Organize conversations by Company

Automatically organized conversations by Company give your team a complete, centralized view of every meeting, call, and note tied to each customer account.

Instead of searching across channels, folders, or individual meetings, Companies lets you:

• View all conversations associated with a company in one place
• Quickly review account history before calls, quarterly business reviews (QBRs), and renewals
• Provide sales, customer success, and leadership with a shared source of truth for past discussions

Organized conversations by a company go beyond mentions in transcripts or summaries to provide direct access and deeper context.

Access your Companies

You can access your companies in three places:

• Favorited Companies
• The top of a conversation
• The search function

How are conversations associated with a Company?

Otter looks at email domains (e.g., @acmecorp.com) in a calendar event to automatically apply the correct Company:

Permissions still apply

The company view respects existing conversation permissions:

• Users can only see the conversations they already have access to.
• Company views do not override access controls; they simply organize the content that a user can already view.

AI Chat powered queries

You can also use companies—alongside channels, conversations, and folders—to filter your AI Chat queries. Select one or multiple contexts at a time.

Bulk select conversations Select one or more conversations to share, export, or delete

FAQs