Dashboard
Playbook
Your judgment, in the room when you're not. Otto physically can't break these — they're enforced by the software, not by asking nicely.
Inbox
Test leads only — real leads land here once your number and ad account are connected.
Otto is handling this
Lead
Pipeline
Details
Quote
No quote yet
Objections
None yet
Photos
None yet
Follow-up
—
Nurture
Follow-ups and reactivation live here, fully separate from live leads. The moment anyone replies, their thread jumps back to Messages.
Blasts
One-to-many email and SMS. Runs on your reactivation campaign, STOP honored, throttled to protect deliverability.
Calendar Otto books straight onto it — availability respects staff shifts
Green = confirmed · Amber = pending approval or deposit · Shaded = outside working hours · Top row = staff shifts
Staff
Team
You (the owner) are always bookable during working hours. Each staff member on shift adds one more job Otto can book at the same time.
Shifts
Move a shift by changing its day or times. Swap staff by changing who it's assigned to. Otto's offered slots update instantly.