Onboarding, Demos, and Account Manager Access

Camilo Aponte

Camilo Aponte

Last updated on Sep 30, 2026

Search Atlas offers onboarding support, product demos, and account management resources to help you get the most out of your subscription. Availability of these services depends on your plan tier.

🚀 Getting Started with Onboarding

Customers on eligible plans — including active trial users — can access 1:1 onboarding sessions designed to help you configure your workspace and get up and running quickly. A typical 1:1 onboarding session covers:

  • Connecting your websites, Google Search Console, and ad accounts
  • Setting up your first projects in tools like Keyword Research, Content Genius, and OTTO SEO
  • Understanding your dashboard and key reporting features
  • Best practices tailored to your use case — agency, in-house team, or freelancer

You can book your 1:1 onboarding session directly from the onboarding screen in your Search Atlas dashboard using the built-in booking calendar. If you are unsure whether onboarding is included in your plan, contact our team via live chat and we will confirm your eligibility and next steps.

Note for agency users: Child accounts (sub-accounts) do not have access to the 1:1 onboarding booking feature. If you are on a child account and need onboarding support, please reach out via live chat and we will assist you.

🎯 Requesting a Product Demo

Whether you are evaluating Search Atlas or exploring a feature set you have not yet used, you can request a guided demo at any time. Our team can walk you through:

  • Features most relevant to your workflow or industry
  • Advanced capabilities in tools you are already using
  • New product updates and how to apply them to your strategy

To request a demo, reach out via live chat and a team member will coordinate the session with you directly.

👤 Account Manager Access

Dedicated account manager (AM) support is available on select plans. Your account manager acts as your strategic partner within Search Atlas and can assist with:

  • Reviewing your SEO strategy and overall platform usage
  • Identifying growth opportunities and underutilized features
  • Escalating complex technical or billing issues to the appropriate internal team
  • Scheduling regular check-ins aligned to your goals

If you are not sure whether your plan includes a dedicated account manager, or you have not yet been introduced to yours, our support team can verify your account status and connect you with the right person.

📋 How to Get Connected

  1. Open the live chat widget in the bottom-right corner of your Search Atlas dashboard.
  2. Let us know whether you are looking to schedule an onboarding call, request a demo, or reach your account manager.
  3. Provide your account email so we can verify your plan and route your request to the right person.

💬 Need More 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.