General Introduction
Otter.ai is an AI-powered meeting management and voice transcription tool whose core function is to convert voice to text in real-time and automatically generate meeting notes, summaries and action items. It is intelligently supported by an AI Meeting Agent that automatically joins meetings such as Zoom, Google Meet, and more, capturing key information and helping users save recording time. otter.ai offers web, iOS, and Android apps with multi-device sync support and an intuitive interface. It also has deep integrations with tools like Salesforce and Slack, making it ideal for corporate teams, students, and media workers. Users can interact with the AI through voice commands to quickly gain insights into meetings and improve productivity.
Function List
- Real-time voice transcription: Instantly convert conference or lecture speech to text with up to 95% accuracy.
- AI Meeting Agent: Automatically join virtual meetings, record audio, transcribe text, and capture slides.
- Automated summaries: Generate short meeting summaries that highlight key points.
- Action Item Assignment: Recognizes meeting tasks, automatically generates to-do lists and assigns responsible parties.
- AI Chat: answer questions based on transcribed content, support for generating emails or plans.
- Voice commands: Wake up the AI with "Hey Otter" to check the content of past meetings.
- Slide Capture: Automatically save shared slides from virtual meetings.
- Collaborative editing: teams can highlight highlights, add comments, and collaborate in real time.
- Intelligent Search: Support keyword search for transcribed content to quickly locate information.
- Specialized AI Agents: provide exclusive features for sales, recruitment, education, and media.
- Multi-Platform Integration: Supports Zoom, Google Meet, Microsoft Teams, Salesforce, Slack and more.
- File Export: Transcriptions can be exported to TXT, PDF, SRT or MP3 formats.
Using Help
Registration and Installation
Otter.ai is easy to use and requires no complicated installation:
- interviews
https://otter.ai
Or download the iOS app (App Store
), Android applications (Google Play
) or Chrome extension. - Click "Start for Free" to sign up with your Google, Microsoft, Apple account or email.
- Email registration requires email verification and takes about 2-3 minutes.
- Once logged in, you can connect to your Google or Microsoft calendar and Otter.ai will automatically recognize the meeting schedule.
Core Function Operation
1. Real-time transcription
- web-basedAfter logging in, click "Record" to start recording, or upload audio/video files (MP3, WAV, MP4, etc.). Recorded text is displayed in real time with word-by-word highlighting.
- mobile: Open the app and tap "+" to record, support cell phone or Bluetooth microphone.
- accuracy: Otter.ai transcription accuracy is up to 95% and supports English (multiple accents), Spanish and French. Users can manually edit to correct errors.
2. AI Meeting Agent
Otter.ai's AI Meeting Agent is the central highlight, automatically joining virtual meetings:
- set up: Connect to a calendar (Google or Microsoft) in Settings The Agent recognizes Zoom, Google Meet, or Microsoft Teams meeting links.
- auto-joinTurn on "OtterPilot" and Agent can join meetings, record audio, transcribe text, and capture slides without having to do it manually.
- manual recording: When there is no calendar link, open the app or Chrome extension and click "Record" to begin.
- Slide Capture: Agent automatically saves slides from shared screens, embedding transcribed text for a complete record.
3. Automated summaries and action items
- summaries: At the end of the session, Otter.ai generates a 30-second summary covering key discussion points. Users view it at the top of the transcription page.
- action item: AI recognizes tasks (e.g., "Please submit report by Friday") and generates a to-do list that appears at the top of the note. Users can assign responsibility manually.
- compiler: Click on a summary or action item to adjust the content or add a note.
4. AI chat and voice commands
- AI ChatClick "Chat with Otter" on the transcription page and enter a question such as "What tasks were mentioned in the meeting?" or "Summarize client needs". AI supports the generation of draft emails or plans based on the transcribed answers.
- speech command (for computer speech recognition): Say "Hey Otter" and look up the history of the meeting, e.g. "What was said about the budget at last week's meeting?". . Clear pronunciation is required and a quiet environment is recommended.
5. Specialized AI agents
Otter.ai offers four proprietary AI agents optimized for different scenarios:
- sales agent: Automatically record customer calls, generate follow-up emails, and sync to Salesforce or HubSpot to improve sales productivity.
- Recruitment agent: Real-time transcription of interviews, extraction of candidate information, synchronization to Greenhouse via Zapier, support for generating feedback emails.
- Educational agent: Automatically record lectures, generate structured notes, and sync to Google Docs for student review.
- Media Agents: Organize recorded interviews, extract key quotes, and generate article outlines to assist journalists or content creators.
6. Collaboration and sharing
- compiler: Click to transcribe text, fix errors or tag speakers. otter.ai learns speech features and optimizes subsequent recognition.
- coordination: Select the text and click "Highlight" or "Comment", the team can add notes in real time.
- share (joys, benefits, privileges etc) with others: Share notes via links, or send to Slack, email. Supports setting view permissions.
- derive: Click "Export" and select TXT, PDF, SRT (for subtitles) or MP3 format. Advanced users can batch export.
7. Integration and synchronization
Otter.ai supports multiple tool integrations:
- Conference platforms: Zoom, Google Meet, Microsoft Teams, automatically transcribe and generate notes.
- Productivity tools: Slack (share summaries), Asana (sync action items), Notion (organize notes).
- CRM system: Salesforce, HubSpot, automated push customer insights.
- Document management: Dropbox (upload audio), Google Docs (synchronize notes).
- project management: Jira (update tasks) to keep the team on track.
8. Customized vocabulary
- Go to Settings > Custom Vocabulary.
- Enter a proper noun or term (e.g., company name) and add 5-200 words at a time (depending on the subscription plan).
- Otter.ai prioritizes the recognition of these words to improve transcription accuracy.
subscription plan
Otter.ai offers flexible pricing options:
- free program: 300 minutes of transcription per month, limited to 30 minutes per recording, and lifetime import of 3 audio/video files. Includes basic integrations (Zoom, Slack, etc.) and auto-summarization.
- business planStarting at $20 per user per month with a 7-day free trial. Offers 6,000 minutes of transcription, up to 4 hours per recording, unlimited audio/video import, collaborative editing and advanced workspace features.
- Corporate Programs: Customized solution, need to contact sales team, suitable for large organizations, includes advanced security and management features.
caveat
- audio quality: It is recommended to use a high-quality microphone that transcribes best in a quiet environment.
- Privacy Compliance: Recordings are subject to attendee consent and local regulations. otter.ai uses AWS S3 encrypted storage and is CCPA and GDPR compliant.
- Storage Management: Transcription files are saved to the cloud and can be deleted by the user at any time and retained in the trash for 30 days.
application scenario
- Enterprise conference management
Teams use the AI Meeting Agent to record cross-departmental meetings. the Agent automatically joins Zoom, generates summaries and action items, and synchronizes to Asana so managers can quickly track task progress. - Academic Lecture Record
Students record classroom content through an educational agent.AI organizes structured notes that sync to Google Docs.Search functionality helps quickly review exam highlights.AI organizes structured notes that sync to Google Docs.AI organizes structured notes that sync to Google Docs. - Sales Customer Follow-Up
Sales teams record customer calls with sales agents. ai extracts insights, generates follow-up emails, and automatically pushes them to Salesforce to improve closing efficiency. - Media content creation
Journalists use media agents to transcribe interviews. ai extracts key quotes, generates article outlines, and saves organizing time for news stories or podcasts. - Recruitment Process Optimization
Recruiters transcribe interviews with hiring agents. the AI extracts candidate information, generates assessments, and synchronizes them to Greenhouse to streamline the decision-making process.
QA
- What languages does Otter.ai support?
English (including American, British, Australian and many other accents), Spanish and French are supported. Other languages are not supported at this time, and terminology can be optimized with custom vocabulary. - How does AI Meeting Agent join a meeting?
When you connect your Google or Microsoft calendar, Agent automatically recognizes the meeting link and joins it. If no link is available, manually open the app or Chrome extension to record. - What is the difference between the free version and the paid version?
The free version is limited to 300 minutes of transcription, 30 minutes per segment, and 3 file imports. The Business Edition offers 6000 minutes, unlimited import and collaboration. The Enterprise Edition supports customization. - Is the transcribed content safe?
Otter.ai uses AES-256 encryption and is compliant with CCPA, GDPR and Section 508. Dual authentication is supported and users can delete data at any time. - How to improve transcription accuracy?
Use a high-quality microphone to keep the environment quiet and add customized vocabulary. Manual editing after transcription allows for further optimization.