This article is split into 8 parts. Part 1, Part 2, Part 3, Part 4, Part 5, Part 6, Part 7, Part 8
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 → Module → Sub-section → Action
Example:
Left Sidebar → AI SEO → All Sites → + 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 |
👉 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 — Environment & Analytics Setup
Goal: Give OTTO clean structural data and analytics so every optimization is grounded in reality.
Step 1 — Create Project & Connect Analytics
Path:Left Sidebar → AI SEO → All Sites → + Create
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Click + Create (top-right of the AI SEO All Sites table).

-
Enter your canonical domain (always as
https://and the main host, e.g.https://www.example.com).
-
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 (👤) → Settings → Integrations → “Connect account” on each tile.

-
In the GSC picker for the site, choose the correct property
(prefer domain or the primary HTTPS host). -
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 — Configure Your Knowledge Graph / Entity
Typical Path:
Left Sidebar → AI SEO → All Sites → AI SEO Automation → Select you site

Click Knowledge Graph Settings


🧠 Knowledge Graph — 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.
📘 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.
📊 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.
🔗 Social Profiles
Add every profile the brand controls. These are major entity signals used by Google, Bing, and LLMs:
- Google Business Profile URL
- YouTube
- 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.
🖼️ 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 “+ 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.
✅ 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 — Set AI & Crawler Preferences
Path
Left Sidebar → AI SEO → All Audits
- On the Site Auditor table, find your project (domain).
- Click the ⋯ (three dots) on the right side of the row.
- Select Crawl Settings.

In the “Crawl Settings” modal (click show more) you will find:

-
Max. Pages to Crawl
- Set an appropriate limit (e.g.,
1000pages for most SMB sites).
- Set an appropriate limit (e.g.,
-
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.,
10–15for most hosts). - If the server is fragile, start lower and increase gradually.
- Use the slider to choose pages per second (e.g.,
-
URL Exclusion Conditions (optional, Beta)
- Add rules like Exclude → all URLs that contain
/blog/(or the paths you want to skip). - You can add multiple conditions via + Add condition.
- Add rules like Exclude → all URLs that contain
Click Update to save these crawl settings.
To trigger a fresh crawl with the new configuration:
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In the same ⋯ menu for that site, click Recrawl.

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The project will queue for a new audit using your updated frequency, user agent, and JS rendering options.
Step 4 — 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 → AI SEO → Installation Guide
From here you can:
-
Use Installation Guide → 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:
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Go to Left Sidebar → AI SEO → All Sites.
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Locate your site.
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You will find a red card. Turn on (Engage OTTO) clicking the button to the right of the text Disengaged.

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Click Scan → 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 — Confirm & Curate Top Pages
Path:
Left Sidebar → Site Metrics → Pages
-
Type the URL you want check at the top to select your domain.
-
Review the list of pages (pulled from GSC and crawl).
-
Manually mark or note priority URLs:
- Home
- Key service / money pages
- Top organic landing pages
-
For each priority page, note your top 3 current queries
(from Site Metrics → Keywords on that site, or GSC Insights).

Step 6 — 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 SEO—Authority, Content, Technicals, and Page Experience—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:
Continued in Part 2 →