Getting Started with Otofi

Welcome to Otofi -- your AI-powered voice agent platform. This manual walks you through every feature so your team can get up and running quickly.

Creating Your Account

Navigate to the registration page and sign up with your business email. Once registered you'll be prompted to create or join an organization.

• Use your work email -- invites and billing are tied to the org domain.
• One account can belong to multiple organizations; switch between them in the header.
• After signup you'll land on the Onboarding Progress page -- complete each step to unlock full functionality.

Onboarding Checklist

The onboarding flow guides you through connecting your first data source, building a playbook, and launching your first call queue. Each step is optional but highly recommended for best results.