🚀 Getting Started

🤖 Getting Started with Search Atlas Coworker in Slack

Atlas is Search Atlas's AI Search Atlas Coworker that lives right inside Slack. Talk to it in plain language — from "what's new in AI this week?" to "run a full SEO audit on my site" — and it researches, analyzes, builds reports, and (with your approval) takes action across Search Atlas and the apps you already use. Think of it as a teammate you message in Slack. 🧩 What Atlas Can Do 1. Answer questions and research anything, including the live web. 2. Go deep on SEO and marketing using the full Search Atlas toolset. 3. Work across your connected apps — CRM, analytics, ads, code, CMS, and more. 4. Build reports and files (HTML or PDF) and hand you a download link. 5. Run tasks on a schedule with Routines. 6. Read images you share, like a screenshot of a page. 🚀 Install Atlas in Slack 1. Add Atlas to your workspace. A Slack admin authorizes the Atlas app for your workspace. For the exact steps, see the Search Atlas Coworker installation guide. 2. Connect your Search Atlas account. The first time you talk to Atlas, sign in to link your Search Atlas account — this powers the SEO and marketing tools and tells Atlas who you are. Use /atlas-login any time you need to sign in or switch accounts. 3. Start talking. Open a direct message with Atlas, or invite it to a channel and @mention it. 💡 Tip: you can get something useful back in your very first message — no setup script required. 🔗 Connect Your Apps Atlas works with the tools you already use. To connect an app: 1. Ask Atlas in plain language, e.g. "connect my HubSpot", or open the Atlas app's Home tab in Slack. 2. Atlas replies with a secure connect button. Click it. 3. Sign in and approve access on the app's own standard authorization screen. 4. You're returned to Slack, and Atlas confirms the connection. A few things to know: - Connect one app at a time. If you need several, start them one by one. - Each app is authorized separately — connect only what you need, and you can disconnect any app at any time. - Connections can be Personal (only you can use them) or, if you're an admin, Shared so one connection works for everyone in the workspace. Supported Connectors | Category | Connectors | | --- | --- | | Advertising | Meta Ads · Google Ads · TikTok Ads · 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 (connect your own remote MCP server) | Note: Webflow and WordPress.com connect via managed OAuth. For apps not listed above (like Notion, ClickUp, or Asana), a Custom MCP server connection lets you point Atlas at your own MCP endpoint. SearchAtlas's own tools — Google Business Profile, OTTO, content generation, rank tracking, Website Studio, and more — are built-in capabilities and work without a separate connection step. 🔐 Access and Permissions — What Atlas Needs - A Search Atlas account — powers the SEO/marketing tools and identifies you. - The Atlas app installed in your Slack workspace (done once by an admin). - Per-app access you grant yourself. For each connected app you approve access on that app's standard sign-in screen. You choose what to allow, and you can disconnect any app at any time. - Atlas stays in your lane. It only works in channels you're a member of, and it only uses your own connected accounts — it can't see a teammate's calendar or data unless they connect their own (or an admin shares a connection). - Actions and approval. Atlas can act in your connected apps. Admins control whether actions run automatically or require per-action approval — configured in the /coworker hub, per connector and per tool. You can set any connection or specific action to require your approval before it runs. ⚙️ Check and Manage Your Settings You manage Atlas with a few simple commands, typed directly in the Slack message box: | Command | What it does | When to use it | | --- | --- | --- | | /atlas-login | Sign in or switch your Search Atlas account | First-time setup, switching accounts, or after a session expires | | /atlas-logout | Sign out of Search Atlas and disconnect your personal connected tools | Changing accounts | | /atlas-status | Show whether Atlas is set up and whether you are signed in, with a button to sign in or reconnect | Atlas isn't responding as expected or you're unsure you're signed in | | /atlas-new-session | Start a fresh conversation | The conversation feels stale or off-track | | /atlas-help | Show what Atlas can do | You want a reminder of Atlas's capabilities | You can also just ask in plain language — for example, "what are my connections?" to see what's connected, or "pause all routines" to pause your scheduled tasks. Routines can also be managed from the Automations area of your Search Atlas dashboard. 🔄 Routines — Scheduled Automations A Routine is a task you ask Atlas to run on a schedule. Here's how to set one up: 1. Describe what you want and when, in plain language. For example: - "Every morning at 9am, summarize what's new in AI and post it here." - "Each day, give me a rank-tracking update for my top keywords." - "Every hour, post our Google Ads spend and conversions to this channel." 2. Review and confirm. Atlas shows you a summary of the Routine — the task, the schedule, and where it will post results — before saving it, so you can check everything first. 3. Atlas runs it on schedule and posts the result where you chose — the current channel or a DM — automatically, even when you're offline. 4. Manage or pause any time by asking Atlas (for example, "pause all routines"), or from the Automations area of your Search Atlas dashboard. 📈 Capabilities at a Glance SEO & marketing (SearchAtlas depth): site audits and health scores, OTTO on-page automation, keyword research and rank tracking, content generation and topical maps, Google Business Profile, Google Ads and Meta Ads, digital PR and press releases, link building, local SEO heatmaps, AI-search (LLM) visibility, Search Console and analytics reporting, and building or editing landing pages with Website Studio. Everyday work: answer questions, research the live web, read screenshots you share, draft and generate documents, build HTML/PDF reports with a download link, and — with your approval — take actions in your connected apps. Memory: Atlas remembers context within a channel (shared with that channel's members) and keeps your private DMs and threads to you. ✅ Tips for Best Results - One goal per thread keeps answers sharp. - Talk like you would to a colleague — plain language works. - You're always in control — admins can configure approval requirements per connector and tool. Need a hand? You can reach us through live chat right here. If you'd like to talk to a person, just type Human teammate in the chat and we'll connect you with one of our team.

🔗 Connecting Your Search Atlas Account to Search Atlas Coworker

Before Search Atlas Coworker can pull your SEO data or take actions in Search Atlas, your account needs to be linked. This is a one-time step per user. How the Connection Works The first time you ask Search Atlas Coworker a Search Atlas question (for example, "What are my top ranking keywords this week?"), it will detect that your account is not yet connected and walk you through the authorization flow directly in Slack. Step-by-Step: Linking Your Account 1. Open a DM with the Search Atlas Coworker bot in Slack (or @mention it in a channel). 2. Send any Search Atlas question, or type /atlas-login in the main Slack message box. 3. Search Atlas Coworker will reply with a Sign in to Search Atlas button. Click it. 4. You will be redirected to Search Atlas. Log in if prompted, then click Authorize. 5. Return to Slack. Search Atlas Coworker will confirm the connection and answer your original question. Verifying Your Connection You can confirm your account is linked at any time by typing /atlas-status in the main Slack message box. Search Atlas Coworker will show whether you are signed in and, if not, give you a button to sign in or reconnect. Reconnecting After a Session Expiry If your OAuth session expires, Search Atlas Coworker will prompt you to re-authorize the next time you send a Search Atlas request. Follow the same authorization steps above. Your previous settings and routines are not affected. Disconnecting Your Account To remove the connection, ask Search Atlas Coworker: "Disconnect my Search Atlas account." You can also revoke access directly from your Search Atlas account settings under Connected Apps.

🤖 Search Atlas AI: What It Does and How to Start

🧠 What Is Search Atlas AI? Search Atlas AI is a built-in intelligence layer that works across the platform to surface insights, prioritise recommendations, and help you make faster, smarter SEO decisions. It analyses your site data continuously and presents findings in a clear, actionable format — so you spend less time diagnosing problems and more time fixing them. ⚙️ What Does Search Atlas AI Do Automatically? Search Atlas AI handles the analysis and recommendation side of SEO automatically. Here is what happens without any manual input from you: - Site auditing: AI scans your site and categorises technical issues by severity. - Prioritisation: Issues are ranked so you always know what to tackle first for the greatest impact. - Keyword opportunity detection: AI identifies keyword gaps and ranking opportunities based on your existing content and competitors. - Content suggestions: The platform surfaces topics and optimisation ideas aligned with your target keywords. - Performance monitoring: Rankings and site metrics are tracked continuously and flagged when significant changes occur. 🛠️ What Requires Manual Action? Search Atlas AI identifies and recommends — but it does not make changes to your website directly. Any fix that affects your live site must be implemented by you or your development team. Common manual actions include: - Updating meta titles, descriptions, and on-page content based on AI suggestions. - Resolving technical issues such as broken links, missing alt text, or slow page speed. - Publishing or editing content informed by AI content recommendations. - Responding to reviews or updating local listing information flagged in the Local section. Think of Search Atlas AI as your expert SEO analyst — it tells you exactly what to do and why, and you carry out the changes on your site. 🚀 How to Create Your First Project Getting started in Search Atlas takes just a few minutes. Follow these steps to create a project and begin analysing your site: 1. Log in to your Search Atlas account. 2. Go to Home. 3. Click Create Project. 4. Enter your website URL and give the project a recognisable name. 5. Select your target country and primary language, then confirm. 6. Search Atlas will begin crawling your site. Initial results typically appear within a few minutes depending on site size. Once your project is set up, you can deepen your research using the sub-tools available under Keywords: - Left sidebar → Keywords → Keyword Magic — discover new keyword opportunities. - Left sidebar → Keywords → Rank Tracker — monitor your keyword positions over time. - Left sidebar → Keywords → Keyword Gap — compare your keyword coverage against competitors. 📍 Setting Up Local SEO If your business has a physical location or serves a local area, use the GBP Projects section to manage your Google Business Profile and local presence. Navigate via Left sidebar → Local → GBP Projects. From there you can access: - Overview — a snapshot of your local SEO health. - Posts — publish updates directly to your Google Business Profile. - Reviews — monitor and respond to customer reviews. - Local Citations — manage your business listings across directories. - Media Library — organise images and assets for your local profiles. - My Tasks — a to-do list of recommended local SEO actions. 💡 Tips for Getting the Most from Search Atlas AI - Check recommendations regularly: AI insights update as your site and competitors change — weekly reviews keep you ahead. - Act on high-priority issues first: The platform ranks issues by impact, so start at the top of each list. - Use Rank Tracker after making changes: Track whether your manual fixes translate into ranking improvements. - Connect all your tools: The more data Search Atlas has access to, the more accurate and personalised the AI recommendations become. 🙋 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.

🚀 Get Started Fast While Awaiting Onboarding

🗓️ Why There May Be a Wait for 1:1 Onboarding Our onboarding specialists hold personalised sessions to walk you through Search Atlas in depth. During busy periods, the next available slot may be a few weeks out. The good news: you do not need to wait for that call to start getting value from your account. This guide will help you hit the ground running right away. ⚙️ Step 1 — Complete Your Account Setup Log in to your Search Atlas account and take care of the essentials first so everything is ready when your onboarding call arrives. 1. Add your website: From the left sidebar, go to Home (Hi, CSM. What will we get done today?) and click Create Project, then enter your domain. This unlocks site-specific tools like rank tracking, site audits, and backlink analysis. 2. Connect Google Search Console: From the left sidebar, go to Site Metrics → GSC Performance (Manage Sites / Connect GSC Account) to connect GSC and import real keyword and click data for your domain. 3. Set your target location and language: Configure these in your project settings to ensure keyword data is relevant to your market. 4. Invite your team: Go to the top-right Avatar Menu (👤) → Team Members (or navigate to /settings) to add colleagues so everyone has access before the onboarding session. 🔍 Step 2 — Explore Key Tools on Your Own Search Atlas is designed to be intuitive. You can start using the following tools independently — no guided session required. - Site Auditor: Run a full technical SEO audit of your website to identify crawl errors, broken links, and on-page issues. - Keyword Research: Use the Keyword Magic Tool or Keyword Gap to find opportunities your site can rank for. - Rank Tracker: Add your target keywords to begin monitoring daily ranking changes. - Backlink Analyzer: Review your current backlink profile and compare it against competitors. - Content Planner: Generate a data-driven content strategy based on your niche and competitors. 🎓 Step 3 — Use Self-Service Learning Resources Our resource library lets you learn at your own pace and get up to speed before your 1:1 call. - Knowledge Base: Browse articles covering every feature in Search Atlas — use the search bar at the top of this Help Center to find specific topics quickly. - Video Tutorials: Short walkthrough videos are available inside the platform and on our official YouTube channel. - OTTO SEO Setup Guide: If you plan to use our AI-powered SEO automation, search for the OTTO onboarding article in this Knowledge Base to configure it step by step. 💡 Step 4 — Prepare for Your Onboarding Call Getting set up early means your scheduled onboarding session becomes a strategy consultation rather than a basic walkthrough. Here is how to make it as productive as possible. - Run a site audit and note any questions about the findings. - Add at least 10–20 keywords to your rank tracker so you have real data to discuss. - Write down your primary SEO goals — organic traffic growth, local rankings, content production, or link building — so your specialist can tailor the session. - Invite all relevant team members to the call in advance. ⚡ Need an Earlier Onboarding Slot? If your business has an urgent launch deadline or you need a faster start, our team may be able to accommodate you. 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 Account Getting Started Guide

🚀 Start with the Home dashboard After signing in, open Home from the left sidebar. This is your starting point for projects, playbooks, data updates, and Atlas Agent. 1. Select Browse all playbooks to find guided workflows. 2. Select Create Project to connect a website and begin collecting SEO data. 3. Select Refresh data when you need the latest available information. 4. Select Ask Atlas Agent to begin using automated SEO assistance. 🧭 Follow the built-in getting started guide Use the dashboard’s Get Started guide to work through the recommended setup tasks. Complete each step in order, then return to the guide to continue with the next action. If your account was provided through HighLevel, your access and available features may depend on the setup completed by your agency or workspace administrator. ✍️ Create content with Content Genius To access the content tools, go to Content in the left sidebar, then select Content Genius. You can choose the workflow that best matches your needs: - Generate: Start a new content workflow with guided suggestions. - Write with AI in Bulk: Create multiple content pieces efficiently. - Write it yourself: Draft content manually with SEO guidance. - Write an article: Create a single article from start to finish. - Rework existing article: Improve content you already have. 🔍 Review content performance Under Content → Onpage Audit, open a report or topic tab to review optimization opportunities. - Open a page tab, such as tim hortons catering coffee, then select Generate Report, Share, or Mark as Done. - Open Topical Terms to review related terms. Use Export or move between pages with Previous Page and Next Page. - Open Questions to review related search questions, then export or navigate between pages. 📚 Use a simple learning path 1. Create or open your project from Home. 2. Complete the dashboard’s Get Started tasks. 3. Browse a relevant playbook for guided recommendations. 4. Use Content Genius to create or improve an article. 5. Run an Onpage Audit and review terms, questions, and page recommendations. 6. Refresh your data regularly to track progress. 💡 Tips for learning faster - Start with one website and one clear SEO goal. - Complete one playbook before moving to another. - Save or export useful audit information for your content workflow. - Review recommendations before making changes to a live page. - Ask your workspace administrator if a HighLevel-provided account has restricted access. 🛠️ Get help inside Atlas 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.