Otter.ai Features

Automatically calculates which leads are the most likely to become a customer.

Utilizes natural language processing to set up meetings.

Automates the entry of collected data.

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

Set up connections to third-party platforms to improve business processes

Manage the process of planning and scheduling meetings, including agenda creation

Track and manage schedules and meetings via an integrated calendar

Store, manage, and track all electronic documents in a centralized location

Manage, organize, and store contact information

Create, manage and track all task activities and progression

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Allow users to create, edit, and sort multiple notes

Define, track, and/or automate sales activities and sales processes

Manage, store and organize emails within the system or via third-party apps

Provides real-time coaching to sales representatives.

Tracks and analyzes sales representative performance.

Track delivered, received, and opened emails

Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number

Notifies users when they have been contacted or tagged.

Message content search capability.

Digitally share screen view with others

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Software can be accessed through a downloadable mobile application.

Software can be accessed through a downloadable desktop app or a cloud-based site.

Set up connections to third-party platforms to improve business processes

Integrates with Active Directory

Presenter can see and hear participants and vice versa

Records sales calls and facilitates playback

Utilizes machine learning technology to analyze recorded sales calls

Analyzes or facilitates the analysis of recorded and stored sales calls for insight

Leverages analytics to qualify and score calls in real time

Review data from past periods to reveal recurring tendencies and predict future performance

Receive data and information in real time

Software program that continuously adjusts its behavior based on observed data

Leverages technology to rate or "read" recordings to determine the impact of sales calls

Transcribes sales calls from speech to text

Utilizes artifical intelligence to analyze emotional tone and interactions in a conversation

Provides dictation capabilities.

Gives the user a reliable and accurate transcription of the text.

Identifies and differentiates between different speakers.

Provides timestamps for the transcription and gives the user the ability to alter them.

Allows for transcription to be displayed as closed captioning for a video.

Ability to add words or phrases to a custom dictionary for transcription.

Search for specific words or phrases within a document or database

Track and manage adherence to policies for any service, product, process, or supplier

Track revisions and updates made to files and navigate between different versions

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Create, save, and store files

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Manage and store data in a database

Manage the process of planning and scheduling meetings, including agenda creation

Store and manage online video content

Store, manage, and track all electronic documents in a centralized location

Have the ability to share your project and grant collaborators access to comment or edit.

Gives the user a secure platform for transcription which does not scrape data or compromise user data.

Provides an API to port the transcription into external applications.

Supports uploading recorded voice data into the solution.

Allows for the user to incorporate live transcription into video footage.

Integrates with existing applications to allow for seamless transcription of audio.

Receive data and information in real time

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Use AI to generate content in the form of text, images, videos, etc.

Condenses long documents or text into a brief summary.

Use AI to generate content in the form of text, images, videos, etc.

Automatically transcribes and summarizes meeting discussions.

Recognizes and transcribes spoken words during meetings, making note of who is speaking and when.

Tracks action items and follow-up tasks, assigning responsibilities to specific participants and sending reminders.

Analyzes the sentiment of meeting participants based on their speech patterns and provides insights into the emotional tone of the meeting.

Adapts to individual preferences and learning from past interactions to provide a more personalized meeting experience.

Creates smart summaries that capture the essential information and insights from a meeting, allowing participants to recall key points, track action items, and have a comprehensive understanding of what transpired during the meeting

Provides real-time transcription of spoken words. This may also include closed-captioning.

Condenses long documents or text into a brief summary.

Improves search functionality by prioritizing search results based on a user's previous interactions and relevance, enabling users to find messages, files, and people without the need for exact search terms.

Prioritizes user notifications by suggesting channels, people, and messages relevant to a user's work.

Uses AI-powered language translation tools to translate messages in real-time.

Creates, assists, or automates the generation of text-based content within the platform.

Use AI to generate content in the form of text, images, videos, etc.

Provides a simple setup process with guided instructions for quick deployment

Provides APIs and SDKs for integration into custom applications and workflows

Seamlessly integrates with productivity tools, cloud services, and enterprise applications

Works across various platforms, including mobile, desktop, and IoT devices

Includes a variety of messaging formats including industry-specific (EDIFACT, HL7, X12)

Supports various video file formats

Set up connections to third-party platforms to improve business processes

Maintains high accuracy even in environments with significant background noise

Efficiently handles large amounts of voice data and multiple simultaneous users

Utilizes noise reduction algorithms to enhance clarity in challenging environments

Supports speech recognition for multiple languages and dialects

Delivers fast and accurate speech recognition with minimal delay

Ensures the voice input is from a real, live person rather than a recording, synthetic voice, or deepfake

Adheres to global data protection and privacy regulations

Encrypts voice data to ensure safe transmission and storage

Utilizes AI-driven biometric voice recognition for secure and accurate user verification

Continuously improves accuracy by learning user speech patterns over time

Identifies and distinguishes between multiple speakers in a conversation using AI-powered voice analysis

Uses AI to analyze voice pitch and tone, detecting emotions and speaker intent for deeper insights

Recorded words are combined to create answers for a computer/person to direct as a form of dialogue

Analyze, correct, and monitor speech for transcriptions or recordings

Engages in human-like conversation for task delegation

Manage and support multiple languages

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Manage and support multiple languages

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Software program that continuously adjusts its behavior based on observed data

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Set up connections to third-party platforms to improve business processes

Form predictions based on past and present data/trends

Capability to perform complex tasks without constant human input

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Makes informed choices based on available data and objectives

Set up connections to third-party platforms to improve business processes

Move files across different systems or networks

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Makes informed choices based on available data and objectives

Helps in automatic extraction of tasks, deadlines, and follow-ups from meetings or conversations.

Assists in generating concise summaries highlighting key action items.

Enables real-time transcription of meetings, calls, and conversations.

Enables real-time collaboration and share the files securely with the stakeholders.

Supports multiple languages and accents across regions.

Integrates with webinar platforms, calendars, CRM platforms, and/or video conferencing platforms.

Includes encryption and compliance with standards like GDPR and HIPAA.

Enables keyword and semantic search across transcripts for easy retrieval.

Recognizes as well as labels different speakers for accurate attribution and context.

Requires an automated bot to join meetings as a participant to capture meeting content.

Enables users to search, edit, and highlight key moments within recorded content for easier reference.

Captures and stores in-meeting audio and video for post-meeting review and sharing.

Train your system to interpret and transcribe voice messages

Initiate interactions with customers by proactively starting conversations or providing informational content

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Communicate using direct chat or messages within the system

Generates and edits text using machine learning

Caters to sales teams

Automate processes to manage leads, contacts, opportunities and sales activities

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Predict future data based on historical data sets

Score a lead based on quality or likelihood to buy/convert based on predetermined criteria

Sample files or documents that could be customized as needed or used as is

Timed notification for any upcoming task, deadline, appointment, or activity

Pre-made examples and templates for emails

Send messages via SMS

Adjust communications based on previous interactions or personal preferences

View and track pertinent metrics to find patterns and gain insights from data

Recording, transcription, and analysis of sales calls for the purpose of training and generating insights

Communicate with potential customers by distributing promotional/informational materials via social media, email or other channels

A collection of customer information such as contact details, demographics, previous interactions, etc.

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Using different methods or channels to connect with customers

Streamlining repetitive tasks and activities through automated and predefined workflows

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Monitor and collect information from social media based on specific keywords

Process and analyze human language in text or audio form

Designed for contact centers.

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Use AI to convert voice into text automatically

Tactical guides providing information and instructions for teams to navigate through tasks and processes

Conduct & deliver coaching sessions to improve employee performance or facilitate development

Transforming unstructured text into a structured format to identify meaningful patterns and new insights

Visually identify direction of development and areas that require attention

Allow users to create, edit, and sort multiple notes

Measures the retention rate and satisfaction of customers.

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Define levels of authorization for access to specific files or systems

Track and report regulatory data to either internal management or external stakeholders

Application programming interface that allows for integration with other systems/databases

Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work

Helps understand a user's intentions/actions

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Provides a channel for team members to share media files, communicate, and work together

Arrange tasks based on the level of priority or urgency

Search and filter data across systems to locate required information by entering keywords or certain criteria

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Transfers live calls to other agents

Review and analyze existing information across documents

Application programming interface that allows for integration with other systems/databases

Organize and manage the accomplishments and development of employees or performance of applications or systems

Track the status over time for a request, process, asset, or transaction

Record audio or import/upload audio files

Use AI to convert voice into text automatically

Track and report on all incoming and outgoing calls

Search for specific words or phrases within a document or database

Edit text as needed

Store, manage, and track all electronic documents in a centralized location

Import and export data to and from software applications

View and track pertinent metrics to find patterns and gain insights from data

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Sends voice calls to a specific queue based on predetermined criteria

Read and accept a combination of touch tone keypad selections and voice inputs and provide the appropriate prerecorded voice response

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Provide agents with a typical response for common call subject matter

Receive data and information in real time

Store and manage online video content

Securely stores data to prevent data loss or breaches

Use AI to generate content in the form of text, images, videos, etc.

Record the audio of phone conversations for quality assurance purposes

Database of phrases that are frequently used or insinuated

Manage, organize, and store contact information

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Automatically formats data in a predetermined way

Distribute/route/connect calls

Observe and track the demand, usage, progress or quality of a system, product, or user

Assemble applications and processes by dragging over and arranging pre-built components

Listen to live phone conversations for the purpose of training and assessing agent performance

Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc.

Computer-based system that allows users to send and receive voice messages

Track and manage adherence to policies for any service, product, process, or supplier

Categorize words in a text with a particular part of speech, depending on the definition of the word and its context.

Process and analyze human language in text or audio form

Provide online support for your customers through live chat or help desk functionality

Automatically create subtitles/closed captions

Train your system to interpret and transcribe voice messages

Provides a channel for team members to share media files, communicate, and work together

Mark sentences, keywords, or phrases with specific time codes

Variable fonts or unique font pairings for designs

Use AI to generate content in the form of text, images, videos, etc.

Human service component to captioning software

Upload images, videos, and other types of media

Create text to match video content

Identify specific keywords in documents

Pull information from scanning entire documents

Supports multiple file formats, such as Doc, Docx, PDF, HTML, etc.

Analyze, correct, and monitor speech for transcriptions or recordings

Preview materials before finalizing projects

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Producing & broadcasting a variety of live video content over the internet, spanning live events, presentations, webinars & interviews

Automatic recording of timestamps from audio/video files

Public or private sharing of digital files such as documents, audio/video, images, and more

Information, data and reports that are being tracked over time

Record the audio of phone conversations for quality assurance purposes

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Import and export data to and from software applications

Read and accept a combination of touch tone keypad selections and voice inputs and provide the appropriate prerecorded voice response

Automatically formats data in a predetermined way

Includes a variety of messaging formats including industry-specific (EDIFACT, HL7, X12)

Highlight content and/or make notations about parts of content

Access software remotely via mobile devices

Use AI to convert voice into text automatically

Estimate or forecast of a future scenario based on the study of present trends

Software program that continuously adjusts its behavior based on observed data

For manual transcription

Supports various video file formats

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral

Upload audio and video files

Allow users to control playback options such as speed, pause, stop, play, etc.

View and track pertinent metrics to find patterns and gain insights from data

Define levels of authorization for access to specific files or systems

Supports various file formats

For automatic transcription services

Manage and support multiple languages

Record the audio of phone conversations for quality assurance purposes

Securely stores data to prevent data loss or breaches

Automatically identify and save contact information of potential customers

Search and filter data across systems to locate required information by entering keywords or certain criteria

Group messaging lets multiple people carry on a group conversation

Process of sending a large number of documents, messages or emails to multiple recipients at once

Manage the process of planning and scheduling meetings, including agenda creation

Access software remotely via mobile devices

Input different types of content and edit text formats, fonts, font sizes, and colors

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Online forums/groups where users can ask questions, share ideas, best practices, etc.

View messages sent by both parties during the chat conversation

Manage, organize, and store contact information

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Retrieve sent messages from mailboxes of recipients who haven't yet opened it

Shortcuts for inputting frequently used messages

Store and organize documents in a centralized system

Provides a channel for team members to share media files, communicate, and work together

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Alter the default workflow to meet your organization's needs

Allow users to access multiple services after entering their login credentials once

Define levels of authorization for access to specific files or systems

Create, manage and track all task activities and progression

Timed notification for any upcoming task, deadline, appointment, or activity

Ability to see if recipient has viewed/opened the message

An @mention is a way to tag or notify a specific person about a message/post

Application programming interface that allows for integration with other systems/databases

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Engage in direct, instant messaging with customers, users, etc.

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Import and export data to and from software applications

Manage, store and organize emails within the system or via third-party apps

Search and filter data across systems to locate required information by entering keywords or certain criteria

Securely stores data to prevent data loss or breaches

Track and document all activities across devices, networks, and other systems

Notify large groups of people simultaneously about important updates.

Add customized logos and colors to align with company branding

Assemble applications and processes by dragging over and arranging pre-built components

Leave comments and notes on documents for others to view

Electronic storage of staff/employee contact information and job status in a centralized repository

Send personal messages to clients or attendees

A list of events with their respective dates

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Pre-designed layouts that can be customized to match preferences and requirements

Receive system updates as soon as any changes are made

Store photos of employees

Notifications via mobile devices

Tracks metrics that provide insight into how a user interacts with any interface or product

Allows users to publish blogs on social site

An @mention is a way to tag or notify a specific person about a message/post

Search and filter data across systems to locate required information by entering keywords or certain criteria

Import and export data to and from software applications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Assign categories, labels, tags, or attributes to documents for organization, search and storage

Create, manage and track all task activities and progression

Create and share notes/annotations taken during meetings

Assemble applications and processes by dragging over and arranging pre-built components

An informational database that allows users to add, delete, or revise content

Timed notification for any upcoming task, deadline, appointment, or activity

Define levels of authorization for access to specific files or systems

Notifications/alerts for upcoming events or tasks

Store and organize documents in a centralized system

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Allow users to create, edit, and sort multiple notes

Synchronize with other calendars to view mutual availability and schedules

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Support multiple types of devices

Provides a channel for team members to share media files, communicate, and work together

Sample files or documents that could be customized as needed or used as is

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Public or private sharing of digital files such as documents, audio/video, images, and more

A digital list of items that need to be completed

Use AI to generate content in the form of text, images, videos, etc.

Leave comments and notes on documents for others to view

Scan written content within documents, files, or websites

Ability of websites, web applications, or mobile applications to function without an active internet connection

Highlight content and/or make notations about parts of content

Search for specific words or phrases within a document or database

Add labels or tags to tasks

To scribe and interpret the written words received from online or offline inputs

View and track pertinent metrics to find patterns and gain insights from data

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Set up connections to third-party platforms to improve business processes

Access event or meeting agenda online

Train your system to interpret and transcribe voice messages

Plan availability and assign specific time slots for tasks and resources

Connect with meeting participants remotely over video

Tools that provide relevant information at specific times to support judgments and courses of action

WCAG accessibility compliance

Offers real-time language translation for multilingual participants

Completes tasks independently without constant human intervention

Create and share notes/annotations taken during meetings

Detailed plan including steps, milestones, assignments, and timeline needed to complete a project, strategy or goal

Categorize emotions expressed and identify if they are positive, negative or neutral

Voice conversion to text

Record live video calls to play later

Allow users to search, edit, and highlight meeting moments

Track the status of discussed/agreed tasks