Ottomatt: messaging features and setup

Overview

Ottomatt offers a way to record and manage business matters through a conversation with Noa, instead of opening a separate screen for every detail. Fit depends on whether it can preserve the right context over time: which job belongs to which customer, what is complete, and what is still pending. Start with a small number of tasks and test how to correct information provided in a conversation. When requesting an action involving a customer, clarify what the assistant can actually do and what approval is required.

Features

• Memory of customer and job details
• Reminders and follow-up on open items
• Work through a WhatsApp conversation

Business uses

• Consolidating quotes that need a follow-up at the end of the workday
• Tracking an order and a document associated with the same customer

Getting started

• Show the provider a real workday and start with one list of tasks that tend to fall through the cracks.
• Provide two jobs for different customers and ask for a summary of open items. Then change the date for one and check that its context is preserved.
• Mark a job as complete and check whether it is removed from follow-up. Before requesting a message to a customer, check the connection and approval process.

What to check

• The examples on the website are illustrative, so ask which systems are actually connected in your business.
• Check how to correct incorrect information, delete data, and approve actions involving customers.