Platform Basics & Project Management

🗺️ Navigate Search Atlas Without the AI Agent

📅 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.

🌍 Scheduling Onboarding Sessions Across Time Zones

🌍 Understanding Time Zone Options Search Atlas offers flexible 1:1 onboarding sessions through our HubSpot calendar. Sessions are available across multiple global time zones including Brisbane Australia Time so you can connect at a reasonable hour. 📅 How to Book Your Session Navigate to OTTO SEO in the left sidebar then select Explore Training Calls. Choose a slot that aligns with your local time and confirm the booking. The system automatically displays available times based on your browser settings. ⏰ Requesting Adjusted Hours If no suitable slots appear for your time zone 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. Our team can help identify alternative options or adjust availability for Pro and Growth users. ✅ What to Expect During the Call Your session covers OTTO SEO setup site scanning Brand Vault features and ROI tracking. Sessions typically last 30 minutes and include live demonstrations tailored to your workflow. 🔄 Rescheduling or Blackout Periods Check the calendar regularly for updates during company events. If you need to reschedule simply return to the training calls section and select a new time that works for 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.

📅 Schedule Your Onboarding Session

🔗 Access the Onboarding Scheduling Link To book an onboarding session, go to /onboarding-1on1 inside the platform and use the embedded calendar. This is the only available method for scheduling a live onboarding call with our team. 👥 Understand the Session Format Onboarding calls are one-on-one (1:1) sessions with a Search Atlas specialist, providing a highly personalized experience tailored to your needs. ✅ Complete Your Booking Follow the steps on the scheduling page to select a date and time that works for you. Once booked, you’ll receive a confirmation with the meeting link and any preparation details. 📌 What to Expect During the Session The onboarding specialist will walk you through key platform features, answer your questions, and help you set up your first projects. The 1:1 format ensures you get focused attention. 💬 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.

🪲 Search Atlas SOPs for Pest Control Agencies

Who This Article Is For This guide is for digital marketing agencies and freelancers managing SEO for pest control companies using Search Atlas. It covers recommended starting points for onboarding, local SEO, and reselling — structured around the core tools available in Search Atlas so you can work through these steps directly in the platform. Step 1: Onboard a New Pest Control Client Pest control businesses are almost always hyper-local and service-area dependent. A strong onboarding sets the foundation for measurable results. To get started: - Audit existing visibility. Navigate to the Site Auditor in your Search Atlas dashboard and enter the client's domain. Review the resulting report for organic traffic data, top-ranking pages, and technical issues such as broken links, missing meta tags, or slow page speed. - Identify core service keywords. Open the Keyword Research tool (sometimes labeled Keyword Magic depending on your plan). Search for seed terms like pest control [city], exterminator near me, rodent control [city], and termite inspection [city]. Apply filters for Keyword Difficulty (aim for KD under 40 for newer domains) and Search Volume to build a prioritized target list. - Benchmark against local competitors. Use the Keyword Gap tool under Keywords > Keyword Gap in the left sidebar. Enter the client's domain alongside two or three local competitor domains to surface keyword opportunities the client is currently missing. - Set up rank tracking. Go to Rank Tracker and create a new tracking project for the client. Add your priority keyword list and enable location-specific tracking by setting the target city or ZIP code — this is critical for pest control since ranking positions vary significantly by geography. - Create a Local project. Navigate to the Local section and create a new project linked to the client's Google Business Profile. This unlocks the full local SEO toolkit described in Step 2 below. Step 2: Run the Local SEO Workflow Local SEO is the highest-leverage channel for pest control companies. Most leads come from Google Maps and local pack results. Within the Local section of Search Atlas, work through the following: - Review GBP health. Open the Local Overview dashboard for the client's project. This gives you a snapshot of Google Business Profile health, review score trends, and recent posting activity. Address any flagged issues — such as missing business categories or incomplete hours — before moving to content tasks. - Post regularly. Use the Posts tool within the Local project to draft and schedule Google Business Profile posts. For pest control clients, prioritize seasonal content: mosquito and tick alerts in spring/summer, rodent prevention in fall/winter, and promotional offers tied to local pest seasons. - Manage and respond to reviews. Open the Review Management tab to monitor incoming reviews across connected profiles. Flag reviews that require a response and draft replies directly in the tool. Consistent review responses improve local pack rankings and conversion rates. - Build and maintain citations. Use the Citations tool to run a NAP (Name, Address, Phone) audit. Submit or correct listings across relevant directories — prioritize Yelp, Angi, HomeAdvisor, and pest-control-specific directories. Consistent NAP data across listings is a foundational local ranking signal. Step 3: Reselling Search Atlas to Pest Control Clients If you are reselling Search Atlas services or white-labeling reports for pest control clients, follow these best practices: - Use white-label reporting. In your agency dashboard, enable white-label settings to brand exported reports with your agency name and logo before sharing with clients. - Set up a client seat or sub-account. Depending on your plan, you can invite clients as limited-access users or manage all projects from your agency account. Check the Team & Access settings in your account to configure permissions appropriately. - Document a repeatable onboarding checklist. Use Steps 1 and 2 above as the backbone of a client-facing onboarding document. Customize it with your agency's service tiers and deliverable timelines so each pest control client receives a consistent experience. - Schedule monthly reporting cadences. Use Search Atlas's report export and scheduling features to automate monthly rank tracking and GBP performance summaries for each client. Partner Training Resources Search Atlas maintains partner and agency training materials to help you get the most out of the platform. To access these: - Log in to your Search Atlas account and look for the Help or Academy link in the main navigation or sidebar — this is where platform walkthroughs, video tutorials, and SOP templates are published. - If your plan includes partner or agency support, a dedicated onboarding session may be available. Request this through the chat widget in your dashboard when you first set up your agency account. - Feature names and menu labels are updated regularly as the platform evolves. If a label in this article does not match what you see in your account, the underlying tool is typically still available — use the platform's search bar or help icon to locate it by function. 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 Onboarding and Protect Existing SEO with OTTO

📅 How to Book Your Onboarding Call Getting started with Search Atlas is easy. Follow these steps to schedule your onboarding session with our team: 1. Log in to your Search Atlas account. 2. Open the chat widget in the bottom-right corner of the platform. 3. Type onboarding to trigger the booking flow and select a time that works for you. During your onboarding call, a specialist will walk you through your account setup, explain how OTTO works, and help you configure deployment settings that protect your existing SEO work. 🤖 What OTTO Does — and What It Does Not Do Automatically OTTO is an AI-powered SEO assistant that analyses your site and surfaces recommendations for technical SEO improvements, including schema markup, meta data, and on-page optimisations. By default, OTTO does not automatically apply changes to your site. Every suggestion goes through a review-and-approve workflow before anything is deployed, giving you full control at every step. Automatic deployment only happens if you explicitly turn on OTTO's auto-deploy setting. 🔍 Review Before You Deploy Before accepting any OTTO recommendation, use the built-in review workflow to evaluate each suggestion individually: 1. Go to Left sidebar → OTTO SEO → SEO Automation (URL: /seo-automation-v3). 2. Open the Recommendations tab to see all pending suggestions organised by category — Content, Authority, and Technical. 3. Click any recommendation to expand the full details, including a before and after preview of the proposed change. 4. Choose Approve to queue the change for deployment, or Dismiss to ignore it permanently. Never approve a recommendation without reading the preview. This single habit prevents unintended overwrites of your existing work. ☑️ Selective Deployment — Apply Only What You Choose OTTO lets you deploy recommendations individually or in bulk, so you never have to accept a full batch of changes at once. To deploy selectively: - Use the checkboxes next to each recommendation to select only the items you want to apply. - Filter recommendations by category (for example, Schema only) to focus your review on a specific area. - Use the Dismiss option on any recommendation you want OTTO to stop suggesting — dismissed items will not reappear. If you have schemas that are already optimised and should never be touched, dismiss all related schema recommendations for those pages. OTTO will treat those pages as excluded going forward. 📊 Schema Comparison Best Practices Before deploying any schema recommendation from OTTO, compare it against your existing implementation to confirm the new version is genuinely better: - Copy your current schema from the live page source and paste it into a text editor or schema validator before making any changes. - In the OTTO recommendation preview, read the proposed schema carefully. Check that it does not remove properties your current schema already includes. - Use Google's Rich Results Test on your live URL first to confirm your existing schema is valid and passing. If it already passes, consider dismissing OTTO's suggestion unless there is a clear improvement. - After any schema deployment, re-run the Rich Results Test to verify the new markup is still valid and has not lost structured data coverage. Keeping a saved copy of your original schemas means you can always restore them if a change does not perform as expected. 💡 Treat OTTO as an Advisory Tool, Not an Automatic Optimizer The most important mindset shift is this: OTTO surfaces opportunities — you make the decisions. Think of OTTO as a senior SEO analyst who flags issues and proposes fixes, but always asks you before touching anything. - High-quality, validated schemas you have built manually should be reviewed against OTTO's suggestions, not replaced by them automatically. - If OTTO recommends a change that conflicts with a deliberate SEO decision you have made, dismiss it. Your expertise takes priority. - Use OTTO most aggressively on pages that have no existing schema or have known technical issues. Use it conservatively on pages that are already performing well. - Dismissed recommendations are skipped by OTTO in later crawls and will not be suggested again. 🚀 Recommended Workflow for Safe OTTO Deployment 1. Run OTTO's site scan from Left sidebar → OTTO SEO → All Sites (SEO Automation). 2. Filter recommendations by category and start with the lowest-risk items (for example, missing meta descriptions before schema changes). 3. For any schema recommendation, run the Rich Results Test on the live page first and save the current schema output. 4. Review the before/after preview in OTTO and approve only if the proposed version is clearly superior. 5. Deploy approved changes and re-validate with the Rich Results Test within 24 hours. 6. Dismiss any recommendation that conflicts with deliberate, high-performing SEO decisions. Following this workflow ensures OTTO adds value without putting your existing technical SEO at risk. 💬 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.

🖥️ Switch Between Classic Dashboard and Hub or Playbook View

🗺️ Overview When you log in to Search Atlas, you may land on a Hub or Playbook view instead of the classic dashboard you are familiar with. This article explains how to exit those views and return to the standard interface, where you can access all core tools including SmartAds. 🔄 How to Exit Hub or Playbook View and Return to the Classic Dashboard 1. Log in to your Search Atlas account as normal. 2. If you land on a Hub or Playbook screen, look for the X button in the top-right corner of that view. 3. Click the X to close the Hub or Playbook overlay. 4. You will be returned to the classic Search Atlas dashboard, giving you full access to the standard interface and all your tools. If you do not see the X button immediately, check that the Hub or Playbook panel is fully expanded, as the button may appear only when the view is in focus. 📍 Navigating to SmartAds From the Classic Dashboard Once you are back on the classic dashboard, you can navigate to SmartAds directly from the left sidebar. SmartAds is listed as a dedicated section in the sidebar menu. Click it to open the SmartAds interface and manage your ad campaigns as usual. 🏠 Returning to Your Home Screen If you ever need to get back to your main home screen quickly, click Home in the left sidebar or navigate directly to /home. From there you have a clear starting point to reach any tool in the platform. 💡 Tips for Staying on the Classic Dashboard - The Hub and Playbook views are guided workflow overlays. Closing them with the X does not delete any of your data or saved work. - You can re-enter a Hub or Playbook at any time by selecting it from the relevant section of the platform. Closing it simply returns you to the standard view. - Bookmarking /home in your browser is a quick way to always land on the classic dashboard when you open Search Atlas. ❓ Still Not Seeing the Classic Dashboard or SmartAds? If the X button is not visible, the interface looks different from what is described above, or you cannot locate SmartAds after returning to the classic dashboard, try the following: - Perform a hard refresh in your browser (Ctrl + Shift + R on Windows or Cmd + Shift + R on Mac). - Clear your browser cache and cookies, then log in again. - Try a different browser or an incognito/private window to rule out a browser extension conflict. 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.

⏳ Onboarding Calls and Content Generation Wait Times

Overview If you are new to Search Atlas, booking an onboarding call is a great first step. This article explains how to schedule your call and what to expect when using the content generation tools, including guidance on what to do if you experience a delay. How to Book Your Onboarding Call Search Atlas offers onboarding calls to help new customers get set up quickly and confidently. To request your onboarding call, reach out to the support team directly through the chat widget in the bottom-right corner of the platform and ask about onboarding call availability. A team member will help you find a suitable time. During your onboarding call, a team member will walk you through the platform, answer your questions, and help you prioritise your first steps. What to Ask on Your Onboarding Call Come prepared to make the most of your session. Common topics customers cover include: - Setting up your first project and connecting your website. - Understanding which tools best match your SEO goals. - Learning how to use the Content Planner and AI Content Templates. - Getting tips on interpreting reports and prioritising actions. There are no wrong questions — the call is entirely focused on your needs. Understanding Content Generation Wait Times Search Atlas uses AI-powered tools to generate high-quality SEO content. Depending on the type of content and current platform demand, generation can sometimes take longer than expected. If your content does not appear after you have submitted a request, this is usually a temporary delay rather than an error. What to Do If Content Generation Seems Stuck If your content has not appeared after you have been waiting, try the following general steps: 1. Refresh the page and navigate back to the tool you were using. 2. Check the relevant section of the platform to see if your content was saved in the background while you were waiting. 3. If the content is still missing, try submitting your generation request again. 4. Clear your browser cache and reload the platform if the issue persists. Most delays resolve on their own. If your content is still not appearing after trying the steps above, please get in touch with the support team and have the following ready: the name of the tool you were using, the type of content you requested, and the approximate time you submitted the request. 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 the Search Atlas Help Center

🗺️ Where Is the Help Center? The Search Atlas Help Center is available directly within the platform. You do not need to navigate to a separate website or bookmark an external link — everything is accessible from inside your account. 🖱️ How to Access the Help Center Once you are logged in to your Search Atlas account, look for the Help Center access point within the platform navigation. Clicking it will open the Help Center, where you can search for articles and browse support resources without leaving the platform. 💡 What You Can Find in the Help Center The Help Center contains a wide range of resources to help you get the most out of Search Atlas, including: - Getting started guides — step-by-step walkthroughs for new users. - Feature documentation — detailed explanations of every tool and setting. - Troubleshooting articles — solutions to common issues. - Best practice tips — advice for improving your SEO workflow. 🔎 Tips for Finding Answers Faster To get the most relevant results when searching the Help Center: - Use specific keywords related to the feature or issue (e.g., "OTTO SEO setup" or "keyword research filters"). - Browse by category if you are unsure of the exact terminology. 🛠️ Still Need Help? If you cannot find what you are looking for in the Help Center, our support team is ready to assist. 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.

🧭 Navigate the Search Atlas Dashboard With Ease

Overview of the Dashboard Layout When you log in to Search Atlas, you land on the main dashboard. The interface is divided into key areas that help you navigate between tools and manage your projects: - Left sidebar: Your primary navigation menu. All tools and features are accessible from here, grouped by category. - Top bar: Displays your active project, account settings, notifications, and your workspace switcher. - Main content area: The working panel where data, reports, and tool outputs appear based on your selection. How Projects and Workspaces Work Search Atlas organises your work around projects. Each project represents a website or client you are managing. Before using most tools, you need to have a project selected. 1. Locate the project selector in the top bar of the platform. 2. Select an existing project from the dropdown, or create a new project to add one. 3. Once a project is active, the tools in the sidebar will pull data relevant to that project. If you manage multiple websites or clients, you can create separate projects for each one and switch between them at any time from the top bar. Finding the Right Tool Quickly The left sidebar groups tools into logical categories. Here is a quick reference for where to find the most commonly used features: - Keyword Research: Look in the sidebar for the keywords-related section. Use this to discover new keyword opportunities, check search volume, and analyse keyword difficulty. - Site Auditor: Go to OTTO SEO → Site Audit in the left sidebar. Run a full technical audit of any website to identify issues affecting rankings. - Backlink Analyser: Go to the top-right header (apps-grid icon) → More Features → Backlinks (Backlink Research). Review your link profile or research competitor backlinks. - Content Assistant: Look in the sidebar for the content-related section. Use AI-assisted tools to plan, write, and optimise content for search. - Rank Tracker: Go to Keywords → Rank Tracker (Keyword Rank Tracker) in the left sidebar. Monitor keyword positions over time for any project. - Reports: Look in the sidebar for the reports section. Build and export custom reports for your projects. Adjusting Your Account Settings Your account preferences, billing details, and team management options are accessible from the top area of the platform. Look for your account or profile menu to access options such as: - Updating your personal details and password. - Managing your subscription and billing. - Inviting team members or managing user permissions. - Connecting integrations such as Google Search Console or Google Analytics. Tips for Getting Around Faster - Explore the sidebar categories to get familiar with how tools are grouped — this is the fastest way to locate any feature. - Switch projects from the top bar whenever you need to move between different websites or clients. - Check the main content area after selecting any tool — output and data will load there automatically. If you are unsure where a specific tool is located or cannot find a feature you expect to see, our support team can point you in the right direction. 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.

💡 Strategy Consultation Services After Implementation

🗺️ What Happens After Implementation? Once your Search Atlas setup is complete, your SEO journey is just beginning. Many customers want to know whether our team can help review, refine, or validate their strategy after the initial implementation phase. The short answer is yes — ongoing strategic support is available to you. 💡 What Strategy Consultation Covers A post-implementation strategy consultation is a focused session where our team reviews how your current SEO strategy is performing and identifies opportunities for improvement. This can include: - Content strategy review — Evaluating your existing content plan against keyword opportunities and search intent - OTTO SEO audit — Checking that OTTO's recommendations have been applied correctly and are producing results - Keyword and topical authority assessment — Ensuring your site is targeting the right topics and building authority in your niche - Backlink strategy evaluation — Reviewing your link-building approach and identifying gaps - Technical SEO check-in — Confirming that any technical issues flagged during implementation have been resolved - Goal alignment — Making sure your Search Atlas workflows are aligned with your business and traffic goals 🙋 Who Can Request a Strategy Consultation? Strategy consultations are available to active Search Atlas subscribers. Whether you're on a standard plan or a higher tier, our team is here to help you get the most out of the platform. The type and depth of consultation available may vary depending on your current plan. 🚀 How to Request Your Consultation Requesting a post-implementation strategy review is straightforward. Follow these steps: 1. Log in to your Search Atlas account. 2. Open the chat widget in the bottom-right corner of the platform. 3. Type human teammate to be connected with a member of our team. 4. Let the team member know you'd like to schedule a post-implementation strategy consultation. 5. Our team will confirm availability and set up a session tailored to your needs. ⏱️ What to Prepare Before Your Session To make the most of your consultation time, gather a few key details before your session: - Your primary business goals (e.g. grow organic traffic, rank for specific keywords, improve conversions) - A summary of the SEO activities completed since implementation - Any performance data you've noticed — traffic trends, ranking changes, or areas of concern - A list of specific questions or topics you want the team to focus on Having this information ready helps our team give you faster, more targeted advice during the session. 📊 Making the Most of Your Search Atlas Tools While waiting for your consultation, you can continue reviewing your strategy using built-in Search Atlas features: - Site Auditor — Identify ongoing technical SEO issues - Keyword Research Tool — Discover new keyword opportunities aligned with your content gaps - Topical Map — Visualise your topical authority and find content clusters you haven't covered yet - Rank Tracker — Monitor keyword performance trends since implementation - Backlink Analyzer — Review your link profile and compare it against competitors These tools give you a clear picture of where your strategy stands, so you arrive at your consultation with context and data already in hand. 🛠️ Need Help Now? If you have urgent questions about your strategy and can't wait for a scheduled consultation, our support team is ready to 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 Tool and Feature Capability Map

🔍 What This Article Covers Customers often ask whether Search Atlas can handle a specific set of SEO tasks before committing to a workflow. The short answer is yes — Search Atlas includes tools that cover featured snippets, AI Overviews, competitor traffic analysis, keyword research and conversion tracking, and backlink discovery. This article maps each capability to the exact tool that handles it. 📊 Featured Snippets and AI Overviews Tracking whether your pages appear in featured snippets or Google's AI Overviews is handled by the Rank Tracker. - Navigate to Left sidebar → Keywords → Rank Tracker. - Add your target keywords and enable SERP feature tracking. - The Rank Tracker surfaces which keywords trigger featured snippets or AI Overview placements and whether your URLs are currently occupying those positions. - Use this data to identify quick-win optimisation opportunities for structured content and concise answer formatting. 🏆 Competitor Traffic Analysis Understanding how much organic traffic your competitors receive — and which pages drive it — is handled by Site Explorer. - Navigate to Left sidebar → Site Metrics (Site Explorer) (URL: /site-explorer/list). - Enter any competitor domain in the search bar. - The dashboard returns estimated organic traffic, top-performing pages, traffic trends over time, and the keywords driving those visits. - Use the Keyword Gap tool (Left sidebar → Keywords → Keyword Gap) to directly compare your keyword portfolio against one or more competitors and surface ranking opportunities you are currently missing. 🔑 Keyword Research and Conversion Mapping Finding keywords and understanding their commercial value is handled by Keyword Magic. - Navigate to Left sidebar → Keywords → Keyword Magic. - Enter a seed keyword to generate thousands of related keyword ideas with volume, difficulty, CPC, and intent data. - Filter by intent (informational, navigational, commercial, transactional) to isolate keywords most likely to convert. - CPC data acts as a conversion-value proxy — keywords with higher CPC typically indicate stronger buyer intent. - Export filtered lists directly into your Rank Tracker project to monitor performance over time. 🔗 Backlink Discovery Finding backlink opportunities — including your own link profile and competitors' inbound links — is handled by Site Explorer. - Navigate to Left sidebar → Site Metrics (Site Explorer) (URL: /site-explorer/list). - Enter your own domain or a competitor domain. - Select the Backlinks tab to view all inbound links, referring domains, anchor text distribution, and domain authority scores. - Analyse competitor backlinks to identify publishers, directories, or partners you could approach for your own link-building outreach. 🗂️ Quick Reference: Capability-to-Tool Map - Featured snippets tracking: Left sidebar → Keywords → Rank Tracker - AI Overviews tracking: Left sidebar → Keywords → Rank Tracker - Competitor traffic analysis: Left sidebar → Site Metrics (Site Explorer) - Keyword gap analysis: Left sidebar → Keywords → Keyword Gap - Keyword research and intent filtering: Left sidebar → Keywords → Keyword Magic - Keyword conversion value (CPC): Left sidebar → Keywords → Keyword Magic - Backlink discovery (your site): Left sidebar → Site Metrics (Site Explorer) - Backlink discovery (competitor sites): Left sidebar → Site Metrics (Site Explorer) 💡 Tips for Getting the Most Out of These Tools - Start with Keyword Magic to build your target keyword list, then push those keywords directly into Rank Tracker to monitor positions and SERP features together. - Run a Keyword Gap analysis against your top two or three competitors monthly to stay ahead of emerging ranking opportunities. - When prospecting for backlinks, filter competitor link profiles by Domain Rating and traffic to prioritise outreach to the highest-value referring domains first. - Combine competitor traffic data from Site Explorer with featured snippet data from Rank Tracker to identify high-traffic queries where a snippet win could deliver outsized results. 🛠️ 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.

🚀 Switching to Search Atlas from SEMrush

🔍 Overview Moving from SEMrush to Search Atlas is simpler than you might expect. This article explains what training resources are available, how migration works, and whether you need technical knowledge to get started. Whether you are a freelancer, consultant, or agency, this guide will help you transition with confidence. 📚 What Training Resources Are Available? Search Atlas provides a full library of onboarding and training materials to help you get up to speed quickly. These include: - Video walkthroughs covering core tools such as Site Explorer, Rank Tracker, Keyword Magic, and Local SEO features - Step-by-step knowledge base articles for every major feature, available at any time - Onboarding sessions offered to new customers to walk through the platform and answer questions in real time - Tooltips and in-app guidance built directly into the platform so you always have context while working These resources are designed for users of all experience levels, including those who have never used Search Atlas before. No technical background is required to follow them. 🎓 Can I Access Training Before I Purchase? Some training content, including public knowledge base articles and overview videos, is accessible before you commit to a paid plan. This allows you to explore how Search Atlas works and compare it with tools you currently use, such as SEMrush, before making a decision. For full hands-on access to the platform and guided onboarding, you will need to start a trial or subscribe to a plan. If you want to see a live demonstration first, you can request one through the chat widget inside the platform after signing up for a free trial. 🛠️ Do I Need Technical Knowledge to Migrate? No. Migration from SEMrush to Search Atlas does not require any technical knowledge. The process is designed to be straightforward for non-technical users. Here is what the typical migration involves: 1. Export your data from SEMrush — this includes keyword lists, tracked projects, and any reports you want to keep. SEMrush allows CSV exports from most of its tools. 2. Import keywords and projects into Search Atlas — you can upload keyword lists directly into tools such as Rank Tracker (Left sidebar → Keywords → Rank Tracker) and Keyword Magic (Left sidebar → Keywords → Keyword Magic) without any coding or setup. 3. Recreate your tracked projects — add your domains in Site Explorer (Left sidebar → Site Metrics (Site Explorer)) to begin tracking rankings, backlinks, and site performance. 4. Set up local SEO projects if applicable — freelancers managing local clients can add their locations under Left sidebar → GBP Projects → Overview and begin tracking citations, reviews, and posts immediately. The entire process can typically be completed in a single session. If you run into any issues during import, the support team is available to assist. 💡 Tips for Freelancers Transitioning from SEMrush - Start with your most active clients first — migrate one or two projects before moving everything over so you can get comfortable with the interface. - Use Keyword Gap (Left sidebar → Keywords → Keyword Gap) to immediately identify opportunities you may have missed in SEMrush. - Take advantage of the Local tools if you manage local businesses — features under Left sidebar → Local → GBP Projects include Reviews, Posts, Local Citations, and a Media Library that go beyond what SEMrush offers for local SEO. - Bookmark key knowledge base articles for tools you use most often so you can reference them during your first few weeks. 🤝 Getting Additional 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.

🔍 Using Search Atlas With Third-Party Managed Websites

🌐 Overview If your website is managed by an external marketing company or agency, you may wonder whether using Search Atlas could interfere with their work or trigger automatic changes to your site. This article explains exactly how Search Atlas interacts with third-party managed websites so you can use the platform with confidence. 📊 Does Search Atlas Automatically Change My Website? No. Search Atlas is a read-and-recommend platform by default. Simply connecting your website or running reports does not automatically publish, edit, or delete any content on your site. You remain in full control of what changes — if any — are applied. The only exception is OTTO SEO, Search Atlas's automated on-page optimisation feature. OTTO SEO can deploy changes directly to your website, but only when you explicitly activate it and approve the relevant actions. No changes are pushed without your deliberate input. 🛠️ What You Can Do Safely on a Managed Website The following Search Atlas tools are completely safe to use alongside any third-party managed website. They gather and analyse data only — nothing is written back to your site: - Site Explorer — Analyse your domain's authority, backlink profile, and organic traffic data. Navigate via Left sidebar → Site Metrics (Site Explorer). - Keyword Magic — Research keyword opportunities without touching your site. Navigate via Left sidebar → Keywords → Keyword Magic. - Rank Tracker — Monitor your keyword rankings over time. Navigate via Left sidebar → Keywords → Rank Tracker. - Keyword Gap — Compare your keyword coverage against competitors. Navigate via Left sidebar → Keywords → Keyword Gap. - GBP Projects tools — Manage Google Business Profile content, reviews, posts, and citations. Navigate via Left sidebar → GBP Projects and its sub-pages. Using any of these tools will not conflict with your marketing agency's ongoing work on your website. ⚙️ If You Use OTTO SEO on a Managed Website If you want to take advantage of OTTO SEO's automated optimisations on a website managed by a third party, we recommend the following steps before activating it: 1. Notify your marketing company — Let them know you are enabling automated on-page SEO changes so they can coordinate their own work accordingly. 2. Review OTTO SEO recommendations before deploying — OTTO SEO presents suggested changes for your approval. Take time to review each recommendation to ensure it aligns with your agency's existing content strategy. 3. Establish a change log process — Ask your agency to share a record of recent edits so that OTTO SEO deployments do not overwrite or conflict with their updates. 4. Start with a limited scope — Consider activating OTTO SEO on a small section of the site first to confirm compatibility before rolling it out site-wide. 💡 Best Practices for Agency-Managed Sites - Share Search Atlas reports and insights directly with your marketing company — the data can inform their strategy without requiring any platform access. - If your agency also needs access to Search Atlas, you can invite them as a user under your account so everyone works from the same data set. - Always confirm with your agency before enabling any feature that writes data to your website, including OTTO SEO or Local posting tools that publish content to your Google Business Profile. 🆘 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.

🚀 Strategic Search Atlas Implementation for SEO Growth

🎯 Why a Strategic Approach Matters Search Atlas offers a powerful suite of SEO tools, and it can feel overwhelming to know where to begin. Rather than exploring features at random, following a structured implementation plan helps you build a strong SEO foundation, identify quick wins, and create a repeatable system for growing organic traffic and leads over time. 🔍 Step 1: Audit Your Site's Current Performance Before making any changes, understand where your site stands today. Start by reviewing your baseline metrics inside Left sidebar → Site Metrics (Site Explorer). This dashboard gives you a snapshot of your domain's authority, traffic trends, and keyword visibility. - Check your top-ranking keywords and their current positions. - Identify pages already receiving organic traffic — these are your quick-win opportunities. - Note any significant drops in ranking or traffic that may require urgent attention. 🔑 Step 2: Build a Targeted Keyword Strategy With your baseline established, move on to keyword research. Navigate to Left sidebar → Keywords → Keyword Magic to discover high-value keyword opportunities relevant to your niche. - Search for broad topics related to your products or services. - Filter by search volume, keyword difficulty, and intent to prioritise terms your site can realistically rank for. - Group keywords by topic cluster — this helps you plan content that covers subjects in depth rather than targeting isolated terms. Next, use Left sidebar → Keywords → Keyword Gap to compare your keyword coverage against competitors. This reveals high-traffic terms your competitors rank for that you are currently missing, giving you a clear content roadmap. 📊 Step 3: Track Rankings Consistently Keyword research only becomes actionable when you monitor progress over time. Set up your tracking inside Left sidebar → Keywords → Rank Tracker. Add the keywords you are targeting from your Keyword Magic and Keyword Gap research. - Organise tracked keywords by campaign, page, or topic cluster for easy reporting. - Review rankings weekly to spot upward trends and pages that need optimisation. - Use ranking movement as a signal to update existing content or build additional backlinks to stalled pages. ✍️ Step 4: Create and Optimise Content Systematically Content is the engine of organic lead generation. Use the insights from your keyword strategy to build a content calendar. For each target keyword cluster, plan one or more pieces of content — whether blog posts, landing pages, or service pages — that directly address user search intent. - Prioritise pages with commercial or transactional intent first, as these are most likely to convert visitors into leads. - Optimise existing pages before creating new ones — improving a page already on page two is often faster than building from scratch. - Interlink related pages to help search engines understand your site structure and distribute authority across your content. 📍 Step 5: Strengthen Your Local SEO Presence If your business serves a local market, local SEO is one of the highest-ROI activities you can invest in. Navigate to Left sidebar → GBP Projects → Overview to see a summary of your local visibility and Google Business Profile (GBP) performance. - Use Left sidebar → Local → Posts to publish regular updates to your GBP, keeping your listing active and relevant. - Manage and respond to customer feedback via Left sidebar → Local → Reviews (GBP Reviews) — consistent review responses improve trust signals for both users and search engines. - Build your local authority with Left sidebar → Local → Local Citations, ensuring your business name, address, and phone number are consistent across directories. - Use the Left sidebar → GBP Projects → Media Library to organise and publish optimised images to your GBP listing. 🔄 Step 6: Review, Iterate, and Scale SEO is not a one-time task — it is an ongoing process. Set a monthly review cadence to assess performance across all the areas above. 1. Check Rank Tracker for keyword movement and identify pages needing attention. 2. Run a fresh Keyword Gap analysis to uncover new competitor opportunities. 3. Review your Local Overview to ensure your GBP health remains strong. 4. Add new content based on keyword clusters you have not yet covered. 5. Repeat the cycle — consistent iteration compounds into significant organic growth over three to six months. 💡 Quick-Start Checklist - Week 1: Audit Site Explorer, set up Rank Tracker for current rankings. - Week 2: Complete Keyword Magic research, run Keyword Gap against top competitors. - Week 3: Prioritise and begin optimising top content opportunities. - Week 4: Set up Local tools if applicable; publish first GBP post and audit citations. - Ongoing: Weekly rank checks, monthly strategy review, continuous content production. 🛠️ Need Help Getting Started? 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.

🖥️ Close the Onboarding Modal to Access Your Sidebar

🔍 What Is Happening? When you first log in to Search Atlas, an onboarding modal overlay appears automatically to guide you through the platform setup. This modal sits on top of the full interface, which means the left sidebar navigation is hidden behind it — not collapsed or removed. This is expected behaviour, but it can feel like a dramatic layout change if you have already spent time inside the platform before the modal appeared. You may notice the following signs that a modal overlay is active: - The left sidebar is no longer visible or appears greyed out - A large panel or popup is covering the centre or most of the screen - Clicking outside the main content area does nothing - The rest of the interface feels unresponsive or dimmed ❌ Why Clicking a Toggle Arrow Will Not Help A collapsed sidebar shows a small arrow or chevron icon along the left edge of the screen. If you can see that icon, clicking it will expand the sidebar. However, during onboarding the sidebar is not collapsed — it is fully obscured by the modal overlay sitting in front of it. Clicking a toggle arrow in this state will have no effect because the sidebar itself is not the problem. You need to close the modal first. ✅ How to Close the Onboarding Modal Follow these steps to dismiss the modal and restore access to your left sidebar: 1. Look for an X button in the top-right corner of the modal panel. This is the most common way to close it. Click the X to dismiss the overlay entirely. 2. Scroll down inside the modal if the X button is not immediately visible. On smaller screens or lower display resolutions, the close button may be just outside your current viewport. Scroll up within the modal panel to bring it into view. 3. Look for a Skip or Dismiss link near the bottom of the modal. Some onboarding steps include a text link such as Skip for now or Dismiss that will also close the overlay. 4. Complete the current onboarding step if no close or skip option is shown. Certain modal steps require a brief action — such as confirming a project name or selecting a goal — before the dismiss option becomes available. Complete the prompted action to unlock the X button. 5. Once the modal is closed, your left sidebar will reappear immediately and the full platform interface will be restored. 🔄 What If the Modal Reappears? The onboarding modal is designed to reappear on your next login if you have not fully completed or dismissed all onboarding steps. If it keeps returning, try the following: - Work through each onboarding step in sequence and use the Skip or Mark as done option where available, rather than closing the browser tab mid-flow. - Check whether your browser is blocking cookies or using private/incognito mode. The platform stores your onboarding progress in session data, and blocking cookies may reset your progress each time you log in. - Try a hard refresh (Ctrl + Shift + R on Windows or Cmd + Shift + R on Mac) to clear any cached UI state that may be causing the modal to trigger unexpectedly. 💡 Quick Visual Reference Use the table below to tell the difference between a collapsed sidebar and a modal overlay so you can apply the correct fix right away: - Collapsed sidebar: A narrow strip or arrow icon is visible on the left edge of the screen — click the arrow to expand. - Modal overlay active: The entire screen is covered by a panel or popup with a dimmed background — close the modal using the X button or Skip link. 🆘 Still Stuck? 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 Benefits for Small Marketing Agencies

🎯 Who This Article Is For This article is written for small marketing agencies — typically managing between 2 and 10 clients — that offer SEO, PPC, or a combination of both. If you are looking for a clear, jargon-free explanation of how Search Atlas fits into your workflow and what it can do for your business, you are in the right place. 📦 What Search Atlas Gives You Out of the Box Search Atlas is designed to work as a single, centralised platform so you do not need to juggle multiple subscriptions or tools. Everything your agency needs to research, track, and report on SEO performance is built in and ready to use from day one — no complicated setup required. - One dashboard for all clients: Add each client as a separate project and switch between them instantly without logging in and out. - Built-in keyword and competitor research: No need for a separate keyword tool. Research is included alongside your tracking and reporting. - Local SEO management: If any of your clients need to rank in local search results or manage their Google Business Profile, those tools are included too. - OTTO SEO automation: OTTO is Search Atlas's AI-powered SEO assistant. It analyses your client's site and automatically applies technical SEO fixes, saving you hours of manual work per client. 📊 Managing Multiple Clients Without the Chaos The biggest challenge for a small agency is context-switching — jumping from one client's data to another without losing track of priorities. Search Atlas addresses this directly. 1. Set up a project for each client. Navigate to Left sidebar → Site Metrics → Site Explorer (Site Explorer) and add each client's domain as its own project. All data stays neatly separated. 2. Track keyword rankings per client. Go to Left sidebar → Keywords → Rank Tracker to monitor each client's keyword positions over time. You can set up automated ranking reports so you always have up-to-date data before a client call. 3. Find content and keyword opportunities. Use Left sidebar → Keywords → Keyword Magic to discover new keywords your clients can target, and Left sidebar → Keywords → Keyword Gap to identify keywords competitors are ranking for that your clients are missing. 4. Manage local clients in one place. For clients who need local visibility, navigate to Left sidebar → GBP Projects → Overview to see their local SEO health at a glance. You can manage Google Business Profile posts at Left sidebar → GBP Projects → Posts, monitor and respond to reviews at Left sidebar → Local → Reviews (GBP Reviews), and build local citations at Left sidebar → Local → Local Citations. 💡 How Search Atlas Supports PPC Alongside SEO If you run PPC campaigns for clients in addition to SEO, Search Atlas helps you align both channels. You can use keyword research data to inform your paid search strategy — understanding which keywords have strong organic competition can help you prioritise where to spend ad budget. Having SEO and PPC keyword data in one place means you can present a joined-up strategy to clients rather than treating the two channels as separate conversations. ⏱️ The Plug-and-Play Experience Search Atlas is built to reduce the time between signing up and delivering value to your clients. Here is what that looks like in practice: - No lengthy onboarding: Add a client domain, connect their Google Search Console if available, and you immediately start seeing data. - Templates and automation: OTTO SEO handles repetitive technical tasks automatically, so your team can focus on strategy rather than implementation. - Reporting that is ready to share: Generate white-label reports directly from your client data without needing a separate reporting tool. - Scalable as you grow: Whether you have 5 clients today or 20 next year, the platform structure scales with you without requiring you to change your workflow. ✅ Quick-Start Checklist for New Agencies 1. Add each client's domain as a project under Left sidebar → Site Metrics → Site Explorer (Site Explorer). 2. Set up keyword tracking for each client in Left sidebar → Keywords → Rank Tracker. 3. Run a keyword gap analysis for each client in Left sidebar → Keywords → Keyword Gap. 4. If you have local clients, set up their local projects under Left sidebar → GBP Projects → Overview. 5. Activate OTTO SEO for each client to automate technical SEO improvements. 6. Schedule automated ranking reports so client updates go out consistently. 🛠️ Need Help Getting Started? 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 Search Atlas's New Full AI Interface

🔍 What Changed and Why Search Atlas recently updated its default opening view from a sidebar panel to a full AI interface. This change was made to give you more screen space, a cleaner workspace, and faster access to AI-powered tools right when you log in. The full interface replaces the narrower sidebar layout to improve usability and support a growing set of AI features. This is a permanent platform update — the sidebar-first layout is no longer the default experience. There is no setting to revert to the previous sidebar view. 🗺️ How to Navigate the New Layout All the tools you used before are still available. The main navigation remains in the left sidebar, which you can use at any time to move between sections. Here is a quick overview of where to find key areas: - Site Explorer — Left sidebar → Site Metrics (Site Explorer) (URL: /site-explorer/list). From here you can access Keyword Magic, Rank Tracker, and Keyword Gap. - Local — Left sidebar → Local → GBP Projects (URL: /gbp-galactic/gbp-projects). Sub-sections include Overview, Media Library, My Tasks, Posts, Reviews, and Local Citations. If you previously relied on the sidebar to quickly access AI tools, those same tools are now front and centre when you open the platform — no extra clicks required. 💡 Tips for Getting Comfortable with the New Interface 1. Start from the left sidebar. Every major section is listed there. Click any item to navigate directly to that tool or report. 2. Use the AI interface as your home base. The full AI view is designed to let you ask questions, generate content, and run workflows without switching screens. 3. Bookmark deep links. If you regularly visit a specific page — such as Rank Tracker or Local Citations — bookmark the direct URL in your browser for one-click access. 4. Explore the AI features. The expanded interface surfaces capabilities that were harder to reach in the sidebar layout, including guided workflows and multi-step AI tasks. ❓ Frequently Asked Questions Can I switch back to the old sidebar view? No. The full AI interface is the new standard layout and cannot be reverted. All previous features remain accessible through the left sidebar navigation. Did I lose any features or data? No. All your existing projects, reports, and settings are intact. Only the default opening view has changed. Why does the interface look different on first load? The platform now launches directly into the AI interface instead of a sidebar panel. This is intentional and applies to all accounts. 🛠️ 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 Become a Certified AI Search Engineer

The Search Atlas Certification Program is designed to validate real-world expertise, not just course completion. Unlike traditional certifications that reward passive learning, this program verifies that you can correctly implement advanced search strategies inside the Search Atlas platform. Certification is earned through a combination of structured learning, technical evaluation, and a live account audit that assesses how you actually use the software. 🧭 The Three-Level Certification Path To ensure depth and consistency, certification follows a mandatory progression. 🧩 Level 1: Foundational The foundational level focuses on holistic search concepts, core mechanics of AI-driven visibility, and the fundamental systems that govern modern search behavior. This level ensures all certified users share the same conceptual and technical baseline. ⚙️ Levels 2 and 3: Advanced Levels 2 and 3 build on the foundational layer and cover more technical search engineering concepts, along with specialized strategies and advanced implementations. Completion of Level 1 is required before advancing to higher tiers, so advanced certifications are built on verified fundamentals. ✅ The Two-Step Validation Process Earning certification requires satisfying both of the following steps. 🧠 Knowledge Quizzes At the end of each course module, you must pass quizzes designed to confirm mastery of core concepts, source material, and practical application logic. 🔍 The Live Certification Audit The second requirement is the Live Certification Audit, a tool that evaluates your actual account activity, analyzing how you have used Search Atlas tools such as Content Genius, Atlas Agent, and other platform features tied to search execution. The audit produces an implementation score, direct feedback, and specific recommendations on what to change to meet certification standards. 🔄 Maintaining Your Certification Status The Search Atlas Certification Program is part of a live, evolving knowledge base. As new research is conducted and search landscapes shift, course content is updated, testing criteria evolve, and certification standards are refined, so certified AI Search Engineers remain aligned with the latest research, methodologies, and platform capabilities. Becoming a Certified AI Search Engineer is about proving that you can operate at a systems level, understanding how modern search engines work and how to execute within them using real tools, real data, and real constraints. 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 Delete or Remove a Website from Your Search Atlas Project

🔍 Overview If you need to remove a website from your Search Atlas account — whether you're reorganizing your projects, offboarding a client, or simply cleaning up unused properties — this article walks you through the exact steps to find the remove option and complete the process safely. 📋 Before You Remove a Website Keep the following in mind before deleting a website from your project: - Data is permanently deleted: Removing a website will delete all associated data, including tracked keywords, reports, and historical SEO data tied to that project. This action cannot be undone. - OTTO SEO will be deactivated: If OTTO SEO is active on the website, it will be automatically deactivated upon removal. - Billing may be affected: Removing a website may affect your subscription usage, depending on your current plan's project limits. - Team access is revoked: Any team members or clients with access to that specific project will lose access immediately upon deletion. 🗑️ How to Delete a Website from Your Search Atlas Project Follow these steps to remove a website from your Search Atlas account: 1. Log in to your Search Atlas account. 2. Navigate to the Home section by clicking Home in the left sidebar. 3. Locate the project containing the website you want to remove. You will see all your active projects listed on the Home dashboard. 4. Find the specific website or project card you wish to delete. 5. Look for the three-dot menu (⋮) or settings icon associated with the project card. 6. Click on it to expand the available actions for that project. 7. Select Delete Project or Remove Website from the dropdown options. 8. A confirmation dialog will appear asking you to confirm the deletion. Read the warning carefully before proceeding, as this action is irreversible. 9. Confirm the deletion by clicking the Delete or Confirm button in the dialog. Once confirmed, the website and all its associated data will be permanently removed from your Search Atlas account. ⚠️ Can't Find the Delete Option? If you are unable to locate the delete or remove option, consider the following: - Check your user permissions: Only account owners and administrators have the ability to delete projects. If you are a team member with limited access, you will not see the delete option. Contact your account administrator to request the removal. - You may be viewing a shared project: If the project was created by another user and shared with you, you cannot delete it from your account. The original project owner must perform the deletion. - Browser or cache issues: Try refreshing the page or clearing your browser cache if the options are not loading correctly. 🔄 Alternatives to Deleting a Website If you are not ready to permanently delete a website but want to reduce clutter or manage your workspace, consider these alternatives: - Archive the project: Some plans support archiving projects, which hides them from your main dashboard without permanently deleting data. - Reassign the project: Transfer ownership of the project to another team member if you no longer need access but the project should remain active. - Update the website URL: If the website has moved to a new domain, you may be able to update the URL within the project settings instead of deleting and recreating the project. 💬 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.

🤝 Hiring Expert Help for Search Atlas

🎯 Overview Search Atlas offers more than a self-serve platform. If you want personalised guidance, hands-on setup support, or dedicated training, there are paid professional service options available to help you get the most out of your subscription. 📚 1-on-1 Training Sessions If you prefer to learn Search Atlas directly with an expert rather than working through documentation alone, you can book a paid 1-on-1 training session with a member of the Search Atlas team. These sessions are tailored to your specific goals and skill level. During a training session, a Search Atlas specialist can walk you through: - Setting up and navigating core tools such as Site Explorer, Rank Tracker, and Keyword Magic - Building and managing Local SEO projects under Left sidebar → Local → GBP Projects - Creating an effective OTTO SEO workflow - Interpreting data and turning insights into actionable SEO strategies - Any other feature or workflow you want to focus on To enquire about booking a 1-on-1 training session, 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. 🛠️ Certified Implementor Services If you need someone to handle the setup and management of Search Atlas on your behalf, a certified Search Atlas implementor may be the right fit. Implementors are vetted professionals who specialise in configuring and running Search Atlas for clients. An implementor can assist with tasks such as: - Full platform onboarding and account configuration - Ongoing campaign management and reporting - Technical SEO implementation guided by Search Atlas data - Training your in-house team as part of an engagement To find out whether a certified implementor is available for your needs or region, 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. 💡 Choosing the Right Option Not sure which service is the right fit? Use the guide below to help you decide: - You want to learn the platform yourself but need expert guidance: Book a 1-on-1 training session. - You want someone to manage or set up the platform for you: Ask about certified implementors. - You have a complex or large-scale SEO project: A certified implementor or a series of training sessions may both be valuable. 💬 Get in Touch All professional service enquiries — including pricing, availability, and scope — are handled by the Search Atlas team directly. 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.

🛡️ OTTO Onboarding Resources and Deployment Safety Controls

🎯 Overview Search Atlas offers a guided onboarding experience to help you get the most out of OTTO. Before OTTO makes any changes to your site, you can configure safety controls to protect your existing high-quality technical SEO, structured data, and schemas. This article explains how to book an onboarding call and how to use OTTO's pre-deployment controls to keep your best work intact. 📅 How to Book an Onboarding Call All Search Atlas plans include access to a live onboarding session with our team. To schedule yours: 1. Log in to your Search Atlas account. 2. Open the chat widget in the bottom-right corner of the platform. 3. Type onboarding call to connect with our team and select a time that works for you. During the call, a specialist will walk you through your account setup, OTTO configuration, and any site-specific requirements — including how to protect existing SEO elements. ⚙️ Understanding OTTO Deployment Safety Controls OTTO is designed to improve your site's SEO automatically, but it gives you full control over what it can and cannot change. Safety controls let you define boundaries before any deployment happens, so OTTO never overwrites work you want to preserve. To access OTTO and its settings, go to Left sidebar → OTTO SEO → All Sites (SEO Automation) (URL: /seo-automation-v3). 🔒 How to Protect Existing Technical SEO and Schemas Follow these steps to prevent OTTO from overriding your existing high-quality technical SEO elements, structured data, or schemas: 1. Navigate to Left sidebar → OTTO SEO → All Sites (SEO Automation). 2. Select your connected site and open the OTTO Settings panel. 3. Review the list of deployable SEO categories (e.g., meta tags, schema markup, canonical tags, structured data). 4. For any category you want to protect, toggle the deployment switch to Off before activating OTTO. 5. For schema and structured data specifically, enable the Preserve Existing Schema option if shown — this instructs OTTO to skip pages or elements that already have valid structured data in place. 6. Review the pre-deployment summary to confirm which changes OTTO will and will not apply. 7. When you are satisfied with the configuration, click Deploy. OTTO will only act within the boundaries you have set. You can update these settings at any time before or after deployment. ✅ Pre-Deployment Checklist Before you deploy OTTO on a live site, we recommend completing the following: - Attend your onboarding call — a specialist can review your site's existing SEO and help you configure safety controls correctly. - Audit your current schemas — identify pages with structured data, rich snippets, or custom technical SEO that you want to preserve. - Disable categories you own — turn off any OTTO deployment categories that overlap with your existing optimisations. - Test on staging first — if possible, connect a staging domain to validate OTTO's changes before pushing to production. Note: subdomain and staging domain deployments are on our product roadmap and coming soon. - Review the deployment summary — always check what OTTO plans to change before confirming. 💡 Tips for Getting the Best Results - OTTO works best when given clear scope. The more precisely you define what it can and cannot touch, the more confident you can be in its output. - If you have pages with manually crafted schema markup (e.g., FAQ, HowTo, Product schemas), disable schema deployment for those page types to keep your custom work intact. - Use OTTO's deployment categories to introduce changes gradually — start with lower-risk elements like title tags and meta descriptions before expanding to technical SEO. - After deployment, monitor the OTTO SEO → Site Audit → Live Monitoring (Alerts Detected) to review what was applied and flag anything you want to roll back. 🆘 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.

🔄 Move a Domain Between Workspaces Safely

What Is Workspace Isolation? In Search Atlas, every project belongs to a workspace — either a client workspace or a private (personal) workspace. Workspace isolation means that the data, configurations, and history inside one workspace are completely separate from those in another. This protects your clients' data and keeps your own projects independent. Sometimes you may need to move a domain from a client workspace into your own private workspace (or vice versa) — for example, if a domain was added to the wrong workspace, or if a client relationship has ended and you want to retain the project under your own account. What Happens During Reassignment? When a domain is reassigned between workspaces, existing project data associated with that domain is retained as part of the transfer. Reassignment does not affect any other projects remaining in the original workspace — moving one domain out of a workspace will have no impact on other domains that remain in that same workspace. How to Request a Domain Reassignment At this time, workspace reassignments are handled by the Search Atlas support team to ensure data integrity throughout the process. Follow the steps below to submit your request. 1. Identify the domain you want to move and note the exact name of the source workspace it currently belongs to. 2. Identify the destination workspace — the private or client workspace where the domain should be reassigned. If you need a new private workspace created, mention that in your request. 3. Contact the support team and provide the following details: - Domain name to be moved - Source workspace name - Destination workspace name - Confirmation that other projects in the source workspace should remain untouched 4. The support team will confirm the reassignment details with you before executing any changes. Important Considerations Before You Request - Have your workspace details ready: Knowing the exact names of both the source and destination workspaces will help the support team process your request accurately and quickly. - Only one domain is moved at a time: If you need multiple domains reassigned, list each one clearly in your request. - No changes are made without confirmation: The support team will review your request with you before taking any action, so there is no risk of accidental 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.

🏢 Enterprise Multi-Website Architecture: Projects, Knowledge Graphs, OTTO

🗂️ Overview: How Enterprise Handles Multiple Websites On the Search Atlas Enterprise plan, each website you manage must have its own dedicated project. Projects are the top-level containers that house everything related to a single website — including its knowledge graph, OTTO slots, keyword tracking, and site audit data. There is a strict one-to-one relationship: one website = one project. You cannot combine multiple websites under a single project. 📁 What Is a Project? A project in Search Atlas is a workspace tied to a single root domain (for example, yourbrand.com). When you create a project, you configure it around one website and all tools within that project operate on that domain's data exclusively. Projects keep your websites cleanly separated so that data, reports, and automations never mix between domains. - Each project has its own settings, including target country, language, and tracked keywords. - Users and team members can be granted access at the project level, giving you granular permission control across clients or business units. - Reporting and analytics are scoped per project, so you always see clean, domain-specific insights. 🧠 Knowledge Graphs: One Per Project Every project on the Enterprise plan comes with its own knowledge graph. The knowledge graph is Search Atlas's AI-powered topical map of your website — it analyses your existing content, identifies topic clusters, and surfaces content gaps and opportunities. Because the knowledge graph is built from a single domain's content and structure, it must remain isolated per project. - Each website gets a separate knowledge graph that reflects only that domain's topical authority and content landscape. - Knowledge graphs are not shared between projects. Running OTTO or content planning on one project will never affect the knowledge graph of another. - As you publish new content or make site changes, the knowledge graph for that specific project updates to reflect your growing topical coverage. This isolation is intentional — it ensures that the AI recommendations and content strategies generated for one website are always accurate and relevant to that domain alone. 🤖 OTTO Slots: Allocated Per Project OTTO is Search Atlas's OTTO SEO automation agent. OTTO slots determine how many websites can have OTTO actively running optimisations at the same time. On the Enterprise plan, OTTO slots are allocated at the account level and then assigned individually to each project. - Each website (project) that you want OTTO to manage requires one dedicated OTTO slot. - If your Enterprise plan includes, for example, five OTTO slots, you can have OTTO actively running on up to five separate projects simultaneously. - You can reassign OTTO slots between projects at any time — for example, deactivating OTTO on one project to free up a slot for a different website. - Projects without an assigned OTTO slot retain all their data and settings but will not receive automated on-page optimisations until a slot is assigned. When planning your Enterprise rollout, count the number of websites you want OTTO to actively manage and ensure your plan includes a matching number of OTTO slots. Speak with your account manager before upgrading if you are unsure how many slots your use case requires. 🚀 Setting Up Multiple Websites on Enterprise 1. Upgrade to Enterprise — confirm your plan tier and the number of projects and OTTO slots included with your account manager or via the billing section of your dashboard. 2. Create a new project for each website — from the Home page ("Hi, CSM. What will we get done today?"), click the Create Project button. Enter the root domain for that website and complete the setup wizard. 3. Let the knowledge graph build — after a project is created, Search Atlas will crawl the domain and populate the knowledge graph automatically. This typically completes within a few hours depending on site size. 4. Assign an OTTO slot — once the knowledge graph is ready, navigate to OTTO SEO → All Sites (SEO Automation) and activate OTTO by assigning one of your available slots. 5. Repeat for each website — follow the same steps for every additional domain you are managing under your Enterprise account. 📐 Quick Reference: Enterprise Architecture at a Glance - 1 website → 1 project (mandatory, no exceptions) - 1 project → 1 knowledge graph (built and maintained automatically) - 1 active OTTO website → 1 OTTO slot (slots are account-level and assignable) - Projects are independent — data, graphs, and automations do not cross between them - Team members and permissions are configurable per project ❓ Frequently Asked Questions - Can I view all my websites in one dashboard? Yes — the project selector in the top of the left sidebar lets you switch between projects instantly. A consolidated multi-project overview is available depending on your Enterprise tier. - What happens to my knowledge graph if I add a subdomain? Subdomains are treated as separate entities. If you want to track a subdomain independently, create a separate project for it and it will receive its own knowledge graph. - Can I transfer a knowledge graph between projects? No — knowledge graphs are domain-specific and cannot be moved or merged. Each project builds its own from scratch based on the assigned domain. - Do unused OTTO slots expire? No — unassigned OTTO slots remain available within your account for as long as your Enterprise plan is active. 💬 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.

🎓 Onboarding Calls and Learning Resources Explained

Overview When you first join Search Atlas, you may have questions about what onboarding support is available, whether personalized calls are included, and where to find learning resources. This article explains what to expect and how to get the help you need. Does Search Atlas Offer 1-on-1 Onboarding Calls? Personalized onboarding calls may be available depending on your subscription plan. Availability and booking details vary by plan, and the best way to confirm whether a 1-on-1 call is included with your subscription is to contact our support team via the chat widget. When you do, please have the following ready so we can assist you quickly: - Your account email address - Your current subscription plan name - A brief description of what you are hoping to accomplish during the call How to Access Learning Resources Search Atlas provides a range of learning resources to help you get up and running. Here is where to find them: - Knowledge Base: Visit the Search Atlas Help Center (the same site where this article lives) and browse articles organized by topic, including platform setup, tools, and best practices. - Video Tutorials: Check the Help Center for video walkthroughs covering core platform features. Not Sure What Onboarding Support You Have? If you are unsure which onboarding resources are included with your plan, or if you would like help identifying the right learning materials for your goals, our support team can point you in the right direction. Please have your account email and subscription plan name ready when you reach out via the chat widget. 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.

💬 Closing an Accidentally Opened Chat Window

💡 Overview It's easy to accidentally click the chat widget in the bottom-right corner of the Search Atlas platform. If you opened it by mistake and don't need assistance, you can close it in seconds — no action is required on our end. 🛠️ How to Close the Chat Widget 1. Look for the chat bubble icon in the bottom-right corner of the platform. 2. Click the X or minimise button inside the chat window. 3. The window will close immediately. No conversation will be started unless you send a message. Simply closing the window without typing anything will not create a support ticket or notify any member of our team. 📋 Good to Know - A chat session is only initiated when you send a message. Opening the window alone does nothing. - You can safely open and close the chat widget as many times as needed without any side effects. - If you accidentally sent a message, don't worry — just let the agent know it was a mistake and they'll close the conversation for you. 🙋 When You Do Need Help If you ever do need support, the chat widget is the fastest way to reach us. Type human teammate in the chat to be connected with a member of our team. Our team is ready to help with any questions about your Search Atlas account, tools, or features. 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.

⚡ Onboarding Options When 1:1 Slots Are Unavailable

Why Your 1:1 Slot May Be Weeks Away Search Atlas offers personalised 1:1 onboarding sessions, but demand means slots are sometimes booked several weeks in advance. The good news is you do not need to wait to start getting value from the platform. The options below let you get onboarding assistance — all before your 1:1 session arrives (or instead of it, if you prefer). Option 1: Ask the Support Team About Alternative Onboarding Options If your 1:1 slot is too far out, contact the support team. A team member can advise on what onboarding assistance is currently available and help find a faster path to getting you started. - What to have ready: Let the team know your timeline and your primary use case (e.g. content creation, local SEO, site audits, link building) so they can match you with the most relevant option. - Best for: Customers who need guided onboarding sooner than their scheduled 1:1 slot allows. Option 2: Request Faster Account Initialization Assistance If you need your account set up quickly, the support team can assist with faster account initialization. When you reach out, have the following ready so the team can help you as efficiently as possible: - Your account email address. - Your primary use case (e.g. content creation, local SEO, site audits, link building). - Any specific deadline or timeline pressure you are working against. A support team member will then guide you through the appropriate setup steps for your account based on your specific situation and needs. - Best for: Customers who want hands-on assistance getting their account configured and ready to use as quickly as possible. Option 3: Start with Your Core Use Case First Rather than trying to configure every area of the platform at once, focus on the single workflow most relevant to your immediate goals. When you contact the support team, specify your primary use case so they can direct you to the most relevant starting point and resources — whether that is content creation, local SEO, site audits, link building, or another workflow. This focused approach helps you get value from the platform faster while you await your full onboarding session. - Best for: Customers who have a clear immediate goal and want to make progress on it right away rather than learning the full platform at once. 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.

🎯 SEO Challenge Access & Enrollment Process

🧾 Step 1: Confirm Your Purchase Was Successful After completing payment for the 5-day SEO challenge, you should receive an automated payment confirmation email within a few minutes. This email confirms that your $27 payment was processed and your spot has been reserved. Check the following before assuming something went wrong: - Look in your spam or junk folder — confirmation emails sometimes land there. - Make sure you checked the inbox associated with the email address used at checkout. - Search for emails from Search Atlas or with the subject line containing "SEO Challenge". 📬 Step 2: Understand When Access Details Are Sent Access details for the 5-day SEO challenge are not always delivered immediately after purchase. Here is what you should expect: - Purchase confirmation: Sent within minutes of a successful payment. - Enrollment and access email: Sent closer to the official challenge start date. If you purchased in advance, you will receive your access details within 24–48 hours before the challenge begins. - Challenge materials and links: Delivered on or before Day 1 of the challenge, so you are ready to start on time. If you purchased on or after the challenge start date, access details are typically delivered within 24 hours of your purchase. 📧 Step 3: Know What the Access Email Contains When your enrollment email arrives, it will include: - A direct link to access the challenge content or platform - Your login credentials or instructions to create an account (if applicable) - A schedule or overview of what each of the 5 days covers - Any materials, resources, or prep steps you need before Day 1 🔍 Step 4: What To Do If You Haven't Received Access If you purchased the SEO challenge and have not received your access details within the expected timeframe, follow these steps: 1. Check your spam, junk, and promotions folders for any emails from Search Atlas. 2. Verify the email address you used at checkout — a typo at purchase can cause delivery failures. 3. Wait until 24–48 hours before the stated challenge start date if you purchased in advance, as access emails are sent closer to the start. 4. If the challenge start date has already passed and you still have no access, contact our support team immediately using the steps below. ✅ Quick Reference: Access Timeline Summary - Purchased before the start date: Access email arrives 24–48 hours before Day 1. - Purchased on or after the start date: Access email arrives within 24 hours of purchase. - Payment confirmation: Always sent within minutes — check spam if not received. 💬 Still Need Help? If you have followed the steps above and still cannot access your SEO challenge, our team is ready to assist 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. Please have the following ready to speed up the process: - The email address used at checkout - Your payment confirmation or transaction ID - The date of purchase (e.g., July 21)

🗑️ Remove a Website from Your Search Atlas Project

🔍 Overview If you need to remove a website from your Search Atlas project, the option is available directly inside the Site Metrics section of your dashboard. This guide walks you through exactly where to find it so you can complete the action in seconds. 🧭 Where to Find the Remove Option The Remove option is located inside Site Metrics, which manages your list of tracked websites. Follow these steps to reach it: 1. Log in to your Search Atlas account. 2. In the left sidebar, click Site Metrics. This takes you to the website list at /site-explorer/list. 3. You will see a list of all websites currently added to your project. 4. Locate the website you want to remove. 5. Look for the three-dot menu icon (⋮) or an options button on the right-hand side of that website's row. 6. Click that icon to open the action menu. 7. Select Remove from the dropdown options that appear. Important: The Remove option only appears when you hover over or click the options icon on a specific website row. It is not visible at first glance on the page — you must interact with the row to reveal it. ✅ Confirming the Removal After clicking Remove, you may be prompted to confirm the action. Follow these steps to complete it: 1. A confirmation dialog will appear asking if you are sure you want to remove the website. 2. Click Confirm or Remove in the dialog to finalise the deletion. 3. The website will be removed from your project list immediately. Note: Removing a website from your project deletes its tracked data from your dashboard. This action cannot be undone, so make sure you are removing the correct website before confirming. ⚠️ Common Reasons You May Not See the Remove Option If you are having trouble locating the Remove option, check the following: - You are on the wrong page: Make sure you navigated to Site Metrics in the left sidebar, not to a sub-page such as Keyword Magic, Rank Tracker, or Keyword Gap. The website list only appears on the main Site Metrics page. - You are not hovering over the correct row: The options icon becomes visible when you move your cursor over the website's row. Try hovering directly over the row of the website you want to remove. - You do not have the correct permissions: If you are a team member with restricted access, you may not have permission to remove websites. Contact your account owner to adjust your role permissions. 🎬 Visual Walkthrough Because the Remove option can be easy to miss without seeing it in action, we strongly recommend watching the short video walkthrough below. It shows the exact location of the options icon, how to hover to reveal it, and how to complete the removal — all in real time. [Embed Loom or platform walkthrough video here] If the video is not visible, try refreshing the page or switching to a different browser. 💬 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.

Post-Implementation Strategy Consultation Services Explained

What Is Post-Implementation Strategy Consultation? Post-implementation strategy consultation is a service that allows you to work with a Search Atlas strategist to review and refine your SEO strategy after your initial setup or OTTO implementation is complete. This is intended as a strategic review rather than a technical support session. How This Differs from OTTO Implementer OTTO Implementer and post-implementation strategy consultation serve different purposes at different stages of your journey. - OTTO Implementer focuses on configuring OTTO, connecting your site, and getting your account set up and ready to perform. - Post-Implementation Strategy Consultation takes place after implementation is complete and focuses on evaluating results and planning next steps. If your implementation is already finished and you are looking for strategic guidance on what to do next, this consultation service may be relevant to your situation. Eligibility and Availability Post-implementation strategy consultation availability and any associated pricing depend on your current plan and account status. To find out whether your account qualifies, please contact our team directly. When you reach out, it helps to have the following ready: - Your account name or registered email address - The domain or project you want the consultation to focus on - A brief description of what you are hoping to get out of the session - Confirmation that your OTTO implementation or initial account setup is complete 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 Tool Feature Matrix and Capability Mapping

Overview Search Atlas covers a wide range of SEO capabilities across several tools. If you are wondering which tool handles which job, this article maps common use cases to the tools available in the platform. Because the platform is updated regularly and navigation labels may vary, treat the guidance below as a general starting point rather than a step-by-step walkthrough. Capability-to-Tool Quick Reference Use the guide below to find the right Search Atlas tool for your use case: - Tracking featured snippets and SERP features — The Rank Tracker provides data on SERP feature presence for your tracked keywords, including featured snippets, AI Overviews, People Also Ask boxes, and other rich results. - Monitoring AI Overviews — The Rank Tracker surfaces AI Overview presence alongside other SERP feature data for your tracked keywords. - Analysing competitor traffic and organic visibility — The Site Explorer (also referred to as Competitor Research) lets you enter a competitor's domain to see estimated organic traffic, top pages, and keyword rankings. - Finding keyword gaps between your site and competitors — A Keyword Gap feature is available within the Site Explorer or Competitor Research area. You can enter your domain alongside one or more competitor domains to surface keywords they rank for that you do not. - Discovering backlinks — A backlink analysis feature is available within the Site Explorer. You can enter any domain or URL to review its inbound links and referring domain data. - Researching new keyword opportunities — A keyword research tool is available in the platform where you can enter a seed keyword to generate related terms along with volume, difficulty, and intent data. Tips for Getting Started If you are unsure where a particular tool lives, browse the platform's navigation menu — most tools are grouped by category, and some features appear as tabs within a parent tool (for example, the Keyword Gap tool is located at Left sidebar → Keywords → Keyword Gap). If the tool you need is not listed above, note the specific capability or use case you are trying to accomplish, the name of any section you have already tried, and a description of where you got stuck — this will help a support agent point you in the right direction 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.

🚀 Master Search Atlas for Your Clients

🗺️ What This Guide Covers This article walks you through the core features you need to get results for your clients: running site audits, finding keyword opportunities, setting up reporting, and accessing personalised training. Bookmark this page as your go-to onboarding reference. 🔍 Running a Site Audit A site audit gives you a full technical health report for any domain. To get started: 1. Navigate to Left sidebar → OTTO SEO → Site Audit. 2. Select or add the domain you want to audit from your project list. 3. Search Atlas will automatically crawl the site and surface technical issues, on-page errors, and improvement opportunities. 4. Use the issue categories to prioritise fixes — start with Critical issues for the biggest impact. Revisit the audit regularly to track how your fixes improve the site's health score over time. 💡 Finding Keyword Suggestions Search Atlas offers several keyword research tools depending on your goal: - Keyword Magic — Discover thousands of related keyword ideas from a seed term. Navigate to Left sidebar → Keywords → Keyword Magic. - Rank Tracker — Monitor how your target keywords rank over time. Navigate to Left sidebar → Keywords → Rank Tracker. Add your client's domain and keyword list, then track weekly movement. - Keyword Gap — Compare your client's keyword coverage against competitors and spot untapped opportunities. Navigate to Left sidebar → Keywords → Keyword Gap. For best results, start with Keyword Magic to build your initial list, validate search volume and difficulty, then import your chosen keywords into Rank Tracker for ongoing monitoring. 📊 Setting Up Reporting for Clients Professional reports help you demonstrate value to clients clearly and consistently. Here is how to set them up: 1. Navigate to the project or domain you are reporting on. 2. Use the reporting module to select the metrics you want to include — keyword rankings, traffic trends, site health scores, and backlink data are popular choices. 3. Customise the report with your client's branding if white-label options are available on your plan. 4. Schedule automated delivery so reports land in your client's inbox on a regular cadence without manual effort. Consistent reporting keeps clients informed and reduces back-and-forth requests for updates. 📍 Using Local SEO Features If you manage local businesses, Search Atlas has a dedicated GBP Projects suite. Navigate to Left sidebar → Local → GBP Projects to access: - Overview — A summary dashboard for all your local SEO activity. - Posts — Publish and schedule Google Business Profile posts directly from the platform. - Reviews — Monitor and manage customer reviews in one place. - Local Citations — Build and audit business citations to strengthen local authority. - Media Library — Store and manage images used across your local profiles. - My Tasks — Keep track of outstanding local SEO action items. 🎓 Booking a One-on-One Walkthrough If you would like a personalised training session with a Search Atlas success manager — covering your specific workflow, client use cases, or any feature in depth — our team is here to help. To request a walkthrough or schedule a session: 1. Open the chat widget in the bottom-right corner of the platform. 2. Type human teammate to be connected with a member of our team. 3. Let them know you would like to schedule a one-on-one walkthrough and share any specific topics you want to cover. Our success team will confirm availability and set up a session tailored to your needs. ⚙️ Quick-Start Checklist for New Users Use this checklist when onboarding a new client to Search Atlas: - Add the client's domain and run an initial site audit. - Build a target keyword list using Keyword Magic and import it into Rank Tracker. - Run a Keyword Gap analysis against the top two or three competitors. - If the client is a local business, set up their profile under the GBP Projects section. - Configure automated reporting on a weekly or monthly schedule. - Book a walkthrough session if you need guidance on any advanced features. 🛠️ 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.

🔍 Free Consultation Booking Unavailable — Alternatives and Troubleshooting

🔍 Overview As a paid Search Atlas subscriber, you are entitled to a free onboarding consultation call with our team. If the primary booking link is not responding or returns an error, our support team can verify your subscriber status and provide you with the correct, up-to-date booking link or fallback resource for your account. 🛠️ What to Do When the Booking Link Is Not Working Because booking links and available consultation slots can change, we recommend contacting our support team directly rather than attempting to use a link that may be outdated or unavailable. When you reach out, please have the following ready so we can assist you as quickly as possible: - The email address associated with your Search Atlas account - The name of your subscription plan - A brief description of the error or issue you encountered with the booking link (e.g., error message text, what happened when you clicked the link) - The date and time you attempted to book ⏳ What to Expect Once our team confirms your subscriber status, they will provide you with a working booking link or schedule your consultation directly. If all current slots are full, our team will let you know when new availability opens up. While you wait for your consultation, our support team can also point you toward onboarding resources — such as video guides — to help you get started with your account setup right away. 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 Site Audits, Promo Codes, and Saved Projects

Overview This article covers three common account questions: how to find your site audits, how to apply a promo code to your subscription, and why you may see saved projects you don't remember creating. How to Navigate to Your Site Audits List Your site audits are stored within the Search Atlas platform. To locate your audits, log in to your account and navigate to the Site Audit section of the platform. From there you can view previously run audits and open any audit to review its results. If you have run an audit but do not see it listed, try the following: - Confirm you are logged in to the correct account — audits are saved per account, not per browser session. - Check whether the audit was run under a different project or domain by reviewing all projects listed in your dashboard. - If the audit still cannot be found, contact support with your account email address, the site URL you audited, and the approximate date the audit was run. How to Apply a Promo Code You can apply a promo or discount code to your subscription through your billing settings. To do so, log in to your Search Atlas account and navigate to your Avatar (top-right) → Billing → Redeem Promo Code. Locate the option to enter a coupon or promo code, enter your code exactly as provided — including any uppercase or lowercase letters — with no extra spaces before or after the code, then submit it to have the discount applied. If the code does not apply successfully, check the following before contacting support: - Confirm the code has not expired. - Ensure you are entering the code on the correct account (the account the code was issued to). - Check that you have not already applied a different discount to this subscription. If you have tried the steps above and the code still does not work, our support team can verify the code and assist with applying it. When reaching out, please have the following ready: - Your exact promo code - Your account email address - A description of any error message you received Understanding Saved Projects You Did Not Create It is possible to find saved projects in your account that you do not recall setting up. The most common reason is that another user on a shared account created those projects. If you are unsure of the origin of a saved project, review which team members have access to your account and check with them before deleting anything. 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.

🌐 Migrate Your Search Atlas Project to a New Domain

🔍 Overview When you rebuild your website and your domain or URL structure changes, your existing Search Atlas project needs to be updated to reflect the new domain. This ensures your SEO tracking, audits, and OTTO configurations continue working accurately. This article walks you through every step of the migration process. ⚠️ Before You Begin Before making any changes in Search Atlas, complete these checks on your website: - 301 redirects are in place: All old URLs should redirect to their new equivalents so you don't lose existing link equity. - Google Search Console is updated: Add and verify your new domain as a property in Google Search Console. - Google Analytics is configured: Confirm your tracking code or GA4 data stream points to the new domain. - Your new site is fully live: Do not migrate the project until the new domain is publicly accessible. 🛠️ Step 1 — Create a New Project for the New Domain Search Atlas projects are tied to a specific domain. Because your domain has changed, you will need to create a fresh project for the new URL rather than editing the existing one in place. 1. Go to Home in the left sidebar. 2. Open Classic. 3. Click Create a Project. 4. Enter your new domain URL exactly as it appears (include https:// and match the www or non-www version your site uses). 5. Complete the project setup wizard, including connecting Google Search Console and selecting your target location and language. 6. Save the project. 📋 Step 2 — Recreate Your Campaign Settings Your keywords, competitors, and other settings from your old project do not transfer automatically. You will need to re-enter this information in the new project. - Keywords: Export your tracked keywords from the old project before you archive it, then add them to the new project. - Competitors: Re-add any competitor domains you were tracking. - Target pages: Reassign target pages to keywords using your new URL structure. If URLs changed during the rebuild, map old URLs to their new equivalents using your 301 redirect list. ⚙️ Step 3 — Relaunch OTTO SEO on the New Project If you were using OTTO SEO on your old project, it must be activated on the new project separately. 1. Open your new project and navigate to the OTTO SEO section. 2. Follow the onboarding steps to connect OTTO to your new domain. 3. Review and re-approve any previously deployed optimisations, as OTTO will treat the new domain as a fresh site. 4. Run a fresh site audit to identify any issues introduced during the rebuild. 📊 Step 4 — Run a Fresh Site Audit A new domain means a clean audit baseline. Running an audit immediately after setup helps you catch any technical SEO issues created during the rebuild — such as broken internal links, missing meta tags, or pages accidentally set to noindex. 1. In the left sidebar, open OTTO SEO → Site Audit to access the Site Audit tool. 2. Start a full crawl of the new domain. 3. Review the results and prioritise critical errors first. 🗂️ Step 5 — Archive or Remove the Old Project Once your new project is fully configured and tracking correctly, archive or delete the old project to keep your workspace clean and avoid confusion. - Go to the old project's settings. - Select the option to archive or delete the project. - Confirm the action. Note that deleted projects cannot be restored, so export any data you need before proceeding. 💡 Tips for a Smooth Migration - Export data early: Download keyword rankings and audit reports from the old project before you delete it. - Allow time for data to populate: Ranking data and Search Console metrics in the new project may take a few days to appear after setup. - Check backlink tools: If you use the Backlinks features under More Features → Backlinks, run fresh analyses (Link Gap, Backlink Research, Topical Relevance) against your new domain to get updated data. - Update your schema markup: If you had schema created via More Features → Schema Creator, review and update any URLs referenced in your schema to reflect the new domain. 🆘 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 Option 2 — Manually transfer OTTO recommendations: Keep your old project open as a reference and re-apply key recommendations inside a new project for your new domain. This helps preserve institutional SEO knowledge. Also: do not delete your old project until you have finished referencing it.

🧭 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.'

Finding Product Updates and Notifications in Search Atlas 🗺️

🗺️ Overview The Search Atlas dashboard layout has been updated, and the location of product updates and notifications may not be immediately obvious. If you are looking for the latest platform updates, new feature announcements, or in-app notifications, this article explains how to find them in the current UI. 📍 Finding What's New and Notifications To find product updates and notifications in the current Search Atlas dashboard, follow these steps: 1. Log in to your Search Atlas account. You will land on the Home page (/home). 2. Look at the top navigation bar. Click the apps-grid icon (More Features) in the header, then go to Help → What's New to access product updates and notifications. 3. Click the What's New entry or notifications indicator to open a panel showing the latest feature announcements and platform updates. 4. If you do not see these elements in the top navigation, navigate directly to the Home page (/home) and look for update-related cards or announcement banners displayed on the main dashboard area. 🏠 What Is on the Home Dashboard The Home page is designed as a quick-access overview of your account activity and key SEO metrics. Product update communications and the What's New entry point are accessible from the header apps-grid icon (More Features) → Help → What's New. If you recently noticed the location changed, this is because the dashboard layout was updated — the feature is still available via the header apps-grid icon (More Features) → Help → What's New. 💬 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.

🗺️ New Dashboard Access and Feature Rollout Eligibility

🔍 Why You May Not See the SEO Metrics Dashboard If you spotted the SEO Metrics Dashboard in a screenshot, webinar, or social post but cannot find it in your own account, you are not missing a setting — the feature may simply not be available to your account yet. This is normal. Search Atlas rolls out new dashboards and features in stages, and access depends on your subscription plan and account configuration. This article explains what to check if the SEO Metrics Dashboard is not visible in your account, and what information to have ready if you need to escalate. 📋 How Search Atlas Stages New Feature Rollouts New dashboards and major features are released gradually rather than all at once. This staged approach means: - Early access may be given to specific plan tiers or account types before a wider release. - Screenshots and previews shared publicly may reflect a version of the platform that has not yet reached all accounts. - Rollout timing varies — a feature visible to one user today may reach your account within days or weeks. If you see the SEO Metrics Dashboard in promotional material but not in your account, the most likely explanation is that your account has not yet been included in the current rollout wave. ✅ Steps to Troubleshoot SEO Metrics Dashboard Visibility Work through the following checks in order before escalating: 1. Verify your subscription plan. Navigate to your account settings and review which plan you are currently on. Higher-tier plans typically receive new features earlier than entry-level plans. 2. Confirm you are logged into the correct account. If you manage multiple workspaces or have been invited to a client account, make sure you are inside the workspace where the feature is expected. 3. Look for the SEO Metrics Dashboard in your main navigation. Check all sections of your account navigation for any newly added dashboard entries, as new dashboards may appear in different areas depending on your account configuration. 4. Clear your browser cache and reload. Occasionally a new item appears in the platform but is not rendered until your browser fetches a fresh version of the page. Hard-refresh with Ctrl + Shift + R (Windows) or Cmd + Shift + R (Mac). 5. Try a different browser or incognito window. This rules out browser extensions or cached data hiding new interface elements. ⚠️ What Is Unlikely to Be the Cause A missing dashboard is almost never caused by White Label settings. White Label controls how the platform appears to your clients but does not restrict which features are available in your own account. If you have checked all of the steps above and the SEO Metrics Dashboard is still not visible, the issue is most likely related to your account's rollout eligibility rather than a configuration error on your end. 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.

🏠 New Home and Project Creation Experience

Search Atlas is rolling out a redesigned Home and a new guided Project Creation flow, giving you more control over how you navigate and set up your workspace. ✨ What's New Two new experiences are now available for you to try at your own pace: - Redesigned Home: A refreshed layout available by opt-in, letting you explore the new look whenever you're ready without disrupting your current workflow. - Guided Project Creation: A new step-by-step setup flow designed to make creating projects faster and clearer. This is being rolled out as an A/B test, so some users may see it automatically, while others may see the previous flow. 🛠️ How to Use It To try the new Home: 1. Open Home. 2. Look for the opt-in option to switch to the new layout. You can return to the previous layout at any time using the option provided within the new Home view. To use the new Project Creation experience: The guided Project Creation flow is being introduced as an A/B test. Depending on which group you are placed in, you may see the new flow automatically when creating a project, or you may continue to see the previous flow. If you have questions about which experience you are seeing or would like assistance, please reach out to our support team. 📋 What to Expect - Eligible customers may be automatically placed in either the current or new Project Creation flow as part of the A/B test. - Switching between the old and new Home experience will not affect your data or existing projects. 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.

🌐 Migrating Your Search Atlas Project to a New Domain

🔑 The Most Important Thing to Know First Search Atlas projects are locked to the domain they were created with. There is no built-in migration tool to transfer an existing project — including its OTTO recommendations, audit history, and tracked data — to a new domain. If your website URL has changed, you must choose one of two supported paths described below. 📋 Your Two Options at a Glance - Option 1 — Create a new project (recommended): Start fresh under your new domain. You get a clean slate with accurate data, but you lose historical audit results and previously applied OTTO recommendations. - Option 2 — Manually transfer OTTO recommendations: Keep your old project open as a reference and re-apply key recommendations inside a new project for your new domain. This takes more effort but helps preserve institutional SEO knowledge from your previous setup. 🚀 Option 1: Create a New Project (Recommended) This is the fastest way to get accurate SEO data for your new domain. 1. In the left sidebar, go to Home → Classic. 2. Click Create a Project (Home | searchatlas.com). 3. Enter your new domain URL and complete the project setup wizard. 4. Once the project is created, launch a Site Audit to detect technical issues on the new site. 5. Activate OTTO for the new project and review the fresh recommendations generated for your new domain. 6. Update your Brand Vault with any new brand details, target keywords, and business information relevant to the rebuilt site. 7. Reconnect any integrations (such as Google Search Console) to the new domain inside the project settings. Trade-off: All historical data, previously applied fixes, and OTTO deployment history from your old project will not carry over. Your old project will remain in your account — do not delete it until you have finished referencing it. 🔄 Option 2: Manually Transfer OTTO Recommendations Use this approach if your old site had extensive OTTO work that you want to preserve as a reference during your new build. 1. Open your old project in Search Atlas and navigate to OTTO SEO → All Sites (SEO Automation). 2. Export or document the recommendations that were applied — take note of meta titles, descriptions, heading structures, schema types, internal linking patterns, and any other fixes that were deployed. 3. Follow all steps in Option 1 to create a new project for your new domain. 4. Inside the new project, open OTTO and manually implement the equivalent recommendations where they still apply to the new site's structure. 5. Re-run a site audit on the new project to confirm the changes have been applied correctly and to catch any new issues introduced during the rebuild. Trade-off: This process is time-intensive and requires judgment about which old recommendations are still relevant after a rebuild. Not all previous fixes will apply if the site structure or content has significantly changed. ✅ Best Practices for SEO Continuity After a Domain Change - Set up 301 redirects from every old URL to its equivalent new URL as soon as the new site goes live. This is the single most important step for preserving search rankings and passing link equity. - Update Google Search Console by adding and verifying your new domain as a separate property, then submit a new sitemap. - Monitor crawl errors in your new Search Atlas project after the site is indexed to catch broken links or redirect issues early. - Do not delete your old Search Atlas project immediately. Keep it available for at least 60–90 days as a reference for historical keyword rankings and previously applied recommendations. - Re-target keywords in your new project — if the site structure changed during the rebuild, take this opportunity to review and refine your keyword strategy rather than simply copying the old one. - Update internal links throughout the new site to point to the correct new URLs rather than old ones, and verify them inside your site audit. ❓ Frequently Asked Questions - Can I rename or re-point my existing project to the new domain? No. Domain changes at the project level are not supported. A new project must be created. - Will my old project affect billing? Yes, if your plan has a project limit, your old project counts toward that limit until you delete it. Review your plan before creating the new project. - What happens to keyword rank tracking? Rank tracking history is tied to the old project. You will need to add your target keywords again in the new project to begin fresh tracking for the new 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 Fix a Disabled Continue Button

This article helps you understand what to do when a button or link in the platform appears unclickable or greyed out and prevents you from moving to the next step. A Continue button can become disabled for several reasons — most commonly because a required field or step earlier in the flow has not been completed, because the page loaded in an incomplete state, or because you navigated to the page via a direct or shared link that bypassed earlier required steps. 🔍 What This Issue Looks Like You may encounter a greyed-out or unclickable Continue button at various points in the platform — for example, during a setup or installation flow — that prevents you from advancing to the next step regardless of what you click. 🛠️ Steps to Resolve This Yourself 1. Scroll up and review every field, toggle, or selection on the current page. The Continue button typically remains disabled until all required inputs on that page are filled in or acknowledged. Look for any field marked as required or any section that appears incomplete. 2. If you arrived at the page via an external or shared link, try navigating to that section of the platform directly through the main menu from the beginning of the flow. Skipping earlier steps via a direct link can leave required state unfulfilled, keeping the button disabled. 3. Perform a hard refresh in your browser (Ctrl + Shift + R on Windows or Cmd + Shift + R on Mac) to clear any cached state, then revisit the page from the start of the flow and complete each step in order. 4. Try the same flow in a different browser or in a private/incognito window to rule out a browser extension or cached session causing the issue. 5. If you complete all visible steps and the button remains greyed out across browsers and fresh sessions, the issue likely requires backend investigation and you should escalate to our team with the details listed below. 📋 What to Have Ready When You Contact Support If the steps above do not resolve the issue, please have the following information ready so our team can investigate as quickly as possible: - The name of the project or site you are working with. - The exact name or label of the button that appears greyed out, if visible. - The section or page of the platform where you encountered the issue. - The exact step in the flow you were on when the button became unclickable. - Any error message displayed on screen (copy the exact text if possible). - The approximate date and time when you first noticed the issue. 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.

🚀 Schedule a Live Onboarding Demo

🎯 What Is a Live Onboarding Demo? A live onboarding demo is a one-on-one session with a member of our team. It is designed to help you get comfortable inside Search Atlas, understand key features, and map our tools to your specific SEO goals. Whether you are new to the platform or want a guided refresher, a human teammate is available to walk you through everything step by step. 📅 How to Request a Demo We do not list public booking links, but scheduling a live session is quick and easy. To request a demo, simply reach out to our support team and let them know you would like to schedule a live onboarding demo. Share a few details about your goals, preferred dates, and time zone so we can match you with the right specialist. A teammate will respond promptly with available time slots and help you lock in a session that fits your schedule. 📋 What to Expect During Your Session Every demo is tailored to your account, your workflow, and your objectives. Common topics include: - Platform overview: Navigation, dashboards, and core SEO tools. - Project setup: Adding domains, connecting CMS platforms, and configuring integrations. - OTTO AI walkthrough: How to activate and manage automated SEO tasks. - Reporting: Setting up reports, white-label options, and sharing with clients or stakeholders. - Q&A: Answers to your specific questions in real time. You are welcome to invite additional team members from your organization. 💡 Tips to Get the Most Out of Your Demo - Prepare your goals: Write down what you want to achieve with Search Atlas so the session stays focused. - Share access in advance: Make sure your domains, CMS connectors, and integrations are connected before your session. - Invite your team: If colleagues will also use the platform, have them join so everyone is aligned. - Take notes: We will cover a lot of ground. Notes will help you revisit key steps later. 🧭 Explore Self-Guided Resources First If you prefer to start exploring on your own, Search Atlas includes built-in resources to help you learn at your pace. You can review available help articles and documentation within the platform to familiarize yourself with key features before your demo. 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.

🏆 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.

🌙 Managing Dark Mode and Display Theme Settings

🖥️ Overview Some Search Atlas pages support both a dark mode and a light mode display. This article explains where the in-app toggle is and how to stop your browser from forcing a dark appearance. ⚙️ Changing Your Theme Inside Search Atlas There is no single light/dark switch for the whole dashboard. A light/dark toggle appears on these pages only: - Site Audit (new version) — the toggle in the top header, just before your profile menu. - Google Business Profile (new version) — the toggle in the top header while you are on those pages. - Authority Building pages (Press Release, Cloud Stacks, URL Indexer, Digital PR, and QUEST) — one shared toggle in the top header; switching it on one of these pages applies to all of them. Other pages do not have their own theme toggle. 🌐 Controlling the Theme via Your OS or Browser When Search Atlas follows your system preference, it mirrors the dark or light setting configured on your device. Here is how to update that setting on the most common platforms: - Windows 11/10: Go to Settings → Personalisation → Colours and choose Light or Dark under "Choose your mode." - macOS: Go to System Settings → Appearance and select Light or Dark. - iOS / iPadOS: Go to Settings → Display & Brightness and choose Light. - Android: Go to Settings → Display and toggle Dark theme off. After changing your OS setting, refresh the Search Atlas tab in your browser and the interface will update to match. 🔧 Overriding the Theme in Your Browser Some browsers let you force a light or dark appearance independently of your OS. If you prefer not to change your system-wide setting, you can override it at the browser level: - Google Chrome: In the address bar, go to chrome://flags, search for Auto Dark Mode for Web Contents, and set it to Disabled. Relaunch the browser. - Microsoft Edge: Go to Settings → Appearance and set the theme to Light. - Firefox: Go to Settings → General → Language and Appearance and choose the Light theme under "Website appearance." - Safari (macOS): Theme follows the macOS system preference — update it in System Settings → Appearance as described above. After applying any browser-level change, reload the Search Atlas tab to see the updated appearance. Still Not Seeing the Right Theme? If you have updated both your OS and browser settings but Search Atlas is still displaying the wrong theme, please reach out so our team can take a look. Have the following ready to speed up the process: your project or workspace name, the browser and OS version you are using, and a brief description of the theme behaviour you are experiencing. 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.

🌙 Switch Between Dark and Light Mode

🖥️ What Is Dark Mode? Some Search Atlas pages offer a dark mode option that changes the colour scheme to a darker background with lighter text. Some users prefer this for comfort during extended sessions, while others prefer the default light mode. ⚙️ How to Toggle Dark Mode On or Off There is no single light/dark switch for the whole dashboard. A light/dark toggle appears on these pages only: - Site Audit (new version) — the toggle in the top header, just before your profile menu. - Google Business Profile (new version) — the toggle in the top header while you are on those pages. - Authority Building pages (Press Release, Cloud Stacks, URL Indexer, Digital PR, and QUEST) — one shared toggle in the top header; switching it on one of these pages applies to all of them. Other pages do not have their own theme toggle. 💡 Tips for Managing Your Display Preference - No impact on data or features. Switching between light and dark mode only affects the visual appearance — all your reports, settings, and tools remain exactly the same. 🔍 Having Trouble Finding the Dark Mode Option? If you are unable to locate the dark mode setting, try the following: - Try a hard refresh of the page (Ctrl + Shift + R on Windows, or Cmd + Shift + R on Mac) to clear any cached layout. - Check that your browser is up to date, as older browsers may not render all interface elements 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.

🌐 Website Onboarding Requirements and Process in Search Atlas

Successfully onboarding a website into Search Atlas requires meeting specific metric thresholds, completing an ownership verification step, and avoiding a few common pitfalls. This article walks you through everything you need to know before and during the onboarding process. Minimum Metric Requirements Before submitting your website, confirm it meets both of the following thresholds: - Organic Traffic (OT): Must be greater than 500 - Domain Authority (DA): Must be greater than 20 Websites that do not meet either of these requirements will not be accepted onto the platform. Checking these metrics ahead of time will save you from unnecessary delays. Ownership Verification To prove you own the website you are onboarding, Search Atlas requires you to insert a unique metatag into your website's source code. Follow these steps: - Retrieve the unique metatag provided by Search Atlas during the onboarding flow. - Insert the metatag into the <head> section of your website's source code. - Complete the submission so Search Atlas can validate the tag and confirm ownership. Please note: if a website has already been verified by another publisher, it cannot be onboarded under your account. This applies even if you are the legitimate owner of the site. If you believe there is an error with an existing verification, please chat with a human teammate using the in-app live chat widget for further assistance. Common Reasons for Site Rejection Websites are most frequently rejected for one of the following reasons: - Metric thresholds not met: An OT of 500 or below, or a DA of 20 or below, will result in rejection. - Ownership conflict: The site is already verified under a different publisher's account and cannot be added to yours. How to Avoid Onboarding Delays To keep the process as smooth as possible: - Verify that your website's OT is greater than 500 and DA is greater than 20 before submitting. - Ensure the metatag provided by Search Atlas is correctly and completely inserted into your website's source code prior to submission. Following these steps reduces the likelihood of rejection and helps your website get validated as quickly as possible. If you run into any issues during onboarding that are not covered here, chat with a human teammate directly through the in-app live chat widget.

🎓 Finding and Accessing Search Atlas Academy

🗺️ Overview Search Atlas Academy is not hosted at a standalone subdomain like academy.searchatlas.com. If you followed a link to that address — or to a help article pointing there — it will not work. Academy training content is currently available at two locations, depending on the type of content you are looking for. 📍 Where to Find Academy Content There are two active locations for Search Atlas Academy training materials: - Community and core training:community.searchatlas.com — This is the Search Atlas Circle community, where you can access courses, lessons, discussions, and community resources. - Agentic Mastery training:agentic-mastery.labs.searchatlas.com — This dedicated space hosts advanced agentic workflow training and Labs content. Bookmark both addresses so you can return to them quickly without searching each time. 🖥️ Accessing Academy From Your Dashboard Academy is not a separate section inside the main Search Atlas platform dashboard. To access training content, navigate directly to one of the two URLs listed above using your browser. You do not need to locate an Academy menu item in the left sidebar — it is an external resource linked from the platform rather than an embedded page. Always use the verified URLs above rather than older links shared in emails or help articles. ⚠️ Why Older Links May Not Work Search Atlas has migrated Academy content from previous hosting locations to the current community and Labs platforms. Links referencing academy.searchatlas.com or older help articles are outdated and will no longer load correctly. This affects: - Links shared in older email campaigns or onboarding sequences - Bookmarks saved before the migration - Help article references that have not yet been updated If a link you received is broken, use the verified URLs in the section above to reach the correct destination. 🔑 Logging In to the Community To access content at community.searchatlas.com, you will need a Circle community account. Follow these steps: 1. Go to community.searchatlas.com in your browser. 2. Click Log In or Sign Up on the landing page. 3. Use the email address associated with your Search Atlas account when registering or signing in. 4. Once logged in, browse the available courses and community spaces from the left-hand navigation inside Circle. For agentic-mastery.labs.searchatlas.com, a Circle community account is also required. ❓ Still Need Help? If you continue to experience access issues or have questions about locating specific training content, contact Search Atlas support for assistance.

📘 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.

🔗 Access the Search Atlas Knowledge Base

🌐 The Correct Knowledge Base URL The official Search Atlas Knowledge Base is located at: https://help.searchatlas.com/en/ If you have bookmarked or been directed to any other URL — such as https://intercom.help/search-atlas/en/collections/10864692-knowledge-base — that link is outdated and will return a page doesn't exist error. Please update your bookmark to the address above. 🔍 What You Can Find in the Knowledge Base The Search Atlas help center covers all major features and workflows, including: - Getting started guides and account setup - Content tools: Blog Writer, Content Genius, and more - SEO research: Site Auditor, Keyword Researcher, and Rank Tracker - Authority tools: Cloud Stacks, URL Indexer, QUEST LLM Visibility, Campaigns, Inbox, and Sent - Billing, team management, and integrations 🛠️ Troubleshooting Access Problems If you are still unable to reach the knowledge base after using the correct URL, try the following steps: 1. Clear your browser cache and cookies, then reload the page. 2. Try a different browser (Chrome, Firefox, or Edge are recommended). 3. Disable browser extensions such as ad blockers or privacy tools that may interfere with page loading. 4. Check your internet connection and confirm other websites load normally. 5. Try opening the link in a private or incognito window to rule out cached data issues. If none of the steps above resolve the issue, the help center may be temporarily unavailable. Wait a few minutes and try again. 💡 Tips for Finding Articles Quickly Once you are on the knowledge base at https://help.searchatlas.com/en/: - Use the search bar at the top of the page to enter keywords related to your question. - Browse by category to explore articles grouped by feature area. - Check the Getting Started section if you are new to the platform. 🤝 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.