# Otterly AI Monitoring (Archived Full Guidance)

This archive preserves the previously embedded long-form guidance from `.cursor/rules/otterly-ai-monitoring.mdc`.

# Otterly.ai Monitoring (Pointer Rule)

Use this rule when working on Otterly prompt generation, GEO monitoring, or AI-search visibility workflows.

## Critical Guardrails

1. Keep prompts conversational, intent-specific, and research-backed.
2. Prefer product/use-case queries over generic keyword fragments.
3. Keep tracking methodology reproducible across update cycles.

## Canonical References

- `docs/ai/otterly-prompt-research-process.md`
- `docs/ai/otterly-conversational-patterns.md`
- `docs/ai/ARCHIVE_INDEX.md` (historical Otterly summaries)

Keep detailed prompt templates and process walkthroughs in those docs.
   - ❌ BAD: "Ordio Schichtplan Software" (too specific, only tracks Ordio)

3. **Geographic Relevance**: All prompts must target Germany (de-DE)

   - Include German language characters (ä, ö, ü, ß)
   - Use German terminology (Schichtplan, Zeiterfassung, etc.)

4. **Intent Diversity**: Ensure representation across:
   - Informational (10-15%)
   - Comparative (30-40%)
   - Task-based (15-20%)
   - Solution-seeking (30-40%)
   - Pain point (5-10%)

### Prompt Categories

**Industry-Specific:**

- Gastronomie: Restaurant, Café, Bar, Catering
- Einzelhandel: Retail, Laden, Shop
- Pflege: Krankenhaus, Pflegeheim, Altenpflege
- Handwerk: Baustelle, Werkstatt, Handwerker

**Product-Specific:**

- Schichtplanung: Dienstplan, Schichtplan, Personalplanung
- Zeiterfassung: Arbeitszeiterfassung, Stempeluhr, Zeiterfassungspflicht
- Personalverwaltung: HR Software, Personalakte, Mitarbeiterverwaltung
- Lohnabrechnung: Payroll, DATEV, Gehaltsabrechnung

**Competitor Comparisons:**

- **Direct Competitors Only** (15): Planday, Papershift, Staffomatic, Shiftbase, 7shifts, Crewmeister, Deputy, Homebase, When I Work, Gastromatic, Aplano, Planerio, Planovo, Quinyx, Workforce.com
- **HR Suites with Shift Focus** (1): Connecteam
- **Excluded**: Personio, BambooHR, Lattice, Leapsome, Kenjo, Rippling, Workday (indirect - focus on HR/Recruiting, not shift planning)
- Format: "Ordio vs [Competitor]", "Alternative zu [Competitor]"

## Data Sources

### Google Search Console (GSC)

- **Script**: `v2/scripts/otterly/pull-gsc-data.php`
- **Frequency**: Quarterly
- **Output**: `v2/data/otterly/gsc-queries.json`
- **Use**: Real search queries with impressions, clicks, CTR

### Google Analytics 4 (GA4)

- **Script**: `v2/scripts/otterly/pull-ga4-data.php`
- **Frequency**: Quarterly
- **Output**: `v2/data/otterly/ga4-queries.json`
- **Use**: Organic search queries with conversion metrics
- **Note**: Requires Property ID configuration

### SISTRIX API

- **Script**: `v2/scripts/otterly/pull-sistrix-data.php`
- **Frequency**: Quarterly (cached 24h)
- **Output**: `v2/data/otterly/sistrix-keywords.json`
- **Use**: Keyword opportunities with search volume and difficulty
- **Credit Management**: Default 100 credits/day, tracked in `sistrix-credits-log.json`

## Prompt Generation Workflow

### 1. Data Collection

```bash
# Pull data from all sources
php v2/scripts/otterly/pull-gsc-data.php
php v2/scripts/otterly/pull-ga4-data.php
php v2/scripts/otterly/pull-sistrix-data.php
```

### 2. Prompt Generation

```bash
# Generate top 50 prompts
php v2/scripts/otterly/generate-otterly-prompts.php
```

### 3. Validation

```bash
# Validate prompt quality
php v2/scripts/otterly/validate-prompts.php
```

### 4. Import to Otterly.ai

- Use simple CSV file: `v2/data/otterly/otterly-prompts-simple.csv` (single column format)
- Or use detailed CSV: `v2/data/otterly/otterly-prompts.csv` (with metadata)
- Import via Otterly.ai dashboard
- Set monitoring frequency: Weekly

## Scoring Algorithm

Prompts are scored based on:

1. **Base Score**: 10 points
2. **Intent Score**:
   - Comparative: 30 points
   - Solution-seeking: 25 points
   - Task-based: 20 points
   - Pain point: 15 points
   - Informational: 10 points
3. **Data Source Score**:
   - GA4 (with conversion data): 25 points
   - GSC: 20 points
   - SISTRIX: 15 points
4. **Search Volume/Impressions**: Up to 20 points (logarithmic)
5. **Conversion Potential**: Up to 25 points
6. **Category Diversity Bonus**: Up to 10 points
7. **Geographic Relevance**: 10 points (Germany-specific)
8. **Competitive Tracking Penalty**: -20 points (if too specific)

## GEO Optimization Best Practices

### Content Optimization for AI Search

1. **Structured Content**:

   - Clear headings (H2, H3)
   - Q&A sections
   - Context-rich snippets

2. **Conversational Language**:

   - Natural, question-based phrasing
   - Match user search patterns
   - Use German terminology correctly

3. **Entity Recognition**:

   - Include product names, industry terms
   - Use schema markup
   - Maintain consistent terminology

4. **Citation Optimization**:
   - Authoritative content
   - Regular updates
   - Comprehensive coverage

### Monitoring & Analysis

1. **Weekly Reviews**: Check Otterly.ai dashboard for brand mentions
2. **Monthly Analysis**: Review citation trends and competitor performance
3. **Quarterly Updates**: Refresh prompts based on new data
4. **Performance Tracking**: Monitor Share of Voice (SOV) changes

## File Structure

```
v2/
├── data/otterly/
│   ├── prompt-categories.json      # Intent definitions
│   ├── competitors.json            # Competitor list
│   ├── gsc-queries.json           # GSC data
│   ├── ga4-queries.json           # GA4 data
│   ├── sistrix-keywords.json      # SISTRIX data
│   ├── otterly-prompts.csv        # Final prompts (import)
│   └── otterly-prompts.json       # Full metadata
└── scripts/otterly/
    ├── pull-gsc-data.php
    ├── pull-ga4-data.php
    ├── pull-sistrix-data.php
    ├── generate-otterly-prompts.php
    └── validate-prompts.php
```

## Maintenance Schedule

- **Quarterly**: Pull fresh data, regenerate prompts, import to Otterly.ai
- **Monthly**: Review performance in Otterly.ai dashboard
- **Weekly**: Monitor brand mentions and citations

## References

- Process documentation: `docs/ai/otterly-prompt-research-process.md`
- Research document: `docs/otterly-prompt-research.md`
- [Otterly.ai Help Center](https://help.otterly.ai/)
- [GEO Optimization Guide](https://otterly.ai/blog/ai-search-optimization-how-to-get-found-in-a-bot-first-world/)