TextingOnly · Engage Phase
Built backwards from the outcome you need.

Every campaign starts with a conversion goal. OTTO runs the play — qualifying contacts, capturing structured data, and routing prepped leads to your team. Pick the template that matches your vertical.

<60sScan to qualified lead
8+Data points captured per conversation
0Human capital to run OTTO
Re-marketing window on every opt-in
Campaign Templates
Six plays. Every vertical.

OTTO runs each of these from the first reply to the Prepare Caller alert — no human in the loop until the lead is prepped and the rep is briefed.

01
Home Services · Automotive · Any
Aged Lead Reactivation
Reactivate dead leads from your CRM — prepped callback, no cold outreach
Your CRM has leads that went cold — they responded once, then disappeared. A text re-engagement converts at 4–6× the rate of a cold call because they already know you. OTTO re-qualifies them and delivers the callback only when intent is confirmed.
1
SmartLink or keyword broadcast to aged list
2
OTTO re-qualifies: timeline, budget, intent still active?
3
Prepare Caller alert — rep calls a prepped, warm lead
02
Retail · Restaurant · Events
SMS Coupon Delivery
Offer delivered, opt-in captured, redemption tracked — one flow
QR code on table tent, window cling, or receipt. Customer scans, OTTO delivers the offer via SMS, and the opt-in is captured automatically. No app, no loyalty card, no email signup. The list grows with every redemption.
1
Customer scans QR — opens native Messages app
2
OTTO captures name, delivers offer code instantly
3
Opt-in list grows — re-marketable forever
03
Home Services · Automotive
Inbound Lead Qualification
Rep gets a structured lead brief before picking up the phone
Replace the contact form. Customer texts in from any entry point — QR, SmartLink, TV keyword. OTTO captures name, timeline, budget, service type, and location. Rep gets a briefing before the call. First-call answer rate goes from <15% cold to 50%+ prepped.
1
Contact opts in via any entry point
2
OTTO runs ITR menu — 4–6 structured data points captured
3
Prepare Caller alert sent to rep with full lead brief
04
Events · Franchise · Broadcast
Geo-Attributed Broadcast Response
Know which market, campaign, and surface drove every opt-in
TV spot airs in three markets. Direct mail drops in two zip codes. One QR code per surface, each geo-stamped. OTTO captures the opt-in and tags it to the campaign, market, and channel. Attribution that call tracking can’t touch.
1
Unique QR or keyword per market / channel
2
OTTO captures opt-in, geo-stamps the conversation
3
Attribution report — scan source, market, intent
05
Senior Living · Healthcare · Services
Appointment Confirmation & Reminder
No-show rate cut — confirmed appointments with structured intent
Send confirmation requests and reminders via SMS — not email. 98% open rate means they actually read it. OTTO collects confirmation, handles rescheduling requests, and flags no-response leads for rep follow-up before the appointment window closes.
1
OTTO sends appointment confirmation request via SMS
2
Contact confirms, reschedules, or flags — OTTO routes accordingly
3
No-response list flagged for rep follow-up
06
Agencies · Franchise Networks
Multi-Location Campaign Rollout
One playbook, deployed across every location — all attributed separately
Franchise networks and agency clients with multiple locations get one campaign template deployed to all locations simultaneously. Each location gets its own dedicated number, keyword, and attribution. OTTO runs the same play everywhere — reporting is segmented by location automatically.
1
One template configured — deployed to all locations
2
Each location gets dedicated number + keyword + QR
3
Per-location reporting — compare performance across markets
How OTTO runs a play
Four steps. Zero supervision.

Every playbook runs the same engine. The entry point changes. The channel changes. The conversation script changes. OTTO doesn’t.

01
Contact opts in
Scan, tap, or text. Native Messages app opens. OTTO responds within seconds — no human in the loop.
02
OTTO qualifies
Numbered menus or conversational flow — 4 to 8 structured data points captured. Timeline. Budget. Intent. Name. Service type.
03
Lead is prepped
OTTO tells the contact to expect a call from a specific number. Rep gets a Prepare Caller alert with the full brief.
04
Rep closes
The rep calls a contact who is expecting them, knows the number, and has already declared intent. First-call answer rate: 50%+.
OTTO in action
Aged lead reactivation — live conversation
This is what an aged lead sees when OTTO reaches out. They texted back once, six months ago. OTTO picks up where they left off — no cold call, no contact form, no hold music.
Hey Marcus — it’s Apex Roofing. You reached out a few months back. Still thinking about the roof?
1 Yes  2 Not right now  3 Just browsing
1
Good to hear! What’s your timeline?
1 ASAP  2 Next 30 days  3 Just getting quotes
1
✓ Marcus — Jake will call you from (443) 555-0182. Save the number — he’s briefed on your situation.
Ready to run a play
Pick your vertical. We’ll configure OTTO.

We’ll match the right playbook template to your vertical, configure OTTO with your script and routing, and set up attribution across every entry point.

30 seconds · no form

See a Play Live

Watch OTTO run an aged lead reactivation in your native Messages app — 30 seconds, no email required.

Try OTTO live →
Primary · most requested

Request a Quote

Tell us your vertical and use case. We’ll quote a pilot with the right playbook template configured for your workflow.

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30 minutes · your playbook

Schedule a Demo

Walk through the platform live — pick the playbook that fits your vertical and see OTTO run it end to end.

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