Getting Started with Enterprise

Welcome to Otter.ai                                                   

Below is everything you need to get up and running — fast. This guide brings together our most essential resources in one place, so you can find answers, get support, and make the most of your experience from day one.

Getting Started

Step 1: Connect your calendar to have Otter automatically join your virtual meetings

Step 2: Manage your Notetaker settings to control how Otter joins your meetings and shares notes 

Step 3: Ask AI chat questions about meeting content, request more details, or create content 

More ways to use Otter

Step 1: Download the desktop app to record virtual meetings without the bot 

Step 2: Add the Chrome Extension to record virtual calls without the bot or transcribe media from every website

Connect Otter to your tech stack

Step 1: Add Otter to Claude or Add Otter to ChatGPT

Step 2: Add connectors to AI Chat to securely access external tools, files, and data sources, such as Notion, Gmail, Google Drive, Jira, and more 

Step 3: Explore integrations to connect Otter to the tools you use every day 

Step 4: Use Webhooks or the API to programmatically access your Otter Conversations or  integrate Otter Conversation data into your downstream tools and workflows