How it works · In detail

Source. Decide. Engage.

Where the leads come from, how the agent picks each move, and what happens before anything speaks for you.

Step 01

Sourcing: five lanes, rebuilt daily.

Configure each lane once. Otto rebuilds the lists every day and shifts effort toward whichever lane gets replies.

People search

the backbone

You bring: Your ICP: role, seniority, geography, company size, extra keywords.
Otto does: Reruns the search daily, so new matches land as they appear.
Why it works: Precision at volume: the lane that keeps the play fed.

Post engagers

replies most

You bring: Posts worth mining: yours, or anyone's your buyers follow.
Otto does: Collects who commented, reacted, or both.
Why it works: They're already in the conversation, and they reply more than any search list.

Job offers

a buying signal

You bring: The role being hired, and how fresh the posting must be.
Otto does: Finds companies hiring that role, then the buyer inside each.
Why it works: Hiring means budget and pain at the same time.

Competitor posts

problem-aware

You bring: Competitor names, optionally a minimum reaction count.
Otto does: Finds their posts, then collects who engaged.
Why it works: Your competitor's audience is your shortlist.

Your account list

your strategy

You bring: Companies you already want, pasted in.
Otto does: Finds the right buyer inside each account.
Why it works: You pick the logos, Otto finds the humans.

Then the fit gate

Everything a lane returns is judged against your ICP before it becomes a lead, at the strictness you pick. Your exclusions are absolute: never contact these is a promise.

Step 02

The agent: one decision per lead, per day.

No sequence underneath. Otto picks one next action per lead, from a fixed menu, based on what that person is actually doing on LinkedIn.

The whole menu

Visitlook at their profile; silent, shows up as a profile view
Likereact to a recent post of theirs
Commenta public comment on something specific they saiddrafts for you
Invitea connection request, with or without a notedrafts for you
First messageonly once they have accepteddrafts for you
Follow-upa later message, only after a first onedrafts for you
Replyanswer something they saiddrafts for you
Waitnothing is worth doing yet; check back in a few days
Donethe lead is finished, stop touching them

It reads the evidence first. Fresh posts, comments and reactions, pulled daily, weighed against your full history with them.
It matches the approach to the person. Prolific posters get engaged with first, occasional ones get a light touch and an invite, dormant ones get a direct approach.
One engagement occasion, then it moves on. Liking posts is a sitting, not a stage. Coming back for one more like is the most machine-looking move on LinkedIn.
It prefers waiting over acting. No fresh reason to act means wait. It never repeats a step already done.
What you know outranks what it sees. Say this is an ex-colleague or already a customer, and that beats its own read from then on.
It shows its work. Every decision names the evidence it used.

Step 03

Engagement: drafts, approvals, and the ladder.

Nothing is sent without you. Autonomy is a ladder you climb rung by rung; only the silent profile visit runs alone out of the box.

The autonomy ladder · defaults

Profile visitRuns alone
LikeAsks you first
CommentAsks you first
InviteAsks you first
First messageAsks you first
Follow-upAsks you first
ReplyAsks you first

Flip a rung to automatic when Otto has earned it, play by play. Off stays off, and a declined draft is never retried.

Four things reach your approval queue

Comments, invite notes, messages and replies arrive as ready-to-send drafts, with the evidence Otto used. One tap approves, edit rewrites, skip drops it for good.

Every draft follows the house rules

Written in your voice, learned from your own posts and messages
In your audience's language, not the tool's
Under 700 characters, no emoji, no “hope this finds you well”
Invite notes stay under 300 characters, and are optional
Edit a draft once and Otto learns the correction

And when someone answers

It lands at the top of your list with an answer drafted: objections handled, your free slots offered. Meetings always come to you first.

How it works, answered

Does every lead get the same sequence?

No. There is no sequence. For every lead, every day, Otto weighs what they've been doing on LinkedIn against the whole history so far and picks a single next action. A prolific poster gets engaged with before being invited, an occasional poster gets one light touch and an invite, someone dormant gets a direct approach with the relevance carried in the note. Two leads in the same play routinely follow different paths.

Does Otto comment on posts?

Yes, when there is something fresh and specific to say: a public comment is the strongest way to get seen before an invite. Comments are off by default, they always come to you as a draft first, and Otto never comments on a stale post; a comment on a three-month-old post reads worse than silence.

What runs without my approval?

Out of the box, only profile visits: a visit sends nothing and says nothing, LinkedIn simply shows the person that you looked. Every step that reacts or speaks (likes, comments, invites, messages, follow-ups, replies) waits for your tap until you flip it to automatic, step by step, per play. Turning a step off always sticks.

Can I bring my own accounts or leads?

Yes. The account-list source takes companies you name and finds the right buyer inside each one. And anything you tell Otto about a lead (an ex-colleague, someone you already met, an account that is already a customer) outranks its own read of the situation on every future decision.