OttBot Data

One Clear Customer Record for Every Lead

Keep every contact, deal and follow-up together, so your team always knows what happens next.

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The short answer

What is OttBot Data?

OttBot Data is the customer record behind OttBot. It keeps every customer's details, deals, lists and conversations in one place, so your team always knows who they are talking to and what to do next. It comes free with OttBot Connect.

Included free with OttBot Connect.

Explore OttBot Connect →

Before and after

From scattered spreadsheets to one customer record you can trust.

OttBot Data turns copies of the same list, lost history and out-of-date contacts into one shared record that every OttBot app and teammate can trust.

Before Scattered data

Manual Customer Data

Every tool keeps its own version of the customer. Spreadsheets go out of date, past chats hide in personal inboxes and nobody knows which list is right.

Many copies of each contactOften out of dateNo shared view

"Which spreadsheet is the latest?"Sales and support see different details
"Who spoke to this customer last?"Past chats are hidden in personal inboxes
"Half these emails bounced."Lists go out of date as soon as you download them
"I updated it in my copy."Changes never reach the rest of the team

Copies of the same customer, missed follow-ups and awkward conversations all start with scattered data.

After OttBot Data live

Powered by OttBot Data

One clear record for each customer. Every chat, form and workflow updates it, and your whole team and every OttBot app can see it.

One record per customerLive updates from every appShared across the whole team

One record for each customerEvery detail, deal and conversation in one place
Updates itselfChats, forms and workflows add their details automatically
Lists stay currentDynamic lists update themselves as customers change
Ready for every appConnect, Build and Vision all use the same customer record

Follow-ups reach the right people, and every conversation starts with the full picture.

What OttBot Data does

One record for every customer. Everything in one place.

Know who you are talking to before you reply. A customer might get in touch on a new channel. They should not feel like a stranger. OttBot Data shows you their full history, so every reply is quick, relevant and personal.

Customer details. Name, email, phone number, company, notes and preferences, all in one record.
Your own fields. Track what matters to your business, such as service interest or renewal date.
Deals. Keep track of who is interested and who has asked for a price. Always know what to do next.
Activity history. See open deals, forms they filled in, lists they are on and messages sent, all in one place.
Email permissions. See who has agreed to hear from you and who has asked you to stop. This helps you follow data protection rules.
Bring in what you have. Upload your spreadsheet and OttBot helps put each piece of information in the right place. Download it again whenever you like.

Lists and segmentation

Talk to the right people, not everyone.

There are two kinds of list. With a static list, you pick who goes in. With a dynamic list, you set a rule and OttBot does the rest. Dynamic lists save you time because you never have to tidy them yourself.

Design tools

Ask AI to create a form or email for you.

Tell the built-in AI assistant what you need, and it writes a first version for you. Change anything you like, then keep it on brand and use it again.

Forms designer

Make forms to find new customers or ask for details. Use the assistant or make them yourself. Put them on any website, including WordPress. Every answer is saved on the customer record. No copying and pasting.

Email designer

Make emails you can use again and again. OttBot adds each customer's details for you. OttBot Build can send them at the right time. OttBot Data keeps the email and remembers who has opted out.

Workflow execution

Every automatic step uses the right details.

When OttBot Build sends a follow-up, OttBot Data gives it the customer details it needs. OttBot Data also writes down what was sent, what was skipped and what changed. You can always check what happened.

Explore OttBot Build →

Use cases

Tidy customer details make every team better.

Made for busy business owners and new founders. Start with one simple job, like saving every new enquiry. Add more as you grow.

Marketing

Send the right message to the right people, using dynamic lists that update themselves.

Sales

Someone asks a question on WhatsApp. They are saved with how they found you and what they want. You know what to do next.

Customer service

Before you pass a customer to a colleague, they can see notes, what the customer likes and what has happened before.

Explore Marketing & Sales → Explore Customer Service →

Answers

Questions about OttBot Data

Is OttBot Data available now?

Yes. OttBot Data is available now. It comes free with OttBot Connect and keeps all your customer details in one record.

Can OttBot Data be used on its own?

No. OttBot Data can only be used with OttBot Connect, and it comes free when you buy OttBot Connect. OttBot Connect finds new customers and OttBot Data keeps their details in one place. You can add OttBot Build to send follow-ups.

What are static and dynamic lists?

A static list is a group you fill yourself. A dynamic list follows a rule you set. When someone fits the rule, they join the list. When they stop fitting, they leave.

Does OttBot Data include email and forms designers?

Yes. You can make forms to find new customers and emails you can use again. Both come with an AI assistant to help you write them.

Can I import my existing contacts from a spreadsheet?

Yes. Upload your spreadsheet and OttBot helps you match each column to the right place. You can download your information as a spreadsheet at any time.

Is OttBot Data a full replacement for my existing CRM?

For many small teams, yes. It can be the tool you use every day to keep track of customers. Bigger businesses can use it next to the system they already have. It can share information with tools like HubSpot or Salesforce, and you start the sharing yourself for now.

How does OttBot Data work with OttBot Build?

OttBot Build plans the steps. OttBot Data gives those steps the customer details they need, like tags, lists, email permissions and what happened before. It then saves what happened on the customer record.

How does OttBot Data work with OttBot Connect and OttBot Vision?

OttBot Connect chats with customers and saves their details in OttBot Data. OttBot Vision can add who watched your videos to the same customer record, when you know who they are.

Does OttBot Data send marketing emails by itself?

OttBot Data keeps your emails, your contacts and their email permissions. OttBot Build sends the emails and tracks them. Together they send the right message at the right time and respect opt-outs automatically.

Ready to save time with one record for every customer?

OttBot Data comes free with OttBot Connect. Start there and keep every customer in one place.

Get Started →