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Conversation Page Overview 🆕

Otter Help
  • Updated

The conversation page serves as a digital hub for all of your collaborative needs. Review your transcript and audio, collaborate with your team members, and interact with your conversations through highlights, comments, and images. 

With our Otter AI features, you have quick access to the Summary, Action Items, and Outline, which are all automatically generated. Dive deeper into your conversations by using Otter AI Chat to access insightful information, receive personalized assistance, and foster meaningful conversations effortlessly with your team.

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Feature Note: At this time there is no way to regenerate the Summary with newly tagged speakers. Stay tuned though, as our team is working on implementing this feature. Please use Otter Chat in the meantime to generate a new summary that will take in your speaker tags and transcript edits. 

Conversation Page

Split into two tabs, Summary and Transcript, you can access everything you need for follow-ups, conversation insights, and more. 

Summary

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Summary

Otter will automatically generate a short AI-generated summary for each conversation. The summary will be generated based on the content during the live meeting or recording. Once the conversation has finished processing, it will produce a summary you can review under the Summary tab.

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Note: The summary cannot be regenerated at this time, as it is based on the content during the live meeting or recording. If you have made edits or tagged new speakers, please use Otter Chat to generate a summary that will incorporate your edits.

Action items

Otter automatically generates action items to streamline post-meeting processes and enhance productivity. Leveraging AI, Otter can identify key priorities and next steps, and assign those action items automatically to team members based on the content of your conversation. Swiftly organize and assign tasks to keep your conversations flowing to promote collaboration and project execution. 

Once a conversation has finished processing, you can find the AI-generated action items on the Summary tab.

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View in transcript

Action items generated by Otter will have a View in transcript () icon, indicating where this action item was generated. Click on the View in transcript () icon to view the content associated with the action item.

Note: Only action items generated by Otter will have this option. Manually added action items will not be linked to content in the transcript.

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Manually add action items

Click on the Add action item field. Add your action item and click Enter/Return or the blue check () on the right side to save your action item.

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Tip: Want more action items? You can use Otter Chat to generate more action items based on your prompt. Once generated, copy and add them to your list.

Rename an action item

You can rename an action item anytime. Click on the action item field to edit, delete, or add words. Click Enter/Return or the blue check () on the right side to save your edit.

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Assign

Otter will automatically assign AI-generated action items to the relevant person post-meeting. Hover over the profile picture to see who has been assigned. 

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Manually assign action items

Some automatically generated action items may not be assigned to any person. Click on Assign () to assign an action item to a person. 

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Note: You can assign an action item to people the conversation is shared with, people you’ve previously assigned an action item to in past conversations, and people in your Workspace. If a person is not showing as an option, please share the conversation with them first. 

Delete an action item

Warning: Deleting an action item is completely permanent and irreversible. 

You can delete an action item anytime. Hover over an action item and click the trash can () icon on the right to permanently delete it.

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Outline

Otter's proprietary AI will automatically generate a live summary during a recording and display it in the Outline section of the conversation so you and your colleagues can quickly scan over the main topics. Learn more about your AI-generated Outline.

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Transcript

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Keywords & Speakers

Quickly glance over the keywords spoken in the conversation. Easily see who spoke during the conversation and how long they spoke for. A percentage breakdown will be shown for each speaker, comprising both tagged and non-tagged speakers.

Keywords cannot be edited at this time. If you need more keywords for your conversation, use Otter Chat to generate new keywords. 

Note: The function of clicking on the keyword to search is not currently available, but the feature will be coming back in future updates. Stay tuned.

Transcript

Review and edit your full transcript. You can add reactions, images, highlights, and comments to enhance your transcript and promote collaboration with your team members. 

Playback the conversation audio while following along in the transcript.

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View your highlights

View all of your highlights in one central location. On the Transcript tab, toggle on Show only highlights to view all highlights. You can playback and review just the highlights of your transcript. 

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You can interact with Otter Chat, see the AI-generated Outline, and reply to Comment threads on the right-side panel.

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Audio playback keyboard shortcuts

Action apple-logo-svgrepo-com.svg Mac Microsoft_icon.svg (2).png Windows 
Play or pause Esc Ctrl + Space
Rewind five seconds Left Arrow Ctrl + R
Slow down F3 Ctrl + 3
Speed up F4 Ctrl + 4

Learn more about the different ways you can interact on the Transcript tab:

FAQs

Where are my Takeaways?
  • The right-hand Takeaways panel has been updated. Depending on which tab (Summary or Transcript) you are on, you’ll be able to easily access your Otter Chat, Comments, and Outlines.
I previously had Text Notes. Can I still view them?
  • The Text Notes feature has been deprecated.
  • Existing conversations that had Text Notes will still be viewable in the Comments panel. 
  • New Text Notes cannot be added.
Tip: Add notes and chat with your team members directly in the Otter Chat panel. 
I previously had Highlights. Where are they located now?
  • The Highlights tab in the Takeaways panel has been deprecated. 
  • You can find all of your Highlights in the Transcript tab.
  • Click Show only highlights to see all of your highlights in one place.

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