📖 Features & How-To

🤖 Search Atlas Agentic Onboarding: A Guided Walkthrough

🤖🧠 Search Atlas Brain Overview

The Search Atlas Brain is an AI operating system for digital marketing introduced by the Search Atlas team. It is designed to act as a coordination layer for everything that drives growth, transforming Search Atlas into a truly holistic, AI-driven marketing platform. Rather than functioning as another reporting dashboard, the Brain is built as an execution engine, one that fixes issues, improves performance, and runs complex workflows correctly at scale. This marks a fundamental shift in how SEO, PPC, content, authority, and local optimization are executed. 🎯 Core Purpose & Design Philosophy Most SEO and PPC tools stop at identifying problems. They generate reports, alerts, and suggestions, but execution is still manual. Search Atlas Brain was built to solve this gap. Instead of running reports, interpreting data, creating tasks, delegating work, and hoping execution matches strategy, the Brain executes continuously. This changes the unit of leverage: one person no longer manages tasks, one person manages systems. Agencies can now scale execution using AI rather than scaling headcount, allowing results to compound faster and more consistently. 🧠 An SEO-First Intelligence System (Not a General AI) Search Atlas Brain is not a general-purpose AI like ChatGPT. It is an SEO-first intelligence layer built entirely around your business data. The Brain maintains full context by connecting to your website and first-party data, Search Atlas keyword, backlink, and traffic indexes, SERPs and competitive landscapes, Google Search Console, Google Business Profile (GBP), Google Analytics 4 (GA4), and site audits and project data within Search Atlas. At its core is a semantic search engine built around your business, which crawls and indexes homepage and service pages, knowledge base and blog content, social media profiles, and local GBP data. Users can also upload additional context, including client onboarding transcripts, voice recordings, and PDFs and documentation. This allows the Brain to understand not just what to do, but why. The Brain is trained on over a decade of LinkGraph agency experience, including 5,000+ real-world case studies, proven execution patterns, and best practices refined across thousands of campaigns. This enables the system to fix sites, generate content, optimize ads, and refine performance with real operational intelligence. 🧩 Specialized Agents & Playbooks Search Atlas Brain is the central coordination layer, but execution is handled by specialized agents, each trained to do one thing exceptionally well. Agents manage execution across Onpage Optimization (Auto Technical SEO), Content Strategy & Generation (blogs, landing pages), Local SEO & GBP Optimization (citations, profile updates, heatmaps), Authority & Link Building (outreach, prospecting, cloud stacks), Paid Search / PPC (ad creation, optimization, deployment), and Client Reporting. Agents operate using Playbooks, standardized workflows that encode how an agency actually works. Playbooks define what “good” looks like, include control points for human approval, allow niche-specific behavior, and enable consistent execution at scale. For new users, Search Atlas provides pre-built playbooks based on workflows executed thousands of times. Advanced users can customize them to match internal SOPs, publishing cadence, risk tolerance, and quality standards. 🖥️ Agent-First UI & The New Home Screen The Search Atlas interface has been completely redesigned around the Brain, adopting an agent-first, action-led philosophy. The new home screen is accessed via Left sidebar → Home (page title: "Hi, CSM. What will we get done today?"; tab: Agent Hub). Users familiar with Classic Mode can access it via the Agent Hub toggle in the top-left corner. It serves as the new homepage for Search Atlas, eliminates fragmented workflows and tool-hopping, and encourages immediate action instead of passive reporting. The Hub shows scrollable project tiles for all sites. Each tile displays an Auto Score, traffic snapshots, active local strategies, ad campaign structure and performance, and four-pillar grades: Authority, Content, Technical SEO, and User & behavior signals. For users who need traditional metrics, the Hub also provides quick access to Portfolio Summary views and reports. 💬 Chat-Driven Interaction & Prompting The core interaction model of Search Atlas Brain is chat-driven execution. Users interact via a single prompt box, with no prompt engineering required. The system ingests simple prompts, partial instructions, and high-level ideas. A built-in dictation feature lets users speak strategy into existence. Before execution, users select the project and the agent brain (Auto, Authority, Local, etc.). The system retains context across chats, allowing agents to apply learned preferences over time. 🔍 Transparency, QA & Control Every interaction is fully transparent. The agent exposes how it translates natural language into a formal work order, acts as a built-in quality assurance layer, and challenges unsafe or low-quality actions before deployment. Execution control features include Concurrent Execution (run multiple agents side by side across projects), Choose Your Own Adventure (for complex tasks, agents propose phased plans and ask for approval), Risk Assessment & Safety (sensitive changes, such as GBP name or phone updates, are flagged as high-risk and require confirmation), Fulfillment Orchestration (the agent deploys changes directly — titles, content, GBP updates, links), and a Playbook Review Interface (users can inspect playbooks to see what will happen, where approvals are required, and how much autonomy is involved). ⚡ Speed, Scale & Continuous Execution What once took days or weeks, technical audits, fixes, optimization, can now be executed in minutes. Users can run authority building while fixing technical SEO, generate content while optimizing local profiles, and scale execution across multiple projects simultaneously. The platform is designed around projects and continuous execution, eliminating fragmentation and ensuring users always know what’s running and what’s next. 🤖 How Quota Consumption Works with Agents As of mid-2026, agents now draw from their own dedicated AI Agent credit allowance in addition to the quota consumed by the underlying product they trigger (for example, the Content product for article creation, or Site Audit / OTTO for a site audit). Search Atlas meters agent usage against this allowance, and once it is fully used, further agent requests are blocked until the allowance renews or is increased. If you are unexpectedly seeing an agent-credit error while other product quotas still show available balance, this is expected behavior under the current metering system, not a bug. 🚀 The Agentic Future of Search Atlas Search Atlas Brain represents a fundamental shift: from dashboards to systems, from manual work to continuous execution, from task management to orchestration. The Brain continues to evolve with multimodal capabilities, expanded knowledge base access, deeper playbook customization, and ongoing agent improvements based on real usage. Search Atlas Brain enables teams to operate systems, not tasks. By combining deep contextual intelligence, specialized agents, transparent execution, and an agent-first UI, it allows agencies and marketers to scale results faster, without scaling headcount. 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.

▶ 📖 Playbooks in Atlas Agent

🏆 Search Atlas Challenge Leaderboard

The Search Atlas Challenge Leaderboard is a gamified performance system designed to reward real SEO progress across the platform. As you use Search Atlas tools and improve results, you earn XP (experience points), unlock badges, and climb category-specific and overall leaderboards. This system helps users: - Measure real performance gains - Stay motivated through competition - Discover which activities drive the most impact - Showcase achievements through ranks and badges 🔎 How The Leaderboard Works Leaderboard rankings are based on actual performance data, not manual actions. XP is awarded automatically when measurable improvements occur across Search Atlas tools. You earn XP by: - Gaining keyword positions - Improving Local SEO visibility - Increasing traffic and impressions - Publishing optimized content - Growing backlinks and authority - Running and improving Smart Ads campaigns The more consistently you improve results, the higher your ranking. 📊 Leaderboard Categories Each leaderboard focuses on a specific SEO discipline. You can compete in one or multiple categories at the same time. Keywords XP: Tracks ranking improvements, including total position gains, keywords reaching Page 1, keywords entering the Top 3, and large single-position jumps. This leaderboard rewards sustained keyword growth and breakout wins. Local SEO XP: Measures local visibility improvements such as heatmap/grid movement, total pins improved, average position improvement, grids moved to Top 3, citation campaigns submitted, GBP automated posting enabled, GBP posts scheduled/published, GBP suggestions implemented, and review responses. Ideal for users focused on Maps rankings and local dominance. Site Metrics XP / GSC Impressions and Clicks: Based on impressions change, clicks change, and new keywords, pulled directly from performance data connected to your projects. Content XP: Rewards content-driven performance, including articles published, content folders, articles generated, DKN topic article/landing page generation, DKN generation, and topical maps. Designed for users investing heavily in SEO content strategy. OTTO SEO XP: Tracks impact from projects created, each deployment, and OTTO project scores above 80 and above 90. Encourages adoption of AI-assisted SEO workflows. Authority XP: Focused on cloud stacks created, press releases submitted, guest post projects created, guest post placements submitted, indexer activity, and digital PR campaigns created, launched, and responded to. Best suited for off-page SEO strategies. Smart Ads XP: Tracks total campaigns created, total clicks, spend budget, ad groups created, ads created, and total campaigns launched. Overall XP: A combined score across all categories — Keywords, Local SEO, GSC, Content, OTTO SEO, Authority, and Smart Ads — representing your total Search Atlas impact. 🧠 Your Rank & Progress Inside each leaderboard, you'll see your current rank, total XP earned, a progress bar showing how close you are to beating the next position, and a comparison against the user immediately above you. This makes it easy to understand what's needed to move up. 🏅 The Badge System Badges reward milestone achievements and appear across leaderboards, profile cards, and social sharing assets. Achievement Badges are earned by reaching milestones in each category, with progression tiers of Bronze, Silver, Gold, Platinum, Diamond, and Prism (Ultra Rare). Examples include SERP Ascender (ranking gains), Local Guardian (local pin growth), Pin Booster (heatmap performance), Search Explorer (impression growth), and Position Hunter (large ranking jumps). Event-Exclusive Badges are limited-edition badges earned by participating in live challenges, workshops, product launches, and special events, creating exclusivity and recognizing community engagement. 🧩 Why The Leaderboard Matters The Search Atlas Leaderboard is more than gamification — it's a performance feedback system. It helps you validate that your SEO actions are working, focus on activities that generate real impact, stay engaged and consistent, and compete, learn, and improve alongside other users. Every XP point reflects real SEO progress, not vanity metrics. 🚀 Getting Started You can join the Challenge Leaderboard from the apps menu icon in your dashboard. Select Leaderboard and opt in when prompted — from that point on, XP is tracked automatically as you use Search Atlas tools and improve your results. Use more features, improve results, and watch your rank climb. 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.

📘 Atlas Brain V2 — Complete Guide

Atlas Brain V2 is Search Atlas's artificial intelligence agent: an autonomous assistant capable of planning, executing, and deploying complete SEO, content, and digital marketing strategies. Unlike a simple chatbot, Atlas Brain V2 acts as an expert working on your behalf, connecting to every section of the platform to complete multi-step tasks without you having to handle them manually one by one. This guide covers what is new in V2, what Atlas Brain V2 can do across the platform, how to use it, the approval flow, known limitations, and the frequently asked questions included in the source document. 🆕 What's New in V2 | V1 | V2 | | --- | --- | | Chatbot with static responses | Autonomous agent with 16 specialized domains | | No real action execution | Executes, deploys, and verifies live changes | | Session-limited context | Persistent conversation history per project | | Single language model | Multi-model orchestration (Claude, GPT-4, Gemini via OpenRouter) | | No approval gates | Human-in-the-Loop flow: you approve critical actions before they run | 🔄 Your previous V1 conversations remain available in read-only mode inside the V2 interface so you can always refer back to your history. 🧩 What Can Atlas Brain V2 Do? Atlas Brain V2 combines 16 specialized agents that work in a coordinated way. Below is a full breakdown by area. ⚙️ Technical SEO (OTTO) Atlas Brain connects directly to OTTO, SearchAtlas's technical SEO engine, to analyze and fix site issues autonomously. What it can do: - Run full technical site audits (crawl, issue categorization by severity: Critical / Warning / Info) - Generate AI recommendations to fix: - Title tags and meta descriptions - Headings H1, H2, and H3 (length and structure) - Image alt text (in bulk) - OG and Twitter tags for social media - NLP terms and missing keywords - Structured FAQ content - Schema markup (JSON-LD: Article, FAQ, Product, BreadcrumbList, LocalBusiness) - Canonical tags and html lang attribute - Deploy changes to production directly from the chat (requires OTTO Pixel installed) - Roll back deployments if changes don't perform as expected - Force site recrawls to get fresh data - Detect and build Domain Knowledge Networks (DKN) for structured interlinking ⚠️ Important note: On sites built with Elementor, the agent can update title tags and meta descriptions, but cannot modify H1 tags directly, as Elementor manages that content differently. The agent will inform you of this before attempting the task. ✍️ Content Creation (Content Genius) Atlas Brain generates complete SEO articles following a structured multi-step workflow, from research through to publication. Article creation workflow: Planning — Defines objective, audience, and SEO angle Brand Vault — Applies your brand's voice, tone, and audience guidelines Research — Gathers semantic information and relevant sources Heading outline — Proposes H2/H3 structure for your approval Full generation — Writes the article with NLP terms integrated Publishing and distribution: Publish, save as draft, or schedule articles directly to WordPress Support for generic CMS connectors (Webflow, Shopify, etc.) Export articles to Google Docs for external review Schedule multiple articles with distributed publication intervals Additional tools: Create topical maps (semantic content clusters) Review and rewrite existing content with AI Score articles using the Content Grading system 📊 Keyword Research & Rank Tracking (Site Explorer + Keywords)system Atlas Brain taps into Search Atlas's keyword analysis engine to deliver actionable data. Capabilities: - Research keywords: volume, difficulty, search intent - Analyze competitor keywords and content gaps - Track historical positions for your target keywords - Monitor SERPs and ranking changes - Estimate organic traffic for any domain 📍 Local SEO Atlas Brain handles all aspects of local SEO through three specialized modules: 🏢 Google Business Profile (GBP) - Create and schedule GBP posts - Manage reviews (respond, prioritize) - Update business information (hours, categories, photos, videos) - Pull GBP analytics (impressions, clicks, calls) 🗺️ Local Rank Heatmaps - Set up geographic tracking grids by city or zone - Visualize rankings by keyword on heat maps - Get AI suggestions for high-opportunity local keywords 📇 Citations / Directories - Submit your NAP (Name, Address, Phone) to 60+ directories simultaneously - Track submission status and data consistency 🔗 Authority Building (Link Building) The agent can plan and execute multi-channel authority building campaigns. Available channels: - LinkLab — Marketplace of 50,000+ publications for guest posts - Press Releases — Create and distribute press releases with media coverage tracking - Cloud Stacks — Content distribution across cloud platforms for authority signals - Digital PR — Journalist opportunity discovery, email outreach campaigns - Wildfire Link Management — Manage outlinks and inbound backlinks 💳 Google Ads / PPC (OTTO PPC) Atlas Brain can create and activate Google Ads campaigns autonomously. Workflow: - Account and business setup - Campaign mode selection - Keyword clustering by ad group - AI-generated ad copy - Landing page configuration - Campaign activation in Google Ads 🤖 AI Visibility (AI Brand Monitoring) Monitor your brand's presence across AI-powered search engines. Platforms monitored: ChatGPT, Gemini, Perplexity, Microsoft Copilot, Grok What you can query: - Your brand's AI visibility score - Sentiment analysis of how AI models describe your brand - Share of voice vs. competitors - Sources and citations used by language models 📈 Google Search Console (GSC) Atlas Brain connects to your GSC account to surface insights directly in the chat. - Performance data: clicks, impressions, CTR, average position - Search queries driving traffic to your site - Site event analysis (ranking drops, improvements) 🏗️ Website Studio Build websites and landing pages with AI directly from the chat. - Generate complete websites from a brief - Create conversion-optimized landing pages - Clone and publish existing pages 📱 Social Hub Manage your social media presence from a single interface. Platforms: Facebook, Instagram, LinkedIn, X (Twitter) - Create and publish posts across multiple networks simultaneously - Schedule social content - Manage connected profiles and accounts 🔎 URL Indexing Accelerated URL submission to Google and Bing indexes. - Submit individual or bulk URLs - Submit full sitemaps - Check indexation status for any URL 🛠️ Step-by-Step Instructions Step 1 Access Atlas Brain V2 from the SearchAtlas dashboard in the sidebar. Step 2 You can use it in two modes: - Minimized view (side panel): for quick queries while navigating the platform - Full screen: for intensive work sessions with multiple tasks Step 3 You can switch between modes at any time without losing your conversation context. Step 4 Select or mention your project — The agent works within the context of a specific project in your account. Step 5 Type your goal in plain language — No special commands needed. Examples: - "Run a technical audit of my site and deploy the title tag fixes" - "Write an article about [topic] and save it as a draft in WordPress" - "Which of my keywords have dropped the most in the last 30 days?" Step 6 Review and approve critical actions — Before executing any operation that modifies production data (deploying changes, publishing, sending campaigns), the agent will show you an approval panel with the full details of the action. Step 7 The agent executes and reports — You'll receive real-time updates as the agent completes each step. 🔐 Tool Approval (Human-in-the-Loop) To protect your data and prevent accidental changes, certain actions require your explicit approval before running. The approval popup shows you: - What action the agent is about to execute - The specific parameters of the operation - Buttons: Approve / Decline (found under Social → Pending Approvals) ⚠️ Known Limitations | Limitation | Detail | | --- | --- | | Elementor and H1 tags | On Elementor sites, the agent cannot modify H1 tags directly; it will communicate this before attempting. | | OTTO data sync | If a site has changes deployed by OTTO, the agent needs JavaScript-rendered data to correctly detect them. | | Simultaneous sessions | Maximum 5 concurrent active sessions per user. | | Cross-chat context | The agent works with the current session's history; cross-chat memory between sessions is in development. | ❓ FAQs What happens to my Agent V1 conversations? 💡 They are available in read-only mode inside the V2 interface. You cannot continue a V1 conversation, but you can review your full history at any time. Can the agent affect my production site without my authorization? ⚡ No. Any action that modifies production data (deploying changes, publishing content, sending campaigns) requires your explicit approval via the approval panel. What language model does Atlas Brain V2 use? ✅ The agent uses Claude Sonnet 4.5 as its default model, with the ability to route to GPT-4 or Gemini depending on the task type, through OpenRouter. Does it work with any CMS platform? 💡 Yes, with native support for WordPress (publish, draft, schedule) and generic support for other CMS platforms (Webflow, Shopify, etc.) via configurable connectors. Deploying on-page SEO changes to production requires the OTTO Pixel installed on your site. Can Atlas Brain write and publish content automatically without my review? ⚡ It can, if you explicitly request it. By default, the agent presents the results of each step (heading outline, draft, etc.) before proceeding, giving you the opportunity to adjust or approve. How does Atlas Brain relate to OTTO? ✅ OTTO is the technical SEO engine. Atlas Brain is the agent that controls it. Think of OTTO as the "executing arm" and Atlas Brain as the "brain" that plans, runs OTTO, interprets results, and makes decisions based on them. Atlas Brain V2 transforms how SEO and digital marketing tasks are executed by combining planning, execution, and deployment into a single intelligent workflow. This ensures you can operate efficiently across multiple domains while maintaining full control through the Human-in-the-Loop approval system, allowing you to review and authorize critical actions before they go live. If you encounter unexpected behavior or an incorrect result, you can report it directly from the chat using the feedback icon on the agent's message, or contact the support team through the SearchAtlas chat.

🎯 The Role of Prompting in Atlas Agent

Atlas Agent (formerly called Search Atlas Brain) is Search Atlas's chat-driven system for digital marketing execution. Within Atlas Agent, prompting, issuing commands through natural language, is the central mechanism that drives specialized agents to execute complex work, apply your standards, and maintain strategic control at scale. The entire system operates through a chat-driven interface, where you interact with Atlas Agent using a prompt box instead of navigating dashboards, reports, and manual workflows. ⚡ Simplicity and Efficiency of Input Prompting in Atlas Agent is designed to prioritize speed, accessibility, and strategic focus, letting you concentrate on outcomes rather than mechanics. 🚫 No Prompt Engineering Required You do not need to be a prompt engineer to work effectively with the system. Atlas Agent is built to work with basic prompts, simple conversational commands, and even partially submitted inputs. The system translates these into orchestrated execution tasks. More structured prompts may produce more refined results, but functionality is preserved even with minimal input. 🧠 Transparency of Thought Process and Context Prompting activates a built-in transparency layer that helps make AI decisions understandable and contextualized. Every chat interaction can display the agent's thought process, showing how a natural language prompt is translated into a structured work order, and giving you visibility into the logic being applied, the scope of execution, and the assumptions behind decisions. The agent retains context from previous chats. As you provide feedback, preferences, and direction over time, it applies learned preferences automatically and maintains continuity across sessions. 🛠️ Prompting as a Control and QA Mechanism Prompting is not just how work is started, it is how your expertise, judgment, and standards are injected into AI execution. The agent is semantic enough to follow detailed instructions within both prompts and Playbooks. If your agency has defined standards for how content should be written, structured, or reviewed, that guidance can be embedded into Playbooks and followed consistently. You can also specify conditions such as whether content should publish automatically and how often. You can directly instruct the agent to self-review and improve its work, for example by asking it to evaluate the quality of its suggestions and present new ones if the originals are not strong. The agent will present revised suggestions and explicitly state what changed from the previous generation. For complex executions, prompting lets you control how much autonomy the agent receives; you can run a full optimization end-to-end, request samples before deployment, or guide the agent through a custom execution path. 🚀 Prompting as the Fulfillment Orchestrator Once you approve a plan, the agent acts as a fulfillment orchestrator, communicating directly with the system to produce real outcomes rather than task lists. A final command results in changes being deployed to your live website or account. 🔽 Prompt Examples You Can Use Right Away These examples are written in plain language, no special formatting or prompt engineering required. - Show me the biggest SEO opportunities for this site right now. - Auto, show me title tag opportunities. - Suggest new blog topics based on keyword gaps. - Show me optimizations for this Google Business Profile. - Run a fast authority boost. - Generate a performance summary for this project. - Pause and ask for approval before making changes. 🧭 Helpful Tip If you are ever unsure which agent to use, just ask. You can say Which agent should handle this, and the system will guide you. In Atlas Agent, prompting is not just input, it is control, orchestration, and execution combined. It lets you manage systems instead of tasks, apply judgment at scale, maintain transparency and safety, and execute strategy continuously at the speed of AI. 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.

🤖 Specialized Agent Roles and Capabilities

Atlas Agent operates as an execution engine by delegating marketing work to specialized AI agents. This agent-based architecture is fundamental to the platform's ability to handle complex, multi-step execution while scaling results at the speed of AI. Rather than relying on a single, general-purpose system, Atlas Agent uses focused agents, each designed to excel at a specific function. 🧩 The Specialized Agent Model Execution inside Atlas Agent is handled by specialized agents, each trained to do one thing exceptionally well. These agents leverage the Search Atlas platform backbone, including embedded business logic, proven best practices, and platform-level automation, allowing them to orchestrate multi-step, complex workflows while maintaining consistency and reliability. You should distinguish between the general Atlas Agent, used for broader queries, reports, exploration, or new account onboarding, and specialized agents, required for executing specific tasks, Playbooks, or workflows (for example, the Auto Agent, Authority Agent, and Local Agent). When execution matters, engage the agent designed for that specific function. 🧠 Key Agent Roles - Onpage Optimization (Auto Agent): Handles technical SEO fixes, including page titles, meta descriptions, and heading structure. - Content Strategy and Generation: Manages content strategy, AI generation of articles and landing pages, and webpage creation. - Local and GBP Optimization: Executes local campaigns, builds citations, optimizes Google Business Profiles, and deploys fixes for services and attributes. - Authority and Link Building: Runs outreach and link-building campaigns, including prospecting, press release generation, and cloud stack creation. - Paid Search (PPC): Creates, launches, and continuously optimizes paid search campaigns. - Reporting and Research: Manages client reporting and executes keyword, traffic, and competitive research. 🛡️ The Agent as a Quality Assurance Layer Specialized agents play a role in quality control and risk management, acting as a QA layer over both implementation and recommendations before deployment. Agents can challenge suggestions generated by the platform's core AI: you can prompt an agent to re-evaluate the quality of recommendations, and it can generate improved alternatives and explain what was changed. Agents are trained with risk-aware safeguards, particularly in sensitive areas such as local SEO, where high-risk changes (business name, phone number) require explicit verification to avoid GBP reverification issues, while low-risk changes (services, attributes) are executed safely without unnecessary friction. ⚡ Scaling Execution Through Concurrency You are encouraged to open multiple agentic windows side by side, letting multiple specialized agents work simultaneously across different projects or marketing dimensions. For example, while one agent builds authority through outreach, another can fix technical SEO issues or optimize local SEO at the same time. 🧭 Operational Guidance Always ensure the agent you select matches the task: use the Authority Agent for press releases or link building, the Content Agent for content generation, and the Auto Agent for technical SEO fixes. If you submit a request to the wrong agent, the system will state what that agent cannot do and guide you to the correct one. Specialized agents are the mechanism that allows Atlas Agent to function as a true execution engine, combining focused expertise, built-in QA, risk-aware safeguards, and concurrent execution. 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.

📘 Demystifying SEO Automation

Modern SEO platforms are more powerful than ever, but with that power comes complexity. For many marketers, especially those new to SEO, navigating dozens of tools, settings, and workflows can slow adoption and delay results. AI Agents in Search Atlas were designed to solve this problem by shifting SEO execution from manual, click-heavy workflows to goal-driven, conversational automation. This article explains what AI Agents are, how Playbooks work, and why this approach fundamentally changes how SEO work gets done. 🧩 The Challenge of Modern SEO Tools Today’s SEO platforms often include 60–70 individual products, each solving a specific problem. While powerful, this fragmentation creates friction: new users struggle to know where to start, simple tasks require navigating multiple interfaces, and complex workflows increase the risk of missed steps. The issue isn’t a lack of capability, it’s slow time-to-value. Users are forced to operate at the speed of software clicks instead of the speed of their thinking. AI Agents were built to reverse this dynamic. 🤖 Meet Your New Teammate: The AI Agent An AI Agent in Search Atlas functions like a digital teammate that can plan, execute, and optimize complex SEO workflows on your behalf. Instead of learning every tool, you simply state your goal, and the agent handles the execution. Agents are designed to operate at the speed of language, not UI navigation, compress time-to-value by removing manual setup, and execute multi-step workflows across tools automatically. Like onboarding a new team member, trust builds over time: with Prescriptive Control, you guide the agent step-by-step, making decisions along the way; with Autonomous Operation, as confidence grows, the agent independently executes campaigns based on your goals. To operate effectively, agents rely on structured instructions called Playbooks. 🧠 Playbooks: Your SEO Strategy on Autopilot Playbooks are pre-built, multi-step workflows that allow AI Agents to execute full SEO strategies from start to finish. Instead of running dozens of tasks manually, you launch a single playbook. Examples of Playbooks include the Local Business Prospecting Playbook (finds and contacts potential clients for agencies), the New Website Content Kickstarter (researches and builds foundational content for new websites), and Trophy Content Playbooks (creates high-value assets like competitor comparisons or product reviews). Playbooks are flexible by design, one workflow can support prospecting, publishing, or PR depending on how it’s deployed. ✍️ Practical Example: Content Creation with an AI Agent Creating SEO content used to take days. With AI Agents and Playbooks, it becomes a guided conversation. The workflow begins with initiation, where the user selects a project and launches the New Website Content Kickstarter playbook. The agent then performs automated research, including keyword research, competitor analysis, market understanding, and first-party data. Proposed article titles and strategy are presented for human approval before proceeding. Using the full Content Genius workflow, the agent generates outlines, briefs, and long-form, SEO-optimized articles. Content can then be published directly to connected CMS platforms like WordPress, HubSpot, Webflow, GoHighLevel, Wix, or Joomla. This transforms days of execution into minutes of review. 🏛️ The Brand Vault: Enabling Full Agent Autonomy Full automation requires trust, and trust requires accuracy. The Brand Vault is a core technology that gives AI Agents a deep, factual understanding of your business. It acts as a semantic search engine built exclusively for your brand. Without precise context, AI can hallucinate details. The Brand Vault prevents this by serving as a single source of truth. For example, in a multi-location business, the Brand Vault ensures the AI knows which services belong to which location, eliminating factual errors in content. The Brand Vault learns from website data, past agent interactions, first-party data (Google Search Console, GA4), and uploaded documents like PDFs or internal SOPs. This ensures AI-generated content is accurate, relevant, and aligned with brand identity. 🎯 Key Takeaways for Aspiring Marketers AI Agents are reshaping the role of the marketer. What changes: you move from executor to strategist, since your value lies in defining outcomes, not clicking buttons; prompt engineering becomes a core skill, since knowing how to clearly communicate goals to AI is essential; and automation is built on trust, so it’s best to start with oversight, then gradually increase autonomy as confidence grows. AI Agents and Playbooks in Search Atlas represent a shift from tool mastery to outcome mastery. By combining automation, structured workflows, and brand intelligence, marketers gain speed, accuracy, and strategic leverage, without sacrificing control. 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.

🏢 Brand Vaults: Creating and Managing Multiple Brand Intelligence Profiles

🏢 Overview Brand Vaults let you create, manage, and scale multiple brand intelligence profiles from a single workspace. Whether you're running multiple client domains or managing different business entities, this is where every brand begins. Instead of thinking in terms of "projects," Brand Vaults function as independent brand engines, each with its own structured data, AI configuration, and optimization layer. 📍 Where to Access Brand Vaults Inside the Search Atlas dashboard: Top-right corner → More Features icon (also shown as an Apps/grid icon, four squares) → Brand Vault. You'll land on the Brand Vaults dashboard, where all existing vaults are displayed. 📁 Brand Vaults Dashboard Overview This is the management layer, not the editing layer. Here you can view all Brand Vaults in Tile or List view, see Active vs. Archived vaults, search by brand name or domain, filter vaults, create a new Brand Vault, and archive existing ones. Each vault card shows the brand name, domain, status, section indicators (Business Info, Brand Voice, Locations, Knowledge Graph, Style Guide, Content Rules), an Open Vault button, and a three-dot menu with an Archive option. ➕ How to Create a New Brand Vault Click "Create Brand Vault" in the top-right, then fill in the two required fields: Brand Name and Website URL. When you click "Create & Start Processing," Search Atlas crawls the provided domain, extracts business-relevant data, automatically populates foundational Brand Vault sections, and generates an initial structured entity profile. This auto-scan significantly reduces manual setup time, you're not starting from zero. 🔍 What Happens After Creation? Once processing completes, the vault appears in your dashboard as Active, section indicators reflect detected data, and you can click "Open Vault" to enter the configuration environment. 🔓 What Does "Open Vault" Do? Clicking Open Vault takes you inside the individual Brand Vault configuration layer, where you'll see Vault, Business Information, Locations, Content, Knowledge Graph, and Style Guide. This is where editing, refinement, and optimization occur, the dashboard creates vaults, and the internal view configures them. 🗄️ Archiving a Brand Vault From the three-dot menu on any vault card, select Archive Brand Vault. Archiving removes it from the active list, preserves all data, does not delete the vault permanently, and allows later recovery from "View Archived." This is useful for client churn, brand consolidation, paused campaigns, and internal testing environments. 🧠 Understanding the Architecture Think of it as a workspace containing multiple Brand Vaults, each with its own individual vault and structured AI/SEO configuration. Each vault is independent: AI agents, automation systems, schema generation, and content rules operate within the boundaries of a specific vault, ensuring data isolation, brand consistency, scalable multi-client management, and clean automation logic. 🎯 When Should You Create Multiple Brand Vaults? Create separate vaults when managing multiple client domains, handling multi-location brands with distinct identities, running separate product lines, segmenting agencies under white-label structures, or operating different business entities. Do not merge distinct brands into one vault, each vault should represent one coherent brand identity. Brand Vaults are more than containers, they are structured intelligence environments. Every automation, AI suggestion, schema layer, and optimization decision begins here. As your agency expands, your Brand Vault architecture becomes the foundation that keeps everything aligned, automated, and intelligently connected. 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.

🔐 The Brand Vault: How Search Atlas Enables Accurate, Autonomous AI

The Brand Vault is a foundational technology within Search Atlas designed to give AI Agents a deep, accurate understanding of your business. By consolidating structured and unstructured data into a single semantic knowledge layer, the Brand Vault enables agents to generate content, make decisions, and execute workflows with confidence, without hallucinations or guesswork. 🏛️ What Is the Brand Vault? The Brand Vault acts as a semantic search engine built specifically for your business. Its role is to ensure that every AI-generated output is grounded in verified, business-specific facts. Instead of relying on generic AI knowledge, agents reference the Brand Vault as their single source of truth. 🧠 Why the Brand Vault Matters AI becomes dangerous when it lacks context. Without a reliable knowledge base, AI may invent services, misattribute locations, publish inaccurate claims, and damage brand trust. The Brand Vault solves this by anchoring every agent decision to verified data. 🔐 How the Brand Vault Prevents AI Hallucinations When generating content or executing workflows, AI Agents query the Brand Vault to answer questions such as what services the business actually offers, which locations support which services, what terminology matches the brand voice, and what facts are non-negotiable. This ensures SEO accuracy, brand consistency, and factual correctness, even at scale. 📚 What Data Feeds the Brand Vault The Brand Vault continuously trains itself using multiple data sources: website data (crawled and analyzed content from your site), user interactions (past conversations, instructions, and approvals), first-party data (Google Search Console, GA4, and connected analytics), and manual uploads (PDFs, SOPs, internal docs, and custom materials). Together, these create a living, evolving knowledge model of your business. 🌍 Real-World Example: Multi-Location Accuracy For businesses with multiple locations, accuracy is critical. The Brand Vault ensures that each location only advertises services it actually provides, local SEO content is factually correct, and agents don’t mix attributes across regions. This makes it especially powerful for healthcare, legal, enterprise, and regulated industries. 🚀 Enabling Fully Autonomous AI Agents The Brand Vault is what allows teams to confidently move from human-in-the-loop workflows to fully autonomous agent execution. Because agents can always validate facts against the Brand Vault, autonomy no longer means risk. The Brand Vault is the foundation of trustworthy AI in Search Atlas. By grounding AI Agents in verified business intelligence, it enables faster execution, higher accuracy, and true autonomy, without sacrificing control or brand integrity. Next step: pair the Brand Vault with AI Agents and Playbooks to unlock fully automated, accuracy-first marketing workflows. 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.

🛠️ End-to-End Technical SEO Fixes Using the Auto Agent

The Auto Agent lets you move beyond the slow, manual process of identifying, editing, and deploying on-page SEO fixes. Instead of reviewing reports and pushing changes by hand, you can execute technical SEO improvements end-to-end using Atlas Agent's execution engine, often in minutes. 🔍 Step 1: Initiating the Automated Audit Select the project you want to optimize and confirm that the Auto Agent is active for that project. Then start the chat with a basic prompt, no prompt engineering required. For example: Auto, show me title tag opportunities. Immediately after submission, the agent can expose its internal reasoning, showing how your natural language request is translated into a formal execution task. 📊 Step 2: Reviewing and Refining Recommendations The Auto Agent presents actionable recommendations in a structured table showing the current title tag, the recommended title tag, and the deployment status. You can instruct the agent to review and improve its own output, for example: Evaluate the quality of these title tag suggestions and present new ones if the old ones are not strong. The agent explains what it is changing and why, then presents revised recommendations, explicitly calling out what was improved compared to the previous version. 🚀 Step 3: Deployment Once recommendations are approved, deployment happens immediately. A command such as Proceed with pushing these new title tags to the pages results in the agent physically deploying approved changes to the live site, tasks that previously took days or weeks are completed in minutes. The agent confirms once updates have been successfully applied to the website. 🧩 Step 4: Executing a Full Onpage Playbook For broader optimization, the Auto Agent can run a complete Onpage Playbook, executing a comprehensive technical audit and automatically fixing priority issues across the site. The agent generates a detailed artifact outlining issues identified (title tags, meta descriptions, alt text, internal linking, and more), actions taken, and remaining optimization opportunities, along with the expected SEO impact. After completion, the system confirms that key elements have been optimized and deployed live. With the Auto Agent, technical SEO shifts from manual review and delayed execution to fast, controlled, and verifiable deployment, letting you fix issues faster, maintain strategic oversight, and scale optimization without scaling effort. 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.

🤖 How Quota Consumption Works with Agents in Search Atlas

One of the most common questions around agents in Search Atlas is how quota and credit consumption works when actions are triggered through AI. This article clarifies an important update: agents are no longer quota-free. Following Search Atlas's metered spending rollout, agent-driven work now consumes credits, in addition to the quota consumed by the underlying product that performs the work. 🧠 Agents Are Orchestrators, and Now Metered Too Agents in Search Atlas still act as orchestration layers: they interpret your request, identify the correct product to handle the task, and pass the instruction forward. Previously, agents themselves consumed no quota at all. That has changed: agent usage is now tracked and metered through a credit system, and requests can be blocked once your available credits are exhausted. 🛠️ Where Quota and Credits Are Consumed Quota is still consumed inside the product that performs the action, the same way it would be if you initiated the action manually from the platform. For example, if you ask an agent to generate an article, it is processed by Content Genius and Content quota is consumed there. In addition, the agent layer itself now consumes credits for the work it coordinates and the AI processing involved. 📊 What This Means for You Actions triggered through an agent are no longer guaranteed to behave identically, from a cost perspective, to the same action triggered directly from the dashboard, because agent-triggered work now also draws on your credit balance. If your credits run low, agent requests may be paused until your balance is available again. ✅ Key Takeaway - Products still consume their own quota for the work they perform - Agents now also consume credits for the coordination and AI processing they perform - Credit balances are tracked and enforced, so requests can be paused if credits run out If you have questions about your specific credit balance or a product's quota, refer to the relevant product documentation or your billing settings. 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.

🤖 Search Atlas Coworker — Frequently Asked Questions

🤖 Search Atlas Coworker — Frequently Asked Questions 🔌 Which apps can I connect to Coworker? Coworker currently supports 16 connectors across several categories: - Advertising: Meta Ads, Google Ads, TikTok Ads (coming back soon — the Connect button is temporarily unavailable), and OpenAI Ads (advertise in ChatGPT) - SEO: Google Search Console - Analytics: Google Analytics (GA4) - Communication: Slack - Developer Tools: GitLab, GitLab (Self-Managed), GitHub, Vercel - Web / CMS: Webflow, WordPress (self-hosted), WordPress.com - CRM: HubSpot - Custom: Custom MCP Server — point Coworker at your own MCP server to extend its reach Your Search Atlas tools — including Google Business Profile, OTTO, rank tracking, Website Studio, Digital PR, local SEO heatmaps, and AI/LLM visibility — connect automatically through your Search Atlas account. No separate connector step is needed for these. 🔍 Can Coworker connect to Notion, Jira, Asana, ClickUp, Figma, Gmail, or Stripe? None of these are native connectors today. If you run your own MCP server for any of these tools, you can point Coworker at it using the Custom MCP Server connector — that is the supported path for any tool not in the native catalog above. ⚠️ I see a Connect button for Amazon Ads, Microsoft Ads, or TikTok (non-ads). Can I use those? These connectors are not yet available. If you see a Connect button for them, that is a known display issue in the UI — the underlying integration has not been built yet. We'll update the app when these become available. ✅ Does Coworker ask for my approval before taking an action? Approval behavior is fully configurable by your admin. In the /coworker hub, approvals can be turned on or off per connector and per individual tool action — so some actions can run automatically while others require your sign-off first. You or your admin can always require approval for any specific connection or action. 💬 Where do I see approval confirmation cards? Approval cards render inside Slack and Microsoft Teams. If you are chatting with Coworker from a ClickUp channel, the visual approval card does not currently display there — this is a known limitation for ClickUp channel users only. 💬 Which chat channels can I use to talk to Coworker? Slack and Microsoft Teams are both fully supported. ClickUp is also a supported chat channel for conversations with Coworker, though approval cards are not yet rendered there (see above). 🔄 I connected an app but the hub still shows it as "Not Connected." What's wrong? This is a display refresh issue — your connection is almost certainly fine. Try refreshing the page or closing and re-opening the /coworker hub. The connection itself is intact even when the status badge is slow to update. 🚨 A connector shows "Needs Attention" but gives no details. What should I do? This is a known display limitation — Coworker doesn't yet surface a detailed reason in all cases. Start by trying to reconnect the app. If the message persists after reconnecting, contact support so we can investigate directly. ✏️ I asked Coworker to publish, send, or edit something, but nothing happened. Is that normal? Write and publish actions (editing a live page, sending a message, publishing content) do not complete successfully in 100% of cases yet — read operations like summaries and reports are solid. If an action didn't seem to take effect, verify directly in the target app and reach support if the change truly didn't go through. 📊 Can I trust the numbers Coworker reports, like keyword counts or ad spend? Coworker is a fast, convenient summary layer — it is generally accurate, but can occasionally over- or under-report on some integrations. For high-stakes financial or reporting decisions, always double-check the figures against the source report in the connected app. 💳 Does using Coworker cost extra credits per action? No. Coworker does not charge additional credits for the actions it takes. Usage is absorbed by your Search Atlas plan — there is no per-action billing. 🔒 Can Coworker see my teammates' private messages or channels? No. Coworker can only see your own connected accounts and the Slack or Teams channels it has been explicitly added to. It cannot access teammates' private DMs, channels it hasn't been invited to, or any message history that predates its access. 🔗 When I connect Webflow or WordPress.com, the page redirects to a pipedream.com URL. Is that safe? Yes — this is completely expected and intentional. The pipedream.com URL is part of the deliberate design of the connect flow for those integrations, not a bug or an unfinished page. It is safe to proceed through that page to complete your connection. 📣 Coworker isn't responding in my Slack Connect channel. Why not? Coworker cannot post or take actions in Slack Connect channels — channels shared between two separate companies or organizations. This is a Slack platform restriction, not a Search Atlas limitation. Use a regular channel within your own workspace, or send Coworker a direct message instead. ⏱️ Coworker went quiet mid-conversation and now it won't respond. What happened? If a conversation is inactive for around 5 minutes, the session can end silently without any disconnect notice. Simply @mention or message Coworker again to start a fresh session and pick up where you left off. 📎 Can I attach files like PDFs or spreadsheets for Coworker to read? Coworker can read and understand images (such as screenshots), but cannot yet process other file types like PDFs, Word documents, or spreadsheets. For now, paste the relevant text content directly into the chat instead of attaching those file types. 🗓️ My scheduled Routine didn't run at the time I set. Is something broken? Timezone-aware scheduling for Routines is still being rolled out, so a Routine may not always fire at the exact local time you configured. If precise timing matters for your use case, check when the Routine actually ran and adjust the scheduled time accordingly. 🎯 Coworker seems to stall when I give it a lot of tasks at once. How should I structure my requests? For the best results, give Coworker one goal per message. Asking it to do several unrelated things in a single message can cause it to stall rather than work through them one by one. 💱 Coworker is showing my ad spend in dollars, but my account bills in a different currency. Is that right? This is a known display limitation — Coworker can currently show amounts with a $ symbol even when your connected ad account bills in a different currency, such as COP. Always confirm the actual currency directly in the source platform before making any financial decisions. 🔀 Coworker's response came out garbled or weirdly formatted. What should I do? Very long responses can occasionally come out with formatting issues or garbled text. Just ask Coworker to redo the answer or make it shorter — that is usually enough to get a clean response. Still have a question? Start a chat with us — and type "human teammate" at any time to be connected with a real person on our support team.

📘 MCP Best Practices (Unified)

MCP is powerful because it connects natural language to real platform actions — but that also means every request can trigger real execution, quota usage, or external impact. This guide consolidates best practices across all MCP usage patterns to help you work efficiently, avoid errors, and maintain full control over your actions. 🧠 Core Principle 👉 MCP is most effective when you separate analysis from execution. - First: retrieve and analyze data (read-only) - Then: execute actions (work-producing) This reduces errors, prevents wasted credits, and improves outcomes. ⚙️ Step-by-Step: The Ideal MCP Workflow Step 1 — Start with Read-Only Actions Ask your assistant to retrieve data first. Examples: - “Show my SEO audit results” - “Check my backlinks” - “Show my GBP locations” 👉 These actions do NOT consume Search Atlas quota. Step 2 — Analyze Before Acting Review the data returned: - identify issues - compare performance - understand context 👉 This step ensures your next action is intentional and accurate. Step 3 — Ask for Recommendations Before executing, ask: - “What should I do next?” - “What are the best optimizations?” 👉 This helps avoid unnecessary or incorrect actions. Step 4 — Execute Actions Once ready, ask for execution: - “Apply fixes” - “Generate content” - “Create campaign” 👉 These actions consume quota because they produce work. Step 5 — Review Before Publishing or Submitting Before any external or irreversible action: - review content - validate data - confirm intent Step 6 — Approve Sensitive Actions If prompted: - review carefully - approve only if correct 👉 Required for: - spending actions - destructive actions - external integrations Step 7 — Monitor Results After execution: - review outputs - check performance - refine next steps 🔁 The Golden Workflow 👉 Read → Analyze → Recommend → Execute → Review This is the most reliable way to use MCP across all product areas. ⚖️ Managing Quota & Costs Understand When Quota Is Used 👉 Quota is charged when work is produced Examples: - generating content → consumes quota - running audits → consumes quota - viewing data → does NOT consume quota Step-by-Step: Avoid Unnecessary Usage Step 1 Ask: - “Will this consume credits?” Step 2 Check quota: - “Show my usage” Step 3 Proceed only if needed Best Practice 💡 Always validate before executing large or batch actions. 🔐 Managing Risk & Control Use Approval as a Safety Layer Approval exists to prevent: - unintended spending - destructive changes - irreversible actions 👉 Never approve blindly — always review first. Separate Preparation from Execution Instead of: ❌ “Create and publish content immediately” Use: ✅ “Create content” → review → “Publish content” Be Aware of External Impact Integration actions may: - publish publicly - trigger external systems - consume credits or HDC 🧠 Writing Better Prompts Be Specific Instead of: ❌ “Improve my SEO” Use: ✅ “Run a site audit and show top issues” Break Down Complex Tasks Instead of: ❌ “Do everything for my SEO” Use: 1. “Run audit” 2. “Show recommendations” 3. “Apply fixes” Iterate Refine based on results: - “Improve this section” - “Optimize further” ⚠️ Avoiding Common Mistakes Mistake 1 — Executing Without Reviewing Fix: Always analyze first Mistake 2 — Ignoring Quota Fix: Check usage before large actions Mistake 3 — Approving Without Reading Fix: Treat approval as a checkpoint Mistake 4 — Vague Requests Fix: Use clear, specific instructions Mistake 5 — Running Too Many Actions Quickly Fix: Space requests to avoid rate limits 🛠️ Efficiency Tips Use Read-Only for Exploration No quota cost Batch Thoughtfully Group related actions, but review before execution Use MCP Iteratively Work step-by-step instead of all at once Monitor Usage Regularly Avoid hitting limits mid-workflow 🔁 How This Applies Across All Product Areas These best practices apply to: - SEO (OTTO) - Content (Content Genius) - GBP (Local SEO) - PPC - PR & Social - AI Visibility (formerly LLM Visibility) - Integrations 👉 The workflow stays the same — only the tools change. 🧠 Key Takeaways - MCP is most powerful when used step-by-step - Separate analysis from execution - Quota is only used when work is produced - Approval protects high-impact actions - Clear prompts improve results MCP is designed to give you full control over Search Atlas through conversation. By following a structured workflow — starting with data, validating decisions, and executing intentionally — you can maximize efficiency, minimize errors, and confidently use the full power of the platform through your AI assistant.

🤖 What Can Search Atlas Coworker Do?

Search Atlas Coworker is your AI assistant inside Slack and Microsoft Teams. Instead of switching to the Search Atlas dashboard, you can ask Search Atlas Coworker questions and give it instructions directly from chat — and it uses your real Search Atlas data to respond. SEO & Digital Marketing Search Atlas Coworker has full access to your Search Atlas account and can help you with: - Keyword research — find keywords, check search volume, analyze keyword gaps - GSC performance — check rankings, impressions, clicks, and page performance - Site audits — run audits and get a summary of critical issues - OTTO suggestions — review and apply on-page SEO recommendations - Content grading — evaluate content against top-ranking pages - Local SEO & GBP — check local rankings, heatmaps, and Google Business Profile status - Backlinks & authority — check your link profile and find new opportunities - AI Visibility (formerly LLM Visibility) — see how AI search engines reference your brand - Google Ads & PPC — review campaign performance and get recommendations Connected Apps Connect your CRMs, analytics platforms, and other tools to Search Atlas Coworker via OAuth. Once connected, Search Atlas Coworker can query data and take actions in those apps without leaving Slack. See Connecting Third-Party Apps to Search Atlas Coworker for setup instructions. Automated Reports (Routines) Ask Search Atlas Coworker to set up recurring tasks — for example, posting a weekly GSC summary to your #seo-team channel every Monday morning. No dashboard visit required. See Setting Up Automated Reports with Search Atlas Coworker for details. Web Search & Image Analysis - Web search — Search Atlas Coworker can look up current information outside your Search Atlas data when needed - Image analysis — drop a screenshot into Slack and Search Atlas Coworker can interpret it and answer questions about it What Search Atlas Coworker Cannot Do - Modify your Search Atlas account settings or billing - Access Slack message history, member directories, or private channels it was not invited to - Take actions in connected apps without your approval (unless a workspace admin has pre-authorized specific actions)

🛠️ Managing Custom HTML Content with OTTO Agent

Use OTTO Agent to create, edit, validate, and preview custom HTML content directly in Search Atlas. Built-in markup validation catches errors before deployment and flags common security risks such as embedded scripts and event-handler attributes. 📋 What Custom HTML Support in OTTO Agent Does The Custom HTML feature in OTTO Agent lets you manage HTML content blocks without switching to a separate CMS or code editor. You can: - Create new HTML blocks and assign them to pages OTTO Agent manages. - Edit existing HTML content directly in the OTTO Agent interface. - Validate markup against Search Atlas HTML rules — which flag common security risks such as embedded <script> tags and on* event-handler attributes — before saving. - Preview the rendered output before deploying to your live site. This workflow applies to content OTTO Agent manages directly — it is separate from your CMS integration. 🚀 How to Create a Custom HTML Block in OTTO Agent 1. In Search Atlas, open OTTO Agent from the left navigation. 2. Select the site you want to work on. 3. Go to the Content tab and click Add Custom HTML. 4. Enter a Label to identify this HTML block. 5. Type or paste your HTML into the editor panel. 6. Click Validate to check your markup. Any errors appear inline with a plain-English description. 7. Once validation passes, click Preview to confirm the rendered output looks correct. 8. Click Save to store the block. OTTO Agent queues the block for deployment on the next sync cycle (typically within a few minutes). You can monitor deployment status in the OTTO Activity log. A green Saved confirmation banner appears when the block is stored successfully. ✏️ How to Edit an Existing Custom HTML Block in OTTO Agent 1. In Search Atlas, open OTTO Agent from the left navigation. 2. Select the site that contains the block you want to update. 3. Go to the Content tab. 4. Locate the HTML block by its Label in the list of saved blocks. 5. Click the block row or the Edit icon next to it to open the editor panel. 6. Modify your HTML in the editor panel. 7. Click Validate to confirm the updated markup passes all rules. 8. Click Preview to review the rendered output. 9. Click Save to apply your changes. OTTO Agent queues the updated block for deployment on the next sync cycle. OTTO Agent preserves previous versions each time you save, so earlier states remain accessible for reference. ✅ HTML Validation Rules in OTTO Agent OTTO Agent validates your HTML before allowing a save. The validator checks for: - Well-formed markup — all tags must be properly opened and closed. - Supported HTML5 elements — non-standard or deprecated elements are flagged. - No inline event handlers — attributes such as onclick, onload, and onerror are blocked. - No restricted resource tags — <script>, unauthorized <link>, and <iframe> elements are not permitted. When validation fails, the editor highlights the problem line and describes the issue. Fix the flagged line and click Validate again. The Save button remains disabled until every error is resolved. 👁️ How to Preview Custom HTML in OTTO Agent 1. With your HTML block open in the editor, click Preview. 2. A preview panel renders your HTML as it will appear on the page. 3. Review layout, text, links, and structure in the preview panel. 4. Close the preview panel to return to the editor and make further changes if needed. The preview renders your HTML block in isolation. Global site styles and fonts may look different from the live page — this is expected behavior and does not affect the deployed output. ⚠️ Script Injection Prevention and Blocked HTML Patterns OTTO Agent automatically blocks HTML patterns that introduce security risks. The following are flagged or stripped at validation: - <script> tags — all script blocks are rejected and will never be saved or deployed. - <iframe> embeds — inline frames loading external URLs are not permitted. - JavaScript protocol links — href="javascript:…" values are removed. - Inline event handler attributes — any on* attribute (e.g., onclick, onmouseover, onerror) is blocked. These rules run automatically on every validation. If a blocked pattern is detected, the validator flags the relevant line with a clear error message. Remove or replace the flagged element and click Validate again. No blocked content can reach your live site through OTTO Agent. 🔧 Known Issues and Recent Fixes Double HTML encoding on injected content — resolved. A previous bug caused OTTO injection to double-encode special characters, so symbols like & rendered as &amp; and ' rendered as &#39; on the live site. If your site previously displayed literal strings like &amp; or &#39; after enabling OTTO, this encoding bug has been resolved. Review any HTML blocks created before the fix and re-save them to trigger a clean render. 🎯 You can now create, validate, preview, and deploy custom HTML blocks through OTTO Agent safely and efficiently. To learn how OTTO Agent manages other on-page content types, see OTTO Agent Content Management Overview.

[UI Map] More Features

More Features Navigation path: More Features → Agency Hub → White Label Setup URL pattern: /agency-settings A guided multi-step wizard that allows agency users to configure their white-label dashboard by uploading a logo, defining brand colors, setting a favicon, naming their AI assistant, and reviewing setup status before launch. Primary actions: - White Label Setup - Settings - Site Analysis Lead Capture Widget - Affiliate Link - Join SEOTheory Community - Drop your logo here, or browse files - Select primary color - Select secondary color - Hide Preview - Login Page - Sign In - Back - Continue - Copy Agency ID - Explore Training Calls - Join with code - Leave - View badges - Global Leaderboard Challenge - Close banner - Keywords - Local SEO - GSC - Content - OTTO SEO - Authority - Smart Ads - Overall - Clear all entries - - Add Thumbnail Key UI elements: - Multi-step setup wizard (5 steps: Brand Identity, Domain & Login, Pricing & Fees, Client Management, Review & Launch) - Logo upload dropzone (PNG, JPG, SVG up to 5 MB) - Favicon upload dropzone (PNG, SVG up to 5 MB, transparent background required) - Brand color pickers (Primary and Secondary) - Color preview buttons (Primary Filled, Secondary Filled, Primary Outline, Secondary Outline) - AI Assistant Name input field - Live Preview panel with Login Page and logo preview - Setup Status checklist (DNS Configuration, SSL Certificate, Branding Applied) - Agency Hub navigation bar (White Label Setup, Settings, Site Analysis Lead Capture Widget, Affiliate Link, Join SEOTheory Community) - Training Sessions banner - Whitelabel Dashboard URL field - Agency ID display with copy button - Bulk URL input area - Notifications panel - Intercom live chat messenger - Global Leaderboard Challenge panel (Global, 814 members) - Challenge group label (CT CSM Team) - Leaderboard category filter buttons (Keywords, Local SEO, GSC, Content, OTTO SEO, Authority, Smart Ads, Overall) - Overall category description: Compete based on combined XP from all services - Ranked competitor list with XP scores and per-category XP breakdowns - Top 3 competitor highlighted rows (Todd Philie, Bryan Fikes, Justin Day) - +791 more competitors indicator - Your standing panel (rank #80, 9,887 XP, 48 XP to reach #79) - XP goal indicator (28,200 XP for Top 10) - Your metrics breakdown (Keywords 2,644 XP, Local SEO 5,524 XP, +5 more) - Achievements / badges section - 14 badges count button - Badge grid (Content Strategy Master, Top 3 Month, Top 10 Month, Top 3 Week, Top 10 Week, GSC Data Master, Domain Authority Builder, Keywords Master, Local SEO Dominator, OTTO SEO Pioneer, PPC Intelligence, XP Elite, XP Power User, XP Explorer) - Overall Metrics dialog (GSC 0, Content 1,326, OTTO SEO 77, Authority 185, Smart Ads 131) - Rankings footnote: Rankings reflect improvements across key performance signals. Better results earn XP and lift your position. Sub-pages - White Label Setup — Navigation path: More Features → Agency Hub → White Label Setup (URL: /agency-settings) — A guided multi-step wizard that allows agency users to configure their white-label dashboard by uploading a logo, defining brand colors, setting a favicon, naming their AI assistant, and reviewing setup status before launch. — Actions: White Label Setup, Settings, Site Analysis Lead Capture Widget, Affiliate Link, Join SEOTheory Community, Drop your logo here, or browse files, Select primary color, Select secondary color, Hide Preview, Login Page, Sign In, Back, Continue, Copy Agency ID, Explore Training Calls - Backlink Research — Navigation path: More Features → Backlinks → Backlink Research (URL: /research/backlink-researcher) — Allows users to analyze domain and page-level backlink metrics (DA, PA, linking domains, linking pages) for any website, URL, or subdomain to identify link-building opportunities. — Actions: Analyze, View, Explore Training Calls, Previous Page, Next Page - Article — Navigation path: More Features → Schema Creator → Article tab — Generate Article schema markup for news articles, blog postings, and general articles. — Actions: Clear all entries, + Add Thumbnail, Date published, Date modified, Copy Markup - Breadcrumb — Navigation path: More Features → Schema Creator → Breadcrumb tab — Generate Breadcrumb schema markup to display navigation breadcrumbs in search results. — Actions: Clear all entries, + Add Thumbnail, Date published, Date modified, Copy Markup - Event — Navigation path: More Features → Schema Creator → Event tab — Generate Event schema markup to display event details in search results. — Actions: Clear all entries, + Add Thumbnail, Date published, Date modified, Copy Markup - FAQ Page — Navigation path: More Features → Schema Creator → FAQ Page tab — Generate FAQ Page schema markup to display question-and-answer rich results in search. — Actions: Clear all entries, + Add Thumbnail, Date published, Date modified, Copy Markup - How To — Navigation path: More Features → Schema Creator → How To tab — Generate How-To schema markup to display step-by-step instructions as rich results in search. — Actions: Clear all entries, + Add Thumbnail, Date published, Date modified, Copy Markup - Job Posting — Navigation path: More Features → Schema Creator → Job Posting tab — Generate Job Posting schema markup to display job listings in Google's job search results. — Actions: Clear all entries, + Add Thumbnail, Date published, Date modified, Copy Markup - Local Business — Navigation path: More Features → Schema Creator → Local Business tab — Generate Local Business schema markup to display business information in local search results. — Actions: Clear all entries, + Add Thumbnail, Date published, Date modified, Copy Markup - Organization — Navigation path: More Features → Schema Creator → Organization tab — Generate Organization schema markup to define organizational identity and details for search engines. — Actions: Clear all entries, + Add Thumbnail, Date published, Date modified, Copy Markup - Person — Navigation path: More Features → Schema Creator → Person tab — Generate Person schema markup to define individual identity and biographical data for search engines. — Actions: Clear all entries, + Add Thumbnail, Date published, Date modified, Copy Markup - Product — Navigation path: More Features → Schema Creator → Product tab — Generate Product schema markup to display product details and reviews as rich results in search. — Actions: Clear all entries, + Add Thumbnail, Date published, Date modified, Copy Markup - Recipe — Navigation path: More Features → Schema Creator → Recipe tab — Generate Recipe schema markup to display recipe details, cooking times, and ratings as rich results. — Actions: Clear all entries, + Add Thumbnail, Date published, Date modified, Copy Markup - Video — Navigation path: More Features → Schema Creator → Video tab — Generate Video schema markup to display video content as rich results in Google search. — Actions: Clear all entries, + Add Thumbnail, Date published, Date modified, Copy Markup - Website — Navigation path: More Features → Schema Creator → Website tab — Generate Website schema markup to define sitewide structured data for search engines. — Actions: Clear all entries, + Add Thumbnail, Date published, Date modified, Copy Markup - Link Gap Analysis — Navigation path: More Features → Backlinks → Link Gap Analysis (URL: /research/backlink-gap-analysis) — Discover which domains and pages link to your competitors but not to you, so you can prioritize outreach and close your backlink gaps. — Actions: Analyze Links, Add another site, View, Open Link Gap actions, Explore Training Calls, Close banner - Compare Backlinks — Navigation path: More Features → Backlinks → Compare Backlinks (URL: /research/backlink-profile-analysis) — Compare your backlink profile with up to 6 competitors using metrics like DA, PA, total linking pages, and more. — Actions: Add another site, Analyze Links, View, Open Compare Backlinks actions Auto-generated by SA UI Mapper. Last updated: 2026-09-18.

🤖 Editing with the Atlas Agent

Atlas is your writing assistant inside the editor. Ask for changes in plain language, and it edits the article for you — grounded in your brand and applied instantly. To edit an article, tell Atlas what you want in the chat panel — "shorten the intro," "add a FAQ," "make it sound more like us" — and it rewrites the article and re-scores it automatically, with no manual save needed. 🤖 Meet Atlas Every article opens in the editor with Atlas docked on the left. Atlas is an agent: you describe the change you want, and it does the editing for you — rewriting sections, adjusting tone, adding images, fixing SEO issues, and more. You stay in control by asking, reviewing, and asking again. 💬 Asking Atlas to make a change 1. Type what you want — In the Atlas panel, describe the change in your own words — for example, "add a short conclusion with a call to action," or "rewrite the second section to focus on cost savings." 2. Atlas makes the edit — Atlas updates the article directly. The change appears in the editor and the quality score refreshes on its own. 3. Review and keep going — Read the result. If it's not quite right, ask again — "make it shorter," "undo that," or "try a friendlier tone." No save button needed. Atlas applies edits directly to your article and refreshes the editor for you. Your work is kept as you go. 🛠️ What Atlas can do Beyond free-form requests, Atlas can perform specific edits on demand: - Rewrite or replace a section, or a specific sentence or phrase - Add or replace images, including the hero image - Insert internal links to your other pages - Add a FAQ, conclusion, key takeaways, a list, or a table - Update the meta title, meta description, or target keywords - Change the article's language - Revert to an earlier version ✨ Refiners: one-click improvements The Refiners button sits in the editor's keyword bar. Refiners are ready-made improvements — click Apply on one and Atlas carries it out for you. Use them when you know the kind of polish you want but don't want to type a prompt. | Refiner | What it does | | --- | --- | | Generate Hero Image | Creates an on-brand hero image based on your title and topic. | | Generate FAQ | Adds a set of relevant, search-friendly questions and answers. | | Generate Conclusion | Writes a short closing section with a soft call to action. | | Takeaways | Adds a "Key Takeaways" summary block near the top. | | Humanize | Rewrites the article to sound more natural and on-brand, keeping your links intact. | | Generate List | Turns relevant content into a clean list (asks you first). | | Generate Table | Turns comparable information into a table (asks you first). | 📊 Article Insights and scoring Open the Article Insights panel to see your article's overall SEO score and a breakdown across dimensions like content hierarchy, factuality, authority, and accuracy. The Needs attention list shows specific issues, each with a Fix action that hands the task to Atlas. Made manual edits? Click Re-score article to refresh the score. The panel also has Topics, Structure, and Competitors tabs for deeper analysis. 🔎 Query Fan-out The Query Fan-out view maps your target keywords into the related questions and sub-topics searchers explore around them — grouped by the four search intents (informational, commercial, transactional, and navigational) and enriched with live keyword data — so you can spot angles your article should cover. Open it from the keyword bar next to Refiners. It's available for Content Genius articles that have at least one target keyword. 🏷️ Keeping your meta title SEO-friendly You can edit your meta title and description from the Metadata panel in the editor's top bar. When Content Genius generates or edits your metadata, it keeps the meta title around 60 characters — the length search engines typically show in results — so your titles stay readable in search. The meta description is kept to about 160 characters. The panel shows a live character counter and a Google-style preview. Aim for ~60 characters in your meta title. If you write your own, keep it concise so search engines don't cut it off in results. Content Genius automatically keeps generated titles in this range. ❓ Frequently Asked Questions Do I need to save my edits? No — you don't need to save. When Atlas edits your article, the changes are applied directly and the editor refreshes on its own. Will Atlas make up facts? Atlas is designed not to. It grounds new content in your Brand Vault and verified sources, and flags specifics like prices, percentages, phone numbers, and URLs that it can't confirm — so your article stays accurate. What if an edit removes too much of my article? Atlas guards against large, unintended deletions. If an edit would drop a big portion of a substantial article, it holds back and asks you to confirm before proceeding. Can I undo a change? Yes. Ask Atlas to revert to an earlier version, or ask it to undo the last change. Why don't I see the Refiners button? Refiners appear on editable Content Genius articles. They are not shown on publicly shared read-only pages, and they are not available on GoHighLevel (GHL) accounts. Next steps & related: Generating an Article · Using Brand Vault with Content Genius · Choosing a Language & Page Type

🔁 Automating Tasks with Routines

A Routine is a task you ask Atlas to run automatically on a schedule and post the result to Slack. You set it up once in plain language, and Atlas handles everything else. Use Routines to automate anything you currently do by hand on a schedule — daily keyword updates, weekly competitor summaries, hourly ad spend reports, brand monitoring, and more. There is no limit on the number of Routines you can create. ⚙️ Creating a Routine Describe the task and schedule in plain language. You don't need to configure anything in a separate panel — Atlas understands you. Examples: - "Every morning at 9am, search the web for the top AI news and post a summary here." - "Each Monday, pull a rank-tracking update for my top 10 keywords and send it to me in a DM." - "Every hour, post our Google Ads spend and conversion count to #paid-ads." - "Once, tomorrow at 3pm, summarize everything discussed in #product-team this week." - "Every weekday at 7am, check our site health score and DM me if it drops below 80." After you describe the Routine, Atlas shows you a confirmation summary — the task, the schedule, and where it will post results. Review it carefully before approving. Once you confirm, Atlas saves the Routine and runs it on schedule automatically, even when you're offline. 🗓️ Schedule Types | Type | How to say it | Examples | | --- | --- | --- | | Interval | "every X minutes / hours" | "every 30 minutes," "every 2 hours" | | Daily | "every day at [time]" | "every day at 9am," "daily at noon" | | Weekly | "every [day] at [time]" | "every Monday at 8am," "every Friday at 5pm" | | Weekdays only | "every weekday at [time]" | "every weekday at 7am" | | One-time | "once, on [date/time]" | "once, tomorrow at 3pm," "on Friday at 5pm" | 🌐 Timezone Atlas automatically uses your timezone — the timezone of the account that created the Routine. When you say "9am," Atlas schedules it for 9am in your local time. You do not need to specify a timezone. 📬 Where Results Are Delivered Results post to the channel or DM where you created the Routine, by default. You can specify a different destination in your request: - "...and post it to #marketing-updates" - "...send it to me in a DM" - "...post it here" (the channel you're messaging in) 👤 Personal vs. Workspace Routines Routines you create are Personal by default — only you can see and manage them. Workspace admins have visibility into all Routines across the workspace and can manage any of them from the Admin panel. 🛠️ Managing Your Routines All Routine management works in plain language — just tell Atlas what you want: | What you want to do | How to say it | | --- | --- | | See your active Routines | "List my routines" — Atlas shows name, schedule, and creator for each | | Pause a single Routine | "Pause my Monday keyword update routine" | | Pause all Routines | "Pause all routines" — stops all your active Routines immediately | | Resume a Routine | "Resume my keyword update routine" | | Edit an existing Routine | "Change my daily news summary to run at 8am instead of 9am" or "Update my Monday routine to also include Meta Ads data" | | Delete a Routine | "Delete my daily news summary routine" | You can also view and manage Routines from the Automations area of your Search Atlas dashboard. ⚠️ Known Limitation: Routine Fires More Than Once In rare cases, a Routine may fire more than once in a single scheduled window. If this happens: 1. Tell Atlas: "Pause all routines." 2. Delete the affected Routine. 3. Recreate it from scratch. If the problem repeats after recreating, contact support with a Slack thread link to the Routine's output. 💡 Tips for Reliable Routines 1. Be specific about the task. "Summarize our top 10 keyword rankings and flag any drops" is better than "do my SEO stuff." 2. One goal per Routine keeps results clean and easy to read. If you want two different reports, create two Routines. 3. Review Atlas's confirmation before approving — it shows you exactly what it understood about the task and schedule. 4. Use one-time Routines for ad-hoc tasks. If you need something done once at a specific time, say "once, on [date] at [time]" — Atlas won't repeat it. 5. Edit instead of delete and recreate. If you want to tweak a Routine's schedule or task, just ask Atlas to update it — you don't need to start over. Once a Routine is set up, it runs on its own — so the recurring work you used to do by hand happens automatically and lands right where your team already works in Slack. Start with one clear, single-goal Routine, review Atlas's confirmation before approving, and adjust it anytime in plain language. From there, you can build out as many Routines as you need to keep your reporting, monitoring, and updates running on schedule without lifting a finger.

How to Complete Your Brand Vault in Search Atlas

Your Brand Vault replaces the legacy Knowledge Graph and serves as the central source of truth powering OTTO, OTTO SEO, Smart Ads, Content Generation, structured data logic, and brand voice consistency across Search Atlas. This guide walks you through every tab and setting inside Brand Vault so your AI automation operates with maximum accuracy. How to Access Brand Vault Navigate to: Header 'More Features' menu (apps-grid icon, top-right) → Brand Vault 1. Business Information Go to the Business Information tab and complete the following fields: - Business Name - Website URL - Description - Phone & Email - Business Language - Employee Count - SERP / Competitor Location - Unique Value Proposition - Brand Perception - Revenue Model Why this matters: OTTO uses this data to generate schema, validate content claims, avoid hallucinations, and align recommendations to your real business model. Incomplete business data results in weaker automation logic. 2. Locations (If Applicable) Go to the Locations tab and: - Add each physical address - Mark the Main Location - Remove outdated addresses Why this matters: Location accuracy affects local SEO, schema generation, GBP alignment, and service-location validation. 3. Content Settings Go to the Content tab and configure: - Primary Language - Website Purpose - Search Intent - Tone of Voice - Narrative Perspective - Content Intent - Terms to Exclude - Internal Links - External Links Why this matters: These settings control how AI writes blog posts, landing pages, press releases, and ad copy. Without configuration, AI defaults to a generic tone. 4. Brand Voice Inside the Vault dashboard, select your Brand Voice profile: - Professional & Credible - Friendly & Conversational - Educational & Informative - Bold & Energetic - Luxury & Sophisticated - Creative & Expressive Use the Preview panel to validate output tone before saving. This ensures cross-channel consistency, enterprise-safe messaging, and brand alignment at scale. 5. Upload Sources (Optional but Powerful) Click the purple Add Sources button to upload: - Website crawl data - PDFs - SOPs - Internal documents - Brand guidelines The more data you feed your Vault, the smarter your AI becomes.

The Agent and Project Hub: Search Atlas's New Home Screen

With the launch of Search Atlas Brain, the Search Atlas interface has been completely redesigned around an agent-first, action-led philosophy. The new home screen, called the Agent and Project Hub, replaces the traditional dashboard view and puts execution at the center of your workflow. Accessing the Agent & Project Hub The Agent and Project Hub is the new default homepage for Search Atlas. Users who prefer the previous experience can switch to Classic (Home → Classic) by using the Agent Hub toggle in the top-left corner of the interface. Design Philosophy The Hub was designed to solve a common problem: marketers and agencies often spend more time hopping between tools and reports than actually executing work. The new home screen: - Serves as the central homepage for all Search Atlas activity - Eliminates fragmented workflows and tool-hopping - Encourages immediate action instead of passive reporting - Is designed for clear momentum and easy re-entry between sessions What You'll See on the Hub The Hub displays scrollable project tiles for every site in your portfolio. Each tile gives you an at-a-glance view of the project's health and active work. Per-Project Tile Information - Auto Score — Overall project health rating - Traffic snapshots — Recent organic and paid performance - Active local strategies — Local SEO campaigns in progress - Ad campaign structure and performance — Current PPC activity Four-Pillar Grades Each project is graded across the four pillars of digital marketing performance: - Authority — Backlink profile and domain strength - Content — Content quality, coverage, and freshness - Technical SEO — Site health and crawlability - User & behavior signals — Engagement and conversion indicators Access to Traditional Reports For users who still want to dig into traditional metrics, the Hub provides quick access to Portfolio Summary views and detailed reports. You get the speed of action-led navigation without losing access to the deep data Search Atlas is known for.

🧠 Finding Atlas Brain File Download Links

🔍 Overview When Atlas Brain, the Search Atlas AI Agent, references or generates a file during a conversation — such as a logo, image, or document — customers sometimes find it unclear where to access the actual download link. This article explains exactly where to look so you can retrieve any file Atlas Brain mentions. 💡 How Atlas Brain Shares Files Atlas Brain delivers files directly inside the chat conversation window. When a file is ready, Atlas Brain will display a download link or a clickable file reference inline within its response message. There is no separate downloads page or external storage location — everything stays within your active chat session. 📥 How to Find Your File Download Link 1. Open Atlas Brain: Navigate to the Atlas Brain chat interface inside your Search Atlas platform. 2. Locate the relevant message: Scroll through the conversation to the message where Atlas Brain confirmed the file was created or referenced. For example, if Atlas Brain mentioned a file called modern_heating_square_logo.svg, find the message where it was discussed. 3. Look for the inline link: The download link appears as a clickable link or button directly inside that message — it is not sent separately. It may appear as the file name itself (e.g., modern_heating_square_logo.svg) or as a labelled download button. 4. Click the link to download: Click the file name or download link to save the file to your device. Depending on your browser settings, the file will either download automatically or prompt you to choose a save location. ⚠️ If You Cannot Find the Link If you have scrolled through the conversation and cannot locate the download link, try the following: - Check your chat history: Past sessions are saved in the chat history sidebar. Click the session name where the file was generated to reopen it and search for the link. - Reload the page: Occasionally a page refresh restores links that did not render correctly on first load. - Re-request the file: In a new or existing chat message, ask Atlas Brain to regenerate or re-share the file. Atlas Brain can reproduce the output if given the same context or request. - Check your browser's download history: If you already clicked the link but are unsure where the file saved, check your browser's built-in download history (usually accessible via Ctrl+J on Windows or Cmd+Shift+J on Mac). 🛠️ Tips for Managing Atlas Brain Files - Download files promptly after Atlas Brain generates them — chat sessions may expire or be cleared over time. - Rename sessions using the chat history sidebar so you can easily find past conversations that contain important files. - If Atlas Brain is processing a large request, wait for a completion message before expecting the download link to appear. 🆘 Still 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. Additional Notes Navigate to the left sidebar and select Coworker (URL: /coworker). If browser opens file in a new tab instead of downloading, right-click the file and select Save As. Also: link may blend into surrounding text and is easy to overlook as a subtle hyperlink — hover cursor over file name text to check if clickable.

📘 Understanding Hub, Playbooks, and Activity Views in Search Atlas

The Agentic Homepage in Search Atlas is organized into three primary views — Hub, Playbooks, and Activity — each designed for a specific stage of your SEO workflow. Together, they help you decide what to do, execute repeatable strategies, and maintain transparency over everything that has been done. 🧠 Hub — The Real-Time Decision Layer The Hub is the default view of the Agentic Homepage and acts as your real-time decision layer. It is where you decide what to do next, guided by the system's awareness of: - Site health - Authority gaps - Content velocity - Local presence The Hub surfaces: - Immediate actions based on the current state of your project - Quick-run Playbooks for fast execution - Suggested workflows tailored to your strategy - Strategic prompts to spark new initiatives 📘 Playbooks — Repeatable Execution Engines The Playbooks tab functions as a library of automated workflows that can be reused across projects. It is a dedicated space to: - Browse all available Playbooks - Filter by strategy area (Authority, Content, Technical SEO, etc.) - Create custom Playbooks - Review active Playbooks currently running Each Playbook clearly communicates: - What it does — the outcome you can expect - How automated it is — the level of AI involvement - How much user involvement is required — so you can plan accordingly 📊 Activity — Transparency and Accountability The Activity view creates a full execution audit trail, allowing teams to understand what was done, when, and why. This is especially critical for agency workflows and internal reporting. It provides a chronological record of: - Past conversations with agents - Completed tasks - Generated artifacts (reports, audits, deployments) - Shareable conversation history From here, users can reopen prior chats, review execution details, or share conversations with teammates via secure links — making collaboration and accountability seamless. Choosing the Right View Use the Hub when you need direction and recommendations, switch to Playbooks when you're ready to execute proven workflows, and rely on Activity to track progress and share results with stakeholders.

[UI Map] Coworker

Coworker Navigation path: Left sidebar → Coworker URL pattern: /coworker The Coworker AI assistant hub where users manage their workspace AI agent, including connectors, golden loops, channels, members, teams, and workspace settings. Primary actions: - Explore Training Calls - Close banner - Refresh setup status - Open #agent-app-noexternal - Switch workspace Key UI elements: - Setup status banner ('Coworker is fully set up') - Workspace switcher (Switch workspace button) - Overview tab with setup completion summary - Connectors count card (14) - Golden Loops count card (1) - Channels count card (13) - Manage connectors link - Manage loops link - Manage channels link - Notifications button with badge (15) - Training Calls banner - Coworker sub-navigation tabs (Overview, Connectors, Golden Loops, Channels, Members, Teams, Settings) Sub-pages - Overview — Navigation path: Left sidebar → Coworker → Overview — Shows the setup status of Coworker for the workspace and provides quick access to key stats like connectors, golden loops, and channels. — Actions: Refresh setup status, Open #agent-app-noexternal - Connectors — Navigation path: Left sidebar → Coworker → Connectors — Manage the integrations and data connectors linked to the Coworker AI agent for the workspace. - Golden Loops — Navigation path: Left sidebar → Coworker → Golden Loops — Manage automated Golden Loop workflows that Coworker runs across the workspace. - Channels — Navigation path: Left sidebar → Coworker → Channels — Manage the communication channels connected to Coworker for the workspace. - Members — Navigation path: Left sidebar → Coworker → Members — Manage workspace members and control who can interact with or is blocked from the Coworker agent. - Teams — Navigation path: Left sidebar → Coworker → Teams — Manage teams within the workspace for organizing Coworker access and collaboration. - Settings — Navigation path: Left sidebar → Coworker → Settings — Configure workspace-specific settings for Coworker including access mode, behavior, and workspace management. — Actions: Automatic, Invite-only, Remove workspace Auto-generated by SA UI Mapper. Last updated: 2026-09-18.

☁️ Cloud Stacks Inside OTTO vs Standalone

🔍 Overview Search Atlas gives you two ways to create a Cloud Stack: directly inside OTTO SEO, or independently through the Authority → Cloud Stacks section. These two methods are not interchangeable. Each serves a different purpose, and understanding the distinction will help you get the most out of your Cloud Stack and avoid a common point of confusion — an empty Knowledge Graph. ☁️ What Is a Cloud Stack? A Cloud Stack is a network of authoritative web properties (Google Sites, cloud documents, social profiles, and more) built to strengthen your domain's authority signals. When connected to a Knowledge Graph, the Cloud Stack inherits structured entity data about your business, making the authority signals far more relevant and powerful. ⚙️ Method 1: Creating a Cloud Stack Inside OTTO When you create a Cloud Stack from within OTTO SEO, it is automatically tied to the OTTO project for that domain. Here is how to do it: 1. Go to OTTO SEO → All Sites (SEO Automation) in the left sidebar (or navigate to /seo-automation-v3). 2. Open the relevant OTTO project for your domain. 3. Locate the Cloud Stack task card inside OTTO and follow the on-screen prompts to generate your Cloud Stack. Because OTTO already holds your project's configuration, the Cloud Stack created this way is linked to that project context. However, it is important to understand that the Knowledge Graph connected here is scoped to OTTO's own Knowledge Graph for that project — not your full, standalone Knowledge Graph profile. If you have built out a rich Knowledge Graph profile separately, that data will not automatically flow into the OTTO-scoped Cloud Stack. 🛠️ Method 2: Creating a Standalone Cloud Stack You can also create a Cloud Stack independently, without going through OTTO: 1. Click Authority in the left sidebar. 2. Select Cloud Stacks from the sub-menu. 3. Click the button to create a new Cloud Stack and complete the setup form. A standalone Cloud Stack gives you direct control and allows you to associate it with your complete Knowledge Graph profile. This is the recommended path when you want the Cloud Stack to reflect the full set of entity information you have already built. 💡 Why Does the Cloud Stack Knowledge Graph Appear Empty? This is the most common question customers ask about Cloud Stacks. Here is what causes it and how to resolve it: - OTTO uses its own scoped Knowledge Graph. When a Cloud Stack is generated inside OTTO, it pulls entity data from OTTO's internal Knowledge Graph for that project. If you have not populated that specific Knowledge Graph inside OTTO, the Cloud Stack will have little or no entity data to work with — even if your main Knowledge Graph profile is fully built out elsewhere. - Standalone Cloud Stacks are not automatically linked. Creating a Cloud Stack through Authority → Cloud Stacks does not automatically import your existing Knowledge Graph. You need to actively associate your Knowledge Graph during or after setup to populate the entity fields. - The fix: populate or link the correct Knowledge Graph. If you are working inside OTTO, fill in the Knowledge Graph fields within the OTTO project before generating the Cloud Stack. If you are working standalone, ensure you select and connect your complete Knowledge Graph profile during the Cloud Stack creation process. ✅ Which Method Should You Use? - Use OTTO → Cloud Stack when you want a streamlined, project-managed workflow and are happy to populate entity data directly inside OTTO. - Use Authority → Cloud Stacks (standalone) when you want to leverage a fully built Knowledge Graph profile and have more direct control over the Cloud Stack configuration. Both methods produce a functional Cloud Stack — the key is making sure the right Knowledge Graph data is connected before the stack is built, so the authority signals are as relevant and complete as possible. 💬 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.

🗺️ Complete Search Atlas Platform Training Guide

🎯 Overview This article walks you through four core workflows in Search Atlas: running a site audit, generating keyword suggestions, configuring client reporting, and booking a personalized success manager session. Follow each section in order or jump to the one you need. 🔍 How to Run a Site Audit A site audit scans your client's website for technical SEO issues and gives you a prioritized list of fixes. 1. In the left sidebar, go to OTTO SEO → Site Audit. 2. Select the project you want to audit, or create a new one by clicking Create Project on the Home page. 3. Click Start Audit and confirm the domain URL. 4. Once the crawl completes, review the issues grouped by severity: Critical, Warnings, and Notices. 5. Click any issue category to see affected pages and recommended fixes. For deeper automation, connect OTTO to your project. OTTO will surface prioritized recommendations and can apply certain fixes directly. Look for the Activate OTTO button inside your project dashboard. 💡 How to Get Keyword Suggestions Search Atlas offers several keyword research tools under Site Metrics → Site Explorer. Use them together to build a complete keyword strategy for your clients. Keyword Magic Tool 1. In the left sidebar, click Keywords, then select Keyword Magic. 2. Enter a seed keyword and choose the target country. 3. Click Search to generate a list of related keywords with volume, difficulty, and CPC data. 4. Use the filters to narrow results by search volume range, keyword difficulty, or word count. 5. Select keywords you want to track and click Add to Rank Tracker or Export to download the list. Keyword Gap Tool 1. In the left sidebar, click Keywords, then select Keyword Gap. 2. Enter your client's domain and up to four competitor domains. 3. Click Analyze Keywords to see keywords competitors rank for that your client does not. 4. Filter by opportunity type — Missing (client has no ranking) or Weak (client ranks lower than competitors). 5. Add high-value gap keywords directly to your Rank Tracker for ongoing monitoring. Rank Tracker 1. In the left sidebar, click Keywords, then select Rank Tracker. 2. Add your target keywords manually or import them from Keyword Magic or Keyword Gap. 3. Set your tracking frequency and target location. 4. Review position changes, SERP features, and trend graphs from your Rank Tracker dashboard. 📊 How to Set Up and Configure Reporting Search Atlas lets you build branded, automated reports to share progress with clients. 1. In the left sidebar, navigate to the Reports section. 2. Click Create Report and select a template or start from scratch. 3. Choose the data modules you want to include — site audit scores, keyword rankings, traffic trends, backlink summaries, and more. 4. Upload your agency logo and set your brand colors under Branding Settings to white-label the report. 5. Connect the client's Google Search Console or Google Analytics account if you want to pull live traffic data into the report. 6. Set a delivery schedule — choose Weekly or Monthly and enter the recipient email addresses. 7. Click Save and Activate. Reports will generate and send automatically on your chosen schedule. You can also generate a one-off report at any time by opening a saved report template and clicking Download PDF or Send Now. 📅 How to Book a Success Manager Walkthrough Search Atlas offers personalized one-on-one sessions with a success manager. These sessions are designed to walk you through the platform for your specific use case — whether you are onboarding new clients, scaling your agency workflow, or exploring advanced features. To request a session: 1. Open the chat widget in the bottom-right corner of the platform. 2. Type success manager walkthrough or onboarding call in the chat. 3. A team member will confirm availability and send you a calendar link to book a time that works for you. During your session, your success manager can cover any combination of the topics in this article plus advanced topics such as OTTO configuration, Local SEO setup, white-label reporting, and multi-client account management. Come with a list of questions to make the most of your time. 🏢 Using Search Atlas for Client Management Here are a few best practices to get the most out of Search Atlas for your clients: - Create a separate project per client so audits, keyword sets, and reports stay organized and do not overlap. - Use Keyword Gap weekly to spot new ranking opportunities as the competitive landscape shifts. - Schedule monthly automated reports so clients receive consistent progress updates without manual effort on your part. - Connect Google Search Console to each project for accurate traffic and impression data inside your reports. - Activate OTTO on active client projects to get continuous technical SEO recommendations without running manual audits every time. 🆘 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.

Connect Search Atlas Coworker to Slack

What the "Admin Needs to Set Up Atlas" Message Means If you open the Search Atlas Coworker app in Slack and see a message that an admin needs to set it up, the app has not been installed and authenticated for your Slack workspace yet. You do not need an invitation from the Search Atlas dashboard to use it. Step 1: Install the App for Your Workspace (Admin, Once) A Slack workspace admin (or whoever installs apps in your workspace) installs and authenticates the Search Atlas Coworker app once for the whole workspace. Until that is done, nobody in the workspace can use it. For the exact installation steps, see the Search Atlas Coworker installation guide. Step 2: Sign In With Your Own Search Atlas Account (Every User) After the workspace is set up, each person connects their own Search Atlas account: 1. In the main Slack message box, type /atlas-login. 2. Click the Sign in to Search Atlas button that appears (only you can see it). 3. Sign in with your Search Atlas account. No admin invitation is needed for this step. Search Atlas Coworker Slack Commands Type these in the main Slack message box, not as a thread reply: - /atlas-login — shows a Sign in to Search Atlas button so you can sign in or switch accounts. - /atlas-status — shows whether Atlas is set up for your workspace and whether you are signed in, with a button to sign in or reconnect if needed. - /atlas-logout — signs you out of Search Atlas and disconnects your personal connected tools. - /atlas-new-session — starts a fresh conversation in the current channel or thread, clearing what Atlas remembers from it. - /atlas-help — lists the available commands. Common Mistakes to Avoid - Typing a command inside a thread. Slack only runs slash commands from the main message box. - Reinstalling the app to fix a sign-in problem. If the workspace is already set up, run /atlas-login again instead. - Waiting for a dashboard invite. Once the workspace is set up, /atlas-login is all you need. 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.

[UI Map] Home

Home Navigation path: Left sidebar → Home URL pattern: /home The Agent Hub home page gives users a personalized SEO command center with AI-driven playbook recommendations, an Atlas Agent chat interface, and a paginated portfolio summary showing trending, stable, and declining sites across all active projects. Primary actions: - Explore Training Calls - Browse all playbooks - Submit - Refresh data - Create a Project - Launch Atlas Agent - Create OTTO Project - Local → GBP Projects (Connect GBP Account) - Create Campaign - Site Audit - Refresh Data - View details for [domain] - Create a project in OTTO Key UI elements: - Atlas Agent chat prompt input with suggested prompt ('Fix the biggest SEO issues on my site') - Recommended Playbooks section with Atlas, On-Page SEO, and AI Visibility playbook cards - Portfolio Summary section with Trending Up / Stable / Down tabs and domain list - Active Projects list (143 total, paginated, 5 per page) - Per-project cards showing OTTO Score, Search Analytics, Local (GBP), and Smart Ads status - Portfolio reporting period selector (Last 7 / 30 / 90 / 180 days) - Priority/Action insight banners per project card - Pagination navigation (29 pages total) - Classic / Agent Hub view toggle buttons - Notification banner for Live Workshops & Training Sessions - Search bar for tools, keywords, domains - Sort projects combobox (Starred first) - Search active projects text input - OTTO Score display with Issues Found, Pending Deployments, Resolved Issues Auto-generated by SA UI Mapper. Last updated: 2026-09-18.

⏰ Setting Up Automated Reports with Search Atlas Coworker (Routines)

Routines let you schedule recurring reports and tasks that Search Atlas Coworker runs automatically and posts to a Slack channel or DM on your chosen schedule — no manual check-ins required. What You Can Automate - Weekly GSC performance summaries posted to your team channel - Daily ranking changes for your top keywords - Monthly site audit reports - Scheduled alerts when specific metrics change significantly - Any recurring request you would otherwise send Search Atlas Coworker manually How to Create a Routine Just describe what you want in plain language. Examples: - "Every Monday at 9am, post a summary of last week's GSC performance to #seo-team." - "Every day at 8am, send me the top 10 ranking changes for my tracked keywords." - "On the first of each month, run a site audit and post the critical issues to #website." Search Atlas Coworker will confirm the details of the routine and show you an approval card summarizing what it will do, when, and where it will post the results. Reviewing and Approving the Routine The approval card shows: - The task Search Atlas Coworker will perform - The schedule (frequency, time, and timezone) - The Slack channel or DM where results will be posted Click Approve to activate the routine. The first run will happen at the next scheduled time. Managing Existing Routines You can manage your routines at any time by asking Search Atlas Coworker: - "Show me my active routines." — lists all running automations - "Pause my weekly GSC report." — suspends a routine without deleting it - "Delete my daily ranking report." — permanently removes the routine - "Change my Monday GSC report to Fridays at 5pm." — updates the schedule Timezone Search Atlas Coworker uses the timezone of your Slack workspace by default. You can specify a different timezone when creating a routine: "Every Monday at 9am New York time."

📊 Search Atlas Coworker Quota & Usage Limits

This article explains how Search Atlas Coworker usage counts against your Search Atlas plan quota and what to expect when limits are reached. Does Search Atlas Coworker Use My Search Atlas Quota? Yes — requests that involve Search Atlas data (keyword research, site audits, GSC queries, etc.) count against the same quota as equivalent actions performed in the Search Atlas dashboard. Using Search Atlas Coworker does not give you additional quota on top of your plan. What Counts as a Request - Data lookups (rankings, GSC performance, keyword data) — counted the same as dashboard usage - Site audits — counted as an audit run, same as triggering one from the dashboard - OTTO recommendations — applying a recommendation via Search Atlas Coworker counts the same as applying it from the dashboard - Connector actions (actions in third-party apps) — do not consume Search Atlas quota; they use the connected app's own limits - Routine runs — each scheduled routine execution counts the same as the equivalent manual request What Does Not Count Against Quota - Conversational messages that do not query Search Atlas data (greetings, help questions, explaining capabilities) - Web search results - Image analysis What Happens When Quota Runs Out If your plan quota is exhausted, Search Atlas Coworker will inform you in Slack when you make a request that would exceed it. Active routines that require quota-consuming actions will be paused automatically and will resume at the start of your next billing cycle when quota resets. Checking Your Remaining Quota Ask Search Atlas Coworker: "How much of my quota have I used this month?" for a real-time usage summary, or check your avatar → Billing → Plans & Top-ups page in the Search Atlas dashboard. Upgrading Your Plan If you consistently hit quota limits through Search Atlas Coworker usage, consider upgrading your Search Atlas plan. Contact support or visit the top-right corner (avatar) → Billing → Plans & Top-ups tab (Billing) for available options.

🚀 Understanding Bulk Deployment Limits and Autopilot Batching

🔍 Overview Search Atlas processes deployment tasks — such as applying SEO improvements across multiple pages — in controlled batches. If you have tried to deploy more than 100 improvements at once, you may have noticed the platform limits your selection. This article explains why that limit exists, how Autopilot handles large queues automatically, and what you can do to work efficiently within the current system. ⚙️ Why There Is a 100-Deployment Limit The 100-deployment cap per batch is a deliberate safeguard, not a restriction on your total output. Here is why it matters: - System stability: Processing hundreds of deployments simultaneously can overwhelm background task queues, causing jobs to time out, duplicate, or fail silently. The batch limit prevents these cascading failures. - Rate-limit protection: Each deployment triggers publishing actions that are subject to platform-level rate limits. Sending too many at once can saturate those limits and delay all your active projects, not just the current one. - Reliable execution: Smaller, controlled batches complete predictably. You get accurate status updates and can catch errors before they multiply across hundreds of pages. In short, the limit exists to ensure every deployment you submit actually succeeds — rather than allowing a large batch to partially fail with no clear feedback. 📊 How Autopilot Handles Large Queues If you are managing a high volume of pages, Autopilot is designed to work through your queue automatically without requiring you to manually submit batch after batch. Here is how it works: 1. Autopilot detects pages that are ready for improvement and queues them internally. 2. It submits deployments in sequential batches, respecting system rate limits at each step. 3. Once one batch completes successfully, the next batch is triggered automatically. 4. You do not need to stay logged in or monitor the process — Autopilot runs in the background. This means that even if you have 500 pages to optimize, Autopilot will work through them in orderly groups, typically in batches of up to 100, until the full queue is processed. 🛠️ How to Deploy Improvements in Batches Manually If you prefer manual control or need to deploy improvements outside of Autopilot, follow these steps: 1. Go to Left sidebar → OTTO SEO → All Sites (SEO Automation) (URL: /seo-automation-v3). 2. Select up to 100 pages using the checkboxes in the page list. 3. Click the deployment action to apply your selected improvements. 4. Wait for the batch to complete and confirm the status updates correctly. 5. Repeat the selection process for the next group of up to 100 pages. While this requires a few extra steps for large sites, it gives you precise control over which pages are updated and in what order. 💡 Tips for Working Efficiently at Scale - Use Autopilot for large sites: If you consistently need to deploy across hundreds of pages, enabling Autopilot removes the need for manual batching entirely. - Prioritize high-impact pages first: When deploying manually, filter or sort pages by traffic or ranking opportunity so your first batch targets the most valuable URLs. - Check active deployment status: Before starting a new batch, verify previous deployments have completed. Look for the Active count on the OTTO SEO → All Sites (SEO Automation) page (shown as Active 20 in the toolbar) to see tasks still in progress. - Avoid overlapping batches: Submitting a new batch while a previous one is still processing can slow both down. Allow each batch to finish before selecting the next group. ❓ Frequently Asked Questions - Can the 100-deployment limit be increased for my account? The limit is applied at the infrastructure level to protect all users on the platform. There is no account-level override available at this time. Autopilot is the recommended solution for large-scale deployments. - Will Autopilot skip pages if the queue is very large? No. Autopilot queues all eligible pages and works through them sequentially. Pages are not skipped — they are processed in the order they are queued. - What happens if a batch partially fails? Failed deployments are flagged individually so you can review and resubmit only the affected pages, without reprocessing the entire batch. 🙋 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. Additional Notes If improvements remain pending and are not being picked up in subsequent runs, contact support — provide your project name, the number of improvements pending, and the date and time of the last deployment run so the team can investigate your project's queue and batch configuration directly.

🧭 Navigating the Search Atlas Agentic Homepage

🏠 What Is the Agentic Homepage? The Search Atlas Agentic Homepage is your central hub for managing SEO tasks, monitoring site performance, and accessing all platform tools. If the new layout feels unfamiliar, this guide will walk you through every key section so you can get up and running quickly. 🗺️ Understanding the Overall Layout The homepage is divided into two main areas: - Left Sidebar: Your primary navigation panel. This is where you switch between all major platform sections. - Main Content Area: Displays contextual information, recommendations, and task queues based on the section you have selected. Everything you need is accessible directly from the left sidebar — no need to dig through menus or subpages to get started. 📊 Navigating Site Metrics To access site-level SEO data, go to Left sidebar → Site Metrics. From there you can explore three key sub-sections: - Keyword Magic: Left sidebar → Keywords → Keyword Magic — Research and discover new keyword opportunities for your site. - Rank Tracker: Left sidebar → Keywords → Rank Tracker (Keyword Rank Tracker) — Monitor how your target keywords are ranking over time. - Keyword Gap: Left sidebar → Site Metrics → Keyword Gap — Compare your keyword coverage against competitors to find missing opportunities. 📍 Navigating Local SEO Tools To manage your local presence, go to Left sidebar → Local. This section contains everything you need to manage Google Business Profile performance and local visibility: - Overview: Left sidebar → Local → Overview — A summary of your local SEO performance. - Media Library: Left sidebar → Local → Media Library — Upload and manage photos and videos for your GBP listings. - My Tasks: Left sidebar → Local → My Tasks — View and act on recommended local SEO tasks. - Posts: Left sidebar → Local → Posts — Create and schedule Google Business Profile posts. - Reviews: Left sidebar → Local → Reviews — Monitor and respond to customer reviews. - Local Citations: Left sidebar → Local → Local Citations — Manage your business listings across directories. ✅ What Should I Work on First? If you are unsure where to start, follow this simple priority order: 1. Check the Homepage Hub — The Agentic Homepage surfaces active recommendations and pending tasks tailored to your connected sites. Review these first. 2. Review Site Metrics — Head to Left sidebar → Site Metrics to understand your current keyword rankings and identify gaps. 3. Action Local Tasks — If you manage local clients or locations, visit Left sidebar → Local → My Tasks for a prioritised to-do list. 4. Connect Your Data Sources — If you have not connected Google Search Console, Google Analytics, or other integrations, completing these connections will unlock richer recommendations across the platform. 📱 Mobile Access The Search Atlas platform is accessible on mobile devices. The layout adapts to smaller screens, so the left sidebar may collapse into a menu icon at the top of the screen. Tap it to expand navigation and access all sections as normal. 💡 Tips for Getting the Most from the New Layout - Use the left sidebar as your primary compass — every tool is reachable from there. - The Agentic Homepage updates dynamically based on your connected projects, so the more sites and integrations you add, the more personalised your recommendations become. - If a section appears empty, it may mean you have not yet connected a site or completed the initial setup for that tool. 🛠️ 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. Additional Notes Candidate includes URL path hints: Site Metrics → /site-explorer/list, Local → /gbp-galactic/gbp-projects. Also notes: 'If the left sidebar is not visible, try widening your browser window or scrolling to the far left of the screen.'

🗺️ How to Navigate to Playbooks in Search Atlas

This article helps you find the Playbooks feature inside Search Atlas when the standard navigation steps are not leading you to the right screen. If you have clicked the Atlas Agent icon or explored the CoWork area without seeing a Playbooks option, the steps below clarify the correct path and what to look for once you arrive. 🔍 Common Causes of Confusion - Atlas Agent vs. Playbooks: Atlas Agent is accessed from the left sidebar by clicking Home (Ask Atlas Ag / Agent Hub) and opens a different tool. Playbooks is a separate section and is not nested inside the Atlas Agent panel. - CoWork area: CoWork contains collaboration features but does not host Playbooks directly. If you are browsing CoWork and not finding Playbooks, you are likely in the wrong section. - Advertiser vs. Publisher context: Playbooks may display differently depending on whether your account is set to an advertiser or publisher role. Confirm which role applies to your account before searching for the feature. 🛠️ Step-by-Step 1. Log in to your Search Atlas account and make sure you are on the main platform dashboard — not inside a specific tool panel like Atlas Agent. 2. Close or dismiss the Atlas Agent panel if it is open, as Playbooks is accessed from a different area of the platform. 3. From the Home page (Hi, CSM. What will we get done today?), locate Recommended Playbooks to access the Playbooks feature. 4. If your account has both advertiser and publisher roles available, switch between them using the role or account toggle in your settings and check whether Playbooks becomes visible under each role. 5. If you still do not see Playbooks after checking across navigation sections and roles, it is possible the feature is not yet enabled for your account tier — proceed to the confirmation step below to rule this out. ✅ How to Confirm It Worked - You will know you have reached Playbooks when the page heading or section title clearly reads Playbooks and you can see a list of existing playbooks or an option to create a new one. - If you can view, edit, or create a playbook without being redirected or shown an access error, the feature is active and accessible on your account. - If you land on a page that mentions Publication Media or an external domain rather than remaining inside the Search Atlas platform, you may have followed an outdated link — navigate back to the main platform and use the in-app navigation instead of external URLs. 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. Additional Notes Navigate to Home → Agent Hub (Recommended Playbooks section) to find Playbooks.

🛡️ Managing Search Atlas Coworker Permissions (for Workspace Admins)

Workspace admins have additional controls over how Search Atlas Coworker behaves across your Slack workspace. This article covers what admins can configure and how. What Admins Can Control - Which Slack channels Search Atlas Coworker is allowed to post in - Whether connector actions require per-request approval or are pre-authorized - Revoking Search Atlas Coworker access for specific users or across the entire workspace - Managing Search Atlas Coworker access for teams with multiple Search Atlas sub-accounts Channel Permissions By default, Search Atlas Coworker can only post in channels it has been explicitly invited to. To add or remove Search Atlas Coworker from a channel: - Add: invite Search Atlas Coworker to the channel using /invite @Search Atlas Coworker - Remove: remove Search Atlas Coworker from the channel using /remove @Search Atlas Coworker or via the channel's member settings Pre-Authorizing Connector Actions Search Atlas Coworker can act in connected apps automatically or require user approval — depending on workspace settings. The default behavior is controlled by the Run connector actions without asking toggle in Workspace Settings (in the Search Atlas Coworker dashboard or in Slack under Apps → Atlas Agent → Home → Workspace Settings). As a workspace admin, you can also require approval for specific tools per connector — or grant always-allowed status for trusted tools. To configure pre-authorized actions, contact Search Atlas support or access the Search Atlas Coworker settings from the left sidebar → Coworker → Settings. Revoking Access for a User If a team member leaves or you need to revoke their Search Atlas Coworker access: 1. In the Search Atlas admin panel, go to Team > Users. 2. Select the user and click Revoke Search Atlas Coworker Access. 3. The user's Search Atlas connection and any connected apps they authorized will be disconnected immediately. Their routines will be paused. Revoking Workspace-Wide Access To remove Search Atlas Coworker from your entire Slack workspace, uninstall the Search Atlas Coworker app from your Slack workspace settings under Apps > Manage Apps. All user connections, routines, and connector authorizations will be terminated. Managing Multi-Account or Agency Setups If your team works across multiple Search Atlas sub-accounts, each user links their own Search Atlas account individually. Contact Search Atlas support if you need workspace-level account mapping for your agency setup.

🚀 How to Activate Golden Loops on Your Account: The 5-Step Process

🚀 One Live Session, Five Steps Turning on Golden Loops isn't a form you fill out alone — it's a live working session with your Search Atlas team, covering five steps: 1. Scope the projects. You and your team confirm exactly which sites, brands, or business units are in scope for the loops you're activating. 2. Choose the families. You pick which of the 9 Golden Loop marketing families to turn on — never all-or-nothing. Each family is checked for connector readiness before it's added: already connected, needs a login, or needs setup. 3. Define the outcomes. You tell your team what "working" means for your business — pipeline growth, AI-search visibility, faster approvals, or whatever matters most to you. 4. Connect Slack. This becomes your approval-and-audit layer. Every human-gated recommendation lands here for you to approve or decline, and the decision is logged automatically. 5. Leave with a written record. By the end of the session, every project, family, connector status, outcome, and note is documented — on your side and your team's. 🔌 What If a Connector Isn't Set Up Yet? You don't need everything connected before the session. Each family you select is checked for connector readiness first, and if something like HubSpot, GBP, or Slack isn't connected yet, you can still select it — your team follows up on getting the connector in place before that specific loop actually goes live. 🧭 Related Reading For what a Golden Loop is and the cycle it runs, see our overview article. For the full list of marketing families and what each delivers, see our article on Golden Loop families. For how approvals and safety controls work once a loop is live, see our article on the Golden Loops approval model. 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.

🤖 Edit llms.txt and Integrate Atlas Agent

🗺️ Overview When you enable the Serve llms.txt via a virtual route option in the Search Atlas WordPress plugin, WordPress does not create a physical file on your server. Instead, it serves the content dynamically. This means you cannot edit the file through your hosting file manager or FTP — all edits must be made inside the plugin itself or through Search Atlas. ⚙️ Where to Edit llms.txt in the WordPress Plugin 1. Log in to your WordPress admin dashboard. 2. In the left sidebar, navigate to Search Atlas and open the plugin settings. 3. Select the LLMs.txt tab (or section, depending on your plugin version). 4. You will see a text editor where the current llms.txt content is displayed. 5. Make your changes directly in this editor. 6. Click Save Settings to apply your edits. Once saved, your updated content will be served automatically at yourdomain.com/llms.txt. You do not need to upload any files manually. 🤖 How to Generate a Detailed llms.txt with Atlas Agent Atlas Agent can generate a richer, more structured llms.txt file tailored to your site's content and SEO context. Follow these steps to create and retrieve that file. 1. Log in to your Search Atlas account at app.searchatlas.com. 2. From the left sidebar, click Home. 3. Click Launch Atlas Agent to open the agent interface. 4. Prompt Atlas Agent to generate an llms.txt file for your domain. For example: "Generate a detailed llms.txt file for [yourdomain.com] including all key pages and content descriptions." 5. Review the output in the agent's response panel. 6. Copy the full generated content. 🔗 Integrating the Atlas Agent Output into Your WordPress Plugin 1. Return to your WordPress admin dashboard. 2. Navigate to Search Atlas → Settings → LLMs.txt. 3. Select all existing content in the text editor and delete it. 4. Paste the content copied from Atlas Agent into the editor. 5. Click Save Settings. 6. Visit yourdomain.com/llms.txt in your browser to confirm the updated content is live. Important: Always verify the file is rendering correctly after saving. If the content reverts to default after saving, this is a known issue that was resolved in plugin version 2.6.3. Make sure your plugin is updated to at least that version. ✅ Keeping Your Plugin Up to Date Some llms.txt editing and publishing issues were tied to specific plugin versions. To avoid problems: - Keep the Search Atlas WordPress plugin updated to the latest version. - After every plugin update, re-check your llms.txt content to confirm it has not reverted. - If you publish llms.txt changes through Atlas Agent's conversational flow, verify the live file matches your intended content — earlier versions had a bug where edits persisted in the editor but the original unedited version was published to WordPress. 🛠️ Troubleshooting Common Issues - llms.txt content reverts after saving: Update the plugin to version 2.6.3 or later, then re-paste and save your content. - Changes from Atlas Agent do not appear on the live site: Manually copy the Atlas Agent output and paste it into the plugin editor, then save. Do not rely solely on the automated publish flow if you notice discrepancies. - File not accessible at yourdomain.com/llms.txt: Confirm that the Serve llms.txt via a virtual route toggle is enabled and that your permalink settings in WordPress are not set to Plain (go to Settings → Permalinks and select any option other than Plain, then save). 💬 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.

🖥️ Search Atlas AI Interface Layout Change Explained

🔍 What Changed and Why Search Atlas recently updated the way its AI assistant opens. Previously, the AI launched as a sidebar panel that sat alongside your current page. It now opens as a full AI interface that takes over the screen, giving you a larger workspace, more context, and a richer experience for generating content, running research, and managing tasks. This change was made to improve usability. The sidebar format limited the amount of information the AI could display at once, which made complex tasks harder to complete. The full interface removes those constraints and allows the AI to surface deeper insights, longer outputs, and more interactive features without cramping your workflow. The sidebar mode is no longer available. The full AI interface is the permanent layout going forward. There is no setting to revert to the sidebar. 📐 Old Layout vs. New Layout Here is a quick comparison of what has changed: - Old layout: AI assistant opened as a narrow panel on the right side of the screen. Your current page remained visible in the background. Screen space was shared between the page and the AI panel. - New layout: AI assistant opens as a full-screen interface. The workspace is dedicated entirely to the AI session. You navigate back to your tools using the left sidebar at any time. The core AI capabilities — content generation, keyword research assistance, task management, and more — remain exactly the same. Only the container they appear in has changed. 🗺️ How to Navigate Between the AI and Your Tools Because the AI now takes up the full screen, you may be wondering how to get back to your usual Search Atlas tools. This is straightforward using the left sidebar navigation, which remains accessible at all times. To return to your tools from the AI interface: 1. Look at the left sidebar on any screen inside Search Atlas. 2. Click any section to navigate directly to that tool. 3. The AI interface will close and the selected tool will open. You can return to the AI interface at any time by clicking Left sidebar → OTTO SEO from within the platform. 🛠️ Accessing Common Tools in the New Layout All your existing Search Atlas tools are still available in the same locations. Nothing has been moved or removed. Use the left sidebar navigation to browse and access any tool, just as you did before the layout change. All sections and sub-tools remain reachable from the sidebar — the only difference is that launching the AI assistant now opens the full interface rather than a side panel. If you previously used the sidebar AI to look something up while keeping a tool open in the background, the recommended approach is to complete your AI session and then navigate back to your tool using the left sidebar. Your tools and data are unaffected by the layout change. If you are unsure where a specific tool has moved or cannot locate a section you were previously using, reach out to our support team with the name of the tool you are looking for so we can point you to the correct location. 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.

Routines — Set It Once, Ship on Repeat

🔄 What Are Routines? Routines are scheduled automations inside Meta Ads that watch, build, and ship content automatically, wired straight to the Atlas agent. Every routine runs on a schedule, targets one or more brands, and keeps a full run history you can drill into. Routines live in the Intelligence group, alongside Analytics and Discover. 📦 Six Routine Types, in Two Families ✨ CREATE — Make New On-Brand Ads on a Schedule - Brand Watch — Track brands daily and recreate their best ads for your brand. - Top-Ad Iterator — Generate fresh on-brand iterations of your best-performing ads. - Competitor Watch — Track competitors' newest ads and landing pages, digested to your channel. 🛡️ PROTECT — Watch Spend & Performance, and Report Back - Dayparting Audit — See which days and hours convert efficiently, a read-only CPA-by-time audit with schedule suggestions (recommend-only, does not change your campaigns automatically). - Performance Recap — A scheduled digest of your account's KPIs, top and bottom ads, and week-over-week trends. - Wasted Spend & Reallocation — Monitor live campaigns, flag wasted spend and metric spikes, and get budget reallocation advice. ⚙️ How to Set Up a Routine Every routine is set up in four steps: 1. About — pick the routine type. 2. Setup — configure what it watches or builds. 3. Approval — set whether output needs your review before it's finalized. 4. Schedule — set how often it runs. Once saved, the routine runs on its own on the schedule you set, and every run is saved to its history so you can review what it did. 📬 Where Routines Can Deliver Depending on the routine, output can be delivered to Slack, email, or reviewed directly in the run history inside Creative Drive or Analytics. ✅ Things to Keep in Mind - Your Meta ad account must be connected for a routine to have performance data to work from. - A Brand Watch routine run typically completes in about 1–2 minutes. - Assets a routine creates are tagged ROUTINE in Creative Drive, so you can tell them apart from manually built creatives. - Dayparting Audit is recommend-only — it never changes your schedule automatically. Have questions about setting up a routine? 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.

💡 Example Prompts & Use Cases for Search Atlas Coworker

Here are ready-to-use prompts organized by role to help you get the most out of Search Atlas Coworker. Copy any prompt directly into Slack. SEO Manager - "What are my top 10 ranking keywords this week and how did they change from last week?" - "Which pages on my site lost the most impressions in the last 30 days?" - "Run a site audit on [domain] and give me the top 5 critical issues." - "What is the keyword difficulty for 'best CRM software' and who are the top competitors?" - "Show me OTTO's pending recommendations for [domain]." - "What content pieces on my site are underperforming and why?" Agency Owner / Account Manager - "Give me a performance summary for [client domain] covering rankings, traffic, and top opportunities." - "Every Monday at 9am, post a GSC summary for [client domain] to #client-reports." - "What are the top 3 quick wins I can present to my client this week?" - "Compare [client domain] vs [competitor domain] on keyword overlap and backlink profile." - "What is the white-label status for [client] and are there any issues?" Local Business / Multi-Location - "What is the local ranking heatmap for [location] for the keyword [service]?" - "Are there any issues with my Google Business Profile for [location]?" - "What GBP posts have performed best in the last 30 days?" - "Show me citation inconsistencies for [business name] in [city]." - "Which of my locations has the lowest local SEO score and what should I fix first?" PPC / Ads Manager - "How are my Google Ads campaigns performing this week vs. last week?" - "Which keywords in my campaigns have the highest cost per conversion?" - "Show me underperforming ad groups and suggest optimizations." - "What is my current ROAS across all active campaigns?" Content Team - "Grade this article against the top 5 results for [keyword]: [paste URL]." - "What are the top content gaps on my site compared to [competitor]?" - "Generate 10 title ideas for a blog post targeting 'best local SEO tools'." - "Which of my published articles have dropped more than 20 positions in the last 60 days?" Automations (Routines) - "Every Friday at 4pm, send me a summary of this week's top keyword movers to #seo-weekly." - "On the 1st of every month, run a full site audit for [domain] and post the results to #website-health." - "Every morning at 8am, send me any new OTTO recommendations that were auto-applied yesterday."

🗺️ How to Find Playbooks in Atlas Agent

This article explains how to locate Playbooks inside the Atlas Agent on Search Atlas. Several customers have reported opening Atlas Agent and not seeing a Playbooks option — this guide clarifies where to look and how to confirm you have reached the right place. 📍 Where to Find It Atlas Agent is launched directly from the Home section of the platform. Follow this path: 1. In the left sidebar, click Home. 2. On the Home screen, locate the option to browse or access Playbooks. This is listed among the available actions on the Home page. 3. Click the option to open Atlas Agent if you wish to use a playbook within the agent panel. 🛠️ Step-by-Step 1. Navigate to Home using the left sidebar. 2. Once on the Home screen, look for the action that gives you access to the Playbooks library. This option appears directly on the Home page and gives you access to available playbooks without needing to go through Atlas Agent first. 3. To use a playbook within Atlas Agent, use the Atlas Agent launch option on the Home screen to open the agent panel. 4. If you are still unable to locate Playbooks after following these steps, please reach out to our support team with your project name and a description of what you see on your screen so we can investigate further. ✅ How to Confirm It Worked You will know you have reached the right place when: - The Home screen displays an option to browse Playbooks alongside the option to open Atlas Agent. - Clicking the Playbooks option opens a list or gallery of available playbooks you can select and run. - The Atlas Agent panel opens successfully when you use the Atlas Agent launch option. 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.

💬 Using Search Atlas Coworker in Channels vs. Direct Messages

You can interact with Search Atlas Coworker in two ways inside Slack: via a direct message (DM) to the bot, or by @mentioning it in a channel. Each mode works slightly differently. Direct Messages (DMs) DMs are the simplest way to use Search Atlas Coworker. Open a conversation with the Search Atlas Coworker bot and type your question or request directly. Search Atlas Coworker replies in the same DM thread. Best for: personal research, sensitive data, one-on-one tasks, setting up routines. @Mentioning in a Channel In any channel where Search Atlas Coworker has been added, you can trigger it by starting your message with @Search Atlas Coworker: "@Search Atlas Coworker What were our top 5 ranking pages last week?" Search Atlas Coworker will reply in a thread on your message — keeping the channel clean and the conversation organized. Best for: sharing reports with your team, collaborative analysis, posting results visible to the whole channel. Adding Search Atlas Coworker to a Channel 1. Open the channel you want to add Search Atlas Coworker to. 2. Type /invite @Search Atlas Coworker in the message bar and press Enter. 3. Search Atlas Coworker is now active in that channel and will respond to @mentions. How Replies Work in Channels - Search Atlas Coworker always replies in a thread to avoid flooding the main channel feed. - When multiple team members @mention Search Atlas Coworker in the same channel, each request starts its own thread. - Search Atlas Coworker can only see messages in threads it is part of — it does not read general channel history. Keeping Sensitive Data Private If your request involves sensitive account data you do not want visible to everyone in a channel, use a DM instead of a public channel mention. Search Atlas Coworker's response in a DM is only visible to you.

🗂️ Find Brand Vault and Playbook in Search Atlas

🔍 Overview Search Atlas provides two key features for managing your brand identity and content strategy: Brand Vault (sometimes called brand kit or context) and Playbook. Playbook is accessible from the left sidebar. Brand Vault has two ways to reach it — see below. This article walks you through finding and using each one. 🏷️ What Is Brand Vault? Brand Vault is the central place where you store your brand's identity information — tone of voice, target audience, brand guidelines, and other contextual details. When you add information here, Search Atlas AI tools use it automatically to generate content that aligns with your brand. 📍 How to Find Brand Vault Log in to Search Atlas, then use either method: 1. Method 1 — Top-right menu: Click the More Features icon (grid icon, top-right of the platform, next to your Avatar Menu (👤)), then select Brand Vault. 2. Method 2 — Left sidebar: Click OTTO SEO in the left sidebar, select All Sites, open your project, then click the Brand Vault button on the project dashboard. If you don’t see Brand Vault in either location, confirm your plan includes it. ✏️ How to Modify Brand Vault Once inside Brand Vault, you can add or update the following: - Brand name and description — your core identity details - Tone of voice — how your brand communicates (e.g., professional, friendly, authoritative) - Target audience — who your content is written for - Brand guidelines — specific rules or preferences for content creation - Keywords and topics — subjects central to your brand After making changes, save your updates. All compatible AI tools in Search Atlas will automatically apply this context when generating content. 📋 What Is the Playbook? The Playbook menu is where you access structured content strategies and workflow templates. It helps you plan and execute content campaigns using predefined processes tailored to your SEO goals. 📍 How to Find the Playbook Menu 1. Log in to Search Atlas. 2. Look at the left sidebar. 3. Playbook is not available as a left sidebar item. The sidebar items are Home, Coworker, OTTO SEO, Site Metrics, AI Visibility, Local, Content, Ads, Keywords, Reports, Authority, Social, and Website Studio. 💡 Tips for Using Both Features Together - Set up your Brand Vault first before running Playbook workflows — this ensures AI-generated content reflects your brand voice from the start. - Return to Brand Vault any time your messaging, audience, or guidelines change. - Use Playbook to structure repeatable content processes without starting from scratch each time. 🛠️ Troubleshooting If you cannot locate Brand Vault via the More Features menu, or Playbook in your sidebar, consider the following: - Plan access: Some features are available only on specific subscription tiers. Check your current plan to confirm both features are included. - Collapsed sidebar: If the sidebar is collapsed, click the expand icon to reveal all menu labels. - Browser cache: Try a hard refresh (Ctrl + Shift + R on Windows or Cmd + Shift + R on Mac) or open Search Atlas in a private/incognito window. 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.

☁️ Cloud Stack Auto-Population from Knowledge Graph

🔍 Overview When you create a second or subsequent Cloud Stack in Search Atlas, you do not need to manually re-enter your business information. OTTO automatically pulls your existing business data from your Knowledge Graph and populates the required fields for you. This article explains how this works and what to expect during the Cloud Stack creation process. 📚 What Is the Knowledge Graph? The Knowledge Graph is a centralized repository of your business information inside Search Atlas. It stores details such as your business name, address, phone number, website URL, business category, and other entity data. This information is used across multiple features in the platform — including Cloud Stacks — to ensure consistency and save you time. 🤖 How OTTO Connects the Knowledge Graph to Cloud Stacks OTTO is the AI engine that powers automation across Search Atlas. When you initiate the creation of a new Cloud Stack, OTTO checks your Knowledge Graph for existing business data. If a Knowledge Graph has already been set up for your project, OTTO automatically transfers that information into the Cloud Stack setup fields. You will not be prompted to re-enter details that are already on file. This behavior applies from your second Cloud Stack onward. The first Cloud Stack is typically used to establish or confirm your Knowledge Graph data. Once that baseline is in place, all subsequent Cloud Stacks benefit from automatic population. 🧭 How to Create a Second Cloud Stack 1. In the left sidebar, click Authority. 2. Select Cloud Stacks from the expanded menu. 3. Click the button to create a new Cloud Stack. 4. OTTO will automatically detect your existing Knowledge Graph and pre-fill your business information into the relevant fields. 5. Review the pre-populated details to confirm they are accurate and up to date. 6. Make any necessary edits, then proceed through the remaining setup steps. 7. Submit your Cloud Stack for processing. ✅ What Gets Auto-Populated? The fields that OTTO populates from your Knowledge Graph typically include: - Business name - Business address - Phone number - Website URL - Business category or niche - Other entity-level details stored in your Knowledge Graph If any of this information has changed since your Knowledge Graph was last updated, you can edit the pre-filled fields directly within the Cloud Stack creation flow before submitting. ⚠️ When Auto-Population May Not Occur In some cases, business information may not auto-populate as expected. Common reasons include: - No Knowledge Graph exists yet: If a Knowledge Graph has not been created for the current project, OTTO has no data to draw from. You will need to complete the Knowledge Graph setup first. - Incomplete Knowledge Graph data: If key fields were left blank when the Knowledge Graph was created, those fields will also appear blank in the Cloud Stack form. - Project mismatch: Auto-population is scoped to the active project. Ensure you are working within the correct project before creating a new Cloud Stack. If you encounter any of these situations, navigate to the Knowledge Graph for your project, complete or update the relevant business information, and then return to Authority → Cloud Stacks to create your new Cloud Stack. 💡 Best Practices - Keep your Knowledge Graph up to date. Any changes to your business details should be reflected there first so that all future Cloud Stacks inherit accurate information. - Always review auto-populated fields before submitting. OTTO pulls the most recently saved data, but a quick review ensures nothing is outdated. - Use the same project for all Cloud Stacks related to a single business to maintain consistent entity data across your authority-building efforts. 💬 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.

🔗 Deep-Link to Agent Tabs and Playbooks

Agent navigation now supports deep-linking, making it easier to share and bookmark exact views within the AI Agent experience. ✨ What's New You can now generate and share URLs that link directly to a specific home tab, playbook category, or individual playbook inside the AI Agent. Previously, navigating to a specific section required manually clicking through the interface every time. With deep-link support, the platform reads the relevant parameters from the URL and opens the correct tab and playbook state automatically — making it faster to collaborate, document workflows, and return to frequently used configurations. 🛠️ How to Use It 1. Navigate to the Coworker section of the platform. 2. Select the home tab, playbook category, or specific playbook you want to share. 3. Copy the URL from your browser's address bar — it now reflects your current view. 4. Share or bookmark the URL; anyone with access will land directly on the same tab and playbook state. 📋 What to Expect Deep-link parameters are automatically appended to the URL as you navigate, so no manual configuration is needed. Links will resolve correctly as long as the recipient has access to the AI Agent and the referenced playbook or category still exists. Deleted or renamed playbooks may cause the link to fall back to the default home view. 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.

📁 How Atlas Brain Delivers Files and Assets

🤖 How Atlas Brain Actually Shares Files Atlas Brain is an AI assistant built into Search Atlas. It can help you research, plan, and create content — but it does not generate downloadable file attachments or display file cards inside the chat interface. If Atlas Brain described a file attachment card or a download link inside the chat window (for example, a file labeled modern_heating_square_logo.svg), that element does not exist. No attachment cards, file panels, or out-of-band download mechanisms are present in the Search Atlas chat interface. This was an error in the AI response, and we apologise for any confusion it caused. 📤 Where Exports and Downloads Actually Live Depending on what you need, downloadable assets and exports are available in specific sections of the platform — not inside the Atlas Brain chat. The exact location of download links or export options will vary based on the type of content you are working with. If you are unsure where to find a specific file or export within the platform, our support team can help identify the correct location for your use case. 🖼️ What To Do If You Need a Specific Logo or SVG File Atlas Brain does not store, generate, or deliver image files such as SVG logos. If you are looking for a logo or brand asset, here are your options: 1. Check the original source where the file was created or saved — for example, your design tool, email, or cloud storage. 2. If the file was part of a Search Atlas export, navigate to the section of the platform where that content was produced and look for any available download or export option within that section. 3. If you are unsure whether a file should have been generated as part of a Search Atlas workflow, or you cannot locate a download link, have ready your project name, the exact file name or type you expected, and a description of the Atlas Brain response you received (including any timestamp if possible), then contact our support team for help. ✅ What Atlas Brain Can Help You With Atlas Brain is designed to assist with text-based tasks inside the platform. Here is what it reliably supports: - Drafting and refining written content such as press releases, blog posts, and outreach copy - Answering questions about your SEO strategy and campaign performance - Guiding you to the right section of Search Atlas for a specific task - Summarising data and making recommendations based on your project context Atlas Brain does not generate image files, create downloadable attachments, or simulate UI elements that are not part of the platform. 💬 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.

🗂️ How to Archive or Remove a Project

Overview Some customers may have received instructions referencing a Projects tab on the left sidebar — this tab no longer exists in the current Search Atlas interface. This article explains what we know about archiving or removing a project, and how to get hands-on help from our team if you cannot locate the right controls in your account. Archiving or Removing a Project The ability to archive or remove a project in Search Atlas depends on your account plan and role. Because the exact steps and available options can vary based on how your account is configured, we recommend the following approach: 1. Log in to your Search Atlas account and navigate to your project list within the platform. 2. Look for any settings, options, or management controls associated with the project you want to archive or remove. These controls may appear differently depending on your account type. 3. If you are able to locate an archive or removal option, follow any on-screen prompts to complete the action. Be aware that permanently removing a project typically cannot be undone. 4. If you cannot find the option you need — or are unsure which action is appropriate for your situation — contact our support team directly (see below). When reaching out, have the following ready: your project name, the action you want to take (archive or delete), and any error message or description of what you see in the interface. Archive vs. Delete: Which Should You Choose? - Archive — Typically hides a project from your active list while preserving its data. Choose this if you may need the project or its data again in the future. - Delete/Remove — Permanently removes the project and its data. This action is generally irreversible, so confirm you no longer need the project before proceeding. Tips for Managing Projects - If you are unsure whether you may need a project's data in the future, consider archiving rather than deleting — if archiving is available on your plan. - Use clear, descriptive project names so it is easy to identify projects in your list. - Before permanently deleting a project, confirm with a teammate or account owner that the data is no longer needed. 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.

💾 Resume Atlas Brain Playbook Progress Anytime

🧠 Atlas Brain Playbook Progress Saving If you are wondering whether Atlas Brain saves your playbook progress automatically — or how to pick up where you left off after closing your browser — this article explains what to expect and how to get help if your session does not appear to be saving correctly. 🔄 Resuming a Saved Playbook Session Atlas Brain is designed to retain your playbook progress so that you can return to a session after closing your browser or stepping away. To resume a previous session: 1. Log in to your Search Atlas account. 2. Navigate to Atlas Brain from the main menu. 3. Look for an option to access your previous sessions or session history within the Atlas Brain interface. 4. Select the session you want to continue and pick up from where you left off. If you are unable to locate a previous session or the resume option does not appear in your interface, our support team can help you identify the correct steps for your account. ❓ Common Questions - Will closing my browser lose my progress? Atlas Brain is built to save progress on the platform side rather than in your browser, so closing a tab should not erase your work. If you find that progress has not been retained, please contact our team with your project name and a description of what you were doing so we can investigate. - I cannot find my previous session — what should I do? Try refreshing your browser. If the session still does not appear, reach out to support with your account details and the approximate date and time of the session so we can look into it. 💬 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.

🧭 Navigate Between Hub and Playbook Interface Pages

🏠 What Are Hub and Playbook? Search Atlas has two main interface views you will work with regularly: - Home — your home page dashboard (accessed via the left sidebar → Home; page title: "Hi, CSM. What will we get done today?"), where you can access your tools and key metrics. - Playbook — a guided workflow view that walks you through SEO tasks step by step. It is possible to move between these two views at any time. If you are having trouble locating the navigation controls to switch between them, the steps below describe the general approach — and our support team can walk you through the exact steps for your current interface. 🔙 How to Return to the Home Page (Home) If you are inside a tool, a report, or the Playbook view and want to return to the home page, go to the left sidebar → Home (page title: "Hi, CSM. What will we get done today?"). The exact label and placement may vary depending on your interface version. Navigating back to Home does not delete your work or reset your Playbook progress. 🔄 How to Switch Between Hub and Playbook To move between the two views, look for Hub and Playbook navigation options within the platform's main navigation area. Clicking the appropriate option will take you to that view, and your previously saved Playbook progress will load automatically so you can continue where you left off. 💡 Troubleshooting Navigation Issues If you are having difficulty locating navigation controls to switch between Home and Playbook, try the following: - Refresh the page and look for Home or Playbook labels in the left sidebar. - Clear your browser cache and reload the platform if navigation controls appear missing or unresponsive. - Check whether you are logged in to the correct account, as navigation options may differ by plan or role. If you still cannot locate the controls, please have the following ready when you contact support: - The name of the view or tool you are currently inside when navigation fails. - A screenshot or description of what you see on screen. - Your browser name and version. - Any error messages displayed. 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.

⚡ CoWorker Plugin, OTTO Quota, and Multi-Domain Testing

Overview The Search Atlas CoWorker WordPress plugin and OTTO are two separate tools that can work independently of each other. A common point of confusion is whether activating the CoWorker plugin on a domain requires an OTTO project, and whether it uses up your available OTTO site slots. This article clarifies both questions and explains how multi-domain testing relates to your quota. Does CoWorker Require an OTTO Project? No. The CoWorker WordPress plugin does not require an OTTO project to function. You can install and activate CoWorker on any WordPress site purely as a standalone integration — including on a staging or test domain — without creating an OTTO project for that domain at all. The two workflows are distinct: - CoWorker only: Install the plugin on your WordPress site and connect it to your Search Atlas account independently. No OTTO setup is needed and no OTTO quota is consumed. - CoWorker + OTTO: Create an OTTO project for a domain, then connect CoWorker to that same domain so OTTO can push optimisations directly to your WordPress site. This workflow does consume one OTTO site slot. Does the CoWorker Plugin Count Against My OTTO Quota? Only if you connect the plugin to an active OTTO project. Here is a simple breakdown: - CoWorker plugin installed, no OTTO project created: Zero OTTO quota consumed. - CoWorker plugin connected to an OTTO project: One OTTO site slot is used for that domain. This means installing CoWorker on a test or staging domain without creating an OTTO project for it leaves your OTTO site slots completely untouched. Multi-Domain Testing and Switching to Production Because CoWorker and OTTO are independent, you can safely install CoWorker on a staging domain to verify it is working, and later install it on your production domain, without affecting your OTTO quota at any point during that process. Only when you choose to create an OTTO project and link it to a specific domain will a slot be consumed for that domain. If you are unsure how to connect CoWorker to your Search Atlas account, or how to link an OTTO project to CoWorker once you are ready for production, our support team can walk you through the exact steps for your account setup. When You Are Ready to Add OTTO to Production If you later decide to activate OTTO on your production domain to automate on-page optimisations, you will need to create an OTTO project for that domain and link it to CoWorker. At that point, one OTTO site slot will be consumed. If you need help with this step, reach out to our team with your project name and the domain you want to activate OTTO on, so we can confirm the correct setup for your account. 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.

🏢 How to Add Multiple Client Sites as Active Projects in Agent Hub

📋 Overview Agent Hub is your central workspace for managing SEO automation across your client sites. If you manage multiple clients and need to add or activate several sites as active projects in Agent Hub, the number of projects you can activate at one time depends on your current subscription plan. Agencies or users who need to activate more client sites than their default plan allows will need to work with our support team to get the correct configuration applied to their account. 🚀 What This Process Involves Activating multiple client sites as projects in Agent Hub is a supported use case, particularly for agencies. The process involves confirming how many active project slots your plan includes, identifying which client sites need to be activated, and having our team apply the correct settings or plan changes to your account so all sites appear as active projects in your workspace. 🛠 What to Have Ready Before Reaching Out To help our team resolve this as quickly as possible, please gather the following information before contacting support: - Domain URLs of every client site you want to activate as a project - Total number of projects you need to have active simultaneously - Your current subscription plan (visible via the top-right Avatar Menu (👤) → Billing) - Your workspace or account name so our team can locate your account immediately - Any error messages or unexpected behavior you encountered while trying to add or activate projects, including exact wording and when it occurred - Screenshots of any error screens or the current project list in Agent Hub, if available Having all of the above ready will allow our team to review your account configuration, confirm your plan's project limits, and activate the correct sites without delay. 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.

📅 Book Your One-on-One Onboarding Call

🎯 What Is One-on-One Onboarding? Search Atlas offers personalized one-on-one onboarding calls to help you and your team get up and running quickly. During these sessions, a member of our team walks you through the platform, answers your questions, and helps you configure Search Atlas to match your specific workflow and goals. 📋 Who Can Access One-on-One Onboarding? One-on-one onboarding availability depends on your subscription plan. Not all plans include a dedicated onboarding call by default. If you are unsure whether your plan includes this option, check your account details or reach out via the chat widget. - Eligible plans: One-on-one onboarding is included or available as an add-on on select plans. - Flexible scheduling: Sessions are scheduled at a time that works for you, based on available slots. 📆 How to Schedule Your Onboarding Call To find out whether your plan includes a one-on-one onboarding session and to get scheduled, reach out to our support team via the chat widget. A team member will confirm your eligibility and coordinate a time that works for you. 💡 Tips for Getting the Most From Your Onboarding Call - Come prepared: Have your website URL, target keywords, and any competitor domains ready to share. - Invite your team: If others will be using Search Atlas, include them in the call so everyone gets the same foundation. - Write down your goals: Think about what you want to achieve in the first 30 days — rankings, traffic, content output — so the session can be tailored to your priorities. - Test your audio and video a few minutes before the call starts to avoid any technical delays. 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.

Resume Paused Atlas Brain AI Sessions

Why Did My Atlas Brain Session Pause? Atlas Brain AI sessions can pause if your computer restarts or your browser closes while a session is in progress. If your session has been interrupted, the steps below will help you get ready to resolve this with our support team as quickly as possible. Before You Begin Make sure you have the following ready before reaching out: - Your Search Atlas account email address. - The name or description of the paused session. - The workspace or project the session was created under (if you manage multiple workspaces). - Approximately when the session was interrupted (date and time). - Any error message or unexpected behavior you noticed before or after the pause. What to Try First Before contacting support, try the following basic checks: 1. Log back in to Search Atlas. Go to app.searchatlas.com and sign in using the same account credentials you used when the session was created. 2. Confirm you are in the correct workspace. Sessions are tied to the specific workspace and account that created them. If you manage multiple workspaces, make sure you have selected the right one. 3. Refresh your browser. A simple page refresh can sometimes restore visibility of a session that was interrupted. 4. Open Atlas Brain. Navigate to Atlas Brain within the platform and check whether your session is still listed or accessible. 5. If your session does not reappear, gather the details listed in the section above and contact our support team — a support agent will be able to investigate and help restore your session. Tips for Avoiding Interrupted Sessions - Name your sessions clearly. Before starting a new AI task, give it a descriptive name so it is easy to identify if you need to reference it later. - Allow sessions to reach a stopping point before closing. When possible, let an active session complete its current step before restarting your computer or closing your browser. - Keep your connection stable. Running Atlas Brain sessions on a stable internet connection reduces the risk of unexpected interruptions. 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.

⚖️ Search Atlas Coworker vs. the Search Atlas Dashboard — When to Use Which

Search Atlas Coworker and the Search Atlas dashboard use the same data, but they are optimized for different workflows. Here is a quick guide to help you choose the right tool for the job. Use Search Atlas Coworker When You Want To… - Get a quick answer without navigating the dashboard ("What are my top keywords right now?") - Share a report with your team in Slack without exporting anything - Set up recurring automated reports that run without your involvement - Ask a follow-up question mid-conversation ("And how did that compare to last month?") - Work across multiple tools in one place (Search Atlas + your CRM + Slack, all in one thread) - Get a plain-language summary of a complex report Use the Search Atlas Dashboard When You Want To… - Do deep analysis across large datasets (bulk keyword exports, multi-site audits) - Edit or configure settings (campaign setup, account preferences, billing) - Use visual tools like heatmaps, charts, and side-by-side comparisons - Perform bulk actions (approve multiple OTTO recommendations at once, bulk keyword adds) - Access features not yet available in Search Atlas Coworker (Website Studio, full Report Builder, etc.) Summary - Search Atlas Coworker — conversational, fast, great for quick lookups, sharing, and automation - Dashboard — structured, visual, best for deep analysis and bulk configuration Most power users combine both: use Search Atlas Coworker for daily check-ins and team updates, and the dashboard for weekly deep dives and campaign management.

🎓 How to Access Member Training and Onboarding

This article explains where members can find training and onboarding resources inside the platform, including how to access 1:1 training calls and what to check if the option is not immediately visible. 📍 Where to Find Training Options Training and onboarding options are available inside the Search Atlas platform. Once you are logged in, look for a section or menu item related to onboarding, training, or your account setup. The exact label may vary depending on your plan and account configuration. 🛠️ Steps to Access Training 1. Log in to your Search Atlas account. 2. Navigate to the section of the platform dedicated to onboarding or member resources — this is typically accessible from the main navigation. 3. Look for an option to view or book a training or onboarding session. 4. If the training option is not visible, check whether your account setup is complete, as some training options may become available only after initial setup steps are finished. 5. If you are unable to locate the training option after completing your account setup, contact support directly so a team member can confirm eligibility and provide the correct link or next steps for your account. ✅ What to Have Ready When Contacting Support If you cannot find or access training options on your own, please have the following ready before reaching out: - Your Search Atlas account email address. - Your current plan or subscription type. - A brief description of what you see (or do not see) when looking for training options in the platform. - Any error messages displayed, along with the approximate time they occurred. 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.

🗺️ How to Find Playbooks in Atlas Brain

This article explains how to reach Playbooks from the Home dashboard. Several customers have had trouble locating Playbooks, often looking in the wrong area of the platform. If you are having trouble finding Playbooks, the steps below reflect what our support team has confirmed helps resolve this navigation confusion. 🛠️ What To Do To locate Playbooks, follow these steps: 1. Navigate to Home in the Search Atlas platform. 2. On the Home dashboard, look for Browse all playbooks or the Recommended Playbooks section. 3. Click to open the Playbooks view. If you do not see Playbooks listed on the Home dashboard, it is possible that the feature needs to be enabled for your account or that your current plan does not include it. ✅ What to Expect Once you have reached the correct Playbooks location, you should see either a list of your saved Playbooks with their names and statuses, or a prompt to create your first Playbook. If you are seeing unrelated options or an empty view, let our support team know — they can verify whether Playbooks are enabled for your account and point you to the right location. 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.

🤖 AI Agent Deep-Link Navigation Fix

A bug affecting the AI Agent's deep-link behavior has been resolved, ensuring the agent opens with the correct parameters when accessed via a direct link and clears its state properly upon closing. ✨ What's New The AI Agent now correctly reads and applies deep-link parameters when launched from a direct URL. Previously, navigating to the agent via a deep link could result in the agent failing to open in the expected state. Additionally, closing the agent now reliably clears all associated parameters, preventing stale state from persisting across sessions. 🛠️ How to Use It 1. Navigate to the AI Agent using a deep link that includes URL parameters. 2. Confirm the agent opens and reflects the correct context based on those parameters. 3. Close the agent and reopen it to verify that no residual state from the previous session carries over. 📋 What to Expect This fix is applied automatically — no configuration changes are required. The improvement affects all users who access the AI Agent via deep-link URLs. The agent will now consistently initialize with the correct parameters and reset fully on close, regardless of how it was previously accessed. 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.

🗂️ Add Multiple Client Sites to Agent Hub

🔍 Overview Agent Hub displays only the sites that meet specific setup requirements. If you manage multiple clients but see only a handful of active projects, some of your sites may not yet have completed the necessary setup steps. ⚠️ Why Some Sites May Be Missing from Agent Hub Not all sites in your account automatically appear as active projects in Agent Hub. A site typically needs to have the required setup completed before it will show up. If you are seeing fewer sites than expected, the setup status of those sites is the most likely cause. ✅ Prerequisites for a Site to Appear as an Active Project Before a client site will show up as an active project in Agent Hub, make sure each of the following is in place: - The site has been added to your Search Atlas account as a project. If a site has not been created as a project yet, it will not appear in Agent Hub regardless of other settings. - OTTO SEO has been activated for the site. Agent Hub surfaces sites that have OTTO enabled. Sites without an active OTTO connection will not appear. 🚀 Steps to Add Multiple Client Sites to Agent Hub Follow these steps for each client site you want to appear as an active project in Agent Hub: 1. Log in to your Search Atlas account and navigate to your list of projects. 2. Confirm each client domain has been added as a project. If a site is missing, create a new project for that domain before proceeding. 3. Open the project for the client site and check whether OTTO SEO has been activated. If it has not been activated, enable OTTO for that project. 4. Return to Agent Hub and verify that the site now appears as an active project. 5. Repeat for each additional client site until all expected projects are visible in Agent Hub. 💡 Tips for Managing Multiple Sites Efficiently - If you are adding many sites at once, work through them in batches and confirm each site's setup status before moving to the next. - If a site still does not appear in Agent Hub after completing all setup steps, double-check that the project was created correctly and that OTTO has been fully activated for that project. - When contacting support, have the affected domain names and your account details ready so the team can assist you quickly. 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.

🖼️ Rich Media Now Renders in Brand Vault Ask

Brand Vault Ask responses now render images and videos inline as part of the Content Genius release on 2026-07-23 (CG-1496). Full details of this feature's behavior and workflow are still being documented as the release note source is incomplete. ✨ What's New This update (CG-1496) was shipped as part of the Content Genius release on 2026-07-23 and relates to rich media rendering within Brand Vault Ask. Because the original release note is truncated, the complete scope of this change has not yet been fully confirmed. 📋 What to Expect If you are experiencing unexpected behavior with media display inside Brand Vault Ask responses, or if the feature does not behave as you would expect based on this release, please reach out to our team for clarification. When doing so, have the following ready to help us investigate quickly: - Your project or workspace name - The exact question or query you submitted - Any error messages displayed - The timestamp of the interaction 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.

🚀 Finding Launchpad Inside Search Atlas

🗺️ Overview Launchpad is accessed through the Ads section inside Search Atlas. Some older help articles may refer to this area as MetaGhost or place it under Smart Ads — those references are outdated. This article gives you the correct, verified navigation path so you can find Launchpad without confusion. 📍 Where to Find Launchpad Follow these steps to open Launchpad in Search Atlas: 1. Log in to your Search Atlas account. 2. In the left sidebar, locate and click Ads, then select Meta Ads → Launchpad (Meta Ads Launchpad, Creative Drive & Analytics). If you do not see Ads in your sidebar, check that your account has the correct plan or permissions enabled. Some features are plan-dependent. ⚠️ A Note on Outdated Article Names You may come across older Search Atlas help articles titled Getting Started with MetaGhost (Meta Ads) or MetaGhost — Frequently Asked Questions. These articles previously used the name MetaGhost and directed users to a section called Smart Ads. Both names have since been updated in the platform. - The correct UI label is now Meta Hub — not MetaGhost. - The correct sidebar section is Meta Hub — not Smart Ads. - Any navigation instructions referencing MetaGhost or Smart Ads should be disregarded in favour of the steps above. 🛠️ Troubleshooting If you followed the steps above and still cannot locate Meta Hub or Launchpad, consider the following: - Check your sidebar: Make sure you are scrolling through the full left sidebar, as some sections appear lower in the list. - Confirm your plan: Meta Hub features may only be available on certain subscription tiers. Review your plan details under account settings. - Clear your cache: If the sidebar looks different from what is described here, try a hard refresh (Ctrl + Shift + R on Windows or Cmd + Shift + R on Mac) or clear your browser cache and log back in. 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.

🔁 Reporting Incorrect Voodoo AI Responses

Use this SOP to quickly report any time Voodoo AI gives an incorrect, incomplete, or unhelpful answer, or when you spot issues in the Knowledge Base. ✅ What To Do Right after the conversation, submit the ClickUp form and include: - The customer's intent or question (what they were trying to solve) - The AI's response that did not work (paste the text or include a screenshot) - The actual solution that resolved the issue - The resource(s) used to solve it (e.g., KB articles, manual steps, internal links) - The Intercom conversation link (if available) 🚀 Why It Matters Your input helps us: - Improve Voodoo's accuracy and coverage - Keep the Knowledge Base reliable and up to date - Identify and fix bugs or gaps in support flows 📍 Where Is The Form? You can access the form directly via the link below: AI – Incorrect Answer Feedback Form in ClickUp ✅ When To Use This Form Submit the form immediately after any conversation where: - Voodoo gave a wrong, incomplete, or confusing answer - You had to step in and resolve the issue manually - You used a resource that Voodoo did not suggest 📝 How To Fill Out The Form 1. Identify the issue. Did the AI give a wrong, confusing, or incomplete answer? Is something in the Knowledge Base outdated or incorrect? Is there a bug in the workflow, UI, or links? 2. Open the form.Click here to open the form. The form creates a task automatically, so nothing gets lost. 3. Fill out the form with as much detail as you can, including: - Type of issue (choose one or more options) - Link to the Intercom conversation - Screenshot(s) showing the issue - Description of the AI response that failed - How it was resolved (if applicable) - Correct response - Resources used to fix the issue (if any) 🚀 What Happens Next? - Your report becomes a task in ClickUp - The Knowledge & AI team reviews and resolves it - Fixes are implemented as soon as possible (KB updates, AI training, bug fixes) 🚦 Reminders - Be specific and clear, especially when summarizing the customer's intent and the correct answer - Paste all relevant links — these are essential for retraining Fin - Feedback entries are reviewed weekly by the Content & AI Training team 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.

Understanding OTTO Autopilot Bulk Deployment Limits

Overview When using OTTO SEO's Autopilot feature, deployments are processed in batches rather than all at once. If you have noticed that not all of your pending improvements were deployed in a single run, this is expected behaviour — Autopilot applies changes in grouped batches to protect site stability and allow incremental review. Why Batch Limits Exist The batch limit is designed with your site's health in mind. Deploying a very large number of changes simultaneously can: - Overwhelm your CMS or hosting environment with simultaneous write requests. - Make it harder to identify which specific change caused an issue if something goes wrong. - Slow down your site temporarily during the deployment window. By processing in batches, OTTO gives your server time to handle each group of changes and gives you a clear checkpoint to review results before continuing. What to Do If Not All Improvements Were Deployed If you find that some improvements were not deployed during a run, the specific batch size and exact triggers depend on your project configuration and are managed on the backend. Here is what you can do: 1. Navigate to OTTO SEO and open the relevant site project. 2. Check which improvements are still marked as pending after the most recent deployment run. 3. Note the exact number of improvements that were deployed versus the total number that were pending, so you have this information ready. 4. If improvements remain pending and are not being picked up in subsequent runs, contact our support team — provide your project name, the number of improvements pending, and the date and time of the last deployment run so our team can investigate your project's queue and batch configuration directly. Tips for Managing Large Deployments - Prioritise improvements by impact: Review your pending improvements and ensure your highest-priority items are approved and ready first. - Monitor each run: After each Autopilot run, revisit your project dashboard to confirm how many improvements were applied and how many remain. - Escalate stalled queues promptly: If your remaining improvements are not being processed across multiple runs, this may indicate a configuration issue that requires backend investigation — reach out with the details listed above so our team can resolve it quickly. 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.

🧠 Understanding Atlas Brain Schema Deployment Results

🔍 Overview When Atlas Brain completes a schema scan, you may notice that the number of deployed schemas is lower than the total number of schemas listed. This is expected behavior, not a technical error. Understanding the difference between Found schemas and Suggested schemas explains why this happens. 📂 Found vs Suggested Schemas: What's the Difference? Found schemas are schemas that Atlas Brain detects already existing on your website during its initial scan. These schemas are live on your pages and were added either manually, by a plugin, or through a previous deployment. Because they are already present, Atlas Brain does not deploy them again — this avoids creating duplicate structured data on your pages. Suggested schemas are new schemas that Atlas Brain recommends adding to your pages based on its analysis. These are schemas your site does not currently have. When you run a deployment, Atlas Brain installs only the Suggested schemas — the ones that are genuinely missing from your pages. 📊 Why Your Numbers Don't Match The total schema count shown in Atlas Brain includes both Found and Suggested schemas combined. Your deployment count reflects only the Suggested schemas that were successfully installed. Here is a simple breakdown of what each number means: - Total schemas listed: All schemas identified across your site, including ones already present (Found) and ones recommended for addition (Suggested). - Deployed schemas: The Suggested schemas that Atlas Brain successfully added to your pages during deployment. - The difference: The Found schemas — already live on your site before Atlas Brain ran. These are skipped to avoid duplication. A successful deployment status confirms that all Suggested schemas were installed correctly. The gap between total and deployed does not indicate an error. ✅ How to Confirm Everything Deployed Correctly 1. Open Atlas Brain from your Search Atlas dashboard. 2. Locate your most recent deployment and check its status. 3. Review the schema breakdown to see how many schemas are labeled Found versus Suggested. 4. If you want to verify schemas on a specific page, use the Google Rich Results Test (search.google.com/test/rich-results) to confirm all structured data is rendering correctly. 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.

🗺️ How to Locate Playbooks in Atlas Agent

This article helps you when you cannot find the Playbooks feature inside Atlas Agent. Because the Atlas Agent interface is actively evolving, the location of Playbooks may not always be immediately obvious, and the feature may be in a different place depending on your workspace configuration or account access level. 🛠️ How to Find Playbooks in Atlas Agent Playbooks are located on the Home page of the Atlas Agent interface, within the Recommended Playbooks section in the main content area. To navigate to them: 1. Open Atlas Agent from your Search Atlas dashboard. 2. In the left sidebar, click Home (the page titled Hi, CSM. What will we get done today?). 3. In the main content area, locate the Recommended Playbooks section, where you can view, create, and manage your existing playbooks. 4. If you do not see the Recommended Playbooks section, scroll down within the Home page in case it is below the visible area. 5. If Recommended Playbooks is still not visible after checking the full Home page, it is possible the feature is not yet enabled for your workspace or requires a different access tier. In that case, contact our support team with your workspace name and a description of what you see — our team can confirm availability and enable it for your account if applicable. ✅ What to Expect In most cases, navigating to Home in the left sidebar of Atlas Agent and locating the Recommended Playbooks section in the main content area will take you directly to the feature. If the section is missing entirely from your Home page, our support team will verify whether Playbooks is enabled for your account and assist you in getting access. Please have your workspace name ready when you reach out. 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.

🧠 Understanding Atlas Brain Schema Found vs Deployed

🔍 What Does Found vs Suggested Mean? When Atlas Brain processes your website for schema deployment, it works in two distinct stages: - Suggested (Found): The total number of schema opportunities Atlas Brain has identified across your pages. - Deployed: The number of schemas that have been confirmed as live on your site. A difference between the Found and Deployed counts is a known distinction in how Atlas Brain reports schema status. The exact reasons the two numbers may differ in your specific case can depend on your site setup and configuration. ⚙️ Why the Numbers May Not Match The Found vs Deployed distinction is a recognized behavior in Atlas Brain. Because the underlying causes can vary depending on your site, our support team can review your specific project and confirm what is contributing to the gap you are seeing. 🛠️ What to Do If You See a Gap If your Deployed count is lower than your Found count and you are unsure why, the best next step is to reach out to our support team directly. To help us investigate quickly, please have the following ready: - Your project or site name - The current Found and Deployed counts you are seeing - Any status messages or error messages displayed in Atlas Brain 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.

🖼️ Brand Vault Ask Now Displays Visual Media

Brand Vault Ask now supports visual media rendering inline within its chat responses, allowing you to view brand assets such as logos and product photos directly in the conversation. ✨ What's New This update introduces visual media support in Brand Vault Ask. When the Ask chat response references visual brand assets stored in Brand Vault, those images and videos can now appear inline in the response. This is a new capability added to the Brand Vault Ask feature. 🛠️ How to Use It 1. Open Brand Vault in your Search Atlas account. 2. Use the Ask chat interface to ask a question about your brand assets. 3. Review the response — relevant visual media may appear directly within the answer. 📋 What to Expect Visual media display is part of a new update to Brand Vault Ask. If you are not seeing visual media in your Ask responses and believe you should be, please reach out to our team for confirmation on availability and any account-specific details. 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.

🔄 Automate Article Refinement Prompts with Golden Loops

🔍 Overview If you find yourself pasting the same refinement prompt every time you generate a DKN article, Golden Loops is the feature you need. Golden Loops lets you save a custom prompt once and have it run automatically on every article DKN generates — no manual input required before deploying to GoHighLevel or any other destination. 💡 What Is a Golden Loop? A Golden Loop is a reusable, automated prompt sequence attached to your DKN workflow. Once configured, it intercepts each generated article and applies your custom instructions — such as SEO refinements, tone adjustments, or structural rules — before the content is finalised. Think of it as a standing instruction set that runs in the background every time. Common use cases include: - Enforcing a specific content structure or word count - Applying brand voice or style guidelines automatically - Adding SEO optimisations like keyword density checks or meta-description formatting - Removing unwanted patterns (for example, pronoun-led opening sentences) ⚙️ How to Set Up a Golden Loop for DKN Articles 1. Open Content Genius from Content → Content Genius (What are we writing today?) in Search Atlas. 2. Navigate to DKN and open the campaign or project you want to automate. 3. Locate the Golden Loop settings. From the left sidebar, go to Coworker → Golden Loops (/coworker?tab=routines). 4. Write your refinement prompt. Enter the custom instructions you want applied to every article. Be specific — for example: "Rewrite the opening paragraph so it does not begin with a pronoun. Ensure keyword X appears in the first 100 words. Keep the tone professional and concise." 5. Save and activate the loop. Toggle the Golden Loop to Active and save your settings. From this point forward, every article generated within this DKN project will automatically pass through your prompt before it is marked ready. 6. Review a test article. Generate one article to confirm the refinement is being applied as expected. Check the output against your prompt criteria before enabling bulk generation or deployment to GoHighLevel. 📊 Tips for Writing Effective Refinement Prompts The quality of your Golden Loop depends on how clearly your prompt is written. Keep these best practices in mind: - Be explicit, not vague. Instead of "make it SEO-friendly," write "include the primary keyword in the H1, first paragraph, and at least two subheadings." - One instruction per rule. Break complex requirements into separate sentences so the AI can process each one cleanly. - Set a tone benchmark. If brand voice matters, include a one-sentence description: "Write in a confident, jargon-free tone suitable for small business owners." - Avoid contradictions. Conflicting instructions (e.g., "keep it under 500 words" and "cover all five subtopics in depth") will produce inconsistent results. - Test iteratively. Start with two or three rules, review output quality, then add more instructions once the basics are working correctly. 🚀 Deploying Refined Articles to GoHighLevel Once your Golden Loop is active and producing consistent output, your DKN articles will arrive pre-refined and ready for deployment. Before pushing content to GoHighLevel: - Confirm the article passed your Golden Loop by checking the refinement status indicator in the DKN article list. - Spot-check a sample of articles — especially after updating your prompt — to catch any unexpected changes in output. - Use the Content Genius article filter to view only DKN-sourced articles, making it easier to manage your deployment queue. ⚠️ Important Things to Know - Quota usage: Each Golden Loop refinement counts as an additional AI call. Monitor your account quota to avoid generation interruptions. If an article fails silently, quota exhaustion may be the cause — check your usage dashboard first. - Prompt updates apply going forward: Editing your Golden Loop prompt will only affect articles generated after the change. Previously generated articles will not be re-processed automatically. - One active loop per project: Each DKN project supports one active Golden Loop at a time. If you need different prompts for different content types, create separate DKN projects for each. 🛠️ Troubleshooting If your Golden Loop does not appear to be running: - Confirm the loop is toggled to Active in your project settings. - Check that your account has sufficient quota remaining — silent failures are often quota-related. - Try regenerating a single article manually and inspect the output for prompt application. - Ensure your prompt does not contain conflicting instructions that may cause the AI to skip refinement steps. 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.

🧠 Atlas Brain Quota Limits, Resolution, and Alternatives

🔍 What Is Atlas Brain? Atlas Brain is the AI engine inside Search Atlas that powers content creation, research, and writing tasks. Like all AI-driven features, it operates within usage quotas that reset on a defined billing cycle. When you hit a limit, Atlas Brain will block new requests until the quota refreshes or is upgraded. ⚠️ Types of Quota Limits You May Encounter There are three quota types that can stop you from creating an article with Atlas Brain: - AI Word Credits: Every piece of AI-generated content consumes word credits. When your plan's monthly word credit allowance is exhausted, Atlas Brain cannot generate new content until your credits reset or you purchase additional credits. - Article Generation Limit: Some plans cap the total number of AI articles you can create per billing cycle, independent of word count. If you have word credits remaining but have reached your article count ceiling, new article requests will be blocked. - Concurrent Request Limit: A smaller operational limit that restricts how many AI generation tasks can run at the same time under your account. This is usually a temporary block that clears within seconds or minutes. 🛠️ How to Identify Which Limit You Have Reached 1. Go to Left sidebar → Content → AI Content Templates (or any Content sub-page such as On-Page Audit, Topical Maps, or Content Planner). 2. Look for a banner or inline notification near the Atlas Brain input area. The message will specify the quota type that has been exhausted — word credits, article count, or concurrent requests. 3. Navigate to your Top-right avatar → Billing (Plans & Top-ups, Services, Invoices, Activity Log) dashboard to see a real-time breakdown of credits used versus credits remaining for the current billing period. 4. Note your billing cycle reset date shown in the Usage dashboard. If the reset is within a few days, you may choose to wait rather than upgrade. ✅ How to Resolve Each Quota Type If you have run out of AI Word Credits: - Upgrade your current plan to a tier with a higher monthly word credit allowance. - Purchase a one-time word credit top-up from the Billing section if your plan supports add-ons. - Wait for your credits to reset at the start of your next billing cycle. If you have reached your Article Generation Limit: - Upgrade to a plan that allows a higher number of AI-generated articles per month. - Wait for the limit to reset at the start of your next billing cycle. - Use the Content Genius alternative workflow described below to continue producing content without consuming an Atlas Brain article slot. If you are hitting a Concurrent Request Limit: - Wait 1–2 minutes and retry. This limit is temporary and resets automatically. - Avoid submitting multiple Atlas Brain requests simultaneously from the same account. ✍️ Alternative Workflow: Create Content with Content Genius If you need to keep producing content right now and cannot upgrade immediately, Content Genius (also called the SEO Content Assistant) provides a full AI writing environment that operates on its own credit pool and does not draw from your Atlas Brain article allocation. 1. Go to Left sidebar → Content → Content Genius (What are we writing today?). 2. Click Write an article / Write it yourself to open a fresh writing session. 3. Enter your target keyword and select your preferred location and language settings. 4. Use the built-in AI writing tools — including paragraph generation, expansion, and rewriting — to draft and refine your article directly inside the editor. 5. Supplement your research using Left sidebar → Content → Scholar to pull in supporting facts, quotes, and citations without leaving the platform. 6. Use Left sidebar → Content → On-Page Audit to score and optimise the finished article before publishing. This workflow gives you a fully optimised, AI-assisted article without consuming an Atlas Brain article credit. 💡 Tips to Avoid Hitting Quota Limits - Monitor your usage weekly from Top-right avatar → Billing (Plans & Top-ups, Services, Invoices, Activity Log) so you are not surprised late in a billing cycle. - Use Left sidebar → Content → Meta Generator and AI Content Templates for shorter content tasks — these are more credit-efficient than full article generation. - Plan bulk content creation at the start of your billing cycle when your full credit allowance is available. - If your team regularly exhausts credits before the reset date, consider upgrading your plan proactively rather than reactively. 🙋 Still 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.

📅 How to Book Your Live Onboarding Session

What Is the Live Onboarding Session? The live onboarding session is a free, one-on-one call with a Search Atlas specialist. During this session, a teammate will walk you through the platform, help you configure your SEO setup, and answer any questions you have so you can hit the ground running. How to Book Your Session To schedule your live onboarding or SEO demo session, follow the booking link or access the scheduling option from within your Search Atlas account. Once on the booking calendar, select an available date and time that works for you and confirm your booking. You will receive a confirmation to the email address associated with your account. Which Session Type Should I Select? When the booking calendar loads, you may see more than one session type listed. Always select General Search Atlas Onboarding — this is the recommended option for new customers and covers platform setup, key features, and your SEO goals. If you do not see the General Search Atlas Onboarding option in the calendar, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a teammate who will assist you in getting booked. Already Booked a Session? If you have already booked a session, your confirmed call details will appear in your calendar confirmation email. If you need to reschedule, use the link provided in your confirmation email to modify your existing booking. Frequently Asked Questions - What should I prepare? Have your target website URL and any SEO goals or questions ready before the call so your specialist can tailor the session to your needs. - What if I miss my session? Use the reschedule link in your confirmation email to book a new time, or open the chat widget in the bottom-right corner of the platform and type human teammate for further 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.

🤖 Search Atlas AI: Capabilities, Fixes, and Project Setup

🧠 What Does Search Atlas AI Do? Search Atlas AI is a built-in intelligence layer that analyzes your website and SEO data to surface actionable insights. It works across multiple tools in the platform to help you identify opportunities, detect problems, and prioritize work — so you spend less time digging through data and more time acting on it. The AI capabilities available to you depend on which tools you have access to in your plan. For a full and up-to-date list of what Search Atlas AI does within your specific account, explore each tool section in the platform — AI-powered features are labeled within their respective tools. 🔧 What Does Search Atlas AI Fix Automatically vs. Manually? It is important to understand the distinction between what the AI detects and recommends versus what it applies automatically. Automatic actions (no input required): - Crawling and re-crawling your site to refresh health data on your set schedule. - Generating AI-written suggestions and recommendations inside the platform's tools. Manual actions (your input is required): - Implementing any fixes on your website. The AI flags issues and recommends actions, but you or your developer must make the actual change on your site. - Publishing or approving AI-generated content. The platform may draft copy, but nothing goes live without your confirmation. - Applying any strategy changes surfaced by the AI. Recommendations are presented for your review and are not pushed to your site automatically. Think of Search Atlas AI as your always-on SEO analyst: it identifies what needs attention and tells you exactly what to do, but the final action stays in your hands. 🚀 How to Create a Project in Search Atlas A project is the foundation of your work in Search Atlas. It connects your website to the platform's tools so the AI can begin analyzing your data. Follow these steps to create your first project: 1. Log in to your Search Atlas account. 2. Navigate to the Projects section from the main dashboard or left-hand navigation menu. 3. Select the option to create a new project. You will be prompted to enter your website's URL and give the project a name. 4. Complete the setup fields as prompted — this typically includes your domain, target location, and language settings. 5. Save the project. Once saved, Search Atlas will begin connecting your site's data to the platform's tools. If you are unsure which settings to choose during setup, you can update your project configuration later from the project settings area in the platform. 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.

[UI Map] Avatar Menu (👤)

Avatar Menu (👤) Navigation path: Settings → Team Members (/settings) URL pattern: /settings Invite teammates and manage their roles and access, with visibility into seat usage and member activity. Primary actions: - Add member - Viewer - Admin - Deactivate - Explore Training Calls - Set Up Project - Activate OTTO - Run Audit - Create Topical Map - Optimize Content - Enable Automation - Set Up Tracking - Enable AI Tracking - New Release - Create Stack - Link Building Exchange (Left sidebar → Authority) - Close banner - Go to Link Laboratory - - Place Order - Order Builder - Invoices - Download Extension - Redeem Promo Code - Manage Subscription - Change Plan - Add Payment Method - Quota model details - Top Up - Add-on Key UI elements: - Settings left-side navigation panel - Team Members list with member rows - Seat usage indicator (5 / 5 seats used) - Search by name or email input - Member role badge button (Viewer / Admin) - Deactivate button per member row - Member activity status (Active, Last login timestamp) - Add member button - Training calls banner - Progress banner showing '1 of 6 sections completed' - Overall progress bar with logo - Collapsible section accordions for each onboarding category - Per-section progress bars (e.g. 1/3, 0/2, 2/4) - Task rows with action button and Completed state - Training calls notification banner - Live Workshops & Training Sessions banner - Notifications bell with count badge (15) - Global search bar (Search for tools, keywords, domains...) - Avatar/Avatar Menu (👤) (Open Avatar Menu (👤)) - Publisher Exchange tab - Publisher Exchange promotional text panel - PE Demo Screen image - Go to Link Laboratory button - Training Sessions notification banner - Global search bar - Notifications button (15 unread) - Open Avatar Menu (👤) (avatar dropdown) - Left sidebar navigation links - Launch Atlas Agent button (Home → project row actions) - Open features menu button Settings tabs: - Profile - Email Settings - Team Members - Integrations - CMS Connectors - API Keys Sub-pages - Publisher Exchange — Navigation path: Top-right corner (avatar) → App Ecosystem → Publisher Exchange tab — Promotes the Publisher Exchange marketplace, giving users instant access to thousands of publications for guest posts and link building, with a direct link to Link Laboratory. — Actions: Go to Link Laboratory - Plans & Top-ups — Navigation path: Top-right corner (avatar) → Billing → Plans & Top-ups tab — Displays the current subscription plan, payment method, and a full breakdown of credit quotas by category with options to top up or add on. — Actions: Manage Subscription, Change Plan, Add Payment Method, Quota model details, Redeem Promo Code, Top Up, Add-on, View quota breakdown - Services — Navigation path: Top-right corner (avatar) → Billing → Services tab — Lists all active and inactive services on the account with their description, frequency, quantity, price, billing schedule, and status. — Actions: Redeem Promo Code, Search - Invoices — Navigation path: Top-right corner (avatar) → Billing → Invoices tab — Shows a history of all invoices including their creation date, paid date, type, details, status, and amount with downloadable actions. — Actions: Redeem Promo Code, Search - Activity Log — Navigation path: Top-right corner (avatar) → Billing → Activity Log tab — Provides an audit trail of all billing-related changes including plan changes, top-ups, payment updates, and who performed each action. — Actions: Redeem Promo Code, Search Auto-generated by SA UI Mapper. Last updated: 2026-09-18.

🗺️ Navigate Search Atlas Without the AI Agent

🧭 Overview Search Atlas includes an AI agent designed to guide you through common workflows. However, if you prefer to navigate the platform manually — or if the AI agent has given you incorrect directions or made changes that didn't apply — this article walks you through the most important areas of the platform step by step, so you stay in full control. 🔍 How to Find and Set Up Topics and Keywords To research and manage your target keywords, follow these steps: 1. In the left sidebar, locate the Content or Research section. 2. Open the keyword or topic tool you want to use. 3. Enter your seed keyword or topic in the search field and confirm. 4. Review the suggestions, then use the save or add option to capture the ones you want. 5. To organise keywords into topics, use the grouping or cluster options available within the tool. Changes you make here are saved to your project immediately. No AI agent action is required to store your selections. 🚀 How to Deploy Changes Manually If the AI agent indicated it made a change but nothing appeared to update, follow these steps to apply changes directly: 1. Navigate to the specific tool where the change should appear. 2. Locate the item or recommendation you want to act on. 3. Select the item and look for the action button relevant to that tool — for example a button to apply, deploy, or publish the change. 4. Wait for the on-screen confirmation message before leaving the page. Important: The AI agent can suggest actions, but it does not always complete them automatically. Always verify changes by returning to the relevant section and confirming the updated status yourself. 📋 How to Manage Your EEAT Content Directly EEAT (Experience, Expertise, Authoritativeness, Trustworthiness) signals are managed through the content and author profile areas of the platform. To update these without going through the AI agent: 1. Go to Content in the left sidebar and open the relevant article or page project. 2. Locate the author or trust-signal fields within the content or project settings area. 3. Update author bios, credentials, or trust signals directly in the fields provided. 4. Save your changes before navigating away. If your content is connected to a site integration, confirm the integration is active under your account settings so that published changes sync correctly. ⚠️ Frustrated With the Platform or Considering Cancellation? If you are experiencing repeated issues with the AI agent, finding the platform difficult to navigate, or considering cancelling your account, our support team can help you directly. Before taking any action on your account, we encourage you to reach out so we can clarify what the platform can do for your specific use case, walk you through the correct workflow, or escalate any technical issues on your behalf. When you contact us, please have the following ready: your project name or URL, a description of the specific action or workflow that isn't working as expected, and any error messages or screenshots you have captured. This will allow our team to resolve your issue as quickly as possible. 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.

🖼️ Accessing Photo-Realistic AI Image Generation

🔍 Overview Search Atlas includes an AI image generation tool inside the content creation workflow. One of its available styles is photo-realistic, which produces highly detailed, lifelike images. This option is available on the Pro plan and above. If you previously had access to this feature and can no longer find it, this article will help you locate it and understand what may have changed. 🗺️ Where to Find the AI Image Generator The AI image generation tool is accessed through the SEO Content Assistant. Follow these steps to reach it: 1. In the left sidebar, click Content. 2. Select AI Content Templates from the sub-menu. 3. Open or create a content document to enter the editor. 4. Inside the editor, look for the AI Image or image generation option within the toolbar or content block options. 5. Once the image generation panel opens, you will see a list of available styles — select Photo-Realistic from the style options. If you do not see the photo-realistic style listed, your current plan may not include it. See the section below for details. 💳 Plan Requirements for Photo-Realistic Images The photo-realistic image generation option is a Pro plan feature. Here is a quick summary of access by plan: - Pro plan and above: Full access to all image styles, including photo-realistic. - Starter or lower plans: Access to standard AI image styles only; photo-realistic style is not included. If your account was recently changed — for example, if you downgraded your plan, switched to a different subscription tier, or are using a new account — this would explain why the photo-realistic option is no longer visible. ⚙️ How to Upgrade to the Pro Plan If you would like to regain access to the photo-realistic image style, upgrading your account to the Pro plan is the quickest solution. To upgrade: 1. Click your avatar in the top-right corner of the platform. 2. Navigate to Billing → Plans & Top-ups (Manage Subscription / Change Plan). 3. Select the Pro plan and follow the on-screen prompts to complete your upgrade. Once your plan is upgraded, the photo-realistic style will appear immediately in the image generation panel without any additional configuration. 🛠️ Troubleshooting: Option Is Missing Despite Pro Plan If you are on the Pro plan and still cannot see the photo-realistic checkbox or style option, try the following steps: - Refresh your browser — a hard refresh (Ctrl + Shift + R on Windows, Cmd + Shift + R on Mac) clears cached data that may be showing an outdated interface. - Log out and log back in — this reloads your account permissions and plan entitlements. - Check your active workspace — if you manage multiple workspaces or organisations, confirm you are logged into the workspace associated with your Pro subscription. - Clear browser cookies and cache — occasionally, cached session data can cause features to display incorrectly. If none of the above steps resolve the issue, it is likely an account-level configuration that our support team can investigate directly. 💬 Need Further 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.

⚙️ Set Up Brand Voice & Fix Buffering

What Is the Brand Voice & Tone Profile? The Brand Voice & Tone Profile is a feature inside Brand Vault that lets you define how your brand communicates — its personality, tone, and style. Once configured, this profile can be applied across content generation and ad copy tools so every output sounds consistent and on-brand. How to Set Up Your Brand Voice & Tone Profile Follow these steps to configure your Brand Voice & Tone Profile in Search Atlas: 1. Log in to your Search Atlas account and navigate to Brand Vault from the main menu. 2. Select the brand entry you want to configure, or create a new one if you have not yet added your brand. 3. Open the Brand Voice & Tone Profile section within that brand entry. 4. Fill in the tone and style fields — for example, choose a descriptor such as professional, conversational, or formal — and add any specific guidelines about how your brand communicates. 5. Save your changes. Your profile will now be available to apply when generating content or ad copy across Search Atlas tools. Once saved, look for the option to apply or select your Brand Voice profile inside content generation and ad creation tools. Selecting your profile there ensures every output reflects your configured tone and style. Why Is Search Atlas Showing Continuous Buffering? Continuous buffering — where the platform appears to load indefinitely without displaying content — is often caused by a browser cache issue, a conflicting extension, or a temporary network or session problem. Try the following steps in order before escalating: 1. Hard-refresh the page. Press Ctrl + Shift + R (Windows) or Cmd + Shift + R (Mac) to force the browser to reload the page without using cached files. 2. Clear your browser cache and cookies. Go to your browser settings, clear cached data and cookies for Search Atlas (or all sites), then reload the platform. 3. Try an incognito or private window. Open a new incognito/private window and log in to Search Atlas. If the platform loads correctly, a browser extension is likely interfering. 4. Disable browser extensions. If incognito resolves the issue, re-enable extensions one at a time to identify which one is causing the conflict, then disable or remove it. 5. Try a different browser. Test in a second browser (e.g. Chrome, Firefox, Edge) to determine whether the issue is browser-specific. 6. Try a different network. Switch from Wi-Fi to a mobile hotspot, or vice versa, to rule out a network or firewall issue. 7. Log out and log back in. Sign out of Search Atlas completely, clear any saved session data, and sign in again to refresh your session. If buffering persists after completing all of the steps above, the issue may require investigation by our support team. 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.

🤖 Automate Custom Prompt Refinements for DKN Articles

🗺️ Overview When using the Digital Knowledge Network (DKN) to generate articles at scale, you may need to apply consistent content refinements to every article — such as adding an About the Author section, inserting contact information, or stripping unwanted formatting tags before articles deploy to GoHighLevel. Instead of applying these changes manually, you can automate them using DKN's custom prompt refinement settings. This article explains how to configure a reusable refinement prompt that runs automatically on every DKN-generated article before deployment. ⚙️ What Is a Custom Prompt Refinement? A custom prompt refinement is an instruction set you define once inside DKN. After an article is generated, DKN passes it through your refinement prompt as a post-processing step — adjusting content, structure, or formatting without you needing to intervene manually each time. Common use cases include: - Appending a standardised About the Author section to every article - Inserting location-specific contact details or calls to action - Removing unwanted HTML or formatting tags produced during generation - Enforcing a consistent tone, disclaimer, or footer block across all sites 🛠️ How to Set Up an Automated Refinement Prompt 1. Open DKN from your Search Atlas dashboard and navigate to the Content Generation settings for your target site or network. 2. Locate the Custom Prompt or Post-Processing Prompt field within the article generation configuration. This is where you define the refinement instructions that will apply to every article. 3. Write your refinement prompt. Be specific and use clear instructions. For example: - "After the final paragraph, add a section titled 'About the Author' followed by [your author bio text]." - "Insert the following contact block at the end of the article: [phone, address, website]." - "Remove all instances of markdown formatting symbols such as **, ##, and — from the article body." 4. Save your prompt configuration. DKN will now apply this prompt automatically to each article generated for this site during the refinement pass. 5. Run a test generation on a single article to confirm the refinement is applied as expected before enabling it across your full network. 6. Once validated, enable the setting for all sites in your DKN network if you want the same refinement applied universally, or configure it per site for tailored outputs. ✅ Best Practices for Reliable Refinement Prompts - Keep instructions atomic. Break each refinement into a clear, single action. Avoid combining too many instructions in one sentence — this reduces the chance of any step being skipped. - Use delimiters for inserted content. When adding blocks like author bios or contact sections, wrap the placeholder text in quotes or brackets so the AI can distinguish your instruction from the content itself. - Avoid conflicting instructions. If your base generation prompt and your refinement prompt give opposing direction (e.g., one adds a section, the other removes all footers), the output may be unpredictable. Review both prompts together. - Test on a staging site first. Before deploying refinements across live GoHighLevel sites, validate outputs on a test site to catch formatting or content issues early. - Version your prompts. Keep a copy of each refinement prompt version in a document. If results change after an update, you can quickly reference what changed. 🚀 Deploying Refined Articles to GoHighLevel Once your refinement prompt is configured and tested, DKN will automatically apply it to every article in the generation queue. Refined articles are then passed to your GoHighLevel deployment pipeline without any additional manual steps required. If you are deploying to multiple GoHighLevel sites, confirm that each DKN site node has the correct refinement prompt assigned — especially if different sites require different author bios or contact details. ⚠️ Troubleshooting Common Issues - Refinement is not applying: Confirm the custom prompt field is saved and that post-processing is enabled for the site. Unsaved changes are a common cause. - Formatting tags still appearing: Make your removal instruction more explicit, specifying the exact tags or symbols to strip (e.g., "Remove all instances of the characters ** and __ from the article text"). - About the Author section is missing: Check that the prompt instruction references the correct position (e.g., "at the end of the article" vs. "after the conclusion heading") and that the bio text is included in the prompt itself. - Generation timeout during refinement: If a refinement step causes a timeout, simplify the prompt. Overly complex or lengthy instructions can exceed processing limits. Split refinements into smaller, focused prompts where possible. 💬 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.

🗺️ Navigating the New Search Atlas Agentic Homepage

🔍 Overview Search Atlas recently launched a redesigned Agentic Homepage that changes how you access the Dashboard, Hub, and core tools. If the layout looks unfamiliar or you cannot locate the sections you need, this article walks you through the new structure and provides direct navigation paths to get you back on track quickly. 🖥️ Understanding the New Layout The Agentic Homepage replaces the previous Dashboard with a streamlined, project-focused interface. The main navigation now lives in the left sidebar, which organises all tools into clearly labelled sections. The traditional Dashboard and Hub views may now appear as entry points within specific sidebar sections rather than as standalone top-level pages. If your screen looks different from what you expect, use the steps below to orient yourself. 🧭 How to Navigate Using the Left Sidebar All major tools are accessible directly from the left sidebar. Here are the primary sections and how to reach them: - Site Metrics — Click Site Metrics in the left sidebar to reach your project overview and SEO data (/site-explorer/list). From here you can access: - Keyword Magic — Left sidebar → Keywords → Keyword Magic - Rank Tracker — Left sidebar → Keywords → Rank Tracker (Keyword Rank Tracker) - Keyword Gap — Left sidebar → Site Metrics → Keyword Gap - Local — Click Local in the left sidebar, then select GBP Projects to manage your local SEO projects (GBP Projects) (/gbp-galactic/gbp-projects). Sub-sections include: - Left sidebar → Local → Overview - Left sidebar → Local → Media Library - Left sidebar → Local → My Tasks - Left sidebar → Local → Posts - Left sidebar → Local → Reviews - Left sidebar → Local → Local Citations If the left sidebar is not visible, try widening your browser window or scrolling to the far left of the screen. The sidebar may be collapsed on smaller screens. ✅ Step-by-Step: Recovering Your Navigation 1. Refresh the page. Press Ctrl + Shift + R (Windows) or Cmd + Shift + R (Mac) to force a full reload and clear any cached layout issues. 2. Check for a collapsed sidebar. Look for a small arrow icon or a hamburger menu (☰) on the left edge of your screen. Click it to expand the sidebar. 3. Navigate directly by URL. If the sidebar is loading but tools are missing, go directly to a known section: - Site Metrics list: /site-explorer/list - Local projects: /gbp-galactic/gbp-projects 4. Switch to a supported browser. Search Atlas works best on the latest versions of Google Chrome or Microsoft Edge. If you are using Firefox, Safari, or an older browser version, some layout elements may not render correctly. Update your browser or switch to Chrome and reload the platform. 5. Disable browser extensions. Ad blockers and script-blocking extensions can interfere with sidebar rendering. Temporarily disable extensions, then reload the page. 6. Clear your browser cache and cookies. Go to your browser settings, clear cached images and cookies for the Search Atlas domain, then log back in. 7. Try an incognito/private window. This rules out extension conflicts and stale session data. Open an incognito window, log in to Search Atlas, and check whether the layout loads correctly. 🔐 Check Your Account Permissions Some sections of the Agentic Homepage are visible only to users with the appropriate role or active subscription features. If a sidebar section is missing entirely, consider the following: - Confirm with your account administrator that your user role has access to the section you need (for example, Local tools require a Local plan or add-on). - Ask your admin to review your permissions under the account settings and ensure the correct features are enabled for your profile. - If you recently upgraded or changed your plan, log out and log back in to refresh your session permissions. 🌐 Browser Compatibility For the best experience with the new Agentic Homepage layout, use the following: - Recommended browsers: Google Chrome (latest), Microsoft Edge (latest) - Minimum screen resolution: 1280 × 720 pixels - JavaScript: Must be enabled — the sidebar and homepage rely on JavaScript to render correctly - Zoom level: Keep your browser zoom between 80% and 100%. Higher zoom levels can push the sidebar off-screen 🚀 Alternative Entry Points If you still cannot reach a specific tool, use these direct paths as alternative entry points while your main navigation is being resolved: - Go to Site Metrics via the left sidebar to access all keyword and ranking tools. - Go to Local → GBP Projects via the left sidebar to access all GBP and local citation tools. - Use your browser's address bar to type the direct URL path for the section you need (see the URLs listed earlier in this article). 💬 Still 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.

📊 Track Atlas Agent Credit Usage

📘 How Atlas Agent credits work Atlas Agent uses credits for metered requests. Your available balance is managed by your account’s credit quota and any approved overage buffer. Before a request starts, Search Atlas checks whether enough credits are available. If your metered credits and overage buffer are exhausted, the request is stopped and you may receive a 402 error. 🔢 How credits are consumed 1. You submit an Atlas Agent request. 2. The request is processed and its cost is calculated. 3. Usage is recorded in the credit transaction ledger. 4. The recorded amount is deducted from your available Atlas Agent quota. Usage is recorded asynchronously. This means a request may finish before its credit deduction appears in account usage information. Short delays between activity and displayed consumption are expected. 🔍 How to check your available credits Open the platform’s billing or credit-usage area to review the balance and usage information available for your account. The exact balance depends on your plan, credit allocation, completed deductions, and any enabled overage buffer. If your account uses Universal Credits, credit meters may not appear in the Billing page in some cases. This is a known visibility limitation, so the displayed information may not provide a complete breakdown of Atlas Agent usage. 🧾 How to review three days of consumption 1. Record your current available credit balance. 2. Review the Atlas Agent activity completed during the three-day period. 3. Allow time for asynchronous usage records to finish processing. 4. Compare the balance before and after the period, when both values are available. 5. Use the available credit transactions or usage records to match deductions to requests. The total change in balance may also include other metered activity, adjustments, or overage usage. For an accurate Atlas Agent-only total, compare individual transaction records when they are available rather than relying only on the overall balance. ⚠️ Why usage may look different - Credit deductions can appear after the request completes. - Usage information may be temporarily incomplete while records are being processed. - Universal Credits accounts may not show all consumption meters in Billing. - When metering is not enabled for an account, spending may not be recorded or limited as expected. 🛠️ When to contact support Have the approximate request times, the three-day date range, your starting and ending balances, and any visible transaction details ready. This helps the team investigate differences between activity and recorded consumption. If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be instantly connected with a member of our team.

🤖 Manage Your AI Gateway Team & Usage

You can now create and manage your own teams inside the SearchAtlas AI Gateway, giving you full visibility into how your team consumes AI resources across tools like Claude Code and Codex — without needing to contact anyone to get set up. ✨ What's New The AI Gateway now includes self-serve team management with usage analytics scoped to exactly the people you oversee. Here's what you can do: - Create your own teams in about a minute — Name a team, add members by searching for them by name or email, and it's live immediately. You can own up to 20 teams. - Add co-managers — Share day-to-day team management with a colleague while you retain ownership. Co-managers can add or remove people and rename the team; only the owner can change the manager list or delete the team. - Nest teams inside teams — Department heads can roll up multiple sub-teams into a single parent team. Usage from every nested level is included in the parent's totals, giving leadership one consolidated view as deep as your org structure goes. - Track token spend and usage per person — Your team's usage dashboard includes KPI tiles, a breakdown by AI provider and model, and a leaderboard showing who is consuming the most. Click any person to scope the entire view to just them. - Include shared service bots — Shared automation keys can be added as team members, so any spend from automated workflows appears alongside your people's usage. - See which teams include you — A dedicated section on your Teams page lists every team that counts your usage and who manages it, so your data is never included somewhere without your knowledge. 🛠️ How to Use It 1. Go to the AI Gateway and navigate to the Teams section. 2. Click Create team, give it a name, and search for members by name or email to add them. 3. Optionally, add a co-manager to help run the team alongside you. 4. To build a department view, open your team, go to Sub-teams, and add the teams that should roll up into it. 5. Navigate to your team's usage page to view token consumption, spend, provider and model breakdowns, and the per-person leaderboard. 📋 What to Expect - Your own usage is not included in your team's totals unless you explicitly add yourself as a member — this prevents a manager overseeing multiple teams from inflating all of them. - Members are matched by the email address they log in with. Always use the search-and-select flow rather than typing an address manually to ensure accuracy. - Adding someone to a team does not send them a notification, but it is not hidden — they will see the team and your name listed on their own Teams page. - Visibility comes from managing, not from being listed. Being a member of a team does not give you access to that team's usage data — only managers (and the owner) can see it. - If you already have an org-managed team, you can now rename it, adjust its managers, and edit its members yourself. Note that changing the member list of an org team converts it to a standard team and removes it from the org chart rollup — the platform will warn you before this happens. Renaming or changing managers is always safe. - No prompt or message content is ever captured. All usage figures are derived from request metadata only. 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.

🔍 How to Find Your Previous Chat History

This article explains what to do if you cannot locate a previous chat session inside the platform. If you have not deleted any chats but cannot find a recent conversation, follow the steps below. 🛠️ Step-by-Step 1. Open the tool where the chat took place. Navigate to the same area of the platform you were using when the conversation occurred and look for any history or session list within that tool's interface. 2. Check that you are logged into the correct account and workspace. If you belong to more than one workspace or have multiple accounts, confirm that the workspace currently shown matches the one you were using when the chat occurred. Chat history may not be visible if you are viewing a different workspace. 3. Scroll through any available session list. Older sessions may not appear at the very top. Scroll down within whatever session list is available to see if earlier conversations are listed further down. 4. If you still cannot find the session, contact support. The platform's support team can look into your account directly and advise whether the session was saved. Before reaching out, note the approximate date and time of the missing conversation and the area of the platform where it took place, as this will help the team locate it faster. ✅ How to Confirm It Worked You have successfully located your chat history when you can see a list of past sessions inside the tool you used and can open the conversation you were looking for. If you are unable to find the session after completing every step above, reach out to our support team with the details noted in step 4. 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.

💬 How to Close a Test Chat Conversation

🔍 What Happened? If you were testing the live chat widget inside the Search Atlas platform and your conversation was accidentally escalated to a support teammate, don't worry — this is a common occurrence. When certain keywords or actions are triggered during a test, the system may automatically route the conversation to a human agent. This article explains what to expect, how the conversation gets closed, and how to avoid accidental escalations during future tests. ⚙️ Why Did My Test Get Escalated? The chat widget is designed to detect when a customer needs human support. The following actions can trigger an automatic escalation: - Typing phrases like human teammate, agent, or help - Sending multiple messages in quick succession - Interacting with certain bot prompts that are mapped to escalation flows Because these triggers are intentional safety features, even a test conversation can be routed to a live teammate if any of these conditions are met. ✅ How to Close an Accidentally Escalated Conversation If your test conversation was escalated and you need it closed, follow these steps: 1. Open the chat widget in the bottom-right corner of the platform. 2. Type a short message explaining that this was a test, for example: "This was a test conversation — please close this chat." 3. A teammate will acknowledge your message and close the conversation on their end. 4. You will receive a confirmation once the conversation has been marked as resolved. There is no negative impact on your account when a test conversation is escalated. Our team is happy to close it for you without any follow-up required. 🛠️ How to Avoid Accidental Escalations When Testing If you need to explore the chat widget's behaviour without triggering a live escalation, keep the following tips in mind: - Avoid escalation keywords — do not type phrases like human teammate, talk to someone, or agent during a test. - Keep messages neutral — use placeholder text that does not match any escalation triggers. - Test during off-peak hours — if an accidental escalation does occur, our team will still respond, but off-peak times may reduce any confusion. - Notify the team in advance — if you plan to run a structured test, let a teammate know beforehand so they can monitor without escalating. ❓ Frequently Asked Questions Will this affect my account or support history? No. Accidental test conversations are noted and closed without any impact to your account standing or support metrics. Can I delete the test conversation from my history? Conversation history is managed by our support team. If you would like a test conversation removed from your record, simply ask a teammate when requesting the closure. What if the chat widget is not responding? Try refreshing the page. If the issue persists, the widget may be temporarily unavailable. Wait a few minutes and try again. 💬 Need Further 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.

📋 Check Your Specialty Team Update Status

🔍 What Is a Specialty Team Request? When your project requires hands-on work beyond standard platform features — such as content production, link building, or technical SEO tasks — your request may be assigned to a specialty team. These teams work behind the scenes to complete deliverables on your behalf. Understanding how to check the status of these requests helps you stay informed and reduces wait time for updates. 📊 Where to Find Your Request Status Search Atlas surfaces task and order progress directly inside the platform. To check the current status of a specialty team request: 1. Log in to your Search Atlas account. 2. Navigate to the relevant section for your request — for example, Dashboard, Orders, or the specific tool tied to your task (such as Content, Authority (Press Releases, incl. Link Building Exchange), or OTTO SEO → Site Audit). 3. Locate the task or order in question. Each item displays a status label that reflects its current stage (e.g., Pending, In Progress, Under Review, Completed). 4. Click on the task or order to open the detail view and see any available notes or progress updates. ⏱️ Typical Status Stages Explained Specialty team tasks move through a defined workflow. Here is what each common status means: - Pending: Your request has been received and is queued for assignment. - In Progress: A specialist is actively working on your task. - Under Review: The completed work is being reviewed internally for quality before delivery. - Completed: Your deliverable is ready and available in the platform. - On Hold: Additional information may be needed from you, or the task is paused temporarily. 💡 Tips for Faster Updates To help your specialty team requests move smoothly and avoid unnecessary delays: - Ensure all required details were submitted when the request was created. Incomplete briefs are a common cause of delays. - Check your Home notifications regularly — the platform sends alerts when a status changes or when action is required from you. - If your request shows On Hold, review any notes attached to the task and respond promptly with the requested information. - Avoid submitting duplicate requests for the same task, as this can cause confusion and slow processing. 🛠️ When to Escalate to the Support Team Most status updates are visible directly in the platform. However, you should reach out for live support if: - Your task has shown no status change for an extended period and you have not received any communication. - You believe there is an error or discrepancy in the status shown. - You need clarification on a deliverable that has been marked Completed but appears incomplete. - You submitted a request and it does not appear anywhere in your account. 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.

🗺️ How to Locate Playbooks in Search Atlas

This article helps you locate the Playbooks feature inside Search Atlas when you cannot find it through your usual navigation path. Because the interface continues to evolve, some menu labels and panel layouts may differ slightly from what you have seen in older guides. 🛠️ Step-by-Step 1. Log in to your Search Atlas account and make sure you are inside the correct project or workspace — if you have multiple projects, try switching between them, as the option may appear in one project but not another. 2. Look for a Playbooks label or icon in your main navigation. Depending on your account tier and any recent UI updates, this entry point may appear in a different section than you expect — check all primary navigation panels before assuming the feature is missing. 3. If you do not see Playbooks anywhere in the current view, scroll through all available sections of the left-hand or top navigation to ensure you have not overlooked it under a different grouping. 4. If the section still does not appear, your current plan may not include Playbooks, or the feature may need to be activated by your account admin — check with whoever manages your Search Atlas account to confirm your plan includes access. 5. Clear your browser cache and perform a hard refresh (Ctrl + Shift + R on Windows or Cmd + Shift + R on Mac), then repeat the steps above — stale cache can sometimes hide newly released navigation items. ✅ How to Confirm It Worked 1. You should be able to see a Playbooks section that lists any existing playbooks or presents a prompt to create your first one — this confirms the feature is accessible on your account. 2. If you successfully open a Playbook, verify that you can view its steps or settings without being redirected back to another area — consistent access means the navigation issue is resolved. 3. If the section still does not appear after completing every step above, please reach out to our support team with your account email, project name, and a screenshot of your current navigation menu so we can identify the correct path for your specific account setup. 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.

🤖 Automate Custom SEO Prompts for DKN Articles

🗺️ Overview The Doorbell Knowledge Network (DKN) content pipeline in Search Atlas lets you generate SEO articles at scale. Before those articles go live in GoHighLevel, you may want to automatically apply a custom refinement prompt — for example, adding an About the Author section, a Contact Us block, or stripping unwanted formatting artifacts. This article explains how to configure that automation so every article is polished and deployment-ready without manual editing. ✅ What You Can Automate A custom refinement prompt can instruct the AI to perform any combination of the following tasks on each generated article before it is pushed to GoHighLevel: - Add a branded About the Author section at the end of the article - Insert a Contact Us call-to-action block - Remove formatting artifacts such as extra line breaks, stray markdown symbols, or duplicate headings - Enforce a consistent tone, reading level, or word count - Append custom disclaimers, schema hints, or internal linking instructions 🛠️ Step-by-Step: Setting Up Your Refinement Prompt 1. Open your DKN project. From the Search Atlas dashboard, navigate to Content and select the DKN project you want to configure. 2. Go to Project Settings. Click the Settings (gear) icon within the project to open the configuration panel. 3. Locate the Content Refinement section. Scroll to the Post-Generation Prompt or Content Refinement field. This is where your custom instructions are entered. 4. Write your refinement prompt. Enter the exact instructions you want the AI to follow on every article. Be specific and use clear directives. See the example prompt below for guidance. 5. Save your settings. Click Save to apply the prompt to the project. All subsequent articles generated in this project will automatically pass through your refinement instructions before deployment. 6. Connect your GoHighLevel destination. If you have not already linked your GoHighLevel account, go to Avatar (top-right) → Settings → Integrations in Search Atlas, authenticate your GoHighLevel workspace, and map it as the publish destination for this DKN project. 7. Run a test article. Generate a single test article and preview the output to confirm the refinement prompt is applying your changes correctly before enabling bulk deployment. ✍️ Example Refinement Prompt Copy and adapt the following prompt to match your brand requirements: Prompt:"After generating the article, perform the following refinements: (1) Remove any stray asterisks, hashtags, or markdown formatting symbols. (2) Add a section titled 'About the Author' immediately before the closing paragraph, using the bio provided in the project settings. (3) Add a 'Contact Us' section at the very end of the article with the following text: [insert your contact copy here]. (4) Ensure the article contains no duplicate headings and that all H2 and H3 tags follow a logical hierarchy. Do not alter the core SEO content or keyword placement." Adjust the numbered instructions to include only the steps relevant to your workflow. ⚙️ Tips for Writing Effective Refinement Prompts - Be explicit. Tell the AI exactly where to place new sections (e.g., "immediately before the last paragraph" rather than "somewhere near the end"). - Use numbered steps. Numbered instructions reduce ambiguity and ensure every task is acted on in order. - Protect your SEO work. Include a line such as "Do not change keyword usage, meta description, or heading structure" to prevent the refinement pass from undoing your optimisation work. - Store reusable copy in Project Settings. If your Author Bio or Contact Us text is long, save it as a project-level variable so the prompt stays concise and easy to maintain. - Test before bulk deployment. Always validate the refined output on one article before scheduling a large batch to GoHighLevel. ❓ Frequently Asked Questions Does the refinement prompt apply to articles already generated? No. The post-generation prompt applies only to articles generated after you save the new settings. To refine previously generated articles, you would need to regenerate them or manually edit them. Will this slow down article generation? There is a small additional processing step, but for most projects the impact on generation time is negligible. Can I use different prompts for different DKN projects? Yes. Each DKN project has its own independent prompt settings, so you can customise the refinement instructions per project or per client. What if my GoHighLevel articles still show formatting issues after the prompt runs? Check that your refinement prompt explicitly names the artifact to remove (e.g., "remove all double asterisks"). Vague instructions like "clean up formatting" may not catch every case. Refine your prompt and run another test article. 💬 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.

🤖 Real-Time Agent Availability: What FIN Can Check

🧠 What FIN Can and Cannot Do FIN is Search Atlas's AI support assistant. It can answer product questions, guide you through features, and connect you with a human teammate — but it cannot check whether a human support agent is online at this exact moment. FIN does not have access to real-time agent schedules, shift data, or live queue status. This means if you ask "Are human agents available right now?", FIN cannot give you an accurate yes or no answer. ✅ How to Check Live Agent Availability Yourself The most reliable way to find out whether a human teammate is currently available is to open the chat widget and reach out directly. The widget reflects current support status in real time. 1. Open the chat widget inside the Search Atlas platform. 2. Initiate a conversation to see whether a human teammate is available. 3. If you want to be connected with a human teammate, type human teammate in the chat input and send the message. If a human teammate is available, you will be connected. If none are currently online, the chat will let you know and you can leave a message for follow-up. ⏰ What Happens When No Agents Are Available If no human teammates are currently online, you have two options: - Leave a message in the chat. A teammate will follow up with you as soon as one is available. - Continue with FIN for immediate help with product questions, navigation guidance, or troubleshooting steps. FIN is available 24/7 and can resolve a wide range of questions without a human agent. ❓ Why FIN Cannot Answer This Question Automatically FIN operates from a knowledge base of product documentation and support articles. It does not have a live connection to agent scheduling systems or real-time support queue data. This is why FIN will always direct you to open the chat widget and reach out directly, rather than confirming availability on your behalf. FIN is being transparent about the limits of what it can verify. 💬 Need a Human Teammate Right Now? 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.

🔍 Atlas Agent Meta Tag Verification Limits Explained

🤖 What Atlas Agent Can Do with Meta Tags Atlas Agent can read and analyse the meta tag data that Search Atlas has already crawled and stored for your pages. This includes your title tags, meta descriptions, Open Graph tags, and canonical tags as they appeared during the most recent crawl of your site. Within the platform, Atlas Agent can: - Report the current meta tag values stored in Search Atlas for any crawled URL - Flag tags that exceed recommended character limits - Identify missing or duplicate meta tags across your site - Suggest optimised meta tag copy based on your target keywords ⚠️ What Atlas Agent Cannot Do Atlas Agent does not fetch live meta tags in real time directly from your website during a conversation. When you ask Atlas Agent to verify a meta tag, it is reading from the most recent crawl snapshot — not pulling the current live version of your page. This means: - Changes you made after the last crawl will not be reflected in Atlas Agent's response - Atlas Agent cannot confirm whether a tag update has gone live on your server - Atlas Agent cannot resolve discrepancies between what your CMS shows and what is actually served to search engines or social platforms 🔎 Why Clipped-Preview Errors Occur A clipped-preview error happens when a meta description or title tag is longer than the character limit that search engines or social platforms display. Common thresholds are approximately 155–160 characters for meta descriptions and 50–60 characters for title tags, though these can vary. These errors can appear in Atlas Agent's analysis for two reasons: 1. The tag genuinely exceeds the limit in the crawl data Search Atlas holds for your page. 2. The crawl snapshot is outdated, and the value stored differs from what is currently live on your site — sometimes a previously long tag was not yet corrected at crawl time. Because Atlas Agent works from crawl data rather than a live fetch, it may report a clipped-preview error for a tag you have already fixed, or miss one that was introduced after the last crawl. ✅ How to Reliably Verify Your Live Meta Tags To confirm the exact meta tag values currently served on your live page, use one of these manual methods: 1. View page source: Open your page in a browser, right-click, and select View Page Source. Use Ctrl+F / Cmd+F to search for meta name="description" or og:title to locate the relevant tags and copy their content values. 2. Google's Rich Results Test: Paste your URL into Google's Rich Results Test to see what Googlebot fetches live from your page. 3. Facebook Sharing Debugger: Use the Facebook Sharing Debugger to check Open Graph tags and force a fresh fetch of your URL. 4. LinkedIn Post Inspector: Use LinkedIn's Post Inspector tool to verify how your tags render on LinkedIn previews. Once you have confirmed the correct live values, return to Search Atlas and trigger a manual recrawl of the affected URLs. This updates the crawl snapshot Atlas Agent uses and clears outdated clipped-preview flags. 🔄 How to Trigger a Manual Recrawl in Search Atlas 1. Go to Site Metrics in the left navigation menu. 2. Select your project and open Pages. 3. Find the URL you want to recheck using the search bar. 4. Select the URL and click Recrawl (or Recrawl Selected if updating multiple pages). 5. Wait for the crawl to complete, then reopen the page details to confirm the updated meta tag values are now reflected. After a successful recrawl, any clipped-preview errors tied to tags you have already corrected will be resolved in the platform automatically. 📋 Quick Reference: Recommended Meta Tag Length Limits - Title tag: 50–60 characters (under 580 pixels rendered width) - Meta description: 120–158 characters for desktop; aim for under 120 for mobile safety - OG title: Under 60 characters - OG description: Under 200 characters Staying within these ranges reduces the likelihood of clipped-preview errors appearing in both Search Atlas and external preview tools. 🙋 When to Escalate to a Human Teammate Contact the support team if you experience any of the following: - A manual recrawl does not update the meta tag values shown in Search Atlas after 24 hours - Atlas Agent is consistently reporting clipped-preview errors for tags that are within the correct character limits on your live page - You need help setting up automated crawl schedules to keep your snapshot data current - You suspect a technical issue with how Search Atlas is crawling a specific URL or domain 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.

🗺️ How to Find Playbooks in Search Atlas

This article helps you find the Playbooks feature when clicking the Atlas Agent icon does not surface it as an expected option. Because Playbooks can be accessed through a different area of the platform than the top-right Atlas Agent shortcut, this guide walks you through exactly where to look and how to confirm you have arrived in the right place. 🛠️ Step-by-Step 1. Start from the main platform view. After logging in to Search Atlas, make sure you are on the home dashboard rather than inside a specific tool. The Atlas Agent, accessed from the left sidebar → Home (Ask Atlas Ag / Agent Hub), is a quick-launch shortcut and may not expose every feature, including Playbooks, directly from that menu. 2. Navigate to Playbooks from the Home dashboard. From the Home page (Hi, CSM. What will we get done today?), locate and select Recommended Playbooks. 3. Open Recommended Playbooks. Click it to open the Playbooks library where you can view, create, or edit playbook workflows. 4. If you do not see Playbooks listed at all, this may indicate the feature is not yet enabled on your account tier, or it is pending rollout. Note your current plan and contact support using the method below so the team can confirm availability for your account. ✅ How to Confirm It Worked You will know you have reached the correct location when you see a screen that displays a list or grid of Playbooks, with options to create a new playbook or open an existing one. If you can click into a playbook and see its steps, triggers, or workflow settings, you are in the right place. If the screen you land on shows only general agent chat or a shortcut menu without any playbook-specific controls, you have likely entered via the Atlas Agent shortcut in the left sidebar → Home (Ask Atlas Ag / Agent Hub) rather than navigating to Home (Hi, CSM. What will we get done today?) → Recommended Playbooks — return to the main navigation and try again from step one above. 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.

🔍 How to Look Up Online Profiles in Search Atlas

🧭 Overview Search Atlas does not offer a personal profile lookup tool that searches for an individual by name across the web. If you are trying to research a business profile, a backlink profile, or local citation listings for a specific person or brand, Search Atlas may have tools to help — but the right approach depends on exactly what you are trying to find. 📋 What Kind of Profile Are You Looking For? Before reaching out for help, try to identify the specific type of profile or data you need. Common use cases in Search Atlas include: - Business or local profiles — Finding and managing Google Business Profile (GBP) listings and local citations for a business. - Backlink profiles — Analysing the backlink profile of any website or domain. - Competitor gap analysis — Comparing backlink profiles between domains to find link-building opportunities. If your request falls outside these categories (for example, finding personal social media accounts), that is not a supported feature in Search Atlas. ⚠️ If You Are Unsure Which Tool to Use Because profile lookup requests can mean different things depending on your goal, a member of our support team can help identify the right tool or confirm whether your use case is supported. To help the team assist you as quickly as possible, please have the following information ready before reaching out: - A clear description of what type of profile you are trying to find or analyse (e.g. a business listing, a domain's backlink data, a competitor's online presence). - The name, domain, or URL of the profile or entity you are researching. - Any specific data or metrics you are hoping to see (e.g. referring domains, citation listings, local rankings). - The name of the Search Atlas project this relates to, if applicable. 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.

📥 Find and Download Atlas Brain File Links

🔍 Overview Atlas Brain can generate or reference files — such as SVG logos, images, or documents — during a chat session. In some cases, the download link for these files may not appear clearly in the chat, or clicking it may not trigger a download. This article explains how to locate and access those files. 💬 How Atlas Brain Shares Files When Atlas Brain produces a file as part of a response, it typically shares a download link directly in the chat window. The link may appear as a clickable file name, a button, or a URL embedded in the message. However, the link is not always visually prominent, and in some sessions it may not render correctly. Common reasons a file link may seem missing or inaccessible: - The link blends into the surrounding text and is easy to overlook. - The chat session was refreshed or navigated away from before the file rendered fully. - A rendering issue prevented the link from displaying in that session. - The file was generated in an earlier message that has scrolled out of view. 🛠️ How to Find and Download the File 1. Open the Coworker page. Go to the left sidebar and select Coworker (URL: /coworker). This is where Atlas Brain chat sessions are hosted. 2. Locate the correct chat session. If you have multiple sessions, make sure you are in the session where Atlas Brain referenced the file. 3. Scroll up through the conversation. File links are sometimes embedded earlier in the response thread. Scroll up carefully to check all messages. 4. Look for subtle link formatting. The file name (for example, modern_heating_square_logo.svg) may appear as a hyperlink. Try hovering your cursor over the file name text to check whether it is clickable. 5. Click the file name or link. If the link is active, your browser will either open the file directly or prompt you to save it. If your browser opens it in a new tab instead of downloading, right-click the file and select Save As to save it to your device. 6. Try regenerating the file. If you cannot find the link at all, send a new message in the same Atlas Brain session asking it to regenerate or re-share the file. For example: "Can you share the download link for the SVG file again?" Atlas Brain will attempt to reproduce and re-share the file in a new message. ⚠️ Known Limitations There is a known issue where file previews and download links may not render correctly in certain Atlas Brain sessions, particularly for image and SVG file types. If you have tried the steps above and still cannot access the file, this may be caused by a temporary rendering issue in your current session. As a workaround, try the following: - Refresh the page and return to the same session to see if the link re-renders. - Start a new Atlas Brain session and ask it to recreate the file from scratch. - Use a different browser or clear your browser cache, then reload the session. ✅ Tips for Smoother File Downloads - Do not navigate away from the chat while Atlas Brain is still generating a file — wait for the full response to appear before scrolling or switching pages. - If Atlas Brain references a file by name but provides no visible link, always try asking it to re-share the link in the same session before starting over. - Google Chrome and Microsoft Edge tend to handle in-browser file downloads most reliably. 🙋 Still Need Help? If you have followed all the steps above and still cannot access or download your file, 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.

How to Reset Your Domain Knowledge Network

Understanding the Dynamic Knowledge Network The Dynamic Knowledge Network (DKN) powers your OTTO SEO content generation. It scans your domain to understand your business, products, and existing content. This ensures that when the AI writes new articles, the information is accurate and highly relevant to your brand. When You May Need a DKN Reset Sometimes, your website might undergo significant changes. You may need to request a DKN reset to reflect new services, updated branding, or a complete site overhaul. A reset ensures your future content perfectly matches your current business profile. - Updated Content: You recently added new service pages or a new blog. - Business Pivot: Your core business focus or target audience has changed. - Duplicate Prevention: You want to ensure the AI does not generate articles that are too similar to content you already published. Requesting a Full DKN Reset If you need a completely fresh start—such as deleting the existing DKN entirely to clear stale data or wipe the slate clean—you will need our team to process a full reset. Since this action completely wipes the current knowledge base for a specific project, it must be handled manually by our support staff to ensure no data is lost accidentally. To request a full reset, please prepare your Project Name, Domain Name, and DKN ID. 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.

🔍 How to Structure Atlas Brain Playbooks for Competitor Research

Overview Atlas Brain is Search Atlas's AI-powered automation layer that executes multi-step research and optimization workflows through playbooks. When building playbooks specifically for competitor research, users sometimes encounter stalls, incomplete outputs, or unexpected behavior. This article explains common causes of these issues and the steps you can take to resolve them. Common Reasons a Competitor Research Playbook Stalls or Produces Incomplete Results - Prompt is too broad or ambiguous: If the playbook prompt does not clearly define the target competitor, the specific data to collect (e.g., keyword gaps, SERP positions, content topics), or the expected output format, Atlas Brain may not complete the task as intended. - Missing or unclear input variables: Playbooks that rely on variable inputs (such as a competitor domain or target keyword list) will stall or produce generic results if those variables are empty or inconsistently formatted. - Too many steps in a single playbook: Chaining too many research actions in one playbook without intermediate checkpoints can cause the workflow to time out or return partial data. - Conflicting instructions: If the playbook prompt contains contradictory instructions (e.g., asking for both a broad overview and highly specific keyword-level data in the same step), Atlas Brain may only address part of the request. Steps to Troubleshoot Your Competitor Research Playbook 1. Review and sharpen your prompt. Open the playbook and reread the prompt instructions. Make sure the competitor domain or entity is explicitly named, the research goal is specific (e.g., "identify top 20 keywords where competitor ranks in positions 1–10 but my site does not"), and the desired output format is described. 2. Check your input variables. Confirm that all required variables are filled in and formatted correctly before running the playbook. For example, competitor domains should be entered without extra spaces or protocol prefixes if the field does not expect them. 3. Break the playbook into smaller steps. If your playbook attempts to cover keyword gap analysis, SERP analysis, and content strategy recommendations in a single run, try splitting these into separate, focused playbooks and running them in sequence. 4. Remove conflicting instructions. Read through the prompt for any statements that contradict each other or ask Atlas Brain to do two different things at once. Simplify to one clear goal per step. 5. Re-run the playbook after making changes. After adjusting the prompt or variables, save the playbook and run it again to see whether the output improves. What to Have Ready If You Need Support If you have worked through the steps above and your playbook is still stalling, producing incomplete results, or behaving unexpectedly, our support team can investigate your specific configuration. Before reaching out, have the following information ready: - Your project or workspace name - The name or description of the playbook that is not working - A description of what the playbook is supposed to do versus what it is actually doing - Any error messages or unusual outputs you have observed, including approximate timestamps 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.

🤖 AI Generation Capabilities and Limitations in OTTO

Overview OTTO's AI generation feature helps you automatically create optimized content for key SEO fields on your site. However, AI generation does not apply to every field in OTTO. This article outlines a confirmed limitation so you know exactly what to expect. Fields That Do Not Support AI Generation The following field is not supported for AI generation in OTTO: - Twitter Cards — OTTO does not generate AI content for Twitter Card fields (such as titles, descriptions, or images). If you navigate to the Twitter Card section withinOTTO and find that AI generation is unavailable, this is expected behavior — not a bug, a quota issue, or a configuration error. Why Are Twitter Cards Excluded? OTTO's AI generation is purpose-built for SEO performance. Twitter Cards control how your content appears when shared on social platforms, which requires a different editorial approach. As a result, Twitter Card fields are managed manually within OTTO rather than through AI generation. How to Manage Twitter Card Fields in OTTO Even though AI generation is not available for Twitter Cards, you can still edit these fields manually within OTTO. Navigate to the relevant page or post in OTTO and locate the Twitter Card fields, then enter your preferred values and save your changes. 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.

🤖 Atlas Co-Worker FAQs and Access

🤖 What is Atlas Co-Worker? Atlas Co-Worker is an AI assistant that helps you work with Search Atlas data and SEO workflows. Use it to explore insights, understand reports, generate ideas, and move from analysis to action more efficiently. 🚀 How do I access Atlas Co-Worker? Open Search Atlas and use the available Co-Worker entry point in your platform workspace. You can also begin from relevant workflows, including Site Metrics or Content Genius, where AI-assisted actions are available. - For research and visibility insights, open Site Metrics from the left sidebar. - For content workflows, open Content and select Content Genius. - Follow the on-screen prompts to provide a question, task, website, keyword, or content context. 💡 What can I ask Co-Worker? Ask clear, task-focused questions in plain language. For example: - Summarize the main opportunities in this report. - Explain why this keyword or page may be underperforming. - Suggest content topics based on these keywords. - Turn these insights into a content brief. - Recommend next steps for improving visibility. 🧭 Where can Co-Worker help? Co-Worker can support several Search Atlas workflows, including AI visibility research, keyword analysis, content planning, and on-page improvements. Available actions may vary by workspace, account permissions, subscription, and the page you are using. - AI Visibility: Review Summary, Visibility, Sentiment, Topics & Queries, and Prompt Simulator data. - Organic Keywords: Analyze keywords and use actions such as Add to, Create article, or Export. - Content Genius: Generate content, write manually, write with AI in bulk, create an article, or rework an existing article. - Onpage Audit: Review recommendations and generate reports for pages or content items. 🔗 What if the “See how Co-Worker works” link is broken? If the link is missing or does not open, you can still use the relevant Co-Worker features directly inside the platform. Navigate to Site Metrics or Content → Content Genius, then select the available AI action for your workflow. 1. Refresh the Search Atlas page. 2. Sign in again if your session has expired. 3. Try the link from another supported browser or an incognito window. 4. Disable browser extensions that may block links or scripts. 5. Use the in-platform workflow instead of the help article link. ✅ How can I get better results? - Ask one specific question at a time. - Include the website, page, keyword, report, or market you want to analyze. - Explain the desired output, such as a summary, list, brief, or recommended actions. - Review AI-generated suggestions before publishing or applying changes. 🛠️ 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 instantly connected with a member of our team.

🛠️ Add Persistent Rules to Brand Vault

📌 What Brand Vault rules do Brand Vault lets you store important, ongoing client context that Search Atlas can use when reviewing campaigns and developing recommendations. Add rules that should remain consistent across audits, strategies, and future project work. Examples include service exclusions, seasonal priorities, budget changes, audience preferences, compliance requirements, and other business constraints. ✍️ Add a client rule 1. Open the relevant client project in Search Atlas. 2. Open Brand Vault from the project workspace. 3. Find the section for client knowledge, guidelines, or persistent instructions. 4. Add the rule using clear, specific language. 5. Save the changes and review the entry to confirm it applies to the correct project. ✅ Write effective rules State what should happen, when it applies, and any limits or exceptions. Avoid vague instructions such as “focus on better leads.” - Service exclusions: “Exclude residential jobs priced below $2,000 from campaign recommendations.” - Seasonal priorities: “Prioritize 4WD and SUV rentals from November through February. Prioritize exotic and convertible rentals from March through October.” - Budget schedules: “Reduce ad spend by 20% each month from September through December. Restore the full budget from January through August.” Use exact dates, percentages, price thresholds, locations, and product names whenever possible. If a rule has no end date, state that it remains active until updated. 🔄 Maintain your project context Review Brand Vault rules whenever a client changes pricing, services, budgets, targeting, or seasonal plans. Update or remove outdated instructions instead of adding conflicting versions. Keep each rule focused on one decision. This makes the guidance easier to interpret and reduces the risk of older instructions being applied incorrectly. 📊 How rules affect recommendations Persistent rules provide project context for campaign audits and strategy recommendations. They help Search Atlas account for the client’s priorities instead of relying only on general performance patterns. Rules do not replace accurate campaign data, tracking, conversion settings, or budget configuration. Confirm that those project settings also match the client’s current requirements. 🧪 Verify the result 1. Save the updated Brand Vault information. 2. Run or review the relevant audit or strategy output. 3. Confirm that recommendations reflect the new rule. 4. If the output does not reflect the rule, check its wording, scope, dates, and project assignment. If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be instantly connected with a member of our team.

📘 Why Competitor Projects Appear in My Project Dropdown (Atlas Brain)

If you notice projects you didn’t intentionally create appearing in your project dropdown, this behavior is expected and is caused by Atlas Brain. These projects are temporarily created so Atlas Brain can run competitor analysis and gather the data you explicitly requested. This is not a bug, not a security issue, and not an error with your account. 🧠 Why Atlas Brain Adds These Projects When you ask Atlas Brain to analyze competitors, compare domains, or run research on external sites, Atlas Brain must temporarily create internal projects to complete that analysis. Because of this, competitor sites may appear as “projects” and can show up in project dropdowns and in Activities or selection menus. This is required for Atlas Brain to function correctly. 🔁 Why They Reappear After Deletion Even if you delete these projects, they will be added again if you continue using the same playbook or ask Atlas Brain for competitor analysis again. This behavior is expected, deleting them does not prevent Atlas Brain from recreating them when needed. 👁️ Why They Appear in the Dropdown Menu The project dropdown is a global selector used by Atlas Brain. It shows all projects Atlas Brain is aware of, not just your owned websites, competitor projects are included so Atlas Brain can reference them during conversations. Because of this, the list may become long. 🧭 Should I Use or Ignore the Dropdown? You should ignore competitor projects in the dropdown, and select a project only when you want Atlas Brain to act on one of your real websites, for example, creating a blog post or applying SEO recommendations. Competitor projects do not have playbooks applied to them. ⚙️ Can My Projects Be Pinned or Shown at the Top? Currently, there is no way to reorder, pin, or prioritize projects in the dropdown. A feature request can be submitted to the product team to improve this behavior. ❓ FAQs Is this a bug or security issue? No. These projects are created intentionally by Atlas Brain. Can I permanently remove competitor projects? No. They may be recreated when Atlas Brain runs analysis. Are playbooks applied to competitor sites? No. Playbooks apply only to your valid projects. Do I need support to fix this? No. This is expected behavior and does not require support action. Competitor projects appearing in your dropdown are part of how Atlas Brain performs analysis. They can be safely ignored unless you want Atlas Brain to take action on one of your own websites. 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.

⚡ Set Up Brand Voice and Fix Buffering

What Is the Brand Voice & Tone Profile? The Brand Voice & Tone Profile in Search Atlas lets you define how your brand communicates — its personality, tone, and style. Once configured, this profile is applied across AI-generated content and other outputs to ensure consistency across every piece of content Search Atlas helps you create. Setting Up Your Brand Voice & Tone Profile To configure your Brand Voice & Tone Profile in Search Atlas, follow these steps: 1. Navigate to Brand Vault: From the left-hand navigation menu, locate and open the Brand Vault section. 2. Open the Brand Voice & Tone Profile: Inside Brand Vault, select the Brand Voice & Tone Profile option to access the configuration panel. 3. Define your brand personality and tone: Fill in the relevant fields describing your brand's voice, communication style, and tone preferences. This may include options such as formal vs. casual, descriptive keywords, or sample phrases that reflect your brand's identity. 4. Save your profile: Once you have completed the fields, save your profile. This voice profile will then be applied automatically when generating AI content within Search Atlas. 5. Update as needed: You can return to Brand Vault at any time to edit or update your Brand Voice & Tone Profile as your brand evolves. If you encounter any errors or unexpected behavior while setting up your profile, note the exact error message and the step at which it occurs before reaching out to support. Fixing Continuous Buffering in Search Atlas If Search Atlas is showing a continuous loading or buffering spinner that does not resolve, this is a known issue our team can investigate on your behalf. Before reaching out, try the following basic steps: 1. Hard refresh the page: Press Ctrl + Shift + R (Windows) or Cmd + Shift + R (Mac) to clear cached resources and reload the page. 2. Try a different browser or incognito window: This rules out browser extensions or stored session data as the cause. 3. Log out and log back in: Sign out of your Search Atlas account completely, then sign in again to reset your session. If the buffering issue persists after trying these steps, please escalate to our support team with the following information so we can investigate: - Your Search Atlas account email or workspace name - The specific page or tool where the buffering occurs - Approximately when the issue started - The browser and operating system you are using If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be instantly connected with a member of our team.

🗂️ Search Atlas Module Ownership Guide

Purpose of this guide This guide helps you direct questions and feedback to the right area when working with Search Atlas. Module ownership can change as products evolve, so use the module name and workflow details when requesting assistance. Module responsibility overview When raising a question or issue, identify which of the following Search Atlas modules it belongs to, then include that module name along with the full context of your request: - OTTO (Automated SEO): Questions about reviewing, approving, or monitoring automated on-page and technical optimization recommendations generated by OTTO. - Content Genius (Content workflows): Questions about article generation, AI-assisted writing, content planning, and bulk content tasks within Content Genius. - On-Page Audit: Questions about page-level analysis, topical terms, questions, audit reports, and content score tracking. - Rank Tracker: Questions about keyword performance, visibility trends, rank movement, and report sharing. - Site Auditor (Technical SEO and site health): Questions about crawling, technical findings, indexing checks, and website performance insights. - Projects and account settings: Questions about project setup, website connections, user access, permissions, and account configuration. How to route a question clearly 1. Identify the specific module from the list above that best matches your question. 2. Note the project name, the page or keyword involved, the action you were attempting, and the result you expected versus what actually happened. 3. Include all of that context when submitting your request — for example: "I attempted an OTTO automated SEO action in Project A and the recommendation did not apply as expected." 4. If you are unsure which module applies, describe the workflow you were using and the outcome, and the support team will route it appropriately. Product ownership and escalation Search Atlas does not maintain a fixed public list of individual owners for every module. Internal ownership may change, and a feature can involve multiple teams, such as product, engineering, SEO, or customer education. The most reliable route is to identify the affected module, gather the full context (project name, exact action taken, expected vs. actual result), and submit that detail through the platform support channel so it can be routed to the correct team without back-and-forth. If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be instantly connected with a member of our team.

🔎 How to Find Previous Chat

This guide helps you locate a previous chat and check why it may not appear in your available history. 📍 Where to Find It Open Coworker from the left sidebar. 🛠️ Step-by-Step 1. Open Coworker from the left sidebar. 2. Review the available conversation history and look for the chat using its topic or approximate date. 3. Confirm that you are signed in to the same account and workspace where you originally started the conversation. 4. If the conversation is not listed, refresh the page and check the history again. 5. If it still does not appear, the chat is not currently available in that account or workspace. Contact a human teammate for help checking the conversation. ✅ How to Confirm It Worked The fix is confirmed when your previous chat appears in Coworker and its messages load when opened. If it remains absent after checking the correct account and workspace, it cannot be confirmed as recovered from the available history. 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.

🔍 Atlas Agent Meta Description Verification Explained

🧭 Overview Atlas Agent audits your pages and flags SEO issues, including missing or incomplete meta descriptions. In some cases, customers have noticed that the agent flags a page as having an incomplete meta description even when the full meta tag is present in the page source. This article explains why that happens and what you can do about it. ⚙️ How Atlas Agent Fetches Metadata When Atlas Agent inspects a page, it attempts to retrieve live metadata directly from the published URL. In some cases, the version of the meta description the agent reads may not match what is present in the full live HTML source. The specific technical reasons for this behavior are confirmed by our team on a case-by-case basis. 🚩 Why a Page Gets Flagged Incorrectly Atlas Agent may flag a blog page or any other page with an incomplete meta description warning even when the tag exists in full. The most common cause is that the agent is reading a version of the description that does not reflect the complete raw meta tag value. If you have verified your meta description is present and correct in the live page source, the flag may represent a detection discrepancy rather than a real SEO problem on your page. ✅ How to Confirm Your Meta Description Is Correct Before raising a concern, verify the actual state of your live meta description using these steps: 1. Open your browser and navigate to the published page URL. 2. Right-click anywhere on the page and select View Page Source. 3. Use Ctrl + F (or Cmd + F on Mac) and search for meta name="description". 4. Check the content="" attribute to confirm the full description is present and correctly written. 5. If the tag is complete in the source but Atlas Agent still flags it, the issue is likely a detection discrepancy — not a real SEO problem on your page. 🛠️ What to Do When the Flag Appears Incorrect If Atlas Agent flags a meta description that you have confirmed is complete and correct in the live page source, you do not need to alter your actual meta description. If the flag persists or you are unsure whether the flag reflects a real issue, please reach out to our support team with your project name, the affected page URL, and a screenshot of your page source showing the meta description tag so we can investigate further. 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.

💬 Managing Customer-Closed Conversations

💡 Why can customers close conversations? Customers can close a conversation when they no longer need help or consider their question resolved. This gives customers control over their support experience and helps keep active conversations focused. ✅ Should you remove this option? No. We recommend keeping the customer close option enabled. Removing it can leave completed conversations open, create unnecessary follow-up work, and make it harder to identify which requests still need attention. 📌 What happens when a customer closes a conversation? - The conversation is treated as completed from the customer’s side. - Your team can review the conversation history and use it for context. - If the customer needs more help, they can start or continue a conversation when that option is available. 🛠️ Recommended team workflow 1. Review the conversation before taking action. 2. Confirm whether the customer’s question was answered. 3. Leave the conversation closed if no further work is needed. 4. Follow up internally when the conversation shows an unresolved issue or product concern. 🔎 When should your team investigate? Review customer-closed conversations when they contain repeated questions, incomplete answers, negative feedback, or requests that require action. A customer closing a conversation does not always mean the underlying issue was fully resolved. 👥 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 instantly connected with a member of our team.

🏠 Home / Agent Hub: Overview

The Home page (also called the Agent Hub) is the first screen you see when you log in to Search Atlas. It's your personalized command center for talking to the Atlas AI agent, launching SEO playbooks, and keeping an eye on every project in your portfolio. What can I do from Home? Type a request directly into the Atlas Agent prompt at the top of the page to ask the AI agent to take an action on your behalf — for example, launching a playbook or creating a project. Below the prompt, the Recommended Playbooks panel surfaces ready-to-run SEO playbooks you can launch with one click. How do I check my portfolio's performance? The Portfolio Summary section gives you a quick read on how your sites are trending, with tabs for Trending Up, Stable, and Trending Down. Use these to spot which projects need attention. How do I manage individual projects? The Active Projects list on the Home page (Hi, CSM. What will we get done today?) shows every project you're tracking. Each project card includes an AI Score broken down into Content, Authority, Technical, and UX Signals sub-scores, along with connection status for Search Analytics, Local/GBP, and Smart Ads. From here you can create a new project, connect a Google Business Profile, or create a new ad campaign directly from the relevant project card. If you can't find what you're looking for, our support team is available via live chat in the bottom-right corner of the platform.

📊 Understanding Atlas Agent Credit Usage Reports

💡 Overview If your Atlas Agent credits ran out sooner than expected, you are not alone. This article explains what uses credits, how to review your usage and quota logs, and how to request a detailed breakdown. It also covers ways to make your credits last longer. 🔍 What Are Atlas Agent Credits? Atlas Agent credits are the allowance that powers your Atlas Agent activity. Each time the Agent works on a request for you, it draws from your credit balance. Larger or more complex requests generally use more credits than short, simple ones. When your balance reaches zero, the Agent may pause or limit new requests until your credits renew or you add more. 🔥 Why Credits Can Run Out Quickly Credits are often used faster than people expect. These are the most common reasons: - Multiple team members: If several people share one account or workspace, everyone's Agent activity draws from the same pool. - Large, multi-step requests: Asking the Agent to analyze many pages, keywords, or sites in one request can use a lot of credits at once. - Repeated or retried requests: Re-running the same request, or rephrasing it several times to get a better answer, uses credits each time. - Long conversations: Extended back-and-forth chats can use more credits than a single focused question. - Bulk or repetitive tasks: Running the same kind of task across many projects or pages adds up quickly. - Multiple projects or sites: Activity across several projects in one account all counts toward the same balance. 📊 How to Review Your Credit Usage Follow these steps to see where your credits went: 1. Log in to your Search Atlas account. 2. Open your account or workspace settings and look for a section related to usage, quota, or billing. 3. Check your current balance, your renewal date, and how many credits you have used in the current period. 4. If a quota or usage log is available, open it and review the entries by date. The exact layout can differ depending on your plan and platform version. If you cannot find these views, the support team can help you locate them or pull the information for you (see below). 🧾 What Quota Logs Help You Understand Quota logs are a record of activity that counted toward your limits. When reviewing them, look for: - Date and time: When the activity happened. Look for sudden spikes on a specific day. - Type of activity: What kind of request or task used credits. - Amount used: How many credits each action or group of actions consumed. - Account, user, or project: Where the activity came from, if this detail is available on your plan. Comparing these entries with what your team was working on during those days is usually the fastest way to find out what used the most credits. 🛠️ How to Request a Detailed Usage Report If you need a full breakdown of how your credits were used, our team can help. To speed things up, have this information ready: 1. The email address on your Search Atlas account. 2. The date range you want reviewed, such as the current billing period or the last 30 days. 3. The project or site names involved, if you know them. 4. Any dates when you noticed unusually fast credit use. 5. Whether other team members use the same account. With these details, the team can review your quota logs with you and explain what drove your usage. 🚀 Tips to Make Your Credits Last Longer - Be specific: Clear, focused requests tend to need fewer retries and follow-ups. - Break up large jobs: Start with a small sample, confirm the result is what you want, then scale up. - Avoid duplicate runs: Check for an existing result before running the same request again. - Coordinate with your team: Agree on who runs large tasks so work is not repeated. - Check usage regularly: A quick weekly look at your balance helps you catch unexpected spikes early. - Start new chats for new topics: Keeping conversations focused can help avoid unnecessary activity. ❓ Frequently Asked Questions Will my credits renew automatically? Credits typically renew based on your plan's billing cycle. Check your usage or billing section for your renewal date. Can I add more credits before renewal? Depending on your plan, you may be able to upgrade or add more credits. Ask the support team to confirm the options available for your account. Can I see which team member used the credits? This depends on your plan and the detail available in your logs. The support team can check this for you. Do failed or interrupted requests use credits? If you think credits were used on a request that did not complete properly, share the date and details with the support team so they can review it. 💬 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 instantly connected with a member of our team.

📊 Atlas Agent Credits and Slack Coworker Usage

⚡ The Short Answer Yes. Search Atlas Coworker in Slack is powered by the same Atlas Agent you use inside the platform. When you ask Coworker to research, analyze, or carry out a task, that work is treated like any other Atlas Agent request, so it can draw from your Atlas Agent Credits. Where you start the request (the platform or Slack) does not change which balance is used. Credit usage depends on the work involved, not just the number of messages. Simple questions generally use less than long, multi-step tasks. 🤖 What Coworker Is Search Atlas Coworker lets you talk to the Atlas Agent from Slack. Instead of opening the platform, you can ask questions, request insights, and trigger actions from the channel or direct message where your team already works. 🔍 What Typically Uses Credits - Multi-step tasks: Requests that need the Agent to gather data, analyze it, and produce a result. - Action requests: Asking the Agent to execute something for you, such as running an analysis or generating content. - Large or broad requests: Asking about many pages, keywords, or sites in a single message. - Follow-ups and retries: Each new request that triggers more Agent work can add to your usage. 💬 What Usually Uses Less - Short, specific questions with a clear answer. - Requests focused on one site, page, or keyword. - Questions you can answer yourself from a report already in the platform. These are general guidelines. Exact usage varies by the complexity of each request. 📈 How to Check Your Credit Balance 1. Log in to your Search Atlas account. 2. Open the area of the platform that shows your plan and Atlas Agent Credit usage. 3. Review your remaining balance and your renewal or reset date. 4. Check again after a heavy Agent session to see how much those requests used. Checking the balance before and after a typical Slack session is a good way to learn what your own workflow costs. 💡 Tips to Make Your Credits Last Longer - Be specific: Name the site, page, or keyword you care about. Focused prompts avoid unnecessary work. - Combine related asks: One well-written request is often better than several short, overlapping ones. - Avoid repeat requests: Scroll back in the Slack thread before re-asking something the Agent already answered. - Use reports for simple lookups: If the data is already in a dashboard or report, view it there and save the Agent for analysis and action. - Break up large jobs: Start with one section or a small sample and expand once the results look right. - Share results in the thread: Teammates can read the Agent's answer rather than asking the same question again. 🛠️ What to Do If You Are Running Low 1. Check your balance and reset date in the platform. 2. Prioritize the tasks that matter most before the next reset. 3. Tighten your prompts using the tips above. 4. Review your plan options if you rely on the Atlas Agent heavily and regularly run out. ❓ Common Questions Do Slack and in-platform Agent requests share one balance? Yes. They use the same Atlas Agent Credits. Does every Slack message use credits? Not necessarily. Credits are tied to Agent work, so the amount depends on the request. Can my teammates' Coworker requests affect my balance? If they use Coworker on the same account, their requests count toward the shared account balance. Can I see which request used the most credits? Compare your balance before and after a request to estimate its cost. 🙋 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 instantly connected with a member of our team. They can review your account's credit usage and answer questions specific to your plan.

📋 Article Removed From Publisher Queue Explained

🔍 Why Was My Article Removed From the Queue? Articles can be removed from your publisher queue for several reasons. Understanding these will help you avoid unexpected removals in the future and know what steps to take when it happens. - Timeout or inactivity: If an article is accepted but not submitted within the required timeframe, the system automatically removes it from your queue to keep content moving. - Client cancellation: The client may have cancelled or paused their campaign, which triggers the release of any pending articles. - Reassignment by the platform: Search Atlas may reassign articles to meet publisher or client requirements, such as niche relevance or domain metrics. - Quality or eligibility change: If your publisher profile or site metrics changed since you accepted the article, the system may have flagged it for reassignment. ⏱️ What Deadlines Should I Be Aware Of? Once an article appears in your queue, you are expected to publish it within the timeframe shown in your publisher dashboard. Missing this window is the most common reason articles are removed. Always check the deadline displayed next to each assigned article and prioritise publication accordingly. - Log in to your publisher account regularly to monitor active assignments. - If you anticipate a delay, act quickly — articles are removed automatically once the deadline passes. - Keeping your site details and niche information up to date reduces the chance of eligibility-related removals. 🔄 How to Request Reassignment of a Specific Article If an article was removed from your queue and you believe it should be reassigned to you, follow these steps: 1. Note your Publisher ID and the Article ID (for example, Publisher #118088 — Article #205052). You can find both in your publisher dashboard under your account details and order history. 2. Open the chat widget in the bottom-right corner of the platform and type human teammate to be instantly connected with a member of our team. 3. Provide your Publisher ID and Article ID and explain that you are requesting reassignment. 4. Our team will check the article's current status and reassign it if it is available and you remain eligible. Note: Reassignment is not guaranteed. If the article has already been assigned to another publisher or the campaign has been paused, our team will let you know and explore alternatives. 📬 How to Request a New Article Assignment If the original article cannot be reassigned, you can request a different article that matches your site's niche and metrics. Here is how: 1. Log in to your Search Atlas publisher account. 2. Check the Available Opportunities section in your dashboard — new articles are added regularly and you may find a suitable match there immediately. 3. If nothing fits your niche, contact our team via the chat widget (see above) and request a manual match. Share your site URL, niche, and any relevant domain metrics so the team can find the best fit quickly. ✅ Tips to Prevent Articles From Being Removed A few simple habits will keep your queue active and help you maintain a strong publisher reputation on the platform: - Publish promptly: Aim to publish well before the deadline, not on the last day. - Keep your profile current: Update your site URL, niche categories, and domain metrics whenever they change. - Monitor your dashboard daily: Assignments and deadlines can appear at any time. - Communicate early: If you foresee a delay, reach out via the chat widget before the deadline — not after. 💬 Need Further Help? If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be instantly connected with a member of our team.

💬 Why Closed Chats Move to Snoozed

💡 Why Closing a Chat Moves It to Snoozed When you close a chat in Search Atlas, the conversation is not deleted or ended permanently. Instead, it is automatically moved to a Snoozed state. This is intentional behavior designed to protect your conversation history and make it easy to pick up where you left off. A snoozed chat is simply a paused conversation that has been saved for later. This design means that: - Your full message history is preserved, including any context shared during the conversation. - The chat remains available in your chat list and can be reopened at any time. - Nothing is lost when you close the chat window, even if you closed it by accident. 🛠️ How Chat Closing Works Here is what happens, step by step, when you close a chat: 1. You click the close button on an active chat window. 2. Search Atlas moves the conversation to the Snoozed section instead of deleting it. 3. The chat stays quiet in the background and will not send you new messages while it is snoozed. 4. Whenever you are ready, you can reopen the chat and continue exactly where the conversation ended. If you were expecting the chat to disappear completely, this is the most common point of confusion: closing a chat snoozes it, it does not erase it. 📂 How to Find and Reopen a Snoozed Chat To resume a conversation that has been snoozed: 1. In the left sidebar, click Coworker. 2. Click Open chat window to launch the chat panel. 3. Look for the Snoozed section in your chat list. 4. Select the conversation you want to continue. It will reopen with the full history intact. Your other Coworker tabs, such as Overview, Connectors, and Channels, are unaffected. Snoozing applies only to the chat conversation itself. ✨ How to Start a Fresh Conversation If you would rather begin a new conversation instead of resuming a snoozed one: 1. Open the chat window from the Coworker section of the left sidebar. 2. Start a new chat from within the chat panel. 3. Type your question or request as usual. The previously snoozed chat stays safely in your history, so you can always return to it later if you need to review what was discussed. ❓ Frequently Asked Questions - Why is my closed chat showing as Snoozed instead of disappearing? This is expected behavior. Snoozing keeps your conversation history safe so you never lose context, and it lets you reopen the chat at any time. - Will a snoozed chat reopen on its own? No. A snoozed chat stays paused until you deliberately open it again from the chat list. - Do snoozed chats expire or get deleted? Snoozed chats are kept in your chat history so you can revisit them whenever you need to. - I closed the chat by mistake. Is my conversation gone? No. Because closing a chat only snoozes it, your entire conversation history is still available. Just reopen the chat from the Snoozed section. - Can I close the chat window while the assistant is still working? Yes. Closing the window snoozes the chat without losing context, and you can reopen it later to review the response. 🤝 Still 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 instantly connected with a member of our team.

📚 Consolidate and Cross-Reference Knowledge Base Information

📋 Consolidate the questions and answers Gather the questions and answers shared in the relevant conversation or team discussion and bring them together in one place. 🔎 Cross-reference the knowledge base Check whether the information for each question is already available in the knowledge base. ✏️ Update the shared file Update the file with the information currently known, including which questions and answers are already covered in the knowledge base and which are not. 💬 Get help If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be instantly connected with a member of our team.

🛠️ Understanding Macros in the SOP

📘 What are macros? Macros are reusable instructions or actions that help automate recurring SEO tasks. In Search Atlas, automated macros control what the platform runs, while macro examples in the SOP explain how those automations may be used. 🔍 Why can the examples differ? The automated macros and the SOP examples are separate components. Automated macros may be updated in the platform before the related example text is revised in the SOP. As a result, an example can appear outdated even though the automation itself is current and working as expected. ⚙️ What should I follow? Use the active macro configuration in the platform as the source of truth. SOP examples are provided for guidance and may not reflect the latest macro names, settings, or output. - Check the macro currently available in your platform. - Review its current instructions and settings before running it. - Compare the SOP example only as a general reference. - Do not assume an outdated example means the automation is outdated. ✏️ Updating an SOP example If you maintain a copy of the SOP, update the example to match the current automated macro. Include the latest macro name, purpose, required inputs, and expected result. Avoid changing the automated macro based only on an older documentation example. ✅ Best practices 1. Use current platform settings when creating or editing a macro. 2. Test the macro with a representative task before using it at scale. 3. Record meaningful changes in your internal SOP or workflow notes. 4. Review examples periodically so your documentation stays aligned with the platform. 💬 Need help? If the active macro appears incorrect, is unavailable, or behaves differently from its current instructions, open the chat widget in the bottom-right corner of the platform and type human teammate to be instantly connected with a member of our team.

Book or Rebook Your Search Atlas Onboarding Call

What the 1:1 onboarding call is The 1:1 onboarding call is a one-time session where a Search Atlas specialist walks you through the platform. It is available during your free trial. It is not a standing support channel, and it cannot be added back to an account once the trial window has passed. How to book it 1. Look for the onboarding banner at the top of your dashboard and book from there. 2. If the banner is not there, use the onboarding scheduler: https://meetings.hubspot.com/rafael-hernandez4/search-atlas-onboardings?uuid=7735cc33-9967-4640-8d02-8194bfd2d975 A link that sends you to a sign-up page instead of a calendar means the booking page did not load. Use the scheduler link above. If you no longer see the option If the banner is gone and the scheduler will not take a booking, the onboarding call is no longer available for your account. It is a one-time benefit tied to the trial, and support cannot turn it back on. You can still learn the platform in the group training sessions, which run regularly and cover how the tools work. You can also start using the account right away: add your website and connect Google Search Console from the dashboard without waiting for a call. Need help booking If the scheduler link does not load or you see an error, click the chat icon in the bottom-right corner of the platform to start a live chat with a member of our team.

Where OTTO's FAQ Content Lives and How to Turn It Off

There is no separate FAQ section Search Atlas does not have a standalone FAQ tool. The FAQ content OTTO adds to your site comes from one place: open your OTTO project, then go to Knowledge-Based Trust, then NLP FAQs. The matching structured data option is under Schema Markup, then FAQ Page. This content is hidden on your site The FAQ module is rendered as hidden content in your page markup. There is no setting that makes it visible to visitors. It is there for search engines, not for people reading the page. Your project can have FAQ content attached to several pages at once, so check each page rather than only the homepage. How to stop it If you do not want the hidden FAQ markup on your site, unapprove the NLP FAQs issues in your OTTO project. That stops the injection. Unapproving does not delete the FAQ content from OTTO, so you can approve it again later. If you cannot find it Click the chat icon in the bottom-right corner of the platform to start a live chat with a member of our team, and tell them which OTTO project you are looking at.

🤖 Batch AI Responses for Older Reviews

🔍 Overview Many customers want to reply to a backlog of older reviews at once instead of one by one. If you opened the Local section and couldn't find AI Automations, you can still do this. Atlas Agent can help you generate AI-written responses for reviews that already exist, and you can check the results in Reviews. This article explains why the option may be missing, how to request batch responses, and how to review them before they go live. ❓ Why You May Not See AI Automations Under Local There are a few common reasons: - Automations focus on new reviews. Automated review responses are usually set up to reply to reviews as they arrive, so they may not be the right tool for a backlog of older reviews. - Feature availability. Some options depend on your plan or account setup, so they may not appear in every account. - No connected profile. Review tools usually need a connected business location before they appear or work. Not seeing AI Automations does not mean you can't respond to older reviews. Atlas Agent is the recommended route for a one-time batch. ✅ Before You Start - Make sure your business location is connected to your Search Atlas account. - Open Reviews and confirm your older reviews are showing. If they aren't, wait for the sync to finish or refresh the page. - Decide which reviews you want to answer, such as all unanswered reviews, only 4-5 star reviews, or only reviews from the last 12 months. - Think about your preferred tone, such as friendly, formal, or short and simple. 🛠️ How to Generate Batch Responses With Atlas Agent 1. Open Atlas Agent from within the platform. 2. Select the business location you want to work on, if prompted. 3. Type a clear request describing what you want. For example: Generate professional, friendly responses for all my unanswered reviews from the past year. 4. Add any details that matter, such as your business name, tone, or a sign-off you'd like included. 5. Submit the request and wait for Atlas Agent to prepare the responses. 6. Go to Reviews to see the results and check each response. 💡 Tips for Better Results - Be specific about scope. Name the star rating, date range, or status (for example, unanswered only). - Set the tone. Say whether replies should be warm, formal, or brief. - Handle negative reviews separately. Ask for a calm, apologetic tone and an invitation to continue the conversation offline. - Work in smaller groups. If you have hundreds of reviews, start with a small batch to check quality, then continue. - Avoid sensitive details. Replies should not include personal information about the reviewer. 👀 Review Before Publishing AI-generated replies speak for your business, so always read them first. Check that each reply: - Matches the content of the review and thanks the reviewer by name where appropriate. - Reads naturally and isn't repetitive across many reviews. - Doesn't make promises, offers, or claims you can't keep. - Reflects your brand voice. Edit anything that doesn't fit, then approve or publish according to the options shown in your account. 🧰 Troubleshooting - Older reviews don't appear in Reviews: Confirm your location is connected, then refresh the page and allow time for syncing. - Atlas Agent responds but doesn't produce replies: Rephrase your request with a clear scope, such as Write replies for my 10 most recent unanswered reviews. - Replies sound too generic: Ask Atlas Agent to add more detail, mention specifics from each review, or use a different tone. - Some reviews were skipped: Ask Atlas Agent which reviews still have no reply and request them in a follow-up batch. - AI Automations still missing: It may not be available on your account. You can continue with Atlas Agent for older reviews. 💬 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 instantly connected with a member of our team.

🔍 Find Past Support Chats and Citation Status

📌 Overview It can be worrying when you open the platform and can't see a support conversation from the day before, especially if it was about an active request such as a citation order. In most cases the conversation still exists and is simply hard to find. This article explains where to look, why a conversation can seem to disappear, and how to check the status of your citations. 🔎 Where to Look for a Previous Conversation Work through these steps before reaching out. They resolve most cases in a minute or two. 1. Open the chat widget in the bottom-right corner of the platform. 2. Look for your conversation history or recent messages inside the widget and scroll through the list. 3. Check that the conversation isn't just collapsed or scrolled out of view. Older messages may need a scroll to appear. 4. Refresh the page and open the widget again. A stale page can show an incomplete history. 5. Confirm you are looking at the same account and project you used when you started the conversation. 🤔 Why a Conversation Might Seem Missing A conversation that isn't visible doesn't mean your request was lost. These are the most common reasons: - Different login: You may be signed in with a different account than the one you used before. This is common if your team has more than one login. - Different workspace or project: If you manage several projects, switch to the one you were working in when you opened the conversation. - Browser or device change: Using a new browser, a private window, or another device can change what the widget shows. Cleared cookies can have the same effect. - Ad blockers or extensions: Some browser extensions interfere with the widget and prevent history from loading. Try disabling them or using another browser. - A new session started: If the widget opened a fresh chat, your earlier messages may be in a separate thread. 🧰 Quick Fixes to Try - Sign out, sign back in, and reopen the chat widget. - Try a different browser, or an incognito window with extensions turned off. - Clear your browser cache and reload the platform. - Check that you are on a stable internet connection, then reload. 📍 How to Check Your Citation Status If your earlier conversation was about citations, you can usually check progress yourself without waiting on a reply. 1. Sign in and select the project or business location the citations were ordered for. 2. Open the citation or local SEO section for that project. 3. Find your most recent citation order or submission list. 4. Review the status shown next to each listing or order. Statuses vary by directory and may be labeled slightly differently, but they generally fall into these groups: - Pending or in progress: The request has been received and is being processed. Directories can take time to review and publish listings. - Live or completed: The listing has been published or the submission finished. - Needs attention: Something such as business details or verification may need to be corrected or confirmed. Citations are not always published right away. Many directories have their own review times, so a pending status a day or two after ordering is normal. ✅ Tips to Avoid Losing Track of a Request - Always sign in with the same account and use the same browser when following up. - Note the date, time, and topic of your conversation when you open it. - Keep your business name, address, and phone details consistent so citation submissions don't get flagged. - Check your citation status inside the project before asking for an update. 💬 Need a Human to Confirm Your Request? If you've tried the steps above and still can't find your conversation, or you want to confirm that your request is still open, our team can look into it for you. It helps to have the following ready: - The project or business name the request relates to - A short description of the topic, such as a citation order - The approximate date and time you first reached out If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be instantly connected with a member of our team.

📝 Requesting Revisions or Rejecting an Assigned Article

📌 Overview When an article is assigned to you as a publisher, you review it before it goes live on your website. You are not expected to publish content that is unsourced, off-topic, or a poor fit for your site. This article explains your two options when an article is not ready: requesting revisions or rejecting the article. It also covers how to write a request that gets you the update you need. 🧭 Revision Request or Rejection: Which Should You Choose? Most issues can be fixed with a revision, so we recommend requesting one first. Rejection is best kept for cases where the article cannot reasonably be fixed. Request revisions when: - Claims, statistics, or statements need supporting sources - A few sections do not match the tone or topic of your website - There are small factual, formatting, or style issues - Links or references need to be adjusted to meet your site guidelines Reject the article when: - The overall topic is outside what your website covers - The article conflicts with your editorial or content policy and cannot be fixed with edits - The content has serious problems, such as being inaccurate or inappropriate, that go beyond a rewrite of a few sections ✍️ How to Write a Clear Revision Request The more specific your feedback, the faster you will receive an update that works for you. Vague notes like needs improvement often lead to extra back-and-forth. 1. Name the section. Point to the heading or paragraph that needs a change. 2. Say what is wrong. For example, a claim has no source, or the tone does not match your site. 3. Say what you need. Ask for a credible source, a rewritten paragraph, or removal of the section. 4. Share your site standards. Mention your preferred sources, style rules, or topics to avoid. 5. Group everything in one request. Sending all your points together saves time and avoids multiple rounds. Here is an example of a well-written request: I reviewed the article and have a few points to address before I can publish it. The statistics in the second section need supporting sources from reputable publications. The section on pricing does not fit the overall content of my site, so please remove it or replace it with a more general overview. Please send an updated version with these changes. 🔄 What Happens After You Request Revisions - Your feedback is sent to the team responsible for the article. - The article is updated to address your points, and a new version is made available for your review. - You review the updated version and publish it if it meets your standards. - If something is still missing, you can send another request with the remaining points. Review times can vary depending on how many changes are needed, so please allow some time for the updated version to arrive. 🚫 Rejecting an Assigned Article If you decide an article cannot work for your website, you can reject it. Please follow these guidelines so the process goes smoothly: - Give a clear reason. A short explanation helps us understand what went wrong and improve future assignments. - Reject only when needed. If the article just needs sources or a few edits, request revisions instead. - Do not publish a rejected article. Once you reject an assignment, the content should not be posted on your site. - Act promptly. Responding soon after assignment helps the article be reassigned or corrected without delay. Repeated rejections without clear reasons may affect how future articles are matched to your site, so detailed feedback is always appreciated. ✅ Tips to Reduce Future Revisions - Keep your site topics, tone, and content guidelines up to date in your publisher profile or settings. - List any restricted topics, banned phrases, or required source types. - Use the same feedback format each time so requests are easy to act on. - Review the full article carefully before sending feedback so you can raise all issues at once. ❓ Frequently Asked Questions Can I request more than one round of revisions? Yes. If the updated version still has issues, send a new request that clearly lists what remains. Do I have to publish an article after requesting revisions? No. You can publish only if the updated version meets your standards. If it still does not fit, you can reject it with a clear reason. Can I edit the article myself instead? Minor edits for style on your own site are generally fine, but changes to key claims, links, or meaning should go through a revision request so the content stays accurate and consistent. What if my feedback is about sources only? Ask for specific sources to be added for each claim that needs support, and mention any types of sources you prefer. 💬 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 instantly connected with a member of our team.

🚀 Onboarding and Training for Multi-Company Setup

🏢 Overview If you manage more than one company or website, a clear setup from day one saves time and prevents mix-ups in your data, reports, and optimizations. This article explains how to plan your structure, set up each company, check that everything works, and get hands-on training from our team. 🗺️ Step 1: Plan Your Structure Before You Build Spend 10 to 15 minutes on a simple plan before adding anything to the platform. Write down the following for each company: - Business name and the main website address (domain) - Locations served, if the company is local or has several branches - Main goals, such as more traffic, more local leads, or better rankings - Top keywords and main competitors - Who needs access, such as team members or clients Keep each company separate. Do not combine two businesses into one project, because their rankings, audits, and reports will blend together and become hard to read. 🧱 Step 2: Recommended Setup Structure A good rule is one company = one website = one project. Follow these habits to keep things tidy: - Use a consistent naming pattern for every company, for example the business name followed by the domain. - Add each website exactly as it appears live, including the correct version of the address (with or without www, and https). - If a company has several websites or subdomains, decide whether each one should be tracked on its own, and keep the same naming pattern. - Set the target location and language for each company so that results match the market you care about. ⚙️ Step 3: Set Up Each Company Complete these steps one company at a time rather than starting all of them at once. Finish one fully, then repeat the same process for the next. 1. Add the company website to your account. 2. Enter the business details and target location. 3. Add your main keywords and competitors so tracking and research tools have something to work with. 4. Run a site audit to get a starting picture of the website's health. 5. Connect any available integrations, such as Google tools, so the platform can pull in your real performance data. 6. If you use OTTO SEO, follow its installation steps for that specific website and confirm it is active before moving on. 7. Review the results and note anything that looks incorrect, such as the wrong location or a missing page. ✅ Step 4: Check That Everything Works After setup, use this quick checklist for each company: - The correct website and business name appear in the project. - Keywords and competitors match what you planned. - Your site audit has finished and shows results. - Connected integrations show data and no error messages. - Rankings and reports are not mixing data from another company. - Team members or clients can see only the companies they should. If any item fails, double-check the website address and location settings first. These are the most common causes of missing or confusing data. 🎓 Getting Training on the Platform You do not have to learn everything at once. A good learning order for new accounts looks like this: 1. Start with one company. Learn the basics there, then repeat for the others. 2. Learn the audit first. It shows what needs attention on the site. 3. Move to keywords and rank tracking. This helps you measure progress. 4. Add optimization and content tools once your foundation is in place. 5. Set up regular reports for each company so you can review progress on a schedule. Browse the Knowledge Base for guides on each tool. For a walkthrough of your own multi-company setup, our team can review your structure with you and answer questions about your specific plan. The fastest way to reach them is through the chat widget described at the end of this article. ⚠️ Common Mistakes to Avoid - Mixing companies in one project. This makes reports and rankings unreliable. - Entering the wrong website version. A mismatch can cause missing data. - Skipping location settings. Results may not match your real market. - Setting up everything at once. It is easier to catch errors when you finish one company at a time. - Using inconsistent names. Several similar names make it hard to find the right company later. 💬 What to Include When You Ask for Help To get a faster and more useful answer, share these details in your first message: - How many companies you manage - The website address of each one - Which tools you plan to use for each company - What is not working or what you would like to learn - Whether anyone else needs access to the account 🙋 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 instantly connected with a member of our team.

💡 How Atlas Agent Credits Are Used

🎯 Quick Answer Atlas Agent AI credits are not limited to Golden Loops. Both Golden Loops and Playbooks can use your credits, because both are powered by Atlas Agent. Whenever the agent does AI work for you, such as researching, analyzing, writing, or completing a task, that work draws from your available credits. 🤖 What Are Atlas Agent Credits? Atlas Agent credits (sometimes called AI points) measure how much AI work the agent does on your behalf. Think of them as fuel. The more the agent does, and the more complex the work, the more fuel it uses. Credits are used for actions like: - Chatting with Atlas Agent and asking it to complete tasks - Running Golden Loops - Running Playbooks - Generating content, recommendations, or analysis as part of those workflows 🔁 How Golden Loops Use Credits A Golden Loop is an ongoing, repeating workflow. The agent keeps working toward a goal by carrying out a series of steps and checking results along the way. - Each time a loop runs, the AI work inside it can use credits. - Loops that run more often or have more steps will generally use more credits over time. - Because loops repeat, usage can add up gradually even if each single run feels small. 📘 How Playbooks Use Credits A Playbook is a guided, step-by-step set of actions the agent follows to complete a specific job, such as an SEO task or routine. - When you run a Playbook, the AI steps inside it use credits. - Playbooks with more steps, larger tasks, or more content to produce generally use more credits. - Running the same Playbook multiple times uses credits each time. ⚖️ Golden Loops vs. Playbooks at a Glance - Golden Loops: repeating workflows. Credits are used on each run, so total usage depends on how often the loop runs. - Playbooks: guided workflows. Credits are used when you run them, so total usage depends on how many Playbooks you run and how large they are. - Regular agent chats: also use credits when the agent performs AI work for you. 📈 What Affects How Many Credits Are Used? The exact amount varies from task to task. These factors have the biggest influence: - Task size: bigger or more detailed requests need more AI work. - Number of steps: workflows with more steps use more. - Frequency: the more often a loop or Playbook runs, the more it uses. - Output length: longer content or reports generally cost more than short ones. - Number of projects or sites: running the same workflow across several sites multiplies usage. 🔎 How to Check Your Credit Usage 1. Log in to your Search Atlas account. 2. Open Atlas Agent. 3. Look for your remaining credit balance or usage information in the agent area or in your account and plan settings. 4. Compare your balance before and after running a workflow to see roughly how much it used. Tip: if you want to understand the cost of a specific Golden Loop or Playbook, run it once and note the change in your balance. 🛠️ Tips to Get More From Your Credits - Start small: test a new Golden Loop or Playbook on one project before rolling it out to many. - Review your active loops: pause or remove any loops you no longer need. - Be specific: clear, focused requests help the agent finish with less back-and-forth. - Avoid unnecessary re-runs: check the results of a run before starting it again. - Check your balance regularly: especially after setting up new recurring workflows. ❓ Common Questions Do only Golden Loops use credits? No. Playbooks and agent conversations can use credits too. Do idle loops or Playbooks use credits? Credits are used when the agent is actually doing AI work. A loop that is paused or a Playbook that is not running should not be using credits. If you are unsure whether a loop is still active, check its status in the platform. Why did my credits go down faster than expected? The most common reasons are loops running frequently, large Playbooks, or the same workflow running across several projects. Review your active workflows to find the cause. Can I see exactly how much each run used? Your balance in the platform is the best reference. Comparing it before and after a run gives you a good estimate. 💬 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 instantly connected with a member of our team.

🤖 Atlas Agent Credits on the Growth Plan

Atlas Agent is your AI assistant inside Search Atlas. It runs tasks for you, such as researching keywords, analyzing pages, and drafting recommendations. Each task uses credits from your monthly allowance. This article explains how credits work, how to see what a task costs, and how to get the most from your balance. 💳 What Are Atlas Agent Credits? Credits are the units that measure how much work Atlas Agent does for you. Every time you give the agent a task, it uses some of your credits. A simple request uses fewer credits. A larger, multi-step request uses more. 📅 How Many Credits Do You Get on the Growth Plan? Your Growth plan includes a monthly credit allowance for Atlas Agent. A few points to keep in mind: - The allowance renews each month with your billing cycle. - The number of credits depends on your plan, and it can change over time. The balance shown in your account is always the most accurate figure. - Your current balance is visible in the platform, so you can check it before and after you run a task. If the number of credits you see does not match what you expected, contact our team using the steps at the end of this article and we will review your account. ⚙️ How Are Credits Used? Credit usage depends on the work the agent does, not just on how many messages you send. In general, these factors affect the cost of a task: - Task size: Analyzing one page uses less than analyzing a whole website. - Number of steps: A request that needs several actions uses more than a single question. - Amount of output: Long reports or large lists of results use more than short answers. - Follow-up requests: Each new request or revision counts as more work. Because of this, two tasks that look similar can use different amounts of credits. 🔎 How to Know What a Task Will Cost The most reliable way to understand the cost of a task is to measure it yourself: 1. Note your current credit balance before you start. 2. Give the agent one clear task. 3. Check your balance again when the task is finished. 4. The difference is what that type of task cost. Repeat this with a few of your most common tasks. You will quickly see which are light and which are heavy, and you can plan your month around them. 🧮 What Can You Do With a Smaller Balance? If you have a limited number of credits, such as 40, the best approach is to spend them on the tasks that matter most. Here is a simple way to plan: - Start small: Run one focused task first and measure its cost. - Prioritize: Choose tasks that directly support your goals, such as fixing your most important pages or finding your best keyword opportunities. - Save big jobs for later: Run broad, site-wide requests only after you know what smaller tasks cost. Once you know the cost of one task, divide your remaining balance by that number to estimate how many similar tasks you can still complete. 💡 Tips to Make Your Credits Go Further - Be specific. A clear request with a defined goal avoids extra back-and-forth. - Break big projects into steps. Smaller tasks are easier to measure and adjust. - Include key details up front. Mention the page, keyword, or location you care about in your first message. - Avoid repeating requests. Review the results before asking the agent to redo something. - Keep an eye on your balance. Check it regularly so you are never surprised. ⚠️ What Happens When You Run Low on Credits? When your balance gets low, you can still use the rest of your Search Atlas tools as normal. Atlas Agent tasks may be limited until your credits renew at the start of your next billing cycle. If you need more capacity sooner, our team can talk through the options available for your account. ❓ Frequently Asked Questions - Do unused credits roll over? Allowances are tied to your monthly cycle. Please confirm the rollover policy for your account with our team if this matters to you. - Does every message cost credits? Credits relate to the work the agent performs, so a simple question generally costs less than a large task. - Why did two similar tasks use different amounts? The size of the task, the number of steps, and the amount of output all affect the cost. - Where do I see my balance? Your remaining credits are shown in your account within the platform. 🙋 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 instantly connected with a member of our team.