This article provides a comprehensive walkthrough of OTTO’s setup and core features, enabling you to configure it effectively and maximize its automation and AI capabilities.
You’ll learn how to:
Set up OTTO Autopilot to analyze your site on a schedule and detect content changes.
Configure AI Writing Settings at the project and issue level for complete control over generated content.
Use the Engage/Disengage toggle to turn OTTO on/off without uninstalling.
Run the OTTO Diagnostics Tool to verify script installation and deployed fixes.
By the end, you’ll know how to set up OTTO, customize its automation, and ensure everything runs smoothly.
👣 Step-by-Step Instructions
👣 Step-by-Step Instructions
Step 1: OTTO Project Setup
Step 1: OTTO Project Setup
From the Home page, go to OTTO & Audit.
Click +Create.
Enter your website URL for the project → click Continue.
Select your Google Search Console (GSC) property (if available).
If not visible, go to the GSC tab and activate the project globally.
Select your Google Business Profile (GBP) (if available).
Review and add your Business Information:
Business address
Social profiles
Author (Authorship)
Click Continue.
Select your CMS and install your OTTO Pixel (👉 See How to Install OTTO Pixel KB).
Click Continue.
Open your new OTTO project.
Step 2: OTTO Dashboard Review
Step 2: OTTO Dashboard Review
Your dashboard has a top and a bottom section.
Top Section includes:
OTTO Grader → Shows: Optimization Score, Flawless Pages, Issues Fixed.
OTTO Pixel Snippet status:
🟢 Green = Installed
🟡 Yellow = Duplicate
🔴 Red = Not installed
GBP & GSC buttons → Connect or update your integrations.
Knowledge Graph → Keep this at 100% completion for better suggestions + content creation.
OTTO Autopilot Settings → Schedule automated runs.
Export → Download work summary & OTTO Suggestions.
Knowledge Base → Access OTTO help articles.
Share URL → Generate a view-only shareable project link.
Bottom Section:
Generate OTTO suggestions.
Review, refine, and deploy fixes directly to your site.
Step 3: OTTO Autopilot / Settings
Step 3: OTTO Autopilot / Settings
Autopilot automates site analysis at regular intervals (minimum 7 days between runs).
How to activate Autopilot:
Go to your OTTO Project Details.
Open Autopilot / Settings.
Enable the feature.
Select your preferred schedule.
Allocate screen quotas for each analysis.
💡 Once enabled, Autopilot automatically updates your project with detected site changes (e.g., added or removed WordPress pages).
⚡ Important notes:
Recrawl vs. Autopilot → Recrawl = manual check; Autopilot = scheduled checks.
No analysis logs → Past Autopilot runs are not stored.
Step 4: AI Writing Settings
Step 4: AI Writing Settings
Customize how OTTO generates content to match your brand voice.
Project-Level Instructions
Apply across your entire OTTO project:
Open your OTTO project → go to Autopilot / Settings.
Select the AI Writing tab.
In Additional AI Instructions, enter your guidelines (max 1000 characters).
Click Update Settings.
If the limit is exceeded, an error will block saving.
To delete → clear the field and click Update Settings.
Issue-Level Instructions
Apply to specific OTTO issues:
Navigate to the issue (e.g., Title Tags).
Click Refine Prompt → side drawer opens.
Enter custom instructions (max 1000 characters).
Click Save.
These apply only to that issue, in addition to project-level settings.
Step 5: OTTO Engage/Disengage Toggle
Step 5: OTTO Engage/Disengage Toggle
You can quickly turn OTTO on or off without needing to uninstall it.
When disengaged:
All fixes remain saved.
Fixes are hidden on your site until re-engaged.
No permanent data loss.
👉 Change status by clicking the Engage/Disengage button in Settings.
Step 6: OTTO Diagnostics Tool
Step 6: OTTO Diagnostics Tool
Use Diagnostics to confirm your installation is working correctly.
Checks include:
Script installation verification → Confirms OTTO script is correctly placed & detects duplicates.
Modification validation → Confirms deployed fixes are active and JavaScript changes are working.
Content validation → Ensures content injections and alterations are visible to other crawlers.
❓ FAQs
❓ FAQs
❓ How often can Autopilot run?
❓ How often can Autopilot run?
💡 Every 7 days at minimum between runs.
❓ What’s the difference between Autopilot and Recrawl?
❓ What’s the difference between Autopilot and Recrawl?
⚡ Autopilot = scheduled analyses; Recrawl = on-demand check.
❓ Can I lose my fixes if I disengage OTTO?
❓ Can I lose my fixes if I disengage OTTO?
✅ No. Your fixes stay saved until you re-engage OTTO.
❓ What happens if my AI instructions exceed 1000 characters?
❓ What happens if my AI instructions exceed 1000 characters?
💡 The system blocks saving and shows an error overlay.
Closing Note
✅ With OTTO’s setup and automation tools, you can configure projects quickly, automate analyses, customize AI content to your brand, and validate fixes with confidence. If you require additional assistance, our team is here to help.