At OtterlyAI, we are excited to introduce Workspaces, a new way to create, manage and scale AI Search Analytics and Optimization inside OtterlyAI. This is particularly helpful for agencies, and brands managing dozens or hundreds brands.
Agencies don’t just manage one brand. They manage many different brands, each with its own goals, reports, content performance, and team members. OtterlyAI Workspaces solves this.
With Workspaces, you can create, manage, and scale AI Search analytics and optimization for dozens or hundreds of brands inside one OtterlyAI subscription. Agencies can run dedicated pitches in separate workspaces while configuring a dedicated workspace for each client.
Here’s what makes Workspaces different:
- One subscription for all Workspaces (on Standard, Premium and Custom Enterprise plans)
- Invite team members to specific Workspaces so clients or team members only see their relevant reports
- Unlimited brand reports and team members per Workspace so your team can use OtterlyAI without artificial limits
Why Workspaces Matter for Agencies and Multi-Brand Companies
Workspaces gives marketing and SEO teams the power to set up dedicated environments per brand or per client. Each Workspace comes with:
- Unlimited Team Members: Invite internal or external team members to any Workspace
- Assigned prompts: As admin/owner of your account, you define how many prompts each Workspace gets (you can always rebalance or buy more in bulk)
- Assigned GEO Audits: You control the number of GEO audits per Workspace
- Unlimited Brand Reports: Create as many brand reports as you need per Workspace
Top Workspace Use Cases
The main use case of Workspaces is simple: You want to keep your brand reports separated from each other. Certain team members or clients of yours, should only be able to access a certain brand report(s). With Workspaces, you can create dedicated spaces that allow you to keep your reports, audits, prompts separated.
Think of the following Workspaces.
Temporary Workspace (e.g. Pitch or Experimentation Workspace)
Need to pitch a new client or experiment with a new website? Create a temporary Workspace. Since you don’t want everyone in your account seeing your pitches and experiments, you can set up a dedicated Workspace to:
- Create on-demand pitches for prospective clients
- Set up brand reports for the brands you’re analyzing
- Run dedicated GEO Audits for those same brands
When the pitch ends or your analysis wraps up, delete the Workspace or keep it as an ongoing Experimentation Workspace.
Dedicated Brand Workspaces per Client & Brand
When you work as an agency or manage various brands within your business, you need separation. Set up a dedicated Workspace for each client or each of your brands. Your team within your agency can access all client Workspaces, but each client can only access their respective Workspace.
This setup allows you to:
- Create a dedicated Workspace for each client or brand
- Set up as many brand reports as needed within one Workspace
- Keep all reports, data, and analytics visible only within one Workspace
Managing Workspaces: Usage, Team Members, and Subscriptions
Admins and Account Owners stay on top of all Workspaces through the new “Workspaces” tab in the left navigation. You can create, delete, and manage Workspaces. You can also assign more prompts and adjust GEO Audit balances.
To manage team access, head to “Team Management.” You can invite new team members to existing Workspaces or assign existing team members to certain Workspaces.
Keep in mind: Owners and Admins can manage billing, team management, and Workspaces. Members can still create and manage brand reports, add new prompts, and conduct GEO Audits.
Get Started with Workspaces Today
Workspaces are our first major step toward helping agencies and multi-brand teams scale AI Search efforts within OtterlyAI.
We’re building even more tools to help agencies manage brands, collaborate across teams, and empower brands to get AI Search optimization done.
Availability
Workspaces are available now:
Are you a current OtterlyAI customer who wants multiple accounts merged into one? Email us at hello@otterly.ai today.
FAQ: How To Use Workspace
Below are videos that explain Workspaces and all its settings in more detail:
- How to create a new Workspace
- How to add team members to your Workspaces
- How to change the Workspace Settings
Questions? Email us at hello@otterly.ai or check out our help center for more information.