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Getting started with Otto and your first customers

How Otto guides you through adding your AI Team and taking three starter steps to your first customers.

🤖 Meet your AI Team

When you open your AI Team for the first time, Otto appears in colour and ready to chat. Dez, Sal and Margo show up greyed out, but you can still tap any of them.

Tapping a greyed-out agent opens a sheet explaining what they do, with a button to Add {{name}} to my team. Tap it to bring that agent onto your team.

You don't always need to do this yourself. If Otto brings one of the other agents into a job for you, or you tap a link to one of them, they get added to your team automatically.

🚀 Three steps to your first customers

If you haven't used the AI Team yet, Otto's chat shows Three steps to your first customers as chips:

  1. Get a free sign-up page for {{offer}}. Otto creates a hidden draft lead capture page for you to approve. Putting it on your hub (Put it on my hub) is a separate step once you're happy with it.

  2. Send it by DM when people comment. Otto offers an Auto DM draft that sends your sign-up page when people comment on your posts. If Instagram isn't connected yet, Otto will ask you to connect it first. You choose when to turn the Auto DM on.

  3. Email the people who sign up. Otto creates a welcome email flow for new sign-ups. It's saved off until you switch it on.

⌨️ Typing instead of tapping

You don't have to use the chips. You can type requests straight into Otto's chat, like putting a page on your hub, writing a welcome email, asking who has signed up, asking what to do next to get a sale, rewriting a product description, hiding a product or renaming a product.

✅ You're always in control

Every change Otto proposes needs your approval before it goes live. Nothing is published or switched on without you saying yes first.

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

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