Otter rethinks the meeting: New AI preps you, coaches you, and follows through

Otter.ai, the leading AI notetaker and conversational knowledge platform, today announced a new set of capabilities that brings its proprietary AI to every stage of the meeting before, during, and after.

Work Mode and Live Assist help people arrive with context, get private guidance in the moment, and turn conversations into useful work - so meetings actually move work forward.

Too often, context gets lost before the meeting even starts: 48% of employees and 52% of leaders surveyed say work feels chaotic and fragmented (Microsoft Work Trend Index, 2025). Once the call starts, focus drifts, and about 35% of meetings are seen as unproductive by those who attend them (LSE Inclusion Initiative, 2024). Then, when the meeting ends, teams struggle to coordinate: 87% of knowledge workers say they lack the time or capacity to coordinate across customers and teams (Atlassian State of Teams, 2026). For a large enterprise, unproductive meetings cost more than $130 million a year (Jabra The Cost of Bad Meetings, 2026). Behind these numbers are professionals who want to prepare, engage, and follow up, but don't have the time or ready access to information.

That's what Otter's new capabilities are solving. Otter already helps more than 40 million users capture what's said in their meetings, generating over $1.5 billion in customer ROI through time saved. These new capabilities take it a step further, at every stage of the meeting.

Before: Work Mode. Work Mode goes beyond chat by using conversation context and connected apps to produce finished work, starting with a pre-meeting brief in seconds. It pulls from every past conversation with a customer, open action items, what has worked for teammates on similar calls, and the latest files from connected apps like Google Drive, replacing ten minutes or more of digging with an automated pre-meeting brief before every call. Soon, users won't even have to ask: Otter will automatically deliver a short, private brief by email and inside Otter before every meeting, so users arrive prepared without manual work.

During: Live Assist. Otter's Live Assist provides real-time, private coaching that surfaces proactive tips based on what's been, and is being, discussed. It appears as a small, unobtrusive prompt within the virtual meeting window on Zoom, Teams, or Google Meet, so users don't have to leave their call. Sales reps can get prompts for competitor mentions, pricing objections, and next discovery questions, while recruiters can get nudges to cover scorecard criteria and confirm compensation and availability. Live Assist is fully customizable. Teams can build custom agents powered by their own playbooks and methodology, so every tip is relevant, vetted, and accurate.

"Live Assist is really helpful for those moments on a call when you think, 'We talked about this last week, but I forgot,' because it's right there," said Mallory Abernethy, VP of Strategy & Enablement at Keynes. "It has already saved our sales and strategy teams on many calls, and it empowers them with an aligned talk track on our CTV platform while still allowing their creativity and personality to come through."

After: Work Mode. After the call, Work Mode turns conversation context and connected apps into finished work. It can turn a customer's last five calls into a point-of-view document, draft a proposal or contract as a PDF, generate an offer letter from a final interview, or complete a candidate scorecard. It also updates CRM records and writes follow-up emails, all ready to review and send, nearly instantly.

"Before, prep meant piecing together old call notes, emails, and CRM entries, and follow-up meant re-typing it all afterward. Now, Otter's Work Mode gives my team a brief before every call and has their follow-ups and CRM updates ready right after," said Andrew Gray, founder and managing director of Potentia Capital. "Everything from one conversation feeds the prep for the next, so every call builds on the last and nothing falls through the cracks."

Unlike tools tied to a single platform or function, Otter works wherever conversations happen, from Zoom, Microsoft Teams, and Google Meet to conference rooms and the field, and supports teams across sales, recruiting, customer success, and more.

"The best meetings are won before they start and decided by what happens after and we've built Otter to support the whole arc: prepared going in, coached in the moment, and following through when it's over," said Sam Liang, co-founder and CEO of Otter.ai. "That means less time lost to prep and follow-up, more time on the conversation itself, and teams that get more done with every meeting. That's what it looks like when Otter powers the conversation and the work that follows."

The launch comes one week after Otter announced $320 million in growth financing from General Catalyst's Customer Value Fund (CVF), which will accelerate product innovation and global expansion as Otter builds toward becoming the definitive conversation knowledge layer for enterprises.

Work Mode is available today for all paid users. Live Assist is available today to enterprise customers and will roll out to all paid users over the next few weeks. Learn more here.

Otter is kicking off the launch with a live virtual event today at 9:00am PT | 12:00pm ET, featuring an opening announcement from Liang followed by live demos of each capability. Register here.

About Otter.ai

Otter.ai is the AI notetaker and conversation knowledge engine for the modern enterprise. With over 40 million users, including more than 86% of the Fortune 500, and 1 billion+ meetings transcribed, Otter captures, connects, and activates the knowledge from every conversation. Otter's proprietary ASR and speaker identification, built in-house, delivers industry-leading accuracy, turning meetings into searchable intelligence, automated action items, and agentic workflows that sync directly to the tools teams already use and gets smarter with every conversation. Backed by Spectrum Equity, Horizon Ventures, and Draper Associates, and most recently General Catalyst's Customer Value Fund (CVF) with $320 million in growth financing. Otter.ai is headquartered in Mountain View, California.