🦉 What Otto Shows You in a Report
While you're viewing a report in Insights, Otto can show you evidence-based suggestions based on what it sees in that report.
These suggestions are tied to the report you're looking at, so they reflect the dates, currency, and product you've selected with your filters.
💬 Opening a Suggestion as a Question
When you open one of Otto's suggestions, you're taken into a question to Otto that already includes the report's context, such as the dates, currency, and product you had selected.
Go to Insights and open the report you want to review.
Find a suggestion from Otto on that report.
Open the suggestion to see the question it has prepared for Otto.
Edit the question if you want to, then send it to Otto.
The question is editable, so you can adjust the wording before you send it if you want to ask something slightly different.
⚡ What Happens When You Send It
Sending the question generates a fresh, authorized answer on WithMe's servers. This uses your normal AI credits, the same as any other question you ask Otto.
Opening a report's question in Otto doesn't affect or trigger any separate visitor or lead lookup elsewhere. It's a self-contained question about the report you were viewing.
If you get stuck, message us from the chat bubble and we will help.