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OtterlyAI Onboarding Guide

Welcome to your OtterlyAI onboarding. The guide consists of 6 parts with each part focusing on a certain theme. 

Note: The onboarding videos in this article may show an earlier version of the interface. As we continue to improve the product, some features or layouts may appear slightly different from what you see today. The core functionality remains the same.

Part 1 - Getting Started: How to Optimize Your Brand for AI Search Visibility


What this part covers:


This is your introduction to OtterlyAI, what the platform is, why it matters, and how it helps you track and improve your brand’s visibility in AI-powered search results (like ChatGPT, Google AI Overviews, Perplexity, Gemini, etc.).  


Video #1

Duration: ~13 minutes

What you’ll learn:

  • What OtterlyAI does for AI search visibility
  • What are the challenges for brands in AI search
  • Understanding AI searches and how they work

👉 Loom link here


Part 2 - Prompts Research: Finding the Right Search Prompts


What this part covers:


Learn how to find and research the most relevant search prompts, the questions people ask AI search tools that matter to your brand.  


Video #2

Duration: ~15 minutes

What you’ll learn:

  • How to identify and add your first search prompts
  • Using the AI Keyword Research tool, learning about intent volume
  • Using tags, filtering and monitoring prompts

👉 Loom link here


Part 3 - Brand Reports and Monitoring


What this part covers:


This section teaches you how to monitor your search prompts, view brand visibility metrics, and understand what the reports tell you about your performance in AI search results.  


Video #3

Duration: ~14 minutes

What you’ll learn:

  • How to create a brand report
  • How to manage and add prompts, competitors or brand variations
  • Understanding brand visibility and analyzing the report

👉 Loom link here

Part 4 - Content Gap Analysis & Opportunity Detection


What this part covers:


In this part, you’ll learn how to analyze the citation data, spot content gaps, and understand where your site could improve to capture more AI search visibility.  


Video #4

Duration: ~12 minutes

What you’ll learn:

  • Understanding main steps to optimize for AI
  • Analyze where your brand can be mentioned to improve rankings
  • How to compare, monitor and identify opportunities

👉 Loom link here


Part 5 - GEO Audit & Optimization


What this part covers:


GEO audit is how you technically prepare your website to show up better in AI search results. This section walks through using the GEO audit tool and reading its findings. 


Video #5

Duration: ~3 minutes

What you’ll learn:

  • How to add your domain to analyze main pages of your website
  • Assess website crawlability and static content 
  • Understand where and how to check GEO content

👉 Loom link here


Part 6 - Resources, Workspaces & Profile Setup


What this part covers:


Wrap up your onboarding by learning how to manage your workspace, profile settings, teams, and where to find additional resources.  


Video #6

Duration: ~4 minutes

What you’ll learn:

  • How to add team members, assign roles
  • Workspace management overview 
  • How to manage notifications, purchases and profile

👉 Loom link here