Create the workspace
Sign up, add your company identity, and choose the services and project types customers will recognize.
SETUP GUIDE
BidOtter is designed for self-service setup. You decide what to ask, where the form lives, and how your team reviews the result.
Sign up, add your company identity, and choose the services and project types customers will recognize.
Set the service area and conditional questions that help your team understand the request without making every customer answer everything.
Use the hosted inquiry page when you do not manage a website. Embed the form when you have access to your site editor or a web partner who can add it.
The original answers remain available in the workspace. Admins can review the AI assessment, correct it, and decide what happens next.
The hosted page can be shared without changing your website. An embed requires access to the page where you want the form to appear.
AI assessments are reviewed in the workspace. This launch does not send automated follow-ups or connect to a CRM.
BOUNDARIES TO KNOW