Otter Rollout Playbook

Look forChoose Business or Enterprise. Business costs US$19.99 per user per month billed annually and holds up to 25 billed users. Enterprise domain capture pulls existing accounts on your email domain into the company workspace, and SSO and SCIM need at least 100 users. The University of Alabama banned the free plan and approved paid plans with restrictions.

Look forDefault auto-join to meetings people select, or to internal meetings only, and lock the setting on Enterprise. Calendar events changed earlier keep their own settings, so review them. Change auto-join at least 30 minutes before a meeting.

Look forSet the default audience to Don't share or same-domain guests, and stop collaborators from resharing. On Enterprise, turn off external sharing. A marketing and advertising company that trialed Otter found its invitations to every attendee hard to control.

Look forHave every user set Help improve Otter to Don't allow sharing, and on Enterprise get the default training opt-out confirmed in writing. Retention can be set from 24 hours up, for conversations, audio, or transcripts. Turning it on deletes every existing conversation older than the limit at once, so export what you need first. Remove audio where transcripts are enough.

Look forCheck speaker names and action items against the transcript. Alabama's pilot users often tagged speakers by hand and found wrong action items. Reporters describe correcting half of a long transcript when people talk over each other.

Look forUse Teams or Zoom policies to verify or block guests if you want Otter kept out. Its bot joins as a guest and cannot sign in to get past those restrictions. Admins on Reddit also report blocking the enterprise app and requiring admin consent, and some blocked Otter's no-reply address.