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Guides for building
better conversations.

Evergreen guidance for teams building voice agents and conversational bots on OTIMO — practical starting points, not a fixed publishing calendar.

Where to start.

A handful of solid entry points, whichever product — or both — you're building with.

Voice AI

Getting started with voice AI

From choosing a telephony provider to placing your first automated call: what to configure first, and why BYOK teams should decide on their LLM/STT/TTS stack before they touch the flow builder.

Read the overview →
Bot Builder

Designing your first bot flow

Start simple, then expand. A single trigger → AI intent node → response is enough for a working v1 — resist the urge to model every edge case before you've tested the happy path in Preview.

Read the overview →
Platform

Choosing self-hosted vs. managed

Both run the same platform underneath. Self-hosted suits teams with data-residency or compliance constraints who want to bring their own keys; managed suits teams who want the fastest path to production.

Compare deployment models →
Bot Builder

Multi-channel without multiplying work

WhatsApp, RCS, Telegram, Messenger, and Instagram all run on the same node library. Build one flow definition and it renders natively per channel — no separate builder per channel.

See supported channels →
Voice AI

Compliance-aware starter templates

Healthcare (emergency triage, identity verification) and debt collections (FDCPA disclosure, dispute rights) templates give regulated teams a safer starting point than a blank canvas.

See starter templates →
Governance

Respecting multi-tenant isolation

If you operate multiple brands or business units, keep bots, connections, contacts, and analytics scoped per workspace from day one — retrofitting isolation later is far more work than starting with it.

Read about governance →

Practical tips from teams running OTIMO.

✓
Always publish after changes
Preview reflects your draft, not what's live. Publishing is an explicit, separate gate — get in the habit of publishing right after you confirm a change works.
👁️
Use Preview heavily
Preview runs on the real execution engine, not a mock — use it to catch issues before they reach a live caller or customer.
🌱
Start simple, then expand
Ship a minimal flow that handles the common case well, then layer in branches and edge cases once you've seen real conversations.
🏷️
Use tags deliberately
Tags on contacts and conversations pay off later in analytics and campaign targeting — decide on a tagging convention early.
🔒
Respect multi-tenant isolation
Keep workspaces, connections, and data scoped per tenant from the start — no cross-tenant leakage is enforced at the API and data layer, but your own configuration discipline matters too.
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