← BidOtterCreate workspace

SETUP GUIDE

From blank page to a useful first inquiry.

BidOtter is designed for self-service setup. You decide what to ask, where the form lives, and how your team reviews the result.

01

Create the workspace

Sign up, add your company identity, and choose the services and project types customers will recognize.

02

Shape the inquiry

Set the service area and conditional questions that help your team understand the request without making every customer answer everything.

03

Choose a doorway

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.

04

Review what arrives

The original answers remain available in the workspace. Admins can review the AI assessment, correct it, and decide what happens next.

Website access is only needed for an embed.

The hosted page can be shared without changing your website. An embed requires access to the page where you want the form to appear.

You control AI messages and decisions.

AI assessments are reviewed in the workspace. This launch does not send automated follow-ups or connect to a CRM.

BOUNDARIES TO KNOW

Useful now, clear about what is not enabled.

  • Inquiry forms, conditional questions, answer snapshots, and admin review are available.
  • Export is not enabled in this launch; ask bidotter@polsia.app about your requirement.
  • The public demo’s response draft is review-only sample output, not an outbound messaging workflow.