Otter Assistant can automatically join your Zoom, Google Meet, or Microsoft Teams meetings, and transcribe the meetings in real time. There are two ways to add Otter Assistant: manually or automatically through your connected calendar.
Note: Otter Assistant is only available on Pro and Business plans, with Pro having limitations. For more information on limitations regarding Otter Assistant for Pro, please refer to Otter Assistant for Pro Users article.
Automatically add Otter Assistant to your meetings
To have your Otter Assistant automatically join your meetings, you will first need to connect your calendar. You have the option to connect to both Google and Microsoft accounts.
- Navigate to Apps and scroll down to Connect calendar & connections
- Click Add next to the calendar of your choice
- Log in using your Google or Microsoft credentials and allow Otter to connect to your account
- (Optional) You can repeat steps 1-3 to add multiple calendars
If successful, you will see your calendar listed in Apps as well as seeing your calendar events populate on the right panel on the Home page.
Otter Assistant Overview
Once you have your calendars connected, Otter will start syncing and populating the Home page with all of your calendar events. The view for Business and Pro users will be different.
Business users
Any event that has a valid meeting URL for Zoom, Google Meet, or Microsoft Teams, will show a toggle on the right side for OtterAssistant.
If toggled on, Otter Assistant will automatically join your meeting as a participant: 
You can find all of the Otter Assistant settings in Account Settings > Meetings:
- Auto-join
- Auto-share
- Send links in the meeting chatbox
Pro users
On our Pro plan, Otter Assistant’s auto-join will be toggled on for all calendar meeting events when enabled:
On your Home page, you can individually toggle off the meetings on the right side that you don't want recorded by Otter Assistant:
For meetings that Otter Assistant is scheduled to join, the “Share with calendar event guests” toggle will also be enabled. Pro users will not have the option to turn off auto-sharing. For more control over your sharing preferences, please check out the Otter Business plan.
You can find the settings for Otter Assistant for Pro in Account Settings > Meetings.
To turn off Otter Assistant, toggle off the setting for 'Auto-join all meetings'. This will prevent Otter Assistant from joining your meetings and auto-sharing the transcript with your meeting participants.
For more info on Otter Assistant for Pro, please refer to Otter Assistant for Pro Users article.
Manually add Otter Assistant to your meetings
For our Business users, you can manually add Otter Assistant to your Zoom, Google Meet, or Microsoft Teams meetings. To do so, follow these steps:
- Copy the meeting URL
- Click the blue Record button in the top right corner
- Click on Record a live meeting via URL on the top right
- Paste your URL and click Add
Otter Assistant will now join your meeting as a participant. It will take a few minutes for it to join, but once it has, you will see Otter Assistant in your participant list.
Change Otter Assistant's display name
At this time, Otter Assistant's name will show as '[Your Name]'s Otter.ai'. You can update the [Your Name] portion in Account Settings > General > Name.
Note: While it is not yet possible to change the full assistant name, it is on our roadmap, so please stay tuned.