User Guide

Documentation

Everything you need to know about Octara — from your first crawl to advanced URL rules, content generation, and change tracking.

What is Octara?

Octara is an SEO platform built around a visual site map. Instead of showing your website as rows in a spreadsheet, it draws every page as a node in a tree — connected to its parent, grouped into categories, colour-coded by health status.

From that map you can run technical audits, research keywords, write AI-assisted content, track rankings, monitor Google Ads campaigns, and keep a full history of every change detected on your site.

Projects & the Dashboard

Each project tracks one website. You give it a domain, run a first crawl, and Octara discovers all your pages automatically. Re-crawls run on a daily schedule and update everything.

Portfolio dashboard

The first screen after login lists all your projects. For each one you see:

MetricWhat it means
Page countTotal pages discovered in the last crawl
IssuesPages with HTTP errors (4xx/5xx) or de-indexation problems
GSC pagesPages that have Google Search Console ranking data
Health %% of crawled pages returning HTTP 200 and not blocked from indexing
Last crawlDate and time of the most recent completed crawl

Project overview

Click into a project to see the summary dashboard for that site, including:

  • Indexability — how many pages are indexed vs. blocked (noindex tag, 404, etc.)
  • Meta issues — missing titles, duplicate titles, titles/descriptions that are too long or too short
  • PageSpeed — how pages score on Lighthouse (Good ≥90, Needs Improvement 50–89, Poor <50)
  • GSC performance — average search position and total clicks across all pages
  • Keyword performance — same metrics filtered to pages with an assigned target keyword
  • Crawl changes — which pages were added or removed since the previous crawl
  • Top opportunities — pages ranking in positions 11–50 where a small push could reach page 1
  • Declining keywords — keywords that have dropped in clicks recently

Crawling Your Site

A crawl discovers and refreshes every page on your site. It follows internal links from your homepage and records the HTTP status, title, meta description, robots tags, canonical URL, and more for each page it finds.

Crawl strategies

StrategyWhat it doesBest for
FullFollows all internal links from the homepageFirst-time setup; full site audit
SmartSame as Full but stops at link depth 3Faster refresh on large sites
SegmentedOnly crawls pages under a specific path (e.g. /blog/)Targeted updates for one section
GSC-onlyRe-crawls only pages Google already knows aboutQuick refresh of indexed pages
Sitemap-onlyRe-crawls pages listed in your XML sitemapVerifying sitemap coverage

What happens after a crawl

  • Pages are updated with fresh status codes, titles, meta descriptions, and technical details
  • URL rules are automatically re-applied to newly discovered pages
  • The change log records anything that changed since the previous crawl

Site Map

The site map is the core of Octara — a visual tree showing every page on your site, how it connects to others, and its health status at a glance. Each node is one page. The colour indicates health:

ColourMeaning
RedSerious issue — HTTP error (4xx/5xx), de-indexed, or PageSpeed < 50
OrangeWarning — missing meta, no target keyword, or PageSpeed 50–89
GreenHealthy — HTTP 200, indexed, has meta, PageSpeed ≥ 90

Filtering and focusing

Filter by health mode — switch between Tech (404s, noindex, slow pages, canonical mismatches) and Content (missing titles, missing keywords, low rankings).

Filter by issue — click any issue chip (e.g. "Not indexed") to dim everything else and show only affected pages. Click again to clear the filter.

Language tabs — on multi-language sites, each detected language gets its own tab. See Multi-Language Sites.

Hide PDFs / query-string URLs — toggle buttons in the filter bar to exclude these from the view.

Reorganising the map

Set a parent page — in the page detail panel, use the Parent field to connect a page to its parent. This is stored in the database and survives recrawls.

Assign children — click "Assign children" on any page to bulk-connect all its direct sub-path pages as children in one step. An undo banner appears immediately after.

Categories — if a section of pages has no natural parent page, assign them all to a named category (e.g. "Blog"). Category nodes appear as folder-style headers in the map.

PageSpeed testing

Click the PageSpeed button in the toolbar to batch-test all unscored pages with Lighthouse. You can also test a single page from its detail panel. Scores are cached — re-run only when you've made performance changes.

Syncing Google Search Console

Once GSC is connected in Settings, the Sync button pulls the latest 28-day average position and click data for every page and updates the ranking information shown across the map and detail panels.

Page Detail Panel

Click any page node in the site map to open the detail panel on the right. It shows everything Octara knows about that URL and lets you make changes directly.

Information shown

FieldWhat it shows
URL & statusFull URL and HTTP status code
Title & meta descriptionCurrent values with character counts; editable inline
Canonical URLWhich URL is set as the canonical; editable
Robots tagAny noindex or nofollow directive from the crawl
Internal inlinksHow many other pages on your site link here
Word countApproximate content length
PageSpeed scoreLighthouse score (run from here if missing)
GSC rankingsAverage position and clicks from Search Console

Actions

Edit metadata — click any field to edit title, meta description, or canonical URL. Changes are saved to the Octara database for audit tracking (you still need to update your actual page).

Assign parent — use the Parent dropdown to pick which page this should sit under in the tree. Searchable across all pages in the project.

Assign category — pick from existing categories or type a new one.

Set target keyword — enter the main keyword this page should rank for. Octara then tracks its GSC position specifically for that keyword.

View SERP — opens a modal showing the current top 10 Google results for the page's target keyword, including featured snippets, AI Overviews, and People Also Ask.

Language variants — if hreflang tags are present, jump directly to other language versions of the same page.

URL Rules & Categories

URL rules let you automatically assign categories or parent pages to groups of URLs based on path patterns. Instead of assigning every page manually, you define once that "any URL containing /blog/ belongs to the Blog category" and all matching pages are organised instantly.

Open the rules editor from the Category Rules button in the site map toolbar.

Rule types

TypeWhat it does
Category ruleAssigns a category name to all matching pages (e.g. /products/ → "Products")
Parent ruleLinks matching pages to a specific parent URL
Combined ruleSets both a parent URL and a category at the same time

How matching works

  • Patterns are matched against the full URL (case-insensitive substring match)
  • The most specific pattern wins — longer patterns take precedence over shorter ones
  • Rules respect manual assignments — if you've manually set a value in the detail panel, the rule won't overwrite it
  • Rules are re-applied automatically after every recrawl so new pages are always organised

Suggested rules

When you open the rules editor, Octara analyses your URL structure and suggests rules automatically based on common path patterns it detects. You can accept, edit, or discard each suggestion.

The Overwrite toggle

Each rule has an optional Overwrite toggle. By default, rules skip pages whose value already matches. Enabling Overwrite forces the rule to apply even to pages with an existing value — useful when renaming a category across the entire site.

Content Writer

The Content Writer generates and improves page content using AI. It has two modes: create new content from scratch, or edit an existing live page.

Creating new content (3-step wizard)

Step 1 — Setup

FieldWhat to enter
Content typeBlog Article, Service Page, Product Page, Landing Page, or Other
Target keywordThe main keyword you want this content to rank for
Semantic keywordsRelated terms to include (optional but improves relevance)
Competitor URLA competing page to use as a structural reference (optional)
Additional contextProduct-specific angles, messaging, or constraints to guide the AI — e.g. "We supply WPC panels, emphasise WPC for heat pump enclosures"

Step 2 — Outline. Review and edit the AI-generated outline before writing. Add, remove, or reorder sections.

Step 3 — Full content. The AI writes the complete article. The output is HTML ready to paste into your CMS.

Editing existing pages

Load any URL from your project to open it in the editor. A live SEO sidebar shows real-time metrics as you review the page: title and meta description lengths, keyword presence in H1/H2s/alt tags, word count, keyword density, and readability score. Annotate specific text passages with suggested improvements and track which have been applied.

Brand voice

If brand voice is configured in Settings, all AI-generated content uses your site's tone and style guidelines automatically.

Content Planner

The Content Planner is a calendar for scheduling and tracking what content you intend to create and publish.

Status workflow

StatusMeaning
PlannedAdded to the calendar, not yet written
GeneratingAI is currently writing the content
GeneratedDraft ready for review; links to the Content Writer
PublishedMarked as live on your site

Keyword Research

Look up any keyword to see search volume, difficulty, intent, trend data, and current SERP results.

Metrics

MetricWhat it means
Search volumeAverage monthly searches
Keyword difficulty (KD)How hard it is to rank on page 1, on a scale of 0–100
CPCAverage cost-per-click in Google Ads
Search intentInformational, Commercial, Transactional, or Navigational
Monthly trend12-month bar chart of search volume history

Keyword difficulty scale

ScoreLabel
0–14Very Easy
15–29Easy
30–49Medium
50–69Hard
70–84Very Hard
85–100Super Hard

Related keywords

Below the main metrics you'll find similar keywords, question variants, and People Also Ask entries automatically surfaced from the same query.

SERP Preview

See a live snapshot of Google's search results for any query. Access it from Keyword Research or directly from a page's detail panel (when a target keyword is assigned).

Result typeWhat it shows
Organic resultsPositions 1–10 with title, URL, and snippet
Featured snippetThe highlighted "position zero" result if one exists
AI OverviewGoogle's AI-generated answer when present
People Also AskRelated questions from the PAA section
Knowledge GraphEntity information panel if applicable

Use the country selector to see localised results for your target market.

Competitor Analysis

Enter a competitor's domain to see their full organic search footprint.

MetricWhat it measures
Domain AuthorityOverall domain strength (0–100)
Organic keywordsNumber of keywords they rank for in the top 100
Organic trafficEstimated monthly organic visits
BacklinksTotal referring backlinks
Referring domainsUnique domains linking to them

The position breakdown chart shows how their keywords are distributed across buckets (top 3, 4–10, 11–20, 21–50, 51–100), giving you a sense of how much traffic comes from high-value vs. long-tail positions. A 12-month trend chart shows growth or decline over time. The top keywords and top pages tables surface individual opportunities worth targeting.

AI Search Tracking

AI Search Tracking monitors how your brand is mentioned when people ask AI assistants (ChatGPT, Claude, Perplexity) questions related to your industry.

How it works

You define a topic — a keyword or question area, your brand name, and a list of competitors. Octara sends a series of related questions to multiple AI models and records whether your brand appears in the answer, the sentiment, competitor mentions, and which sources were cited.

What you get

  • Mention rate — what % of AI answers for this topic include your brand
  • Model comparison — which AI model mentions you most often
  • Competitor mentions — how your brand appears vs. competitors
  • Question breakdown — which types of questions trigger brand mentions
  • Historical tracking — run analyses periodically to track visibility trends

Connect your Google Ads account to monitor campaign performance and make basic changes directly from Octara.

Campaign table columns

ColumnWhat it shows
StatusActive, Paused, or Removed
BudgetDaily budget
ImpressionsTotal impressions in the last 30 days
ClicksTotal clicks in the last 30 days
CTRClick-through rate
Avg CPCAverage cost per click
CostTotal spend in the last 30 days
ConversionsConversion count
ROASReturn on ad spend

Pause or resume campaigns directly from the list. Click into any campaign to see ad group and ad-level performance. For declining campaigns, the AI root cause analysis identifies whether the problem is CTR, bids, budget, or ad copy — and suggests what to fix.

Note: If your Google Ads developer token is still pending approval, the module shows sample demo data with a banner indicating this.

Settings & Integrations

Project details

Edit the project name and set a target country for keyword research defaults. The domain is set at project creation and cannot be changed.

Google Search Console

Connect via Google OAuth, select your GSC property, and click Sync to pull the last 28 days of average position and click data per page. You can re-sync at any time. Disconnect from the same panel — existing data is retained until the next crawl overwrites it.

Brand voice

Click Analyse to have Octara read your existing site content and extract your brand's tone and style automatically. Edit the guidelines manually if needed. The Content Writer uses these guidelines for every AI generation in this project.

Danger zone

Delete project permanently removes the project, all pages, and all history. This cannot be undone.

Change Log

Octara keeps a full history of every meaningful change it detects on your pages. View it project-wide in Settings → Change Log, or per page at the bottom of the Page Detail Panel.

Automatically detected on every crawl

EventTrigger
Title added / changed / removedtitle field changes
Description added / changed / removedmeta_description field changes
Page fixedStatus code goes from 4xx/5xx → 200
Page brokenStatus code goes from 200 → 4xx/5xx
Noindex removedrobots_tag loses "noindex"
Noindex addedrobots_tag gains "noindex"
Now indexed / De-indexedis_indexed flips (via GSC sync)
Added / Removed from sitemapin_sitemap field changes
Parent set / changed / removedparent_url field changes
Category set / changed / removedcategory field changes
Keyword set / changed / removedtarget_keyword field changes
Canonical set / changed / removedcanonical_url field changes

From app actions

EventTrigger
Content rewrittenAI content writer updates the page's title or meta description

Manually logged (from keyword tracker)

You can add your own entries for off-site or non-crawlable work: content updated, internal links added, backlinks built, page speed improved, canonical fixed, structured data added, other.

What's stored per entry

  • Before and after values — exact old and new content
  • GSC snapshot — the page's position, clicks, and impressions at the time of the change
  • Source — whether the change was made by the crawler, the content writer, or manually
  • Timestamp — date and time of the change

Multi-Language Sites

If your site has multiple language versions (e.g. /en/, /de/, /fr/), Octara automatically separates them into tabs in the site map.

How languages are detected

Languages are identified by URL path prefixes. Octara recognises 34 language codes including de, en, fr, es, it, nl, pt, pl, ja, zh, ko, ar, and more.

Pages without a language prefix appear in a separate Default tab. If your site uses hreflang tags, Octara reads the x-default attribute to label this tab with the actual language name (e.g. "English").

Working with language tabs

  • Each tab shows only pages for that language so the map is not cluttered with duplicates
  • Issue counts are tracked per language — compare how the German version compares to English
  • Category rules and parent assignments are language-aware and work independently per language version

Plans & Limits

FeatureLimited by plan
Pages per projectFree plans crawl fewer pages; paid plans crawl more
Keyword research queriesMonthly quota; resets each billing period
Number of projectsHigher tiers allow more concurrent projects
PageSpeed testingAvailable on paid plans

When you reach a limit, Octara shows a banner explaining what has been reached and offers an upgrade path.

Last updated May 2026