Otter channels help teams stay organized by providing a central place to access shared meetings and transcripts. Whether a channel is private or public, it makes it easier for team members to find and review important meeting content in one location. With Otter AI Chat, you can privately ask questions, summarize discussions, and pull key insights from meetings to quickly find the information you need.
Channel overview
Creating a channel provides many benefits for you and your team:
- Utilize AI Chat to ask questions across all of the conversations in the channel
- Centralized location of shared recordings
- Organize your projects, teams, and ideas
- View live transcripts in real-time
Channel permissions
There are two types of channels you can create:
- Public - All members in the workspace can access and join. Public channels will show as a suggested channel for workspace members to join.
- Private - Only people invited can join the channel.
When creating a channel, you can set permissions. You can update permissions at any time after creating a channel.
Creating a channel
Create a channel to share conversations with your team members.
- Click the plus button (+) or + New channel.
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Name the channel, invite members, and set visibility. Click Create Channel when ready.
Note: All of these settings and members can be managed at any time. - The channel is created. You can begin sharing conversations and inviting more members to your channel. Learn more about sharing conversations with your channel.
Suggested channels
All public channels can be viewed by workspace members. Under the Suggested on the left side, click through the suggested channels to preview them. To join a channel, click Join Channel.
Managing your channel
Favorite a channel Favorite a channel for easy access
You can favorite any channel for easy access.
- Click the star icon to favorite a channel.
- The channel will show under Favorites now for easy access.
Rename a channel Rename your channel anytime
- Click on the member icons to open channel settings.
- Under the Settings tab, click edit next to Channel Name.
- Type the new channel name and click Save Changes to confirm.
Invite more users to join Invite members in or outside your workspace to join a channel
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Click on Invite in the upper right corner of the channel. Enter one or more email addresses, separated by a comma or space, and then press Return or Enter. Click Invite.
Note: When you invite members to a channel, they will gain access to all conversations within the channel and inherit the permissions granted to the channel for each conversation.
External members
Users who are not part of your workspace will appear as external users, regardless of whether they share the same email domain.
Leave a channel Leave a channel anytime
- Click on the profiles to open channel settings.
- Under the Settings tab, click Leave Channel. You will be immediately removed from the channel.
To rejoin the channel, have a member invite you. If it’s a public channel, you can rejoin anytime.
Remove someone from a channel Channel owner and admins can remove members from a channel
- Click on the profiles to open channel settings.
- Under the Members tab, click the 3 dots next to the member you want to remove. Select Remove member. The member will be immediately removed.
Delete a channel Channel owners or admins can delete a channel
Conversations are not deleted when a channel is deleted. They remain available in the conversation owner’s account, but must be reshared if other members need access.
- Click on the profiles to open channel settings.
- Under the Settings tab, select Delete channel for everyone.
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Click Delete to confirm. The channel has been deleted, and any conversations shared with the channel will no longer be visible or accessible to members.
Warning: Deleting a channel is permanent and irreversible. No conversations are deleted.
Bulk select conversations Bulk manage conversations through sharing, exporting, or deleting
You can bulk select conversations to share, export, or delete in the channel.
- Click on the profiles to open channel settings.
- Under the Settings tab, select Bulk Select.
- You can then bulk select conversations to share, export, or delete.
If you are unable to select a conversation, you may not have the permissions to share, export, or delete. Learn more about conversation permissions.
Using AI Chat in channels
You can use AI Chat to ask questions and prompts, or to generate content across conversations. All chat sessions are private. Members in the channel cannot see your chats. Learn more about using AI Chat.
Click the Chat icon to open the right-side chat panel.
You can immediately start querying, add more context, or open other chat sessions.
FAQs
Can I make an external user the channel owner?
No. An external user cannot be made into a channel owner.
To update the owner, make a member in your workspace the channel owner.
Can I sort conversations in a channel?
Channels cannot be sorted at this time. Conversations will be sorted by last shared. The most recent shared conversations will appear first, regardless of date recorded.
Can I add more context while using AI Chat in a channel?
Yes. You can add more context, such as additional channels, conversations, or folders, to your queries. Click @ or type # to add more context. Learn more about Otter AI Chat.
Can there be more than one owner of a channel?
No. A channel can only have one owner at this time. However, workspace admins who are members of the channel can manage certain settings, such as deleting the channel or removing members.
As a workspace admin, can I manage or remove channel members?
As a workspace admin, you can remove channel members. Any member can invite others to public channels or to channels they are already a member of.
As a workspace admin, what if I deactivate a user who is the owner or member of a channel? What happens to the channel?
Any conversations previously shared in the channel will still be accessible even after the user has been deactivated.
Archiving of conversations still applies, depending on your plan. If there are conversations beyond the most recent 25 that are shared, they will still appear in the channel but will not be viewable or accessible.
As a workspace admin, what if I remove a user who is the owner or member of a channel? What happens to the channel?
The owner or member will still be part of the channel, just not the Workspace. They will be removed from the # General channel.
Any conversations previously shared in the channel will still be accessible even after the user has been deactivated.
Archiving of conversations still applies, depending on your plan. If there are conversations beyond the most recent 25 that are shared, they will still appear in the channel but will not be viewable or accessible.
What happens if the channel owner deletes their account or has their account deleted by a workspace admin?
The channel will still exist.
The user’s conversations will be deleted and removed from the channel.
All other existing conversations will continue.
If I delete a channel, will it also delete the conversations?
No. Deleting a channel will not delete the conversations. The conversations will continue to be in the user’s account.
Deleting a channel will only remove the channel and access to its conversations.
Can I delete the # General channel?
You cannot delete the # General channel. This channel is generated automatically by Otter, and workspace members are added automatically.
Can I change the # General channel to private?
The # General channel cannot be set to private. All members joining the workspace are automatically added to the # General channel. You can remove members from the channel if needed.
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