Otter.ai AI Footnotes
What Otter.ai's AI features do with your data, as Otter.ai publishes it. Checked October 31, 2026. Otter.ai in the Directory.
Agent access
Otter MCP Server at https://mcp.otter.ai/mcp, with search, fetch and user-info tools over the user's own and shared meetings, listed on the free Basic plan and up. The Otter Public API (Enterprise only) returns conversations, transcripts, audio, action items and workspace details. source, source 2, source 3, source 4 · checked October 31, 2026
Otter Notetaker (AI meeting agent that joins calls)
Otter (Basic, Pro, Business, Enterprise)
| On by default? | Enterprise workspaces: the default auto-join setting is Meetings with a video conference link, so Notetaker joins every synced calendar event with a Zoom, Google Meet or Teams link. If an admin turns on Manage Notetaker for Workspace, Notetaker is off for members until an admin enables it. The default for Basic, Pro and Business accounts is not published. source, source 2, source 3 · checked October 31, 2026 |
|---|---|
| How an admin turns it off | Enterprise admins: Workspace > Manage Workspace > Settings > Otter Notetaker > Default auto-join settings, with Allow members to change their default auto-join setting? to lock it; Workspace > Manage Workspace > Members, Notetaker column, to turn Notetaker off per member. Users on any plan: Account Settings > Meetings (or Integrations > Meetings) > Default auto-join settings > Meetings I manually select. source, source 2, source 3 · checked October 31, 2026 |
| Trains on customer data? | Varies by plan. Otter's privacy policy lists training its own AI on de-identified audio recordings and transcriptions; it names no plan, and no user opt-out is published. Enterprise workspaces are opted out of AI model training by default. Third-party AI providers do not train on customer data. source, source 2, source 3, source 4 · checked October 31, 2026 |
| Retention | No default retention period is published. Deleted conversations are purged from the trash after 30 days. Enterprise admins can have Otter set a custom retention period (minimum 24 hours) for full conversations, audio/video only or transcripts only; deletion runs daily and completes within 48 hours of the period. source, source 2, source 3 · checked October 31, 2026 |
| Where data is processed | Data is stored in AWS US West. AWS and the AI providers on the sub-processor list (Anthropic, OpenAI) are located in the United States. source, source 2, source 3 · checked October 31, 2026 |
| Model providers | Otter's own models plus Anthropic for AI-enabled functionality; OpenAI evaluates Otter's LLM output for harmful content. Both are barred from training on or storing customer data. Research Transcriptions annotates training and evaluation data. source, source 2, source 3 · checked October 31, 2026 |
| Price | Included on every plan. Basic is free with 300 transcription minutes per user per month and 30 minutes per conversation. Pro is $16.99 per user per month, or $8.33 billed annually. Business is $30 per user per month, or $19.99 billed annually. Enterprise is priced by quote. Prices in USD as published. source, source 2 · checked October 31, 2026 |
AI meeting summaries, action items and insights
Otter (all plans)
| On by default? | Not published as of October 31, 2026 |
|---|---|
| How an admin turns it off | Enterprise only, and set by Otter: the admin asks the Otter account manager to apply Disable AI Features (turns off AI chat, summaries, insights, action items and templates while recording and transcription continue). Admins can also hide summaries in Workspace > Manage Workspace > Settings > Content & Recordings. source, source 2 · checked October 31, 2026 |
| Trains on customer data? | Varies by plan. Otter's privacy policy lists training its own AI on de-identified recordings and transcriptions, with no plan named. Enterprise: opted out by default; meeting content powers only that workspace's features and is not used for Otter's global models or third-party LLMs. source, source 2 · checked October 31, 2026 |
| Retention | Summaries are kept with the conversation. Under an Enterprise retention policy for the full conversation they are deleted with it; a summary cannot be regenerated once its transcript is deleted. source · checked October 31, 2026 |
| Where data is processed | Not published as of October 31, 2026 |
| Model providers | Otter's own models plus Anthropic for AI-enabled functionality; OpenAI evaluates LLM output for harmful content. source · checked October 31, 2026 |
| Price | Included on every plan, including the free Basic plan. source · checked October 31, 2026 |
Otter AI Chat (Chat and Work modes)
Otter (all plans)
| On by default? | On by default for all accounts. The Chat and Work experience is rolling out gradually. source, source 2 · checked October 31, 2026 |
|---|---|
| How an admin turns it off | A workspace admin submits Otter's opt-out request form; opt-out applies to the whole workspace, not to individual users, and to conversations owned by workspace members. Enterprise admins can also ask their Otter account manager to apply Disable AI Features. source, source 2 · checked October 31, 2026 |
| Trains on customer data? | Third-party AI providers do not train on AI Chat data. Otter's own training follows its general rule: the privacy policy lists training on de-identified data, and Enterprise workspaces are opted out by default. source, source 2, source 3 · checked October 31, 2026 |
| Retention | Prompts and transcripts go to third-party providers only when a user asks a question, and the providers do not store them. source · checked October 31, 2026 |
| Where data is processed | Not published as of October 31, 2026 |
| Model providers | A combination of Otter's own large language models and outside providers; the sub-processor list names Anthropic for AI-enabled functionality and OpenAI for evaluating output. source, source 2 · checked October 31, 2026 |
| Price | Included, with a monthly query cap: 20 per user on Basic (3 per conversation), 50 on Pro, 200 on Business and Enterprise. source · checked October 31, 2026 |
Connections to outside MCP servers
Otter AI Chat connects to a fixed list of connectors: Google Drive, Gmail, Jira and Notion, which the pricing page lists under the Enterprise plan, and Salesforce for Enterprise. The Jira connector runs through Atlassian's MCP. Each user adds connectors; Enterprise admins can ask Otter to hide integrations. No custom MCP server option and no release stage are published. source, source 2, source 3, source 4, source 5 · checked October 31, 2026
Compliance
- HIPAA: Enterprise plan only, sold as an add-on, with a signed Business Associate Agreement. In the HIPAA configuration Otter restricts use of customer data for AI model training. source, source 2, source 3, source 4 · checked October 31, 2026
- SOC 2: SOC 2 Type 2 report from an independent auditor. source · checked October 31, 2026
Not published by Otter.ai as of October 31, 2026
- Default Notetaker auto-join setting for Basic, Pro and Business accounts when a calendar is connected
- Default retention period for conversations
- Which plans the privacy policy's training on de-identified data covers, and a way for users outside Enterprise to opt out of it
- Retention period for Otter AI Chat history
- Data residency outside the United States
- Release stage of the Otter MCP Server and of AI Chat connectors
- List price of the Enterprise plan and of the HIPAA add-on
- FedRAMP authorization
- EU AI Act statement (Otter.ai is not on the European Commission GPAI Code of Practice or AI Pact signatory lists on the check date)
Changes
No changes recorded since the first check on October 31, 2026.
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