7/7 Resources and Tools for Success with OtterlyAI
In this lesson (3-min read + video): how to organize Otterly by client or brand and bring the right people in — so your program scales beyond one person.
Video link: https://www.loom.com/share/0eb740eb8fb04401b16e4c6b6e2cf2ed
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.
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.
Assign clear owners. Name who owns prompt research, who owns monitoring, and who owns optimization, so nothing falls through the cracks.
Guard access. Set permissions by role and give each person only what they need — over-broad access is the easiest way to expose client data across workspaces.
Do it early. Inviting people at the start means everyone's looking at the same live data, instead of you exporting screenshots later.
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. 🦦