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OTTER.AI

Otter

Otter is a meeting AI and AI notetaker that transcribes meetings, generates summaries and action items, answers questions across meeting knowledge, and automates follow-ups with connected tools.

Botanical engraving of the giant speargrass TARAMEA · GIANT SPEARGRASS
Aciphylla colensoi
10
USE CASES
1 / 8
STAGES COVERED
10
NAMED CUSTOMERS
2016
FOUNDED
THE CLIMB · WHERE OTTER HELPS
  1. 01 Sign-up COVERED →
  2. 02 Onboard SEE VENDORS →
  3. 03 Activate SEE VENDORS →
  4. 04 Adopt SEE VENDORS →
  5. 05 Support SEE VENDORS →
  6. 06 Expand SEE VENDORS →
  7. 07 Renew SEE VENDORS →
  8. 08 Advocate SEE VENDORS →
01 · USES

What it's used for

Automatic follow-ups, notes capture, and CRM sync for salesLecture transcripts, note organization, insight extraction, and summaries for educationInterview transcription, thought organization, and content creation for mediaLead qualification, personalized live demos, and automatically booked meetingsCandidate insights, automatic follow-ups, and notes sync with GreenhousePre-call briefingsAI chat across meetings and connected appsLive-assist coaching during callsAutomatic capture and assignment of action itemsPush sales insights to CRM
02 · ICP

Who it suits (ICP)

Sales teams, Education teams and students, Media teams, Individuals and small teams, Medium-sized teams, Large teams and companies

03 · HOW IT WORKS

How it works

Otter can automatically join meetings as an AI notetaker, record bot-free on desktop or Chrome, or capture on mobile. It transcribes conversations, creates searchable meeting knowledge, generates summaries and action items, and can sync outputs to connected tools such as CRM and collaboration apps.

04 · FEATURES

Key features

  • Meeting transcription
  • Pre-call briefs
  • Live coaching during calls
  • Automatic follow-ups
  • AI chat across meetings and connected apps
  • Automatic capture and assignment of action items
  • CRM sync for meeting insights
  • Live transcription in multiple languages
  • Speaker recognition
  • Meeting summaries with decisions, action items, and insights
  • Channels for organizing conversations by team, project, or topic
  • Bot-free desktop recording
  • Secure access to meeting knowledge through MCP Server
05 · INTEGRATIONS

What it works with

ZoomClaudeDropboxGoogle CalendarGoogle DocsGoogle MeetHubSpotJiraNotionGleanSalesforceSlackAsanaGreenhouseChatGPT
06 · VALUE

What it says it delivers

  • Meeting AI that turns talk into action
  • Your notetaker should do more than take notes
  • The world's only Conversational Knowledge Engine
  • The world's smartest AI Notetaker

In the vendor's own words, from its website.

07 · PRICING

Pricing

  • Basic: Free forever
  • Business: From $19.99/month per user
  • Free: Free
  • Pro: $16.99/user/month or $8.49/user/month
  • Business: $30/user/month or $24/user/month
  • Enterprise: Custom
7-day free trial · included
08 · COMPANY

About the company

HEADQUARTERSMountain View, United States
FOUNDED2016 in Mountain View, United States
G2 RATING4.4 (511 reviews) checked 4 Nov 2026 G2 page
09 · BLOG

From the Otter blog

OtterPilot™ is the Smart AI Meeting Assistant You’ve Been Waiting For ↗
10 · CUSTOMERS

Who uses it

Aiden TechnologiesVoziq.aiCanidiumWoven Health CollectiveMRI SoftwareAsset PandaIrvine Valley CollegeUniversity of California, DavisGlacier MediaStax

Named on otter.ai.

11 · CASE STUDIES

Customer stories on its website

Links to the vendor's own pages. Results aren't repeated here until each one is checked against its page.

12 · SECURITY

Security and compliance

  • ✓ HIPAA compliance (add-on)
COMPARE WITH · SIMILAR KIT FOR THE SAME STAGES
BLAND.AI Bland Enterprise voice AI platform for building, running, and monitoring AI phone agents for regulated and complex… Shared stages: Sign-up G2: 5.0 (11 reviews) VIEW PROFILE → SONORA.CX Sonora Sonora is an AI-native post-sales platform that structures customer signals from connected systems, scores… Shared stages: Sign-up G2: 5.0 (1 review) VIEW PROFILE → SCRIBBL.CO Scribbl Botless AI meeting notes for Google Meet, Zoom, and Microsoft Teams, with transcripts, summaries, AI chat… Shared stages: Sign-up G2: 4.9 (725 reviews) VIEW PROFILE →
BEFORE YOU BUY

Is it the kit, or the map?

The Post-Sales Reset looks at how your customers move from signed deal to renewal, and finds the few changes that matter most.

EXPLORE THE POST-SALES RESET ↗

Work at Otter, or spotted something wrong? SUGGEST AN EDIT →

Chris Sparshott
WHO RUNS IT

Chris Sparshott

CUSTOMER SUCCESS, SUPPORT AND RENEWALS LEADER · SUCCESSBYCS

Not sure which leg of the climb is the problem? Kit helps, but the path matters more. The Post-Sales Reset finds where your customers are getting stuck and what to fix first.

Explore the Post-Sales Reset ↗ VIEW LINKEDIN PROFILE ↗ DIRECTORY@SUCCESSBYCS.COM →