No meeting platform, he said, “should be considered the ‘single source of truth’ for sales or enterprise data. At best, Otter can provide a valuable lens onto meeting conversations and related knowledge, but core systems, like CRM or contract management, remain authoritative for their respective domains. Enterprises should be wary of vendors positioning their platform as the central hub for all work.”
For organizations, he recommended that best practice should “start with clear use cases, involve IT, legal, and security stakeholders, and rigorously evaluate the platform before scaling. Ensure vendor data handling terms meet your organizational and regulatory requirements. Balance risk and value: the promise of AI is real, but so are the risks, and most organizations are right to proceed with caution and focus on proven, incremental value.”
AI meeting platforms like Otter.ai, said Preset, “offer exciting new capabilities, but enterprises must approach integration with discipline, clear governance, and a commitment to human oversight. Those who use AI to augment, not replace, human judgment will ultimately win on trust and outcomes.”
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