From $100 per user/month · Free trial🇺🇸
AI assistant for financial advisors: meeting notes, prep, CRM updates, follow-up emails and onboarding paperwork.
Otter.ai AI features and pricing (October 2026)
Meeting assistant from Silicon Valley that transcribes, summarizes and makes Zoom, Teams and Meet calls searchable through AI chat.
FreemiumFree plan
from $8.33 per user/month
Pricing details
Basic free with 300 transcription minutes per month. Pro $8.33 per user per month billed annually ($16.99 monthly), Business $19.99 billed annually, Enterprise by quote. As of September 2026.
What is Otter.ai?
Otter.ai is an AI meeting assistant that joins Zoom, Microsoft Teams and Google Meet calls, transcribes them live and writes summaries with action items. Individuals can start on a free plan, and teams use shared workspaces and CRM connections.
Otter records meetings, produces searchable transcripts and summaries, and lets users ask questions across their meeting history. Business plans add unlimited meetings, and higher tiers connect to Salesforce, HubSpot and Zapier. Otter.ai, Inc. is based in Mountain View, California. Data is stored on AWS in the United States with AES-256 encryption, and the company holds a SOC 2 Type 2 report.
Otter.ai AI features and use cases
- Transcribes meetings liveOtter joins video calls and creates a transcript during the meeting. Participants can follow along and nobody has to take full notes by hand.
- Writes summaries and action itemsAfter the call the AI produces a summary and a list of action items. Teams get a record of decisions within minutes and can share it with people who missed the meeting.
- Answers questions about past meetingsAI chat answers questions across one or many meetings, for example what a client said about pricing. Staff find information without rewatching recordings.
What sets Otter.ai apart
- Free plan with 300 transcription minutes per month and low entry price for Pro.
- Otter states that no customer data is used to train its AI service providers' models.
Where Otter.ai is strongest
United States Available internationally
Otter.ai, Inc. is headquartered in Mountain View, California, and stores data with AWS in the United States.
Questions to ask before you buy Otter.ai
Data is stored in the US, so EU companies should review transfer terms and the subprocessor list. Recording laws differ by US state, and some require consent from all parties. Otter uses de-identified user data to train its own models, so check whether that fits your policy. SSO is Enterprise only.
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Questions about Otter.ai
Is Otter free?
The Basic plan is free with 300 transcription minutes per month. Paid plans add minutes, longer meetings and integrations.
Where does Otter store data?
According to its privacy policy, Otter uses Amazon Web Services in the United States for compute and storage.
Does Otter train AI on my meetings?
Otter says it de-identifies user data before training its own models and that customer data is not used to train its AI providers' models.
Otter.ai update historyno updates yet
No changes recorded for Otter.ai yet.
Changes the vendor made and confirmed user reports, each checked against the vendor's own pages. We review every tool monthly.
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