Workflow preview · Choose your source, sign in, and review before bringing records into your desk.
Start with the source you choose
The OttoCan intake preview begins with choosing a CRM and deciding which records belong in your desk. A temporary browser session keeps provider sign-in separate from the conversation with Otto.
Three deliberate stages
Choose the source and the scope of the proposed intake.
Use the provider sign-in step in a temporary browser session.
Inspect the proposed import before approving it.
Preview status
The supplied screens demonstrate a local simulation. No live provider access, data transfer, or import occurs in that demonstration. Provider availability and supported record types must be confirmed for a live connection.