How to build AI Agents with OttoKit

Welcome aboard!
We’ve been quietly building this – and now AI Agents are officially live for everyone!

Unlike traditional automations that rigidly follow a set sequence, AI Agents think, decide, and act based on real-time context. They bring true intelligence to your workflows – so you can automate smarter, not harder.

What Are Otto AI Agents?

Think of Otto AI Agents as virtual teammates.
They don’t just follow fixed rules. Instead, they understand your goals, dynamically select the right actions, and adapt as needed.

They can:

• Handle customer support inquiries
• Manage data and records
• Schedule meetings
• Summarize emails and newsletters
• Create content (like LinkedIn posts or blog articles)
• And much more…

In short: you define the goal, the Agent figures out the path.

How Otto AI Agents Help You

• Smart Action Selection: Agents automatically identify and execute the best actions.
• Looping Support: Handle lists, multiple records, or repeated tasks easily.
• Result-Aware Decisions: Agents analyze earlier outputs and adjust accordingly.
• Clear Action Summaries: Easily review, debug, and improve your agents.

Quick Start: Create Your First Otto AI Agent

Step 1: Watch the Quick Demo Video
Get a full walkthrough in just a few minutes

Step 2: Log in to OttoKit
Access your OttoKit account and open the Unified Canvas.

Step 3: Start a New Workflow

• Click Create Workflow
• Describe what you want your AI Agent to do (e.g., “Reply to Slack messages”)

Step 4: Set a Trigger
Choose when the agent should activate – for example:

• New Slack message
• New WhatsApp message
• New form submission

Step 5: Add Otto Agent App

• Click “+” to add a step
• Go to Core Apps → AI Agent
• Choose the event: Configure Agent.

Step 6: Configure Your Agent

• Connect your OpenAI API Key
• Set User Query (e.g., message text or form input)
• Define a Session Key (e.g., user ID) to track conversations
• (Optional) Add tone or fallback instructions (“Oops, something went wrong.”)

Click Continue → Test Connection – you should see “Success: Agent Configured.”

Step 7: Add Actions
Now, define what your Agent can do after analyzing the input:

• Click Click “+” to add a step after the Otto Agent block
• Add actions like:
  • SureCart → Create Coupon
  • Gmail → Send Email
  • Google Sheets → Log Data
  • CRM → Update Contact Record
  • OR Any of your choice

Use dynamic fields so your agent can auto-fill values like names, emails, discounts, etc.

Platforms You Can Use as Trigger

• Slack
• Telegram
• WhatsApp (via Cloud API)
• Typeform / SureForms
• Custom apps via Webhooks
• Email and more…

Wherever your users or data are – AI Agents can plug right in.

Ready-Made AI Agent Templates (Try Instantly)

Don’t want to start from scratch? Here are prebuilt AI workflows you can clone and customize:

Agent Name	What It Does
Invoice Scanner Agent	Scan invoice photos in Telegram and get the amount and due date instantly, no manual entry needed.
Executive Assistant Agent	Handle meetings, emails, reminders, and tasks through Slack – like having your own personal assistant.
Lead Finder Agent	Find business leads using Google Maps and save all the details into a ready-to-use Google Sheet.
Email Task Agent	Pick important emails, extract tasks, and log them into Google Sheets and Google Tasks automatically.
Onboarding Helper Agent	Welcome new clients with emails, shared folders, scheduled calls, and record their details effortlessly.
Daily Planner Agent	Get a morning summary of today’s meetings, conflicts, and suggestions to start your day organized.
Audio Notes Agent	Record voice notes and have them automatically transcribed into text for easy storage and use.
Smart Reply Agent	Read incoming emails, generate smart replies, and send responses automatically – saving you tons of time.
SEO Review Agent	Instantly scan your website and get a simple SEO report with actionable tips for better ranking.
Meeting Slot Suggestion Agent	Read meeting requests from Gmail, check your calendar, and reply with suggested time slots.
Smart Scheduler Agent	Automatically book meetings from emails, check calendar availability, and suggest better time slots if needed.
Newsletter Summary Agent	Automatically shorten long newsletters into quick summaries and keep them organized for easy reading later.

Pro Tips for Success

• Start Small
  Focus on one task or use case first. Expand once the agent works reliably.

• Write Clear Prompts
  Tell the agent exactly what it should do – including limits if needed (e.g., “only use provided apps”).

• Name Steps Clearly
  Use descriptive names for apps and actions so the AI can recognize them easily.

• Use Unique Session Keys
  (Like user ID, email, or phone number) to track multi-message conversations smoothly.

Need Help?

We’re building this with you and for you.

• Join the OttoKit Facebook Community to share what you’re building, get inspired, or ask questions.

• Need direct support?
  Submit a ticket here: OttoKit Support
  or email us at support@ottokit.com (Include in Subject: “AI Agents”).