The Brain: what's working, and approving Otto's proposed changes

The Brain shows what Otto has learned from your real outcomes - things like reply rates, the angle that lands best, and your closing range - and it is where you approve or reject any change Otto proposes to how it works for you. Nothing about your voice, offers, or policies changes without your word, and anything that does change can be put back with one click.

Opening the Brain

1. In the right pane, open the More menu at the end of the tab row.
2. Choose Brain.

Waiting on your word: proposal cards

When Otto spots a way to improve - a tweak to your voice, your offers, your policies, or another operating file - it writes the change up and parks it in a Waiting on your word card. It sits there until you decide. On each card you have two choices:

• Make it so - approve the change. Otto applies it and it starts working immediately.
• No thanks - reject it. Nothing changes.

Some proposals touch a standing rule - the kind of hard rule you set yourself and expect Otto to always obey. Those get a double confirmation: after you click Make it so, the app asks again, and only Yes, change my standing rule actually applies it. Click Hold on to back out with nothing changed. Hard rules are read twice on purpose, so a standing rule never shifts on a stray click.

Your booking picture

Below the proposals, the Brain lays out the numbers behind the learning:

• In play - deals currently moving.
• Booked - wins on the board.
• Lost - the ones that didn't land.
• Close rate - how often in-play turns into booked.

The Toward your aim progress line shows how far along you are against the aim you confirmed on the Dashboard.

What's working

The lesson spotlight is the single most useful thing Otto has learned from your outcomes so far. If there isn't enough real data yet, you'll see a Still learning chip instead - that just means keep going, the lessons come from real results. Around the spotlight you'll also find:

• Also working - other approaches showing good results.
• Recent wins - your latest bookings and breakthroughs.
• Lessons kept - the lessons that have been learned and locked in over time.

What's changed, and how to undo it

Every change you approve lands in the What's changed history, so there's always a paper trail. If you ever regret a change:

1. Open the Brain and scroll to the What's changed history.
2. Find the entry for the change you want to reverse.
3. Click Put it back. The changed operating file is restored to exactly how it was before.

That restore works on any changed file in the history, so approving a proposal is never a one-way door.

Still stuck? Submit a ticket from this help center and we'll take it from there.