FoundationOtto is Elevale's AI assistant. Use Chat for drafting, proposed actions, and summaries. Surface suggestions appear on Tasks, OKRs, Wiki, and Process Map when context is available.
Who this is for
Every subscription plan includes Otto AI advisor. Foundation opens Otto in Chat without team channels. Business+ adds full Team Chat in the same area. Availability also depends on workspace AI settings and your AI wallet.
Before you start
Permission to open Chat from the sidebar.
Workspace AI features enabled by your admin when required.
Steps
Open Chat from the sidebar.
Ask Otto a question or tap a surface suggestion when one appears on Tasks, OKRs, KPIs, Wiki, or Process Map.
Review any proposed task, wiki, or OKR changes before you accept them.
After Otto replies, suggested follow-up questions may appear - tap one to continue the thread. In voice mode, follow-up nudges can appear after spoken replies.
Ask Otto about active workspace automations by name - for example which rules notify a channel or react to check-ins.
To import memory from another assistant, open your profile  Otto memory  Import memory, then paste results back after running the export prompt externally.
Open New specialist from Otto chat for a focused persona, or open Routines from a specialist to schedule recurring briefings.
Open Connections from Otto chat to link apps or custom MCP servers.
For workspace-wide specialists and scheduled monitors, open Command Centre from Chat settings.
What you should see
Otto responds with workspace context. Accepted proposals update tasks, wiki pages, or OKRs. Routine and specialist output appears in Chat and Otto Hub.
Troubleshooting
Chat is Otto-only with no team channels Foundation workspaces get Otto without team messaging. Upgrade to Business+ for full Team Chat.
Otto cannot run or proposals fail Check AI wallet balance and workspace AI settings under Workspace Settings  Billing.
Surface suggestions do not appear Open the relevant module (Tasks, OKRs, Wiki, or Process Map) with enough context for Otto to suggest an action.
Common questions
What is the difference between Otto and a specialist?
Otto is the general workspace assistant. Specialists are focused personas such as OKR coach, Task closer, or Wiki librarian with their own chat and routines.
What are write confirmation modes?
Confirm all, Auto-review, and Allowlist control how Otto applies changes without asking each time. Adjust these in Chat settings when your workspace allows it.
Where do briefing packs appear?
Otto delivers briefing packs and routine suggestions as cards in Chat. Use Review routine or Don't suggest this again on routine cards.
Can Otto list my workspace automations?
Yes. Ask which automations are active or what a rule does. Otto reads live automation data instead of guessing.
What are suggested follow-ups?
Short prompts under an Otto reply that help you continue the conversation without retyping context.