Video link: https://www.loom.com/share/0eb740eb8fb04401b16e4c6b6e2cf2ed
Creating and Managing Workspaces in OtterlyAI
Objective
This SOP outlines the steps to create and manage workspaces in OtterlyAI for effective client management and resource utilization.
Key Steps
1. Accessing Resources 0:23
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Visit the OtterlyAI website.
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Navigate to the 'Resources' section.
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Explore the help center with over 100 articles for assistance.
2. Utilizing the Chat Bot 0:34
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Use the chat bot for quick answers to your questions.
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Access links to the help center through the chat bot.
3. Implementing Google Analytics Referral Template 0:51
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Download and set up the 70-page guide provided.
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Use the referral template to connect with Google Analytics.
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Analyze traffic coming from AI searches.
4. Creating Workspaces 2:08
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Log into your OtterlyAI account.
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Go to the 'Workspaces' section.
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Click on 'New Workspace' to create a workspace.
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Assign prompts and manage usage statistics for each workspace.
5. Inviting Team Members and Clients 2:28
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Invite colleagues or clients to specific workspaces.
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Assign access permissions based on their roles.
6. Accessing the Optimization Guide 3:05
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Reach out to customer support for the latest optimization guide.
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Utilize the guide for insights on content optimization.
Cautionary Notes
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Ensure that you assign the correct permissions to team members to maintain data security.
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Regularly check for updates in the optimization guide to stay informed about best practices.
Tips for Efficiency
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Familiarize yourself with the resources available in the help center to reduce time spent on common queries.
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Regularly review workspace usage to optimize team collaboration and resource allocation.