OtterlyAI Onboarding Guide
1. Introduction to OtterlyAI 0:01
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Klaus M., co-founder of OtterlyAI, introduces himself.
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This is the final part of the onboarding process.
2. Accessing Resources 0:20
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Visit the Help Center for additional resources.
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Explore videos and content on how OtterlyAI works.
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Utilize the 70-page studio guide for comprehensive knowledge.
3. Using Data Looker Studio Template 0:45
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Access a Google Analytics template to track traffic sources:
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AI searches
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Human traffic
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Referral traffic
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This template is provided for your convenience.
4. Custom GPT Assistance 1:03
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If you prefer not to read the studio guide, use the custom GPT for questions.
5. Finding Agency Support 1:20
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Check out geo partners for agency support.
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You can contact them directly or ask OtterlyAI for referrals.
6. Understanding Workspaces 1:29
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Workspaces allow for separate accounts within one main account, ideal for agencies and larger companies.
7. Creating and Managing Workspaces 1:42
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Admins can create or edit new accounts (e.g., 'new client number one').
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Upload logos and manage prompts for each workspace.
8. Managing Prompts and Geo Audits 2:07
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Adjust the number of prompts available to each workspace.
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Set the number of geo audits per month for each workspace.
9. Inviting Team Members 2:46
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Invite colleagues to workspaces through team management.
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Assign admin roles and manage access to specific workspaces.
10. User Profile Settings 3:28
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Access user profile settings to:
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Log out
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Change notification preferences.
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11. Account Management and Deletion Warning 3:49
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Instructions on purchasing options.
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Warning: Deleting an account is unrecoverable.