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🧑‍💼 Otto (Your Chief of Staff)

Learn how to chat with Otto, use starter questions, and manage your daily review.

🧑‍💼 What Is Otto?

Otto is your chief of staff. Ask him about your customers, sales, memberships and content, or how to do something on WithMe. He can help, or bring in the team.

Otto, Dez, Sal and Margo run on shared credits. If you see Credits in Billing, Otto uses those credits when he works for you.

📍 Where to Find Otto

On a computer, open Your AI Team in the sidebar if you see it there. On a phone, tap AI Team in the bottom bar.

💬 Chatting With Otto

When you open the chat, you'll see suggested questions to get you going, such as What should I focus on this week?, How much have I made this month? and How can I get more members? Pick one or type your own question.

Under an answer, you may see Checked your account data or Checked the help guides, so you know where the answer came from.

Tap New chat to start a fresh conversation.

If Otto couldn't answer, tap Ask again.

If you see Chat with Cassie under an answer, tap it to take your question over to Cassie.

If you see Credits in Billing and your credits run out partway through an answer, Otto answers with what was already checked. Tap Get more if you need more credits.

After an answer, Otto asks Was that helpful? Tap Yes or Not really. If an answer missed the mark, you can tell Otto what was wrong, add a note if you like, and tap Send. This helps Otto get better.

🧠 What Otto Knows About You

Tell Otto about your niche, audience and goals in the chat and he will remember them. When he saves something, you'll see Saved to what Otto knows about you.

Tap What Otto knows to see everything he has saved. Otto uses these in your chats and your daily review. If anything is wrong, tap Remove next to it.

🆘 Ask Otto From Get Help

If you see Credits in Billing, or your account has the AI Team, Ask Otto shows as soon as the Get help sheet opens. Type your question in the box under it. You can ask anything or describe a problem, and depending on your account you can also give him a job for your team.

If you don't see Credits in Billing and your account doesn't have the AI Team, you'll see Chat with Cassie instead. Our AI agent and team can help you there.

If we can't check your access, or you have no chat left, the sheet shows Chat with Cassie so you can still get help.

When you open the sheet again, it shows the same option as last time until the new check finishes.

Report a problem is the last row in the sheet. Tap it if something is broken and tell us what happened.

If you get stuck, message us from the chat bubble and we will help.

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