Ask Otto in Slack

It is Tuesday afternoon and someone in #sales asks how the founders campaign is doing. Nobody knows offhand. Someone says they will check, opens Otto in a new tab, gets distracted by the inbox, and the question is still sitting in the channel at five o’clock.

Most questions about your pipeline get asked in Slack, so that is where Otto should answer them.

Ask it like you would ask a colleague

DM Otto, or mention @Otto in a channel. Ask who replied this week, what a signal means, which campaigns are running or how one is doing. Otto reads your live workspace while you wait, so the answer uses today’s numbers.

It also answers the small questions that usually become a support ticket, like how to upgrade, with a link straight to the right page in Settings.

What teams ask Otto in Slack

Anything you can do in Otto’s web chat, you can ask in Slack. A few we see most:

Find people. “Find VPs of Sales at Series B fintechs in London who started this year.” Otto searches by role, company and situation, not just job title keywords, then shows you how many credits the search will use before it runs. Say go and the people land in a workbook you can open in Otto.

Find companies. “Find 20 companies like Ledgerly that are hiring SDRs” or “score these five against our ICP.” You get a short list with a fit score and the reason for it.

Check a campaign. “How is Q4 founders doing?” gets you sent, replies and meetings booked, and which step is doing the work.

Act on a signal. “What fired on our target accounts this week?” lists the signals with the reason each one matters. “Add the people behind the Ledgerly signal to Q4 founders” comes back as a card to confirm.

Handle replies. “Who replied this week?” and then “reply to Priya: happy to send the deck, does Thursday work?” Otto drafts the reply and shows it to you on a card before anything is sent.

Run campaigns. Pause, resume, or add people to a campaign without leaving the thread where you were already talking about it.

Changes wait for you

Ask Otto to pause a campaign or reply to a lead and it does not go ahead and do it. It comes back with a card that says exactly what will happen, with a preview of any message, and a Confirm button. Nothing happens until you press it.

Only the person who asked can confirm the card, it works once, and it expires after 24 hours. If a teammate presses it by accident, nothing happens. Anything that costs credits shows the cost on the card first.

It remembers what you tell it

Tell Otto “remember I sell to CFOs” and it keeps that in mind for your next questions. Ask “what do you remember?” to see the list, or tell it to forget something if you change direction.

Add it to your workspace

Go to Settings › Integrations › Slack in Otto Pilot and add the app. If you already had Otto in Slack, there is nothing to do; it is the same app, answering better.

New to Otto Pilot? Book a demo and we’ll show you around.