OtterDesk Documents

Chat with a co-worker

Use contextual chat to ask an eligible co-worker about its role, plan, or current work.

Chat with a co-worker

Some co-workers support contextual chat. When available, select Chat from the co-worker's page to ask questions in the context of that role.

Good questions to ask

  • What are you responsible for?
  • What did you notice in the latest work?
  • What would you do next?
  • What information do you need from me?
  • Can you explain this evidence in plain language?

What chat can and cannot confirm

When live work context is available, the co-worker can help explain current work and evidence. When it is not available, chat can still provide role and planning guidance, but OtterDesk marks current-work information as limited.

Do not treat chat as an unreviewed command channel. When a chat request could start a test run, OtterDesk asks for confirmation first. A pause request can act directly for the selected co-worker.

Use the ordinary co-worker controls for configuration, schedules, and review whenever possible.

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