# **🧭 Overview**

OTTO credits are a limited monthly resource. Activating OTTO on a client's site before they've installed the required code means you risk spending credits on a project that isn't live. This guide walks you through the recommended workflow: share the installation code with your client, verify it's live on their site, and only then activate OTTO — so every credit counts.

# **📋 What You'll Need Before You Start**

- An active Search Atlas account with OTTO credits available
- A project already created for your client's website
- Your client's cooperation to add a code snippet to their site

# **🔍 Step 1: Access Your OTTO Project**

1. In the left sidebar, click **OTTO SEO**, then open **SEO Automation** (URL: **/seo-automation-v3**).
2. Locate your client's project from the list and open it.
3. Navigate to the **OTTO Setup** section within the project.

# **📤 Step 2: Retrieve and Share the Installation Code**

1. Inside the OTTO Setup section, find the **installation code snippet** generated for your client's site.
2. Copy the code snippet in full — do not modify it.
3. Send the code to your client with clear instructions to paste it into the **<head>** section of every page on their website, or into their tag manager (e.g., Google Tag Manager).
4. Let your client know that installation is required before you can activate their SEO automation, and ask them to confirm once it's done.

**Tip:** Include a short explanation in your message to the client — for example: "Please add this snippet to your site's **<head>** tag or via Google Tag Manager. Once it's installed, let me know and I'll activate your SEO automation."

# **✅ Step 3: Verify the Code Is Live on Their Site**

Before activating OTTO, always confirm the code is correctly installed. You can do this in two ways:

- **Manual check:** Visit your client's website, right-click the page, select **View Page Source**, and use **Ctrl+F** (or **Cmd+F** on Mac) to search for the OTTO snippet. If it appears in the source, installation was successful.
- **Platform verification:** Return to the OTTO Setup section in **OTTO SEO**. The platform will indicate whether the code has been detected on the client's site. Wait for a green confirmation status before proceeding.

**Important:** Do not activate OTTO until you see a confirmed installation status. Activating before the code is live will consume credits without delivering results.

# **🚀 Step 4: Activate OTTO After Confirmation**

1. Once the platform confirms the code is detected on your client's site, return to their OTTO project.
2. Click the **Activate OTTO** button to begin using your credits.
3. OTTO will now begin deploying SEO optimizations to the live site.

# **💡 Best Practices to Protect Your Credits**

- **Never activate before verification:** Always wait for the platform's green installation status or manually confirm via page source.
- **Set expectations with clients upfront:** Let clients know installation is a prerequisite so there are no delays on their end.
- **Use a checklist:** Before activation, confirm — code installed ✓, platform status green ✓, client notified ✓.
- **Check credit availability:** Review your available OTTO credits before onboarding a new client to avoid interruptions mid-project.

# **❓ Frequently Asked Questions**

**What happens if I activate OTTO before the code is installed?**  
Credits will be deducted but OTTO won't be able to deploy optimizations correctly, since the code is required for it to interact with the site. This wastes your monthly allocation.

**Can I pause or deactivate OTTO to save credits if a client changes their mind?**  
Yes. You can deactivate OTTO from within the project in **OTTO SEO**. Credits are consumed during active periods, so deactivating promptly helps preserve your balance.

**How long does it take for the platform to detect the installed code?**  
Detection is typically fast, but can take a few minutes after the client publishes their changes. Refresh the OTTO Setup page if the status hasn't updated after 5–10 minutes.

# **🛠️ Need Help?**

If you need further assistance, open the chat widget in the bottom-right corner of the platform and type **human teammate** to be connected with a member of our team.