Advanced Otter AI Chat Modes – Help Center

Otter AI Chat offers two response modes — Express and Advanced — designed for different levels of reasoning, integration, and speed. Whether you're looking for quick, high-level answers or in-depth, step-by-step reasoning, you can now switch between modes based on your needs.

Express Mode

Optimized for speed and concise responses.
Focuses on real-time summarization and quick insights from the active meeting.
Ideal for situations where users need fast answers without deep reasoning or cross-meeting context.

Advanced Mode

Delivers deeper, more contextual reasoning by drawing on a broader range of sources. Slightly slower due to its expanded access and analysis capabilities. Takes actions on your behalf, including:

Search – Find information across transcripts, screenshots, and past meetings.
Email & Calendar – Draft emails and schedule meetings.
Action Items – Create and assign follow-up tasks to meeting participants.
Recording Controls – Pause, resume, or stop the Otter AI Notetaker with a simple chat command.
Help – Retrieve relevant support articles from the Otter Help Center.

Tip: On the Enterprise plan, Advanced Mode integrates with CRM systems such as Salesforce for lead and meeting data enrichment. Learn more about using Otter Chat Salesforce.

Change Otter Chat mode

Otter Chat mode settings are available in the conversation AI Chat tab and Otter AI Chat in the left navigation menu.

Note: Changing the Otter Chat mode is not yet available on the mobile app.

When querying, Otter Chat will use the mode you selected to generate the answer. Click on the chain-of-thought drop-down to view the thought process in real-time or to see the steps Otter Chat took to generate your answer.

Generated example

👉 Try it out

Ready to try out Otter Chat? Below are some example queries you can ask in Otter Chat. Try toggling between Express and Advanced mode and asking the same question to compare results:

What are the top 5 customer requests from the last 30 calls?

Summarize 3 key market areas we need to improve in based on meetings in Q3.

Generate a roadmap of features discussed in product meetings in the last month.

FAQs

Can I change the Otter Chat mode on the mobile app?

No.
Changing the Otter Chat mode is not yet available on the mobile app.
Log in to Otter on a web browser to change the chat mode.

What’s the difference between Express Mode and Advanced Mode in Otter AI Chat?

Otter AI Chat offers two response modes — Express and Advanced — designed for different levels of reasoning, integration, and speed.

Express Mode

Optimized for speed and concise responses.
Focuses on real-time summarization and quick insights from the active meeting.
Ideal for situations where users need fast answers without deep reasoning or cross-meeting context.

Advanced Mode

Delivers deeper, more contextual reasoning by drawing on a broader range of data.
Slightly slower due to its expanded access and analysis capabilities.
Unlocks enhanced tools and integrations, including:
- Search Tools – Search across transcripts, visual content (captured screenshots), and past meetings.
- Email & Calendar Tools – Draft emails or create Google Calendar invites directly from Otter Chat.
- Action Items – Automatically create and assign follow-up items to meeting participants.
- Recording Controls – Pause, resume, or stop Otter meeting recordings via chat command.
- Otter Help Access – Retrieve relevant support articles from the Otter Help Center.

Can Otter Chat query my Salesforce data?

Yes.
On the Enterprise plan, you can integrate Salesforce with Otter. Learn more about using Otter Chat Salesforce.

Can I connect Otter with other AI applications?

Yes.
On the Enterprise plan, you can connect to other AI applications such as Claude, ChatGPT, Cursor, and more through Otter MCP. Learn more about Otter MCP.

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