Get comfortable with Otto
Short guides on each feature, a few minutes each. Watch the video, try the click-through walkthrough, or print the PDF for the front desk.
2:36Placing an order
From patient to purchase order in a few clicks. Otto handles the rest: the order to your supplier, rebates, order and pickup notices, and a refill follow-up timed to the supply.
2:06Creating a lens quote
Build a quote your patients can say yes to: every supply length priced in one place, with your volume discounts, rebates, promotions and insurance worked in.
2:34Following up with patients
Bring back the patients who leave without buying: walk-outs, trial lenses, abandoned carts and more. Send one personal message, or a journey that keeps going until they order.
3:58Journeys
Follow-ups that keep going: a series of messages Otto sends on schedule, until your patient orders or every step has played out.
3:07Smart Recall
Shape each exam recall to the patient: an upgrade, a cross-sell or a rebate when it fits, and your standard reminder for everyone else.
2:32Your Intelligence Dashboard
Know where you stand and what to do next: read your numbers, compare with top clinics, and turn the weekly AI insights into patient lists you can act on.
2:24Otto Copilot
Ask your clinic anything in plain language: patients, orders, prescriptions or sales. Copilot brings back the answer, the list and ideas for what to do next.