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Agent 04

Zero data entry. Ever.

Every deal updated after every interaction. Every change justified. Your pipeline stays perfect.

How It Works
4 steps. Zero manual work.
01
💬

Interaction

Call ends, email sent, or meeting wraps.

02
🧰

Extract

Contacts, stages, values, next steps identified.

03
🔎

Justify

Every change tagged with reason and confidence.

04

Update

Auto-applied or held for approval. You choose.

Capabilities
What the agent does.

Field Updates

Contacts, dates, engagement metrics, meeting notes.

Stage Moves

Based on verified signals. Meetings, proposals, contracts.

Approval Flows

High-impact changes held for your review.

Change Justification

Every update logs reasoning, source, confidence level.

Full Audit Trail

One year retention. Last 5 changes on every deal.

Learning Loop

Every human correction makes Otto more accurate.

Before & After
How it used to work vs. now.
Without Otto
End-of-week CRM cleanup ritual
Pipeline data is days old
No one knows why a stage changed
Managers chase reps for updates
With Otto
CRM updates after every interaction
Pipeline always reflects reality
Every change has a reason on record
Managers see truth, not reports

Your pipeline. Always perfect.

Without you lifting a finger.

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