7/7 Resources and Tools for Success with OtterlyAI
In this lesson (3-min read + video): how to organize OtterlyAI by client or brand, pull data programmatically and bring the right people in — so your program scales beyond one person.
Key concepts
Workspace — a separate space for a client, brand, or market, each with its own prompts and usage. Keeps multi-brand and agency work tidy and reportable.
Roles & permissions — the access level each person gets. Set them deliberately so people see only what they should.
Ownership — the named person accountable for each part of the program: prompt research, monitoring, and optimization.
API & MCP — programmatic access to your Otterly data. Use an API key to pull data into external dashboards or the Claude Skill, and use MCP to connect Otterly to ChatGPT or Claude.
Quick reference
Separate by workspace. Create a workspace per client, brand, or market, and assign its prompts and usage there.
Bring in the whole team. AI visibility is a cross-team effort — invite your SEO, content, PR, and social owners, plus any external agencies.
Do it early. Inviting people at the start means everyone's looking at the same live data, instead of you exporting screenshots later.
Create an API key and connect your data. Use the key to feed external dashboards, or connect the Claude Skill to chat with your data directly in Claude.
Build shareable dashboards. Connect Google Data (Looker) Studio to build dashboards for stakeholders and clients.
Free GEO tools — a whole suite of free tools worth exploring.
Your checklist for this lesson
You've finished onboarding. See your full AI Search Onboarding Checklist to review every step in one place — and you are in for a little surprise. 🦦