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.