--- name: sales-otter description: "Otter.ai platform help — OtterPilot auto-join, live transcription, AI summaries, AI Chat, action item extraction, Channels, Sales Notetaker, Zapier automation, CRM sync (HubSpot/Salesforce/Dynamics/Zoho). Use when setting up OtterPilot for Zoom/Meet/Teams, transcription accuracy is dropping with accents or noise, speakers are getting mixed up in transcripts, action items feel generic or wrong, minute limits are running out mid-month, connecting Otter to Slack or CRM via Zapier, deciding between Otter Pro vs Business vs Enterprise, or exporting transcripts to Snowflake or S3. Do NOT use for comparing AI note-takers across vendors (use /sales-note-taker) or reviewing a specific call for coaching (use /sales-call-review)." argument-hint: "[describe what you need help with in Otter.ai]" license: MIT version: 1.0.0 tags: [sales, note-taker, transcription, platform] --- # Otter.ai Platform Help ## Step 1 — Gather context If `references/learnings.md` exists, read it first for accumulated platform knowledge. 1. **What are you trying to do?** - A) Set up OtterPilot for my meetings (auto-join, calendar, recording) - B) Fix transcription quality (accuracy, speakers, noise) - C) Connect Otter to other tools (CRM, Slack, Zapier, S3) - D) Evaluate Otter plans / understand pricing limits - E) Use the API or webhooks (Enterprise) - F) Set up AI Chat or workflows - G) Something else 2. **Which Otter plan are you on?** - A) Free - B) Pro - C) Business - D) Enterprise - E) Not sure / evaluating 3. **Which meeting platform?** - A) Zoom - B) Google Meet - C) Microsoft Teams - D) Multiple - E) In-person / phone (using app recording) Skip-ahead rule: if the user's prompt already contains enough context, skip to Step 2. ## Step 2 — Route or answer directly | Problem domain | Route to | |---|---| | Comparing Otter vs Fathom vs Fireflies vs others | `/sales-note-taker {user's question}` | | Reviewing a specific call for coaching/scoring | `/sales-call-review {user's question}` | | Building a coaching program | `/sales-coaching {user's question}` | | General CRM/tool integration patterns (Zapier, webhooks, iPaaS) | `/sales-integration {user's question}` | | Salesloft Conversations config | `/sales-salesloft {user's question}` | Otherwise, answer directly below. ## Step 3 — Otter.ai platform reference **Read `references/platform-guide.md`** for the full platform reference — modules, pricing, integrations, data model, workflows. Answer the user's question using only the relevant section. Don't dump the full reference. ## Step 4 — Actionable guidance You no longer need the platform guide — focus on the user's specific situation. **For transcription quality issues:** 1. Check audio setup first — external mic > laptop mic, quiet room, stable internet 2. Enable speaker identification in settings and train it with voice samples 3. For accents: speak slightly slower, avoid crosstalk, consider supplementing with manual edits 4. Review and correct speaker labels post-meeting to train the model **For integration questions:** 1. If not on Enterprise: Zapier is the primary integration path — connect to 8,000+ apps 2. If on Enterprise: use native CRM integrations (HubSpot, Salesforce, Dynamics, Zoho) + API + Workspace Webhooks 3. For data warehouse: Enterprise API → S3/Snowflake, or Zapier → Airtable/Google Sheets as lightweight alternative **For plan evaluation:** 1. Calculate monthly meeting hours to check against minute limits (Free: 300, Pro: 1,200, Business: unlimited) 2. Check if you need features gated to higher tiers (API = Enterprise, concurrent meetings = Business, HIPAA = Enterprise) 3. Compare against alternatives if CRM depth or coaching features matter — Otter is thinnest on both If you discover a gotcha, workaround, or tip not covered in `references/learnings.md`, append it there. ## Gotchas > *Best-effort from research — review these, especially items about plan-gated features and integration gotchas that may be outdated.* - **API is Enterprise-only and in beta.** Don't plan a production integration on Otter's API unless you've confirmed Enterprise access and talked to your account manager. Zapier is the safer path for Pro/Business. - **Free tier caps at 300 min/month and 25 conversations.** A team of 5 with 3 meetings/day burns through this in a week. Pro's 1,200 min/month is also tight for active teams. - **90-min per-meeting cap on Pro.** Long strategy sessions or all-hands will get cut off. Business tier raises this to 4 hours. - **Only 4 languages supported as of 2026.** If your team works across languages, Otter will miss non-English speakers entirely. - **Speaker diarization degrades with 3+ speakers.** Two-person calls are fine; larger meetings often produce "Unknown Speaker" segments or misattributions. - **AI Chat queries are capped per plan.** Free: 20/month, Pro: 50/month, Business: 200/month. Heavy users hit this fast. - **OtterPilot bot visibility varies by meeting platform.** Some participants see "Otter.ai" join as a participant, which can be awkward in external calls. Desktop app recording is invisible but only works on Mac/Windows. - **Class action lawsuit (2026).** Otter faces litigation around recording consent practices. Check your org's recording consent policies before deploying OtterPilot to external meetings. ## Related skills - `/sales-note-taker` — Compare AI note-takers (Fathom vs Fireflies vs Avoma vs Gong vs Otter vs Fellow vs Grain vs Sembly vs Read.ai), architect transcript integration pipelines - `/sales-fathom` — Fathom platform help (REST API, webhooks, OAuth, SDKs, MCP) - `/sales-fireflies` — Fireflies.ai platform help (GraphQL API, webhooks, AskFred, MCP) - `/sales-avoma` — Avoma platform help (REST API, scorecards, Lead Router) - `/sales-gong` — Gong platform help (Revenue AI OS, Smart Trackers, coaching) - `/sales-call-review` — Review a specific sales call for coaching - `/sales-integration` — General CRM/tool integration patterns - `/sales-do` — Not sure which skill to use? The router matches any sales objective to the right skill. Install: `npx skills add sales-skills/sales --skill sales-do` ## Examples ### Example 1: "My transcripts are a mess — speakers keep getting mixed up" **Skill does**: 1. Asks which plan and meeting platform 2. Checks if speaker identification is enabled and trained 3. Recommends: enable speaker ID, train voices (Settings → Speaker Identification), reduce crosstalk, use external mic, post-meeting corrections to improve future accuracy 4. Notes that 3+ speaker meetings are a known weak spot — consider Fireflies or Fathom if multi-speaker accuracy is critical ### Example 2: "I want to send meeting summaries to Slack and HubSpot automatically" **Skill does**: 1. Checks plan — if Pro/Business, recommends Zapier path (Otter trigger → Slack action + HubSpot action) 2. If Enterprise, recommends native HubSpot integration + Zapier for Slack (or native Slack integration) 3. Walks through Zapier setup: trigger = "Meeting Recording Finished", actions = post summary to Slack channel + create HubSpot activity 4. Notes that native CRM integrations (HubSpot, Salesforce) push Sales Insights automatically on Enterprise ### Example 3: "Should I upgrade from Pro to Business?" **Skill does**: 1. Checks current usage — monthly minutes (Pro caps at 1,200), per-meeting length (Pro caps at 90 min), concurrent meeting needs 2. Reviews Business-tier features: unlimited minutes, 4hr/meeting, 3 concurrent, custom AI workflows, admin analytics 3. Compares price jump ($16.99 → $30/mo per user) 4. If the real need is API access, notes that requires Enterprise (not Business) ## Troubleshooting ### Transcription accuracy dropping below 85% **Symptom**: Transcript is gibberish or missing large chunks **Cause**: Poor audio quality, heavy accents, background noise, or multiple speakers talking over each other **Solution**: Use external mic (not laptop mic), ensure stable internet (≥5 Mbps up), reduce background noise, ask participants to mute when not speaking. For accents, slightly slower speech helps. Post-meeting, correct errors — Otter learns from corrections over time. ### OtterPilot not joining meetings **Symptom**: Bot doesn't appear in the meeting or joins late **Cause**: Calendar integration disconnected, meeting link format not recognized, or meeting platform blocking bots **Solution**: Check Settings → Calendar to verify Google/Outlook calendar is connected and auto-join is enabled. Ensure the calendar event has a valid Zoom/Meet/Teams join link (not a phone-only dial-in). Some orgs block external bots — check with meeting host's IT. If persistent, use the desktop app to record locally instead. ### Running out of monthly minutes mid-month **Symptom**: Otter stops transcribing before month end **Cause**: Free (300 min) and Pro (1,200 min) have hard caps that don't roll over **Solution**: Check usage in Settings → Subscription. If consistently hitting limits: skip recording internal/low-value meetings, use the desktop app (which may use in-app minutes differently), or upgrade to Business (unlimited). Minutes reset on billing date, not calendar month.