Recommendations that fit
Every suggestion is grounded in your products, prices, customers and numbers. Every number it reports comes with where it came from.
Business mode
Otto learns your business. Then it works from it.
Turn on business mode and Otto absorbs what you connect: your docs, your inbox, your apps, your numbers. It keeps one living profile of the business, and every automation and recommendation starts from there.
Not generic advice from a model that has never met you. Suggestions that fit your products, your customers and your goals.
What you connect
Docs and files
Your inbox
Connected apps
Calls and chats
Your answers
Business profile
One living document
read by every agent on every run
What comes out
Automations
Recommendations
The daily review
Replies in your voice
The business profile
One document about the business. Always current.
What you do, products and prices, customers, competitors, channels, goals, the numbers that matter, people. Every agent reads it on every run.
- Agents fill it in as they learn
- They tell you when they change something
- Every change is kept, so any version can come back
What you do
Design studio for B2B software teams. Retainers and fixed-price sprints.
Products and prices
Sprint, 2 weeks. Retainer, monthly. Audit, one-off.
Customers
Series A to C software companies, mostly fintech. 14 active.
Goals
Two new retainers this quarter. Cut unpaid invoices under 30 days.
Numbers that matter
Pipeline, invoices over 30 days, utilisation.
Sales updated Customers after 3 new deals. Kept as v23.
What happened
11 emails answered from your docs. 2 escalated. Invoice run drafted 6 reminders.
Needs you today
One approval card with 6 reminders. A reply from a new lead.
Suggestions
- Two retainers renew next month. Draft the renewal note now.
- Three leads asked about audits this week. Add audit pricing to the FAQ.
Learned
Customers prefer invoices at the start of the month. Written into the profile.
The daily review
A morning note from someone who knows the business.
What happened, what needs you today, one to three concrete suggestions for the business, and what was learned, written into the business profile every agent reads.
Why it matters
Answers that start from your business.
Automations that make sense
Otto proposes what to automate from how the business actually runs, and you approve it before anything changes.
One voice, everywhere
Set your brand once: logo, colours, fonts, how you sound, a never-say list. Every agent, on every surface, follows it.
Two minutes to your first agent. A team by lunch. Your keys, your rules.
No card. Your keys or ours. Nothing sends without your yes.