Otter AI Chat Overview

Otter AI Chat is a powerful tool that helps you ask questions, generate summaries, and get insights from your meetings and conversations. You can use AI Chat to ask about meeting content, request more details about what was said, or create summaries for emails, reports, social media posts, and more.

AI Chat works across all of your conversations in Otter, including meetings shared with you. It can answer questions about past meetings, provide context from channels, and help you quickly find important information without manually searching transcripts. AI Chat is available during live meetings and after meetings end, so you can continue asking questions and generating insights at any time.

✅ Private by default

Your AI Chat conversations are visible only to you unless you choose to share them. This allows you to explore ideas, draft content, and review insights privately before collaborating with others.

✅ The same chat experience everywhere

AI Chat is accessed the same way across Otter, whether you’re on the Homepage, inside a Conversation, or in a Channel.

✅ Contextual answers

AI Chat automatically understands the content you’re viewing and uses that context to generate more relevant responses. Whether you’re in a live meeting or reviewing a past conversation, AI Chat provides answers tailored to you.

AI Chat sessions

All AI Chat sessions are private to you across your conversations. You can start a new chat session at any time or return to a previous session to continue the conversation. AI Chat maintains context within each session, making it easy to manage conversation history and seamlessly switch between past and new chats.

To view past sessions, click the menu in the upper-left corner of the AI Chat page or panel. From there, you can reopen any previous session and continue asking questions or generating insights.

For any questions regarding accessing older conversations, refer to our FAQ.

Context for AI Chat

Interact with AI Chat seamlessly across all your conversations on the Homepage, in Conversation, or in Channel. Start in one conversation and end up in another anywhere within Otter. Ask questions and pull additional details anytime. Mention a conversation, channel, or folder to add context to your chat. You can use search to quickly filter and find what you’re looking for.

Select the item you want to add, and it will appear next to the @ symbol in your message.

For every response, you can see the sources AI Chat used to generate its answer. Click on any of the added context to view the source directly. Otter lets you add or remove conversations, channels, or folders within the same chat session, so you can refine context as you ask questions and uncover insights.

Click Show thinking to see how AI Chat generated the answer.

Conversations used to generate the response appear as blue hyperlinks with the conversation title. Click the link to open the original conversation referenced in the answer.

AI Chat modes

AI Chat offers two response modes — Express and Advanced — designed for different levels of reasoning, integration, and speed. Switch between modes as needed. Learn more about AI Chat modes.

AI Chat connectors

AI Chat connectors are integrations that allow Otter to securely access external tools, files, and data sources, such as cloud storage, messaging platforms, or CRM systems. By using connectors, users can search for or create documents, pull in real-time information, and automate workflows without leaving AI Chat, making operations more powerful, context-aware, and useful for everyday work.

Add a connector

The steps below will be similar for all connectors. You can manage and add connectors directly from the AI Chat menu or on the Integrations page.

1. Click Add next to the connector. 

   

2. Sign in to your account and review the information. Click Allow to connect.

   

3. AI Chat can now pull information from connected sources. Toggle connectors on or off to control what’s included in your search scope.

   

Available connectors

Jira connector

1. Connect by clicking Add in the connectors menu, or by clicking Connect through the Integrations page for Jira.

   

2. Sign in to your Jira account, review the permissions, and click Accept to finish connecting your account. 

   

3. Jira is now connected. Make sure it is toggled on in the connectors menu before querying.

   

Known Jira issue

You may encounter issues connecting to MCP if your organization restricts MCP access through Atlassian policies. If you see this error, contact your Atlassian admin and ask them to try the following:

• Allow Atlassian MCP to connect to your Atlassian site. Learn more about authorizing apps in Atlassian.
• Add https://otter.ai/** to your domain allowlist. 
  • Learn more about adding trusted domains in Atlassian.
  • Review Atlassian’s supported domain patterns requirements.

Salesforce connector

For Enterprise users, Salesforce is available as a connector. Visit our pricing page for more details, or learn more about using AI Chat with Salesforce.

AI Chat navigation

Panel view

When you’re in a conversation or on the homepage, you can access AI Chat anytime in the right panel. Click on the Chat icon while in collapsed view to open the right panel if you do not see it.

Expanded view

You can open the expanded view by clicking AI Chat in the left navigation menu or selecting Expand from the panel view. Click Collapse to return to the conversation you were viewing.

Manage AI Chat settings for meetings

Go to Integrations > Meetings to manage all of your AI Chat settings for meetings. Control which meetings AI Chat can access.

FAQs