How to set up your business

A few short steps tell Otto what you do, what to switch on and what it may do without asking.

Updated 2026-10-14

When you first sign in, Otto walks you through setup. Only the steps your business has something to decide in are shown, and everything stays yours to change later.

1. Tell Otto about the business. Its name, what kind of business it is and how many people work in it.
2. Choose what Otto runs. Press each part to switch it on or off. You can change this any time in Settings.
3. Set up your customer list. The stages a customer moves through, and what you keep about each one.
4. Teach Otto what customers ask. Otto answers from this, and says so when it does not know.
5. Decide what Otto may do without asking. Ask waits for your yes; Auto does it and tells you.
6. Pick your first workflows. Starting points you can rewrite later in your own words.

Changing it later

Everything from setup lives in Settings (open it from your name at the bottom of the menu): Profile, Where you work, What you use, Rules and CRM. The search box at the top of Settings finds any setting.