generate in the next steps.

  • Open a folder and review its articles

  • Click on the folder name you just created (or an existing one).

  • Inside a folder you will typically see:

    • An article list (table or cards) with columns like:

    • Titlle

    • Status (Draft, Generating, Completed, Published, etc.)

    • Last Updated

    • URL (if linked to a live page)

    • Actions (open, edit, delete, etc.)

Your goal here:


Use the folder as your β€œcontent pipeline” for that project.

  • Drafts and ideas live here until they are generated.

  • Completed articles stay here as your source of truth for future updates.

2. Create a new article inside a folder

From inside the folder:

  • Click Create Article (or similar CTA inside the folder view).

You’ll see an article canvas like this:

  • Enter a title for your article in the top-left corner.

  • Introduce your metadata.

  • Make sure your CMS is connected and syncing. If it isn’t, ensure that your page has the OTTO Pixel installed or is connected through the plugin and added here.

  • Click Write with AI:


​You will see fields like these:

  • Click the downward arrow in the top-right corner of Folder Settings.

  • Then you’ll see the following options:

Language:

Choose your target language.

Niche:


This is used when generating your AI content and it should be broad.


Example for pediatric dentistry:


"Pediatric dentistry clinic" or "Children’s and teen dental care services"

Default Audience


By default, the AI writes for a target audience associated with your niche, but you can also specify.


Example for pediatric dentistry:


"Parents of children and teenagers seeking dental care"

Voice Tone

Input any voice or auto-match based on your topic.

There are these options:

Casual, professional, funny, Angry, Baby Yoda or Input a Custom Voice (Auto match based in your topic).


Example for pediatric dentistry:


"Professional"

Act as Who


Act as who affects the system text and is meant to be the practitioner of the niche.


Example for pediatric dentistry:


"Certified pediatric dentist specializing in child and teen oral health"

Writing Style

Writing style would affect system text variables.


Example for pediatric dentistry:


"Informative, calming, parent-friendly, and confidence-building"

Image Options


Automatically generates one hero image and two body images per article.


Example for pediatric dentistry image prompt:


"Smiling child at a pediatric dental clinic, caring dentist, bright and friendly environment"

AI Image Generation Prompt


"Enter AI Image Generation Prompt."


Example for pediatric dentistry:


"A pediatric dentist showing a young patient how to brush teeth using fun and colorful props"

  • Write your Content Intent:

What's the main purpose of this article?

(e.g., promote product, educate users, or built awareness).

"To provide useful information about pediatric dental services, highlight their unique kid-friendly approach, build trust with parents, and encourage scheduling appointments for children's dental care."

  • Write your Content Prompt:

Be clear and direct. Use the imperative voice when writing the main topic of the asset:
​

"Explain to teenagers the proper way to brush their teeth and the consequences of not doing it correctly. Be educational, appealing, and concise."

  • Click Information Retrieval.

  • After the information is retrieved, click Headings Outline, and once it’s complete, you’ll see:

  • Click Generate in the Content Brief section to create a comprehensive content description.

    (AI may take a couple of minutes to complete this process, so please be patient.)

    Once the process is complete, you will see:

  • Now, click Microsemantic Refiners.


    Here you will select the micro agents that will finetune your content brief. You can select all of them.

  • Once everything is ready, click Generate Article.

You can find the log of your work on the right side of this section.

Once Content Genius finishes generating the article, you’re all set.

3. Turn Content Genius into a repeatable system

For each project, repeat this pattern:

  • Create 1 folder per main initiative (Core Service Pages, Blog – Q1, etc.).

  • Add 5–10 articles at a time aligned with your keyword plan.

  • Generate, review, and publish.

  • Let OTTO crawl the live pages afterwards (via Scan / Diagnostics in the OTTO SEO view) so all new content is indexed in your project metrics and ready for automated fixes later.

Used this way, Content Genius becomes your central production hub:

one place where you organize ideas, configure briefs, generate first drafts, and keep a clean record of what was created for each site and campaign.

Step 4: Social Metadata and Indexing

PATH:

Avatar Menu (top-right corner) β†’ Settings β†’ Integrations

In this step, you will connect all your social, search, and analytics accounts to Search Atlas. These integrations are not optional: they provide the LLM with real brand signals, audience behaviors, posting patterns, and performance metrics. This allows the system to generate content that aligns with your true voice, your market, and what actually works across your channels.

By connecting your accounts, you enable Search Atlas to:

  • Understand your brand language and audience interactions.

  • Refine content suggestions and keyword strategy.

  • Improve semantic clustering and user intent mapping.

  • Enhance local SEO signals and social engagement signals.

  • Produce more accurate, conversion-aligned AI content.

Below is your step-by-step walkthrough for each integration tile.

GOOGLE SEARCH CONSOLE

Use this to give the system access to your real search queries, impressions, clicks, CTR, and ranking trends.


​What you do:

  • Click Connect account

  • Choose your Google account

  • Approve permissions

What you unlock:


The LLM learns what keywords you already rank for, where you are losing or gaining visibility, and what content gaps you must address.

GOOGLE BUSINESS PROFILE

This is essential for any business with local visibility.


​What you do:

  • Click Connect account

  • Select the correct business location

What you unlock:


The system incorporates local intent, service areas, reviews, and location-based signals into your content strategy.

GOOGLE ANALYTICS

This connection allows Search Atlas to interpret real user behavior.


​What you do:

  • Click Connect account

  • Choose your GA4 property

What you unlock:


The LLM learns which content keeps users engaged, which pages underperform, and what narrative structures convert better.
​

GOOGLE ADS

Connect this if your brand runs advertising campaigns.


​What you do:

  • Click Connect account


​What you unlock:


The AI aligns content opportunities with high-value keywords, CPC insights, and acquisition patterns, enabling you to reduce dependency on paid traffic.

FACEBOOK ADS

Connect to share performance insights, audience demographics, and targeting data.


​What you do:

  • Click Connect account


​What you unlock:


Search Atlas refines tone, messaging, and audience-fit for future AI-generated assets.

FACEBOOK PAGES

Connect your public Facebook page to teach the AI how your brand communicates socially.


​What you do:

  • Click Connect account


​What you unlock:


The LLM calibrates your brand voice, engagement style, topics that resonate, and ideal posting patterns.

INSTAGRAM PAGES

Use this integration to bring in creator-level Instagram insights.

What you do:

Click Connect account

What you unlock:

The system adapts image suggestions, caption style, visual tone, hashtag strategy, and topic selection based on your real IG engagement.
​

TWITTER / X ACCOUNT

Connect if you post on X.


​What you do:

  • Click Connect account


​What you unlock:


Search Atlas reads your short-form voice, trending topics you engage with, and audience reactions. This helps generate hooks, tweets, and article intros that feel native to your brand.

FINAL CHECK


After connecting everything you need:

  • Make sure each tile shows Connected

  • Wait for the initial sync (a few minutes)

  • Return to your workflow and continue the guide

Integrating your accounts allows Search Atlas to analyze your real performance signals, audience behaviors, and brand communication patterns. These insights are used to guide the LLM with personalized context, resulting in more accurate, brand-aligned, and strategically optimized content. The LLM does not directly access your accounts, but it receives enhanced guidance based on the insights gathered from your connected integrations.

Step 5: Topical Maps

In this section, you will use the Topical Maps tool to generate structured, SEO-optimized content architectures powered by AI. This tool helps you turn a single seed keyword into a full content ecosystem, containing clusters, long-tails, and article ideas. You will configure AI settings, select ideas, and publish content directly from your topical map.

Your goal is to create a topical authority structure for your domain by generating pillar pages, supporting articles, and optimized content clusters.

This guide walks you through every part of the interface and tells you exactly what to enter.

1. Topical Maps Dashboard

When you arrive on the Topical Maps page, you will see:

  • Existing topical maps in table format

  • Pillar Page

  • Keyword

  • Folder

  • Topic Count

  • Ideas in Topic Map

  • Content Created

  • Published

  • A View Topical Map button for each row

2. Creating a New Topical Map

Click Create Topical Map to begin the workflow.

You will see a two-step process:

Step 1: Choose a Topic

Choose whether to place this topical map inside an existing folder or create a new one.

What to enter:


If this is your first map for a domain, choose Create a new folder.

Then click Create & Continue

Step 2: AI Writing Settings

After Step 1, you will configure the AI settings to ensure your topical map is accurate, aligned with your brand, and SEO-ready.

This step contains several panels on the left:

  • General

  • Writing

  • Default Refiners

  • Terms to Exclude

  • Image Options

  • Links to Include

  • Company Info

  • WordPress

  • Shopify

Below is an explanation of every panel.

GENERAL Panel

Folder Name

Pre-filled from Step 1. Adjust only if needed.

Domain

Your website URL.

What to enter:

Populate All Settings with AI

This automatically fills all General + Writing settings using the content and structure of your website.

Your Task:


Click Populate All Settings with AI.


Then review and refine the details manually.

Website Purpose

What role your website plays.

Examples:

  • Service Provider

  • Information Hub

  • E-commerce Store

Niche

A high-level description of your topic area.

What to enter:


Example for dentists:


​Pediatric dentistry, dental care for children and teens

Default Audience

Your primary audience.

Example:


​Parents seeking dental care for children and adolescents

Geolocation

The location you serve.

Search Intent

Choose the type of intent behind the content.

Examples:

  • Informational

  • Navigational

  • Transactional

For a dental practice, choose:


Informational + Transactional

Company Background

Describe your business so the AI uses your voice accurately.

Example:


β€œABC Pediatric Dental Clinic provides specialized dental care for children and teens, focusing on preventive dentistry, orthodontics, and anxiety-free patient experiences.”

WRITING Panel

Language

Choose English (US) unless your content requires otherwise.

Voice

The tone of voice the AI should use.

Example for dental practices:
Professional, friendly, authoritative

Act as Who?

Defines the persona writing the content.

Example:
​Experienced pediatric dentist and trusted advisor

Content Length

Choose optimized, short, medium, or long depending on your goals.

Writing Style

Describe the writing characteristics.

Example:
Informative, reassuring, clear, parent-focused

Content Intent

Explain the purpose of the article.

Example:
β€œTo educate parents about pediatric dental care, orthodontic needs for teens, and evidence-based preventive treatments.”

Writing Options

  • Generate Meta Data

  • Bold Focus Terms

Enable both unless instructed otherwise.

DEFAULT MICROSEMANTIC REFINERS

These are optional extra outputs for each article:

  • Generate Hero Image

  • Generate FAQ

  • Generate Conclusion

  • Humanize

Enable all four.

TERMS TO EXCLUDE

Add words the AI should never include.

Example:
β€œadult dentistry”, β€œoral surgery for seniors”, β€œcosmetic veneers”

IMAGE OPTIONS

If you want AI-generated images, enter prompts here.

Example:
β€œHappy child at a dental clinic with a pediatric dentist, clean bright office, friendly atmosphere.”

LINKS TO INCLUDE

Internal Links

Add URLs from your own site you want included inside all articles.

Required links:

  • Your main service pages

  • Contact page

Optional links:

  • Blog categories

  • Related specialty services

External Links

Add authoritative external references.

Required example:
American Academy of Pediatric Dentistry (https://www.aapd.org)

Optional example:
Mayo Clinic pages on child dental care

COMPANY INFO

Enter your full business details:

  • Company Name

  • Website

  • Google Business Profile URL

  • Address

  • Email

  • Phone

This reinforces E-E-A-T for AI and improves SEO clarity.

WORDPRESS INTEGRATION

If your site is connected, you will be able to:

  • Upload articles as Draft or Published

  • Choose Blog post or Page

  • Select a Category

  • Auto-upload new articles generated in bulk

Task After Completing All Panels

  1. Review every field.

  2. Make sure values accurately reflect your business.

  3. Click Update Settings to save the AI configuration.

3. Viewing and Selecting Ideas

Once the Topical Map is created it appears listed.

Click View Topical Map.

Inside a topical map, you will see two views:

  • Diagram (visual summary)

  • Table (detailed breakdown)

Both contain:

  • Categories

  • Keywords

  • Titles

  • SEO intent

  • Buttons for adding ideas, generating content, and publishing

Your Task

  1. Explore the diagram view to understand how topics relate.

  2. Switch to table view for detailed decision-making.

  3. Select the topics you want to turn into articles.

4. Adding Ideas to the Topical Map

When you click + , you will see:

Step 1 – Add to Topic Map

Once added, the button converts to:


​Saved to Topic Map

Your Task:


Add all relevant ideas you want in your map.

5. Creating Content from Topic Ideas

After an idea is added:

You will see Step 2 – Create Content.

Click Create Content and choose:

  • Full Article with AI

  • Headings Outline with AI

Your Task:


Generate a first article using Full Article with AI.

6. Viewing and Editing Content

Once generated, the button becomes:

Step 2 – View Content

Click it to review, edit, and refine the AI-generated article.

7. Publishing Content

After reviewing, move to:

Step 3 – Publish

When publishing:

  • Choose your connected WordPress website

  • Choose Post Status (Draft or Publish)

  • Choose Blog post or Page

  • Add optional permalink, author, and parent page

  • Click Publish Blog Post

If WordPress auto-upload is enabled, your articles will appear instantly on your site.

9. Best Practices for LLM-Optimized Topical Maps

To maximize performance:

  • Use broad, meaningful seed keywords.

  • Ensure company info is complete to strengthen AI identity.

  • Populate settings with AI, then refine manually.

  • Enable all microsemantic refiners.

  • Always add internal and external links for credibility.

  • Publish content consistently to build topical authority.

Step 6: AI Content Writer

Path:

Sidebar β†’ Content β†’ AI Content Templates

This module guides you through using the AI Content Writer inside Search Atlas to quickly create high-quality content using ready-made AI templates. These templates let you generate paragraphs, introductions, product descriptions, FAQs, image prompts, and many other forms of content without needing to build complex prompts from scratch. You will also learn how to customize AI behavior using the global AI Settings panel so your voice, tone, and style remain consistent across everything you produce.

Section 1: Template Gallery Interface

When you first arrive on the AI Content Writer page, you will see:

β€’ A search bar to filter templates by name
β€’ A category filter (All, Website, Google, SEO, Blog, Email, Video, Marketing, Social Media, Ecommerce, Ads)
β€’ A grid of available templates, each one representing a specific writing function
β€’ Your AI quota displayed at the top
β€’ The AI Settings button, which controls tone, language, and point of view

Each template card includes:


β€’ The template name
β€’ A short description of what it produces
β€’ A button labeled Try this template

Task for you:


Scroll through the template gallery and identify 3 templates you expect to use often based on your content needs (for example: Blog Post Intro Paragraph, Ask Me Anything, Product Description, A Thousand Words is Worth a Picture).

Section 2: Opening a Template

When you click a template, a split-screen interface appears:

Left Panel:


β€’ Template name
β€’ Short description of what the template does
β€’ Input fields (for example: Prompt, product details, subject, or keywords)
β€’ Clear inputs button
β€’ Generate AI Content button

Right Panel:


β€’ Output tab showing new content generated
β€’ History tab showing all previous generations

This format is consistent for nearly all templates, making the workflow predictable and fast.

Task for you:


​Open the template called A Thousand Words Is Worth a Picture. This will allow you to practice generating prompts for image creation.

Section 3: AI Settings (Tone, Language, POV)

Path:

AI Content Templates β†’ AI Settings (button at top right)

The AI Settings modal controls the global behavior of the model. Every template you use inherits these settings unless you override them inside a specific prompt.

The modal contains the following fields:

Tone of Voice


Controls how the text sounds. You can choose from options such as Casual, Professional, Funny, Angry, Dramatic, Feminine, Masculine, Bold, Secretive, Grumpy, Witty, Sarcastic, and several persona voices like Yoda, Tony Stark, or Shakespeare. Choose a consistent tone that reflects your brand.

Language


Sets the language the AI will use for all outputs. If your content is intended for English-speaking audiences, select English (US) or English (UK).

Point of View

Sets the narrative perspective. Options include:


β€’ First person
β€’ Second person
β€’ Third person

For content meant to instruct or guide the reader, second person is often the best choice.

Task for you:


Open the AI Settings modal and configure:

  • Tone of Voice: Professional

  • Language: English (US)

  • Point of View: Second person

  • Click Update to save these settings.

Section 4: Using a Template to Generate Content

Path:
Content β†’ AI Content Templates β†’ AI Image Generation β†’ Try this template

Inside the template:

Left Panel:


You will see one main input field labeled Prompt.
The system hints that detailed prompts produce better images.

Enter a description such as:


High-resolution Pixar-style 3D render of a baby hippo wearing a blue hat in a yellow room, soft lighting.

Then click Generate AI Content.

Right Panel:

  • The output will appear under the New Output tab.

  • You can view previous generations in the History tab.

Task for you:


Use the AI Image Generation template to generate at least two prompt variations and compare the clarity and detail of the outputs.

Section 5: General Best Practices for Template-Based Creation

β€’ Always give the template context. For example, instead of writing β€œdentist,” write β€œpediatric dentist specializing in teens and children’s oral health.”
β€’ Adjust your global AI Settings first to ensure brand consistency.
β€’ Use the History tab when refining content so you can compare variations.
β€’ Templates are modular. You can generate an intro paragraph from one template, a FAQ from another, and a CTA from another.

Task for you:


Pick any template (for example: Blog Post Intro Paragraph), write a detailed prompt including audience, topic, and goal, and generate one sample output. Then adjust the tone of voice in AI Settings and generate a second version to compare differences.

Section 6: Working with Output

Every output contains:

β€’ Copy generated by the AI
β€’ A copy-to-clipboard icon
β€’ The ability to regenerate
β€’ The option to review your History of past outputs

You can paste the generated content directly into Content Genius, Topical Maps, your blog, or any CMS integration.

Task for you:


Generate content from any template, copy the output, and add it into a new draft inside Content Genius as part of a live workflow.

Phase 3 (Authority Building Days 16–30)

Goal: Strengthen authority signals, increase backlinks, and sustain visibility momentum.

Step 1: PR and Press Releases

Path:

Sidebar β†’ Authority β†’ PR Distribution β†’ Add Press Release

  1. Draft a 400–600 word press release in plain language.

  2. Include one contextual backlink to the target landing page.

  3. Choose wire distribution or multi-channel option.

  4. Publish to generate 20–100 backlinks per release.

  5. Use Sidebar β†’ Authority β†’ Campaigns to monitor publication reach.

Step 2: Cloud Stacks and Citations

Path:

Sidebar β†’ Authority β†’ Cloud Stacks

  1. Create 13 interconnected cloud properties per month (Docs, Slides, Sheets, etc.).

  2. Ensure identical NAP (Name, Address, Phone) across all sources.

  3. Build 50–120 local citations using Sidebar β†’ Local SEO β†’ Local Citations.

4. Confirm link indexing under Sidebar β†’ Authority β†’ Indexer.

Step 3: GBP Posts and Q&A

Path:

  • Sidebar β†’ Local SEO β†’ GBP Projects β†’ Posts

  • Sidebar β†’ Local SEO β†’ GBP Projects β†’ Q&As

  1. Schedule 4 posts and 4 Q&A entries per month.

  2. Approve OTTO’s AI-drafted posts before publishing.

  3. Enable drip-feed schedule for gradual posting.

Step 4: Review Management

Path:

Sidebar β†’ Local SEO β†’ Reviews

  1. Respond to all reviews using approved templates.

  2. Activate Auto-Response once 95% accuracy is verified.

  3. Track sentiment trend in Sidebar β†’ Local β†’ Overview.

Step 5: Ongoing Content and Outreach

Step 6: QUEST LLM Visibility Calibration

Path:

Sidebar β†’ Authority β†’ QUEST LLM Visibility

  1. Test brand recall within AI ecosystems.

  2. Evaluate how your entity appears across LLM summaries.

  3. Optimize content and schema to improve LLM recall visibility rate.

Where to Find β€œMore Features”

The More Features menu is located in the top navigation bar of Search Atlas β€” to the right of the page, beside the user profile icon and the notifications bell.


Click the More Features dropdown to open advanced utilities that are not listed in the sidebar.


​This menu contains:

  • Join Onboarding β€” live and recorded training sessions

  • Knowledge Base β€” tutorial videos and guides

  • Agency Whitelabel β€” portal branding and integration

  • Bulk URL Analyzer β€” mass URL audits

  • Schema Creator β€” build and validate structured data

  • Shortcuts: Local SEO, Backlinks, Pricing, Report a Bug

Additional Shortcuts:

  • Backlinks β†’ opens a quick-access version of Sidebar β†’ Site Metrics β†’ Backlinks.

  • Report a Bug β†’ sends diagnostics and logs to the support team.

  • Pricing β†’ displays billing and package options in the user portal.

Training & Onboarding

Path:

More Features β†’ Join Onboarding

  • Access live training calls and replays.

  • Review recorded sessions covering OTTO setup, Content Genius, Site Metrics, and Authority Building.

Search Atlas Knowledge Base

Path:
More Features β†’ Knowledge Base

  • Step-by-step screen recordings for every module in this SOP.

  • Includes: installing OTTO Pixel, using Scholar, PR Distribution workflow, Cloud Stacks creation, and QUEST LLM Visibility calibration.

Other Tools

CMS Connectors

Path:
Sidebar β†’ Settings β†’ CMS Connectors

Link your OTTO Pixel and content crawler directly to your site’s CMS.

Supported platforms:

  • Contentful

  • Drupal

  • GoHighLevel

  • HubSpot, Joomla

  • Magento

  • Salesforce

  • Shopify

  • Wix

Steps:

  1. Click + Add Connector.

  2. Choose New Domain or Existing Domain.

  3. Select the CMS platform.

  4. Follow the setup instructions for your site.

  5. Confirm connection β†’ Next to finalize the integration.

Experimental Features

Path:
Sidebar β†’ Settings β†’ Experimental

Control visibility for beta or lab features available in your dashboard.

Includes:

  • OTTO AI Assistant β†’ toggle visibility of the AI assistant button in the header.

  • Home Page Version 2 β†’ enable or hide the experimental homepage layout.

  • About Experimental Features β†’ displays details on early-access modules.

⚠️ Changes take effect immediately and persist across sessions. Use with caution if managing client environments.
​

Reporting Tools

Path:
Sidebar β†’ Report Builder β†’ Reports List

  • Build full or individual reports using real-time audit data.

  • Customize metrics: Keywords ↔ Pages ↔ Backlinks ↔ LLM Visibility.

  • Export as PDF or CSV for clients and team dashboards.

Diagnostic Utilities

Path:

More Features β†’ Bulk URL Analyzer

  • Scan multiple URLs for on-page issues.

  • Use before large-scale crawls or PR deployments.

The OTTO Optimization System is designed to provide teams with a repeatable, end-to-end methodology for transforming any website into a technically sound, content-rich, authority-driven, and AI-visible digital asset. By following each phase as outlinedβ€”Technical Foundations, Content Expansion, Authority Engineering, and Cognitive Optimizationβ€”your team ensures consistent execution across projects and measurable improvement in rankings, conversions, and long-term brand visibility.

As the search landscape continues to evolve toward real-time evaluation, entity understanding, and AI-mediated discovery, this SOP gives you a durable operational framework that adapts to both current and emerging algorithms. Each workflow, path, and optimization step was built from verified data, field-tested processes, and insights gathered from the LLM Challenge.

Your next step is simple: apply it consistently, document results, and refine your strategy using the system as your operational backbone. When the SOP becomes muscle memory, performance becomes predictable.

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