AI Policy

Ottocal uses AI to help hosts generate copy, summarize meetings, extract structured information, and automate follow-up workflows. This policy explains how those features should be used and where human review remains required.

Last updated March 30, 2026

Where AI appears in Ottocal

Suggested booking titles, intake questions, and email drafts during onboarding.
Voice-booking extraction and booking intake structuring.
Pre-call briefs, transcripts, meeting recaps, CRM client summaries, and event intelligence.
Agent-style workflow support for operational tasks, follow-up tasks, and client pipeline updates inside the product.

Human review is still required

AI output may be inaccurate, incomplete, stale, biased, or unsuitable for a particular host, client, jurisdiction, or regulated workflow. Hosts must review AI-generated output before relying on it with clients or publishing it externally.

High-risk and regulated use

Ottocal AI features are not a substitute for legal, financial, underwriting, compliance, tax, fair housing, fair lending, or other regulated professional judgment. Hosts are responsible for ensuring that any use of AI output complies with the laws, licensing rules, and disclosure standards that apply to their business.

In real-estate and mortgage workflows, AI output must not be treated as a final underwriting decision, rate quote, agency disclosure, fair-housing screening decision, or legally sufficient compliance review.

Inputs sent to providers

Depending on the feature used, prompts, intake answers, transcripts, structured booking data, CRM notes, project context, and related information may be processed by third-party AI or transcription providers used by Ottocal to deliver the requested feature.

Do not submit information you are not permitted to share with those providers.

Prohibited AI uses

Generating fraud, impersonation, spam, harassment, or unlawful surveillance content.
Using AI features to avoid required disclosures, consent, or compliance review.
Using Ottocal AI features as the sole basis for high-stakes decisions affecting legal rights, housing access, lending outcomes, or safety.
Using AI output to steer, screen, or rank people in a way that violates fair-housing, fair-lending, or anti-discrimination rules.
Trying to extract hidden prompts, secrets, credentials, or other users' data from the system.

Client transparency

Hosts should be transparent when AI-generated summaries, follow-ups, recaps, or transcripts are part of the client experience or when AI-generated CRM records are used to guide client follow-up. If a host's industry or local law requires additional notice, review, or contractual language, the host is responsible for providing it.

Questions and escalations

Questions about Ottocal's AI workflows or reports of unsafe or inappropriate AI output can be sent to hello@ottocal.com.