The story inside your clinic
Patients returning. Orders moving. Prescriptions expiring. Opportunities taking shape.
Every day, your clinic generates a story. Copilot helps you understand that story. No digging through reports, no clicking through modules — your team asks Otto directly, and the answers come forward.
A clearer view of your practice.
AI built into the actual workflow of running a clinic — not a generic chatbot.
Understand the story
See what's happening across patients, orders, prescriptions, sales, reminders, and opportunities — at a glance.
Bring answers forward
Staff don't dig through reports or click through modules. They ask Otto directly — in plain language.
Uncover opportunities
Surface patient follow-ups, reorder gaps, annual-supply potential, upgrades, abandoned carts, and expiring prescriptions.
Make informed decisions
The value isn't only speed. Copilot gives owners, managers, and staff a clearer view of the business.
Turn information into action
Less guessing, less digging — a more effortless way to turn what's happening into your team's next move.
Built for real clinic work
AI inside the actual work of running an eyecare clinic, working from the data already in your Otto.
How it works
Three steps. That's it.
01
Ask in plain language
Type a real question the way you'd say it out loud — no filters, no report builders.
02
Copilot reads your clinic
It works directly with your Otto data — the patients, orders, prescriptions, and sales your clinic already tracks.
03
Get answers & opportunities
Clear answers, ranked lists, and the openings worth acting on — right away.
Ask the questions you actually have.
Copilot understands the way clinic teams think about their day. A few of the things you can ask:
?Which patients have prescriptions expiring this month?
?How do this month's sales compare to last year?
?How can I upgrade more patients to daily lenses?
?Show me abandoned carts from the last 7 days.
?Which patients haven't ordered in 6 months?
?How can I sell more annual supplies?
Built with privacy and security in mind.
Otto has appropriate safeguards in place with our AI infrastructure providers, so clinic data is handled securely and is not retained or used to train AI models.
Questions, answered.
What is Otto Copilot?+
Copilot is a new AI assistant built directly into Otto. Your team asks plain-language questions about patients, orders, prescriptions, reminders, and sales — and gets answers, opportunities, and clearer insight without digging through reports.
Which plans include Copilot?+
Copilot is included in every Otto plan — both Otto Pro and Otto Premium. It's available to all Otto users right now.
What does it cost?+
For a limited time, Copilot is free with unlimited full access for all Otto users. After the trial period, Copilot remains available to everyone and draws from paid usage credits.
Is my clinic's data secure?+
Copilot is built with privacy and security in mind. Otto has appropriate safeguards in place with our AI infrastructure providers so clinic data is handled securely and is not retained or used to train AI models.
What kinds of questions can I ask?+
Anything about the day-to-day of your clinic — expiring prescriptions, patients due to reorder, how sales compare year over year, candidates for daily lenses, abandoned carts, annual-supply potential, and more.
How do I get started?+
If you're already on Otto, Copilot is waiting inside your account — just ask it a question. New to Otto? Book a demo and we'll show you how it fits your practice.
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