Services & Features
Learn how to configure and get the most out of each AI marketing service.
Articles
How AI Review Management works
Configure policy-aligned requests for all eligible customers, response drafts, and connected review monitoring.
Setting up AI Voice Agent
Connect a line, approve identity-disclosed scripts, configure transfers, and test booking requests.
Configuring email campaigns
Set up automated drip campaigns, seasonal promotions, and re-engagement sequences for past customers.
Using the CRM and lead tracking
Manage your leads pipeline, track conversions, and see which marketing channels drive the most revenue.
Social media automation setup
Connect your Facebook, Instagram, and other social profiles for AI-generated posts and engagement.
SEO and local search optimization
How our AI optimizes your website content, meta tags, and local citations to rank higher in search.
AI content generation
Blog posts, service pages, and landing pages created automatically by AI trained on your industry.
Reputation monitoring
Track supported review sources after they are connected, with source-labeled alerts and trend analysis where data is available.
Ad campaign management
AI-managed Google Ads and Facebook Ads with automated bidding, creative testing, and budget optimization.
Referral program setup
Launch a customer referral program with automated tracking, rewards, and follow-up emails.
Chat widget and lead capture
Install the disclosed AI assistant to collect inquiries and answer approved customer questions.
Automation controls explained
Understand approval policies, access requirements, consent, escalation, and the actions Otto may take.
Common Questions
Yes. From your dashboard, go to Services and toggle any service on or off. Disabled services stop immediately but your data is preserved. Some bundle pricing requires a minimum number of active services.
After the connected line, scripts, identity disclosure, calendar rules, and transfers pass testing, the AI Voice Agent can answer approved questions, collect project details, create a booking request, or transfer the caller to your team.
Quality depends on the source material and review process. During onboarding, we capture approved brand, service, and market information. Drafts remain visible for review under the configured publishing policy.
Attribution is only as complete as the connected events. Supported UTM, call, form, booking, CRM, and paid-invoice data are reconciled when available; missing or conflicting records remain unknown and are shown for review.
All reviews that were collected and responded to during your subscription remain on Google, Yelp, and other platforms. They are your reviews and stay on your profiles permanently. You will lose the automated review solicitation and AI response features.
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