Using Otto: Your AI Assistant in Ontraccr

🤖 Using Otto: The Ontraccr AI Assistant
 

📘 Article Purpose

This article explains how to get the most out of Otto—what it can do, what it can’t do, and best practices for asking questions.

🧠 What Otto Can Do

Otto is designed to answer questions only about Ontraccr. It pulls from our official product documentation and knowledge base.

Here are some things Otto can help you with:

• Explaining how features work
  • Example: “How do I create a Project?”
  • Example: “How can I use the form-based method of time tracking to track time in Ontraccr?”
• Showing setup steps for configurations
  • Example: “How do I add a new division?”
  • Example: “How do I setup custom numbering for a form”
• Troubleshooting questions
  • Example: “I just created a new role but I cannot assign any users to this new role”
  • Example: “How do I clear assigned forms?”
• Providing tips and guidance to help you use Ontraccr more effectively

🚫 What Otto Cannot Do

To keep answers accurate and focused, Otto is limited to Ontraccr.

Otto will not:

• Answer general knowledge, news, or personal questions
• Perform tasks inside your account (yet 🤫) (e.g., creating shifts, approving forms)
• Provide legal, financial, or unrelated advice

💬 How to Ask Questions

To get the best answers, follow these simple tips:

• Ask one clear question at a time
• Use plain language (no technical jargon required)
• Be specific about what you need help with
  • Example: “How do I build a custom time tracking export?” is better than “Tell me about time tracking exports”
• If the response isn’t what you expected, try rephrasing your question

🎯 Best Practices

• Use Otto as your first stop for quick answers → Otto is available 24/7, so try asking it before searching elsewhere.
• Rely on Otto for learning features and processes → It’s best for explaining how things in Ontraccr work.
• Give feedback on answers → If something feels off or incomplete, let us know so we can improve the Assistant faster.
• Remember Otto will get smarter over time → The more feedback and usage Otto gets, the better it becomes for everyone.

⚠️ Important Notes About Accuracy

Like any AI tool, Otto can make mistakes. While it aims to give you the most accurate answers, sometimes responses may be incomplete, not fully accurate, or not exactly what you expected.

Whenever in doubt:

• Double-check Ontraccr’s Knowledge Base
• Always reach out to Support if you need confirmation

📝 Feedback Helps Us Improve

Otto is a work in progress. We’re constantly training it to be smarter and more helpful.

If you get an answer that feels wrong, incomplete, or unexpected, please send us feedback. The more feedback we receive, the faster we can improve Otto and expand its knowledge.

Your input directly helps make Otto better for everyone.

🆘 Need Extra Help?

If the AI Assistant doesn’t resolve your question, you can always reach out to our Support team directly for personalized help