What Otter.ai does

Otter.ai is a privately held AI company founded in 2016 by Sam Liang (CEO) and Yun Fu (CTO), originally under parent company AISense, and headquartered in Mountain View, California, with an additional office in San Francisco. The company builds an AI-powered meeting intelligence platform, branded as the 'Conversational Knowledge Engine,' whose core product is the Otter Meeting Agent — a voice-activated AI assistant that joins meetings on Zoom, Microsoft Teams, and Google Meet to provide real-time transcription, speaker identification, AI-generated summaries, action items, and follow-up emails across English, Spanish, French, German, Japanese, and Chinese. Underneath, Otter has transcribed more than 1 billion meetings and generated 50 million summaries, producing a proprietary data corpus that powers its agentic products.

Otter monetizes through a four-tier subscription model: a free Basic tier (300 monthly transcription minutes), Pro at $8.33/user/month annually, Business at $19.99/user/month annually, and a custom-priced Enterprise tier that adds SSO/SCIM, HIPAA compliance, an API and Webhooks product, an MCP server, and a dedicated Customer Success Program. Revenue is generated via self-serve product-led growth for the long tail of individual and SMB users, a self-serve in-app upgrade path to paid tiers, and a newer enterprise sales motion led by CRO Kenny Scannell (appointed March 2026). Specialized vertical agents (Otter Sales Notetaker, Education Notetaker, Media Notetaker, Recruiting Agent, and the autonomous SDR Agent) target sales, education, journalism, recruiting, and inbound lead qualification respectively, each with deep integrations to CRMs (Salesforce, HubSpot, Microsoft Dynamics, Zoho, Monday), calendars, storage (Snowflake, Amazon S3, SharePoint), and project tools (Asana, Jira, ClickUp). 86% of Fortune 500 companies are users, the company has crossed $100M ARR (2025), and total disclosed venture funding is approximately $73M, including a $50M Series B led by Spectrum Equity in February 2021.

Name

Otter.ai

Legal name

Otter.ai Inc.

Website

https://otter.ai

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

101–250 employees

Short description

Otter.ai is a Mountain View-based AI company that provides an AI meeting assistant (Otter Meeting Agent) and a broader Conversational Knowledge Engine platform, transcribing 1B+ meetings across Zoom, Teams, and Google Meet and serving 35M users including 86% of the Fortune 500. It monetizes via freemium and per-seat subscriptions across consumer, SMB, and enterprise tiers.

Ownership category

akta.pro rank

Headquarters

HQ city

Mountain View

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations

Revenue model

1. Basic Plan (Freemium): Free tier offering 300 monthly transcription minutes, 30 minutes per conversation, 3 lifetime audio/video file imports, automated AI meeting summaries, and basic integrations. Designed as a top-of-funnel acquisition vehicle.
2. Pro Plan Subscription: Paid subscription at $8.33/user/month annually ($16.99 monthly) or $4.17/user/month with promo. Includes 1,200 in-app recording minutes, 10 monthly file imports, advanced AI workflows, Salesforce/HubSpot/Zapier integrations, custom vocabulary, and 90 minutes per meeting.
3. Business Plan Subscription: Paid subscription at $19.99/user/month annually ($24-30 monthly). Includes unlimited meetings and recordings, 6,000 transcription minutes, custom AI workflows, advanced admin features, prioritized support, up to 4 hours per meeting, 3 concurrent meetings.
4. Enterprise Plan: Custom-priced enterprise tier with unlimited custom AI workflows, Otter Sales Notetaker, custom CRM/dialer integrations, SSO/SCIM/Domain Capture, HIPAA compliance add-on, Otter API & Webhooks, Customer Success Program, video replay for Zoom/Google Meet. Contact sales for pricing.
5. SDR Agent (Autonomous Sales AI): Separate product offering Otter's SDR Agent that runs personalized live demos, qualifies visitors, and books meetings from websites around the clock. Pricing available via Schedule Demo.

Pricing tiers

Go-to-market motion5 records

Distribution channels8 records

Marketing channels8 records

Core offering

Otter.ai provides an AI-powered meeting assistant platform that automatically joins meetings on Zoom, Microsoft Teams, and Google Meet to transcribe conversations in real time, generate summaries and action items, and surface insights to CRM and productivity tools. The platform has evolved into a Conversational Knowledge Engine that uses voice-activated AI Meeting Agents to actively participate in meetings, answer questions from the organization's meeting database, and automate follow-up workflows, with specialized use-case modules for sales, education, media, recruiting, and SDR workflows.

Product overview

Otter.ai offers a unified platform — branded as the Conversational Knowledge Engine — built on a single core product, the Otter Meeting Agent, which serves as an AI-powered meeting assistant that transcribes meetings, generates summaries and action items, and now participates actively in meetings through voice-activated AI agents. Surrounding this core, Otter offers a portfolio of specialized use-case modules: Otter Sales Agent, Otter Education Agent, Otter Media Agent, Otter SDR Agent, and Otter Recruiting Agent, each tailored to a specific workflow (sales, education, journalism, lead qualification, hiring). Otter Enterprise extends the platform with admin controls, SSO/SCIM, audit logging, and conversation intelligence dashboards, while Otter for Desktop enables bot-free meeting capture, and Otter AI Chat (with MCP Connectors and a public MCP Server) provides cross-tool conversational knowledge retrieval across Gmail, Google Drive, Notion, Jira, and Salesforce. The Otter API and Webhooks product enables custom enterprise integrations. All of these products sit on top of Otter's underlying speech-to-text, NLP, generative AI, and autonomous agent capabilities, available in Basic (free), Pro, Business, and Enterprise pricing tiers.

Differentiator

Problem solved

Functional benefit

Brands

• OtterPilot: Smart AI Meeting Assistant that automatically joins virtual meetings to record, transcribe, and share notes.
• Otter Meeting Agent
• Otter Sales Notetaker
• Otter Education Notetaker
• Otter Media Notetaker
• SDR Agent
• Recruiting Agent
• Otter Enterprise
• Otter for Teams
• Otter for Education

Products and services

• Otter Meeting Agent Otter's flagship AI-powered meeting assistant that transcribes meetings in real time, tracks takeaways, captures action items, and handles follow-ups. Evolved from OtterPilot into a voice-activated agent that can actively participate in meetings, answer queries based on the organization's meeting database, schedule follow-up actions, and generate email drafts through natural voice interaction.
• Otter Sales Agent (Sales Notetaker) AI sales notetaker that captures sales calls, provides live transcription, real-time sales insights, live coaching tips, automated follow-up emails, action item tagging, and CRM syncing with Salesforce, HubSpot, Microsoft Dynamics, Monday.com, and Zoho. Extracts BANT/MEDDIC fields and updates deal intelligence.
• Otter Education Agent (Education Notetaker) AI notetaker for education that captures lectures and study sessions, generates real-time notes, keyword highlighting, concept mapping, customizable study guides, post-class summaries, and outline assistance for papers and assignments. Includes fact-checking support and study material repurposing.
• Otter Media Agent (Media Notetaker) AI notetaker for journalists and media that captures interviews and production meetings, extracts key quotes, identifies sentiment and action items, and generates structured article drafts. Includes research summaries, customizable questions, and content repurposing for social media.
• Otter SDR Agent Autonomous AI sales development agent that engages website visitors with voice or chat, qualifies inbound leads via custom criteria, performs personalized live product demos using Retrieval-Augmented Generation (RAG), and books meetings via Chili Piper or Calendly integration. Runs 24/7 without adding headcount.
• Otter Recruiting Agent AI recruiting assistant that captures interviews, provides resume and LinkedIn profile summaries, generates customizable interview questions, performs keyword detection and sentiment analysis, and automatically syncs notes and feedback to Greenhouse and other ATS systems.
• Otter Enterprise Enterprise-grade tier of Otter that turns meetings and tools into a single searchable source of truth with smart imports, intelligent search, customer conversation channels, CRM auto-updates, follow-up automation, project tool syncing, automated support tickets, SSO/SCIM, audit logging, admin controls, sales trends, and conversation intelligence dashboards.
• Conversational Knowledge Engine Otter's expanded platform category that transforms meetings and conversations into structured, searchable organizational knowledge with automated agentic workflows. Includes AI Chat Connectors (MCP Client/Server), rebuilt AI Chat interface, and Otter for Desktop, integrating with Salesforce, Jira, Notion, and Google Drive.
• Otter for Desktop Desktop application available for macOS 12.3 or later and Windows 10 or later that enables bot-free meeting capture by recording conversations directly from the user's device without bots joining the call. Includes synchronized word highlighting during playback.
• Otter API and Webhooks Public API and webhook infrastructure available in the Enterprise tier that enables custom integrations, programmatic access to transcripts, summaries, and insights, and event-driven automation with CRM systems, dialers, and custom enterprise tools.

Quantifiable outcome

• Users save 4+ hours per week by automating transcription and summaries
• +5 more outcomes

Named customers13 records

Segments6 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration41 records

AI capability10 records

Feature8 records

Partnerships

31 partnerships are on record, tiered flagship, core and minor.

• ZoomflagshipTechnology or IntegrationDeep technology integration allowing Otter AI Meeting Notetaker to join Zoom meetings automatically for real-time transcription, key takeaways, and action items. Includes Zoom Phone integration for call transcription. Live notes and captioning for Zoom available in higher tiers. Customer experience: enterprise customers reportedly prefer note takers that join Zoom meetings for transparency.
• Microsoft TeamsflagshipTechnology or IntegrationDirect integration enabling real-time transcription, key takeaways, and action items from Teams meetings. Otter joins meetings via the Microsoft Teams API. Long-time Zoom Chief Revenue Officer Greg Holmes joined Otter.ai Advisory Board (Feb 2022) after his Zoom tenure.
• Google MeetflagshipTechnology or IntegrationIntegration delivers real-time transcriptions, summaries, and AI-driven answers on any Google Meet call. Live Notes and Captioning for Google Meet available in higher tiers. Originally launched in January 2021 to address 100 million daily users of Google Meet.
• SalesforceflagshipTechnology or IntegrationIntegration automatically logs meeting transcripts and insights to Salesforce CRM. AI Chat with Salesforce available in higher tiers. Salesforce is both a customer (logo on homepage) and an integration partner; enables Otter Sales Agent to push insights and notes automatically.
• HubSpotcoreTechnology or IntegrationIntegration logs meeting transcripts and notes to automatically push sales insights to HubSpot CRM. Available in Pro tier (1 user) and above (unlimited users in Business).
• Microsoft DynamicscoreTechnology or IntegrationOtter Sales Agent automatically pushes Sales Insights and call notes to Microsoft Dynamics CRM.
• Monday.comcoreTechnology or IntegrationOtter Sales Agent automatically pushes Sales Insights and call notes to Monday.com for project management and tracking.
• SlackflagshipTechnology or IntegrationIntegration instantly shares meeting transcripts, summaries, and key takeaways to Slack channels. Basic integration available in free tier; advanced features in higher tiers. Also supports Slack integration for Otter app (launched August 2023).
• NotionflagshipTechnology or IntegrationIntegration syncs transcripts, notes, and key takeaways to Notion for organization and collaboration. Part of MCP (Model Context Protocol) integration launched April 2026, allowing two-way AI Chat sync with Notion via Otter's MCP connectors.
• JiracoreTechnology or IntegrationIntegration sends key takeaways and action items from every meeting to Jira for project tracking. Part of MCP integration ecosystem for enterprise AI Chat.
• AsanacoreTechnology or IntegrationIntegration automatically turns meeting notes into action items with deadlines in Asana for project tracking.
• Google CalendarflagshipTechnology or IntegrationIntegration schedules the AI Meeting Notetaker to automatically join Zoom, Microsoft Teams, and Google Meet meetings based on calendar entries.
• Microsoft OutlookcoreTechnology or IntegrationIntegration automatically schedules the AI Meeting Notetaker to join meetings directly from the Outlook calendar.
• Google DriveflagshipTechnology or IntegrationIntegration syncs transcripts and meeting content directly to Google Drive. Part of MCP (Model Context Protocol) AI Chat connectors for two-way sync with Google Drive.
• Google DocscoreTechnology or IntegrationIntegration syncs transcriptions and meeting notes for editing, sharing, and collaboration in Google Docs.
• Microsoft OneDrivecoreTechnology or IntegrationIntegration exports transcripts, summaries, insights, and more directly to Microsoft OneDrive.
• Microsoft SharePointcoreTechnology or IntegrationIntegration exports transcripts, summaries, and meeting metadata to Microsoft SharePoint.
• DropboxcoreTechnology or IntegrationIntegration uploads audio and video files for automatic transcription into searchable and shareable text. Originally selected for media partnership in July 2019.
• Amazon S3coreTechnology or IntegrationIntegration exports transcripts, summaries, and metadata directly to Amazon S3 buckets for enterprise storage and analytics workflows.
• SnowflakecoreTechnology or IntegrationIntegration exports and analyzes meeting transcripts to Snowflake for custom reporting and deeper data insights.
• AirtablecoreTechnology or IntegrationIntegration automatically sends transcripts, summaries, and meeting metadata to Airtable for project and data management.
• ClickUpcoreTechnology or IntegrationIntegration sends meeting summaries and action items from Otter to ClickUp to manage everything in one place.
• Zoom PhonecoreTechnology or IntegrationIntegration automatically transcribes Zoom Phone calls to capture key takeaways and action items.
• ZapierflagshipTechnology or IntegrationIntegration connects Otter to thousands of other apps for automated workflows. Zapier serves as the connective infrastructure for the entire integration ecosystem.
• NTT DOCOMOflagshipChannel Partner/ Reseller/ DistributorStrategic partnership with NTT DOCOMO (October 2019 announcement and renewed expansion November 2025) for Japanese market entry with Japanese language support for AI Meeting Agent.
• ChatGPT (OpenAI)flagshipTechnology or IntegrationChatGPT and other AI chat tools can securely access Otter's meeting knowledge through Otter's MCP Server (launched April 2026) for deeper analysis and smarter workflows. Enables bidirectional knowledge sharing via Model Context Protocol.
• Claude (Anthropic)flagshipTechnology or IntegrationClaude and other AI chat tools can securely access Otter's meeting knowledge through Otter's MCP Server (launched April 2026) via the Model Context Protocol.
• Greg Holmes (former Zoom CRO)minorOthersLong-Time Zoom Chief Revenue Officer Greg Holmes joined Otter.ai Advisory Board (February 2022). Strategic advisory relationship bringing enterprise sales expertise.
• Chili PipercoreTechnology or IntegrationSDR Agent integrates with Chili Piper for direct calendar booking to rep schedules after qualified live demo.
• CalendlycoreTechnology or IntegrationSDR Agent integrates with Calendly to schedule meetings directly on rep calendars after qualified live demo.
• GreenhousecoreTechnology or IntegrationOtter Recruiting Agent automatically syncs interview notes and candidate insights to Greenhouse ATS via Zapier integration.

Scale indicators10 records

Recent moves8 records

Expansion highlights6 records

Broad incumbents

• Microsoft (Microsoft 365 Copilot / Copilot for Teams): Microsoft bundles meeting transcription, summaries, and AI agents inside Microsoft Teams via Microsoft 365 Copilot. Directly competitive with Otter's enterprise use case for organizations standardized on Teams, and the most significant platform-risk peer for Otter.
• Google (Gemini in Google Meet): Google ships 'Take notes for me' and Gemini-powered summarization natively in Google Meet. Competes with Otter for the 100M+ daily Google Meet users and represents the second major platform bundling threat alongside Microsoft.
• Zoom (Zoom AI Companion): Zoom AI Companion provides built-in meeting summaries, action items, and increasingly AI agent capabilities to Zoom Meeting customers. Directly competes with Otter for native transcription and summary in Zoom meetings, and Otter's distribution depends on Zoom's open API.

Direct peers

• Fireflies.ai: Fireflies.ai is a direct competitor offering AI meeting transcription, summaries, and conversation intelligence across Zoom, Teams, and Google Meet, with CRM integrations and enterprise search. Closest PLG-style peer to Otter in the third-party notetaker category.
• Gong: Gong is a leading conversation intelligence platform for sales teams, capturing calls, providing coaching, and syncing to CRM. Overlaps directly with Otter Sales Agent in the sales use case, with deeper deal intelligence but a more enterprise sales-led motion.
• Avoma: Avoma provides AI meeting assistant, conversation intelligence, and revenue intelligence for sales and customer success teams. Competes with Otter in the sales meeting notes and coaching category, particularly among mid-market SaaS sales organizations.
• Fathom: Fathom is a free AI meeting notetaker that joins Zoom, Teams, and Google Meet calls to record, transcribe, and summarize. Competes with Otter on the free tier and SMB/individual segment with a simpler, freemium-first positioning.
• tl;dv: tl;dv is an AI meeting recorder and notetaker for Zoom, Google Meet, and Microsoft Teams, with multi-language transcription and CRM integrations. Directly comparable to Otter in the cross-platform PLG notetaker category.

Emerging players

• Krisp: Krisp started in AI noise cancellation and has expanded into AI meeting transcription and notes. Comparable to Otter on the desktop bot-free capture approach and emerging as a direct competitor in the AI meeting intelligence category.
• Rev: Rev provides AI and human-powered transcription services for meetings, audio, and video, with expanding meeting assistant features. Comparable to Otter as a transcription-first competitor with stronger media/journalism and human-in-the-loop transcription capabilities.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/otter_ai
• YouTubeyoutube.com/@Otterai
• LinkedInlinkedin.com/company/otter-ai
• Facebookfacebook.com/OtterAI

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds5 records

Investors21 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Otter.ai