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See how Krista turns conversations into outcomes by orchestrating actions across your business, not just summarizing what was said.
Otter.ai has become synonymous with AI meeting notes. Their homepage pitches Otter as “the AI Notetaker that builds your knowledge base.” Inside a user’s workspace that claim delivers: unlimited meetings, searchable transcripts, an AI Chat interface to query them, and integrations with most tools enterprise teams use. For a team operating inside one Otter workspace, that is a complete product.
Workspace-scoped knowledge is not the same as enterprise-wide search. A search Otter runs inside one workspace does not reach meetings held by another team, even when both were about the same customer. Krista writes every authorized Teams meeting into a single organization-wide knowledge base, and offers enterprise-wide search governed by your O365 admin console, with orchestration of meeting action items across your CRM, ticketing, and workflow systems.
Here is how Otter.ai compares to Krista Meeting Agent and Conversation Agent, and why enterprises choose Krista when workspace-scoped knowledge stops being enough.
| Capability | Otter.ai | Krista Meeting Agent | Krista Conversation Agent |
|---|---|---|---|
| Transcribe meeting content and identify speakers | ✅ | ✅ | ✅ |
| SOC 2 Type II | ✅ | ✅ | ✅ |
| HIPAA compliant | ⚠️¹ | ✅ | ✅ |
| Never trains on customer data | ⚠️² | ✅ | ✅ |
| Leverage enterprise login (SSO/SAML) | ⚠️¹ | ❌ | ✅ |
| Searchable enterprise brain across all meetings | ❌ | ✅ | ✅ |
| Governed Intelligence | ❌ | ✅ | ✅ |
| Chat & Email Ingestion | ❌ | ❌ | ✅ |
| Document Handling | ❌ | ❌ | ✅ |
| Privacy settings for internal, departmental, external | ❌ | ❌ | ✅ |
| Role-based enterprise search | ❌ | ❌ | ✅ |
| O365 admin governance and deployment | ❌ | ❌ | ✅ |
| AI Decision Making | ⚠️ | ❌ | ✅ |
| Human-in-the-Loop | ❌ | ❌ | ✅ |
| Workflow Automation | ⚠️ | ❌ | ✅ |
| Auto-Trigger Processes | ⚠️³ | ❌ | ✅ |
| Orchestrate meeting action items across enterprise systems | ⚠️³ | ❌ | ✅ |
| Agent Coordination | ❌ | ❌ | ✅ |
| Customizable summary templates by role and purpose | ⚠️ | ❌ | ✅ |
| Keyword triggers and post-meeting alerts | ❌ | ❌ | ✅ |
| CRM/ERP Integration | ✅ | ❌ | ✅ |
| Multi-System Integration | ✅ | ❌ | ✅ |
✅ Fully supported ⚠️ Partial or limited ❌ Not supported
1 Enterprise tier only. HIPAA requires separate add-on purchase. SSO and SCIM require a minimum 100-user license.
2 Otter trains its in-house AI on de-identified audio recordings by default, with no user-facing opt-out (otter.ai/privacy).
3 Limited to meeting note syncs and task creation
Otter markets itself as building your knowledge base. Inside a single workspace that claim delivers: every meeting is searchable, AI Chat lets you ask questions across the workspace’s transcripts, and templates organize the outputs. The limit is the workspace itself. A customer call captured in the sales workspace is invisible to the product workspace. A deal-risk discussion captured in account management does not appear when support triages a ticket in the customer success workspace. Each workspace holds its own knowledge base. No single brain sees them all.
Krista Meeting Agent does not require you to pick a workspace scope. Every authorized meeting writes directly into the organization’s shared knowledge base the moment the call ends. There is no share step because the team already has access. A rep’s Tuesday call is part of the enterprise brain before the renewal team walks into Wednesday’s QBR. An engineer’s notes are already indexed against the customer account when support triages the ticket on Thursday. Employees leaving does not cost the company their institutional knowledge. New hires inherit the decisions and discussions that shaped the business the day they connect their calendar.
This matters when scale kills the workspace model. At ten meetings a week across one team, a workspace is fine. At a thousand meetings a week across departments that do not overlap, multiple workspaces become multiple silos with the same customer data scattered across them. Krista’s model assumes the enterprise is the unit of knowledge, not the workspace.
Otter’s Enterprise plan offers admin controls to configure access policies, workspace permissions, and content sharing rules. That solves the permissions problem inside a workspace. It does not solve the governance problem across an organization. A VP of Sales asking what customers said about a competitor last quarter needs results scoped by her role, drawing from every meeting the company held, not from the workspaces she happens to be a member of.
Krista Conversation Agent solves the scope problem and the governance problem together. Natural-language queries run across every meeting, chat, and email the organization has captured, not a subset bounded by workspace membership. Search results honor permissions read directly from your O365 tenant, so an executive sees patterns across functions, a rep sees her accounts, a customer success manager sees her book of business. Nobody sees what they should not.
IT administers Krista through the Microsoft admin console they already manage. No second permissions system, no 100-user minimum license to unlock governance, no workspace-by-workspace policy configuration. The scoping your O365 org chart already encodes becomes the scoping search results respect.
Otter integrates with Salesforce, HubSpot, Jira, Zendesk, ServiceNow, Slack, Zapier, and more. The Business and Enterprise plans add Custom AI workflows that push meeting content into those systems automatically. That solves one class of orchestration: getting the output of a meeting into the systems where work happens.
What Otter does not do is orchestrate the decision itself. When a meeting surfaces an approval that needs to route through a VP before a contract term changes, Otter pushes a task into the CRM and stops. When a lower-confidence AI-generated action item should escalate to a human before firing, Otter has no confidence score to trigger that escalation. When a single decision needs to coordinate updates across an ERP, a ticketing system, and an HR system, Otter’s integrations fire independently with no common state.
Krista Conversation Agent covers those gaps. Decisions and action items trigger the workflow appropriate to the decision, not just the integration that happens to be configured. Confidence scoring drives automatic versus human-review branching. Keyword triggers alert the right role, not a shared channel nobody reads. The orchestration layer replaces the chain of copy-paste and follow-up emails that Otter’s integrations leave behind.
Otter grows bottom-up the same way Krista does. An individual tries it, finds it useful, eventually buys a Pro or Business plan, and Enterprise is reached when the org needs SSO, admin controls, and scale. Krista follows the same adoption curve starting with Meeting Agent. Sign up for free, connect your Microsoft calendar, and Krista joins your Teams meetings with speaker-attributed transcription, automatic summaries, and contribution to a searchable enterprise brain. Every team member can start building the knowledge base immediately, with no admin involvement required to get started.
Conversation Agent is where enterprise capabilities come online. Your IT team deploys it through the O365 admin console. You get role-based access tied to your org chart, customizable summary templates by role and purpose, keyword triggers and post-meeting alerts, privacy scoping for internal and external conversations, chat and email ingestion in addition to meetings, and orchestration of action items across your enterprise systems.
Where Otter gates SSO behind an Enterprise contract with a 100-user minimum license and sells HIPAA as a separate add-on purchase, Krista assumes those are baseline. The upgrade path from Meeting Agent to Conversation Agent gives you role-based search, orchestration, and O365 admin governance without re-platforming. You add capabilities to the same underlying enterprise brain.
Otter captures meetings into workspaces. Each Otter workspace has its own members, its own knowledge base, and its own AI Chat scope. Krista Meeting Agent writes every authorized meeting into a single organization-wide knowledge base that any authorized role in the company can search. Meeting Agent is currently available on Microsoft Teams.
Role-based enterprise search, customizable summary templates, keyword triggers and alerts, privacy scoping, chat and email ingestion, workflow orchestration, and O365 admin governance. Conversation Agent is the enterprise upgrade when a team has proven the value of a shared knowledge base and needs governance, customization, and automation.
No. Krista never uses customer meeting data to train or fine-tune language models. Otter trains its in-house AI on de-identified audio recordings by default, with no user-facing opt-out (see otter.ai/privacy).
Every Krista AI output carries a confidence score and source attribution. You can see exactly which meeting, which speaker, and which moment produced each insight. Otter’s AI Chat and summaries do not expose confidence scores or link outputs to specific transcript moments; Krista does both. High-confidence outputs can drive automated actions. Lower-confidence outputs escalate to a human reviewer before anything downstream happens.
Yes. Conversation Agent ingests Teams chat and email in addition to meetings, and orchestrates meeting-derived action items across CRMs, ticketing systems, and enterprise workflows. Krista turns conversations into executed work, not just into notes.
Enterprises that need organization-wide meeting knowledge rather than workspace-scoped knowledge bases. Organizations that need role-based governance tied to the O365 org chart rather than workspace-level permissions. Teams that need orchestration of meeting-driven decisions across ticketing, approvals, and custom workflows, not just CRM sync.
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