Dialpad Partner

Otter to Dialpad Migration

Move off Otter.ai and onto Dialpad, transcription, notes and call AI native to every call and meeting. No separate notetaker app joining your calls, plus coaching and scorecards Otter doesn't offer, with your historical Otter transcripts exported where available.

Otter to Dialpad migration
Quick answer

Yes, you can migrate from Otter to Dialpad. Codimite, a Dialpad partner, switches your team from Otter.ai to Dialpad Ai, transcription and call AI that are native to every call and meeting rather than a separate notetaker, and exports your historical Otter transcripts and notes where Otter's export allows. The win: instead of a notetaker app joining each meeting, transcription, summaries and coaching are built into the calling platform itself, in real time.

Why migrate

Why teams move from Otter to Dialpad

Transcription native to every call

Dialpad Ai transcribes calls and meetings automatically, no separate notetaker app and no bot joining the meeting to record.

Real time, not after the fact

Live transcription, automatic recaps and action items happen during the call, with searchable history afterward.

More than transcription

Dialpad Ai adds coaching, scorecards and call analytics on top of transcription, capabilities a standalone notetaker like Otter doesn't provide.

One converged platform

Calling, meetings and conversation intelligence live in one Dialpad app under one admin and one bill, removing a standalone Otter subscription.

Enterprise-grade governance

Transcripts live inside your communications platform under one set of security, retention and admin controls, instead of a separate consumer-grade app.

What we migrate

What we migrate from Otter

Otter capability Becomes in Dialpad Notes
Live transcription Real-time Dialpad Ai transcription Built into every call & meeting, no notetaker app
Meeting notes & summaries Dialpad Ai recaps Auto-generated at call/meeting end
Action items Dialpad Ai action items Captured automatically and shareable
(none, coaching) Dialpad Ai coaching & scorecards New capability not in Otter
Historical transcripts & notes Exported & archived Where Otter export allows, confirmed at assessment
Calendar / meeting capture Native meetings transcription Re-mapped to Dialpad meetings & calendar

Historical export depth depends on your Otter plan's export access, confirmed during assessment. Going forward, Dialpad Ai captures everything natively.

Our process

Our Otter to Dialpad migration process

  1. 1

    Assess

    We review your Otter usage, transcription scope, who relies on notes, calendar integrations, and confirm what historical data is exportable.

  2. 2

    Map

    We map Otter's transcription and notes workflows to the native Dialpad Ai equivalents.

  3. 3

    Export

    We export historical Otter transcripts and notes where the plan allows, and archive them for reference.

  4. 4

    Configure

    We enable Dialpad Ai transcription, recaps and coaching on your Dialpad calls and meetings, native, no app to install per meeting.

  5. 5

    Pilot

    A pilot team validates real-time transcription and recaps before full rollout.

  6. 6

    Enable & support

    Team rollout with adoption support and hypercare through the cutover window.

Why Codimite

Why Codimite for your Otter migration

Dialpad deployment and conversation-intelligence enablement are our core practice, delivered as a Dialpad partner: we export your historical Otter transcripts where allowed and drive adoption off the notetaking habit.

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  • Official Dialpad partner. Dialpad deployment and conversation-intelligence enablement are our core practice.

  • Real migration tooling. Our team has built call-platform migrators, so historical export and re-mapping are familiar ground.

  • Adoption-focused. Moving people off a notetaking habit needs change management; we drive adoption, not just config.

  • 24/7 support & clear reporting. Visibility through every phase of the switch.

FAQs

Otter to Dialpad migration FAQ

Can you migrate from Otter to Dialpad?

Yes, we switch your team onto Dialpad Ai and export your historical Otter transcripts and notes where Otter's export allows. Going forward, transcription is native to every call and meeting.

Does Dialpad replace Otter transcription?

Yes. Dialpad Ai transcribes, summarizes and captures action items in real time, built into the platform, with no separate notetaker app or meeting bot.

Can I keep my historical Otter notes?

Otter transcripts and notes can be exported where your plan allows and archived alongside Dialpad. We confirm scope up front.

How is Dialpad Ai different from Otter?

Otter is a standalone notetaker that joins meetings; Dialpad Ai is built into the calling and meetings platform and adds coaching and scorecards on top of transcription, enterprise-grade call AI, not just notes.

What does it cost?

Pricing is scoped to seat count, historical data volume and integrations. Start with a free assessment for a fixed quote.

Ready to make AI native to every call?

Codimite switches your team from Otter.ai to Dialpad Ai, exports your historical transcripts and notes where allowed, and turns on real-time transcription, recaps and coaching, native, no notetaker app.

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