# Otio — Feature Reference

A comprehensive inventory of user-facing features across Otio's web app,
desktop client, and native iOS app. This is a deep reference rather than
marketing copy — it describes what the product actually does and how the
pieces fit together. Updated regularly to stay accurate against the live
product.

---

## Table of Contents

1. [Authentication & Onboarding](#1-authentication--onboarding)
2. [Workspace Shell](#2-workspace-shell)
3. [AI Chat](#3-ai-chat)
4. [AI Models](#4-ai-models)
5. [Library (Knowledge Base)](#5-library-knowledge-base)
6. [Reader Views](#6-reader-views)
7. [Notes (Rich Editor)](#7-notes-rich-editor)
8. [Spaces](#8-spaces)
9. [Teams & Collaboration](#9-teams--collaboration)
10. [Integrations / Connectors](#10-integrations--connectors)
11. [Subscription & Plans](#11-subscription--plans)
12. [Settings](#12-settings)
13. [Desktop App](#13-desktop-app)
14. [Quick Access (Spotlight)](#14-quick-access-spotlight)
15. [Mobile](#15-mobile)
16. [Real-Time & Presence](#16-real-time--presence)
17. [Internationalisation](#17-internationalisation)
18. [Analytics & Observability](#18-analytics--observability)
19. [Security](#19-security)
20. [Demo / Unauthenticated Mode](#20-demo--unauthenticated-mode)

---

## 1. Authentication & Onboarding

### Sign-in methods

- **Passwordless email** — enter your email, receive a one-time code, and
  you're in. No password to remember.
- **Email + password** — the legacy login is still supported for older
  accounts.
- **Magic link** — open the link in your email to sign in, including handing
  off from the web app to the desktop app.
- **Forgot / reset password**.
- **Team invitation** — join a team from an emailed invite link.
- **Session management** — sign out of the current device, or sign out of
  every session at once.
- **Account deletion** — permanently delete your account.

### Sign-in experience

- A sign-in dialog appears the moment an anonymous visitor tries to do
  something that needs an account (sending a chat, attaching a file).
- Sessions live in secure, HTTP-only cookies. Signed-in users are kept out
  of the login/signup pages; anonymous users are kept out of private notes
  and folders.

### Onboarding

- A short welcome flow: welcome screen → pick your first Space → guided tour.
- Early-access / whitelist sign-up support.
- The in-app guided tour highlights the **Add** button, **Library panel**,
  **Spaces**, and **chat input**; seeds two demo sources (the "Attention Is
  All You Need" paper and a YouTube video); creates a starter "Demo space";
  and ends by typing a sample question into the chat.
- Your onboarding answers become filter tags used throughout the Library.

---

## 2. Workspace Shell

### Layout

- **Collapsible sidebar** with sections for Spaces, Chats (recent +
  searchable history), Library, and Settings; its width is remembered.
- **Resizable panels** split the chat workspace from the Library panel; the
  layout is saved per Space.
- **Themes** — light, dark, and system. On desktop the theme syncs to the OS.
- A top **loading bar** appears during page transitions.

### Where you can go

| Area | What it is |
| --- | --- |
| Home / chat workspace | The main signed-in workspace |
| Login / signup | Public sign-in pages |
| Verify / desktop handoff | Magic-link and desktop sign-in callbacks |
| Onboarding | First-run flow |
| Quick Access | Desktop-only spotlight panel |
| Team invitation | Accept an emailed team invite |
| Chat | Conversations |
| Library | Sources list/grid and reader view |
| Folders | Folder browsing |
| Files | Direct link to a single file |
| Notes | Notes list and editor |
| Spaces | A Space-scoped workspace |

---

## 3. AI Chat

### Chat workspace

- **Multi-window split view** — work with several chats side by side (up to
  2 on Free, 5 on Lite, 10 on Go/Pro/Power).
- Panels can sit **left / middle / right**, collapse and expand, swap
  position, and there's dot navigation to reach windows beyond the visible
  ones.
- A collapsed panel shows just its input button.
- Column widths are remembered.

### Sending a message

- Your message appears instantly while it sends.
- New chats start a conversation; follow-ups continue it.
- Responses stream in live, token by token, over a realtime connection.

### Input box

- Auto-resizing text box (up to ~9 lines).
- Action menu: **Upload from device**, **Add from library**, **Add link**,
  **Paste text**, and **More** (cloud connectors).
- **Image attachments** — paste, drag, or pick from your device (1 on Free,
  2–5 on paid).
- **File attachments** show as chips with upload progress.
- **Voice input** — record from the mic; saving uploads and transcribes it.
- **Drag-and-drop** files anywhere in the panel to attach them to the active
  chat, or drag items straight from the Library panel.
- A **Stop** button replaces Send while a response streams.
- Text selected in a reader view comes in as a **quote**.
- An **attachments pill** shows how many items are attached.
- In a Team space, the input bar shows avatars of others viewing the chat.

### Streaming response

- **Markdown rendering** with GitHub-flavoured markdown, line breaks, and
  math.
- **Citation badges** — inline citations resolve to a hover card with
  favicon, title, and source URL; citations to your own sources open the
  Library reader.
- **Rich blocks** the model can produce: previewable document/file cards
  (PDF, DOCX, MP4, etc.), reasoning steps rendered into the thinking bar,
  Mermaid diagrams, and charts.
- **Inline generated images** with download / attach actions.
- **Code blocks** with syntax highlighting and one-click copy.
- **Math rendering** (KaTeX) for inline and block equations.
- **Document download** — generated documents get a download button with the
  original filename and type.
- **Follow-up questions** render as clickable chips.
- Off-screen messages render lazily for speed; a scroll-to-bottom button
  appears when you scroll up mid-stream.

### Thinking bar

A live, structured view of what the agent is doing while it runs:

| Step type | What it shows |
| --- | --- |
| Web search | Search queries + result cards (favicon, title, URL) |
| Deep research | Nested sub-steps (searching → reading) with per-step source counts |
| Source discovery | Library items matched to your prompt |
| Context retrieval | Documents searched in your library |
| CSV analysis | Per-step spreadsheet operations (action, reasoning, result, time) |
| Image analysis | Image count + analysis goal |

Controls:

- **Answer Now** — skip remaining research and answer with what's gathered.
- **Cancel step** — stop the running step.
- **Cancel** — abort the whole run.

### Step confirmation cards

Before a step with a real-world side effect (e.g. sending an email), Otio
shows a preview card with **Confirm** / **Cancel**.

### Per-message actions

Hover any AI message for a toolbar:

- **Copy** the answer.
- **Like / Dislike**.
- **Regenerate** (optionally with feedback).
- **Retry with a different model** (picker grouped by provider).
- **Read aloud** — text-to-speech (plan-gated).
- **Edit message** — re-runs the chat from that point.
- **Save to note** — creates a note pre-filled with the highlighted text.
- **Quote in chat** — send a selection into the same or another chat panel.

### Chat history & management

- Searchable, infinite-scroll history in the sidebar.
- Server-side title search.
- Rename, delete (with a trash view), and wipe-all.
- Move a chat between Spaces.
- Jump straight to a conversation from the history preview.

### Drafts

Each chat window remembers a half-typed message so it survives a reload.

---

## 4. AI Models

The model list is populated live from your account on each load.

### Providers

GPT (OpenAI), Claude (Anthropic), Gemini (Google), Grok (xAI), Llama (Meta),
DeepSeek, Moonshot, plus the in-house **Otio Auto** router.

### Categories

Auto, Research, Code, STEM, General, Creative, Fast, Other.

### Quick-select shortcuts

| Quick pick | Maps to |
| --- | --- |
| **Auto** | Otio Auto (router picks the best model) |
| **Fast** | A fast, lightweight model |
| **Expert** | Claude Opus |

### Model selector

- Grouped by provider with logos.
- Each card shows name, description, a smartness score (0–100), category
  badges, and a "New" ribbon for recent additions.
- Models above your plan show an upgrade nudge.
- The chosen model is remembered per chat.

### Output language

70+ output languages with **Auto** as the default and proper right-to-left
handling for Arabic, Hebrew, Persian, and Urdu — separate from the interface
language.

---

## 5. Library (Knowledge Base)

The Library is a unified store for everything Otio can read: uploaded files,
web links, YouTube videos, tweets, notes, and folders.

### Library panel modes

- **Default browse** — the active Space's root folders and items.
- **Folder browse** — navigate within the panel with breadcrumbs.
- **Chat attachments** — the items attached to the active chat; multi-select
  to remove or rearrange.
- **Reader view** — opens an item full-screen.
- **Local mode** (desktop) — browse files on your disk.

### Adding content

Five ways to add:

1. **Upload from device** — drag-drop or file picker. Accepted formats:
   PDF, DOCX, DOC, EPUB, TXT, MD, PPTX, CSV; audio (MP3, M4A, WAV, WebM);
   video (MP4, MPEG, WebM); images (PNG, JPEG, WebP). Plan-aware limits run
   from Free = 20 files / 100 MB / 250 PDF pages up to Power = 500 files /
   5 GB / 2000 PDF pages.
2. **Add from library** — attach existing items to a chat or folder.
3. **Add link** — paste a web URL (auto-detects YouTube, X/Twitter, generic
   web).
4. **Paste text** — turns raw text into a saved item with an optional title.
5. **More** — cloud connectors (Google Drive, Dropbox, Box, OneDrive,
   Mendeley, Zotero, SharePoint).

Uploads go directly to secure storage, then are recorded as Library items.

### File browsing

- **List view** (dense rows with type icon, title, modified date, tags) and
  **grid view** (cards with cover/favicon); the toggle is remembered.
- **Filters** — by type (folder, note, import, PDF, document, spreadsheet,
  YouTube, presentation, web, photo, video, audio), by modified date (today,
  yesterday, last 7/30 days, this/last year, custom range), and by tag.
- **Search** — debounced query.
- **Pagination** — infinite scroll tuned for very large libraries.
- **Multi-select** — rubber-band and shift-click range select; a selection
  bar offers bulk move to folder/Space and delete.
- **Drag-and-drop** — into folders, into chat panels (auto-attach), or
  external files onto the panel to upload.
- **Per-item menu** — Open, Rename, Move to folder/Space, Add tags, Retry
  parsing (failed items), Delete. Native context menu on desktop.
- **In-browser audio recording** — save to upload and transcribe
  (plan-gated).
- Onboarding tip banner; pinned local folders/files on desktop.

### Item operations

Open in reader, rename, tag, move to folder, move to Space, bulk delete, and
retry parsing for items stuck in a failed state (the library auto-polls items
still processing).

### Folders

Create (including from a drag-together "create folder" suggestion), update
title/description/tags, delete, and open a dedicated folder page with nested
attachments.

---

## 6. Reader Views

Otio picks the right reader for each item; local files render straight from
disk.

| Type | Highlights |
| --- | --- |
| PDF | Full viewer with page navigation, zoom, search, and highlighting |
| EPUB | Chapter reader that remembers your place |
| YouTube | Player + transcript panel |
| Tweet | Embedded post card |
| Web | Server-extracted readable article; on desktop, the live page renders in-process with a reader toggle and Ask-Otio |
| Text / Markdown | Markdown renderer |
| CSV | Virtualised spreadsheet table |
| Audio / Video | Native player |

Cross-cutting reader features:

- **Header** — file-type icon/favicon, title, breadcrumb, and actions (Add
  file, Attached toggle, Summary).
- **Summary overlay** — an AI-generated one-paragraph summary.
- **Text-selection toolbar** — select text for **Ask Otio**, **Copy**, or
  **Quote in chat** (advanced PDF selection is plan-gated).
- **Image capture** — attach a selected image straight into a chat.
- **Processing / Retry** states for items still parsing or failed.
- Off-platform files are proxied to handle cross-origin loading.

---

## 7. Notes (Rich Editor)

A Notion-like rich text editor.

### Core editor

Built on a rich-text engine with ~25 extensions:

- **Headings** (H1–H3 with placeholder hints).
- **Lists** — bullet, ordered, and nested **task lists** with checkboxes.
- **Tables** — resizable columns, cell/header styling (background,
  alignment), multi-cell selection, a grid column picker, and a context menu.
- **Inline formatting** — bold, italic, underline, strikethrough, code,
  multicolour highlight, text colour, super/subscript, alignment.
- **Blocks** — blockquote, syntax-highlighted code blocks with a language
  picker, horizontal rule.
- **Math** — inline `$...$` and block `$$...$$` auto-detected and rendered.
- **Images** — drag-drop, paste, or slash-command insert; resizable and
  alignable.
- **Links** — autolink and manual, with opt-in open-on-click.
- **Smart typography** — quotes, em-dash, ellipsis.
- **Drag handle** on every block for Move / Duplicate / Delete and turn-into
  conversions.
- **Markdown paste** — pasting markdown auto-converts to formatted blocks.
- **Table of contents** — auto-generated.
- **Smart Cmd-A** — selects the current block first, then the whole document.

### Slash commands

Type `/` for a grouped menu:

- **AI** — Continue Writing, Ask AI.
- **Format** — Text, Heading 1–3, Bullet/Numbered/Task list, Blockquote,
  Code Block, Math.
- **Insert** — Table, Separator, Image, Table of Contents.

### Bubble menu

Select text for a floating toolbar: B / I / U / S, code, link, a
heading/paragraph dropdown, colour and highlight pickers, alignment, and an
AI menu.

### AI menu

Inline AI for writing. Quick actions: Improve writing, Fix spelling &
grammar, Make shorter / longer, Simplify language, Continue writing, Add
summary, Translate (15 languages), and Change tone (18 tones). Edits stream
in as a track-changes preview with **Accept** or **Discard**.

### Saving

- Title saves immediately; content autosaves on a short debounce.
- The server is the source of truth; a spinner shows save state.

### Notes management

Create, fetch, update (title, attached sources, tags), and delete. Notes
appear in the Library under the "note" type.

---

## 8. Spaces

A **Space** groups related chats, notes, folders, and links — like a folder
for projects.

### Capabilities

- **Create / edit / delete** with a name, an icon (12+ options), and a
  colour.
- **Reorder** by drag-and-drop in the sidebar.
- **Default space** — every user gets a personal default; un-filed items
  live there.
- **Active space** scopes the chat workspace, Library, and saved layouts.
- **Item counts** per Space (chats, notes, folders, workflows, links, total).
- **Bulk move** any mix of items into a Space (or back to the default).
- **Plan-gated** — Free = 1, Lite = 2, Go/Pro/Power = 5.
- **Private** (personal) or **Team** (shared) Spaces.

### Team spaces

When a Space is shared with a team:

- **Members** get roles — owner, admin, member, viewer.
- **Presence** — live avatars of who's currently viewing a chat, note, or
  Space.
- **"New since you last visited"** tracking per member.

---

## 9. Teams & Collaboration

### Team management

Create a team (paid plans), see your teams and their members, edit
name/description/roles, invite by email, remove members or cancel pending
invites, leave a team (non-owners), and delete a team (owner only).

### Team experience

- **Active-team switcher** in the sidebar.
- A **Team Settings** tab: name, billing seat usage, a member table with role
  dropdowns, invite-by-email, and leave/delete.
- **Invitations** accepted via an emailed link.
- **Team subscription** — teams have their own subscription; the Team tier
  gets Pro-level limits.

---

## 10. Integrations / Connectors

### Available providers

| Provider | Category | Status |
| --- | --- | --- |
| Google Drive | File storage | Available (native picker) |
| Dropbox | File storage | Available |
| Box | File storage | Available |
| OneDrive | File storage | Available |
| Mendeley | Reference manager | Available |
| Zotero | Reference manager | Available |
| Telegram | Messaging | Available (bot, multi-account) |
| SharePoint | File storage | Coming soon |

### How it works

- Connect with one-tap **OAuth** (a secure popup on desktop).
- Once connected, browse the provider's files inside Otio and import them.
- Chat outputs can be sent back out to a connected provider.
- Disconnect any account at any time.

### Google export handling

Google native files convert on import: Docs → PDF, Sheets → CSV, Slides →
PowerPoint.

### SharePoint

Search sites, list document libraries, and pick a site/drive; until
configured it shows "Site not configured" with a Configure button.

---

## 11. Subscription & Plans

### Plan tiers

| Tier | Files / batch | Total size | PDF pages | Chat windows | Spaces | Connectors | Adv. PDF | Record audio | Read aloud | Image attach |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| **Free** | 20 | 100 MB | 250 | 2 | 1 | ✗ | ✗ | ✗ | ✗ | 1 |
| **Lite** | 25 | 250 MB | 250 | 5 | 2 | ✓ | ✗ | ✗ | ✓ | 2 |
| **Go** (recommended) | 50 | 500 MB | 500 | 10 | 5 | ✓ | ✓ | ✓ | ✓ | 5 |
| **Pro** | 100 | 1 GB | 1000 | 10 | 5 | ✓ | ✓ | ✓ | ✓ | 5 |
| **Power** (legacy / hidden) | 500 | 5 GB | 2000 | 10 | 5 | ✓ | ✓ | ✓ | ✓ | 5 |

Legacy plans and older plan names all resolve to the **Go** tier; the
**Team** tier resolves to **Pro** limits.

### Subscription experience

- Plans shown in your **local currency**.
- **Smart switching** — in-place upgrades where possible, otherwise secure
  checkout.
- **Billing portal** for invoices, payment methods, and cancellations.
- **Invoice history** by month.
- **Go** is badged as the recommended plan.

### Plan limits & upgrades

Hitting a plan limit (extra Space, connector, large upload, more chat
windows, advanced PDF, audio recording, text-to-speech) surfaces an upgrade
prompt automatically.

---

## 12. Settings

A tabbed settings panel (vertical tabs on desktop, horizontal scroll on
mobile):

| Tab | Content |
| --- | --- |
| **General** | Theme (light/dark/system), interface language, output language, default model, time zone |
| **Billing** | Current plan, usage charts, invoice history, manage billing button |
| **Team Settings** *(visible only when you're in a team)* | Team name, member list with role dropdowns, invite-by-email, leave/delete |
| **AI Models** | Per-provider toggles, default model selection, advanced prompt settings |
| **Data Controls** | Chat history retention, delete-all-chats, delete account, export data |
| **Keyboard Shortcuts** | List of every shortcut + (on desktop) a re-bindable Quick Access shortcut |
| **Connectors** | All integration providers with connect/disconnect controls |
| **Account** | Email, profile name, avatar, sign-out, sign-out-all-sessions |

### Account features

Update profile name and avatar, sign out (current session), sign out
everywhere, and delete account (with a confirm dialog).

### Keyboard shortcuts

| Action | Shortcut |
| --- | --- |
| Open new chat | `⌘/Ctrl + Shift + O` |
| Open upload dialog | `⌘/Ctrl + Shift + U` |
| Open chat history | `⌘/Ctrl + Shift + K` |
| Edit last message | `⌘/Ctrl + E` |
| Focus input | `Shift + Esc` |
| Copy last response | `⌘/Ctrl + Shift + C` |
| Delete current chat | `⌘/Ctrl + Shift + Backspace/Delete` |
| Toggle sidebar | `⌘/Ctrl + Shift + S` |
| Search library | `⌘/Ctrl + Shift + F` |

Shortcuts take priority even when an input is focused.

---

## 13. Desktop App

A native desktop app for **Mac, Windows, and Linux**.

### What it adds

- Open links in your system browser.
- Native folder and file pickers and confirm dialogs.
- Theme synced to the OS.
- Native right-click menus.
- OAuth popups for connectors.
- Recent chats and Library items in the dock / Jump List.
- Local file browsing, search, and "reveal in Finder/Explorer".
- Pinned local paths for quick access.
- A **Quick Access** spotlight panel with a configurable global shortcut.
- Interactive screenshot capture.
- Microphone permission handling.
- Dock badge and system notifications.
- Launch at login.
- Auto-updater.
- An in-process web reader for live pages.
- Live in-app reload when a new build ships.

### Security

- Strongly sandboxed renderer.
- Cookies scoped to the local app — never leaked to the website.
- External links always open in the system browser.

---

## 14. Quick Access (Spotlight)

A desktop-only floating panel opened with a global hotkey (default
`⌘/Ctrl + Shift + O`, configurable in Settings → Keyboard Shortcuts).

- **Two modes** — a quick chat prompt or a library search.
- **Screenshot capture** — drag-to-select a screen region to attach an image
  to the prompt.
- **Live results** — debounced library search; open a result in the main
  window.
- **Auto-resize** — the panel height adapts to the number of results.
- **Submit** — sending creates a chat and switches the main window into it.

---

## 15. Mobile

Otio runs on phones two ways: the responsive web app in a mobile browser,
and a dedicated native iOS app. Both share the same account, library, and
chat history.

### 15.1 Responsive web layout

On a phone browser, the chat workspace switches to a tab-bar layout:

- Bottom tab bar with **Chat** / **Library** tabs.
- Single chat window (no split view).
- Touch-friendly input affordances.
- Keyboard-shortcuts settings tab hidden.
- Sidebar hidden by default; reachable via a hamburger toggle.

### 15.2 Native iOS app (Otio Mobile)

A first-party iPhone app — chat with PDFs, websites, notes, and books,
organise everything into colour-coded Spaces, and let Otio do the reading,
searching, and summarising. Feature inventory:

#### AI chat

- Ask in plain language — type, paste, or dictate; attach files, links,
  images, library items, or pasted text in the same message.
- Switch between top models (OpenAI, Anthropic, Google, Mistral, and more)
  from the chat title menu or Settings.
- **Show thinking** expands to live searches, reasoning steps, and the
  source pages Otio is reading in real time.
- **Step confirmation** — Accept or Cancel before Otio takes a real action
  (e.g. hitting a search engine).
- Edit a sent question and regenerate; retry the same question with a
  different model.
- Suggested tap-to-ask follow-ups end every answer; like / dislike / copy /
  share on each message; stop a runaway answer mid-stream.
- Rich answer blocks render natively, not as raw markdown: inline images
  (fullscreen view + edit / save / share / ask), document cards (open,
  download, add to Library), live line/bar/scatter/pie charts with tooltip
  and "copy as image", syntax-highlighted code, LaTeX/KaTeX math, Mermaid
  diagrams, and inline source pills that preview and open the original.

#### Read Aloud

- Speaker icon under any AI answer surfaces a "now playing" pill with full
  controls.
- Play / pause persists across scrolling and chat switches; ±15-second
  skip; 1× / 1.5× / 2× speed.
- Foreground-only by design (privacy); plays over the silent switch.

#### Document Reader

Opens PDFs, EPUBs, Word/text/Markdown, CSV, YouTube (player + synced
transcript, tap a line to jump), X/Twitter posts, and audio/video — all
in-app.

- AI Summary overlay (in your reading language when a translation exists).
- Highlight → **Ask Otio** / **Search Web** / **Copy**; "Ask Otio" drops
  the quote straight into chat.
- Tap-to-ask images via the fullscreen lightbox.
- Light & dark mode following the app theme.

#### Library

- Holds anything: PDFs, Word, spreadsheets, decks, photos, video, audio,
  EPUBs, text, Markdown, CSV, scans, YouTube videos, X posts, and web URLs.
- Folders, search-by-title, filter by type and date.
- Multi-select → chat with several items at once.
- Library ↔ Web toggle for inline Google search, saved back to the Library.
- Floating add button (upload, scan, paste link, paste text, cloud import);
  right-side drawer over chat; per-item Open / Chat / Rename / Move / Delete.

#### In-app browser

An Arc-inspired browser inside Otio: back / forward / reload / URL bar,
Find on Page, Reader Mode, page zoom, desktop-site toggle, share & Save to
Library, long-press menus (Explain / Add to Library / Copy / Share), inline
media, and an image lightbox.

#### Web search & research

- Live web grounding with **Show thinking**, tappable "Searching" pills,
  inline source chips with preview cards, and a full sources sheet.
- Highlight → **Search Web** / **Ask Otio** anywhere (chat, PDFs, EPUBs,
  CSV, transcripts, web pages).
- One-tap "Summarize this web page"; saved-page summary pill; translated
  summaries when available.
- Google search inside the Library with All / Images / Videos / News tabs,
  autocomplete, and recent searches.

#### Image lightbox & AI images

- Inline AI-generated images; tap for fullscreen; Save to Photos / Share.
- Edit mode — describe a change and Otio runs the edit in the same chat.
- "Ask about this image" from web search results and the document reader.

#### Spaces

- Colour-coded workspaces; the whole UI re-tints to the active Space colour.
- Pick a colour and icon; create, rename, recolour, delete; move chats
  between Spaces; Team Spaces appear alongside your own (owner edits).
- Default Space is always free. Plan limits: Free = Default; Lite = 2
  custom; Go and Pro = 5. Downgrades lock extra Spaces, never delete them.

#### Connectors / cloud integrations

Google Drive, Dropbox, Box, OneDrive, Mendeley, Zotero, and Telegram (bot
link, multi-account); SharePoint coming soon. One-tap OAuth, in-app file
browser, manage in Settings. Paid feature (Lite and above).

#### Apple ecosystem integration

- **Spotlight** — chats and Library searchable from the home screen; index
  updates live; cleared on sign-out.
- **Shortcuts / Siri / App Intents** (Action Button, Control Center, Lock
  Screen, Apple Watch): Ask Otio, New chat, Continue last chat, Search
  Library, Search Web, Add to Library.
- **Share extension** from Safari, Mail, Files, Photos, Notes, and
  third-party apps — links saved to Library, text saved as a note, up to 10
  photos or documents attached.
- **Open With / file association** for PDF, Word, PowerPoint, EPUB, text,
  Markdown, CSV, common audio/video, and image formats.
- **Scan document** — iOS-native scanner with edge-detect, multi-page,
  deskew, and colour cleanup → a clean multi-page PDF.
- **Native iOS 26+ sheets** with Liquid Glass; polished sheets on older iOS.
- **Universal Links** — otio.ai and app.otio.ai open the app; email sign-in
  via a tapped verification link.

#### Onboarding & sign-in

- Continue with Apple, Continue with Google, email + 6-digit code, or
  Universal Link verify.
- Skippable onboarding survey: name, your world (School / Work / Personal /
  Other), how you found us, and what you want to accomplish.

#### Account & settings

Profile card (name, email, plan); General (theme, language, timezone,
follow-up toggle, haptics, Custom Instructions, More About You); AI Models
(default-model picker across providers); Connectors; Billing (plan, renewal,
usage meter, manage / restore purchases); Data Controls (delete chat
history, Library preserved); Account (log out, log out everywhere, delete
account); Legal & support (Privacy, Terms, in-app Intercom chat with email
fallback).

#### Subscriptions

- Free includes agentic AI, deep web research, file analysis, doc / chart /
  image generation, and access to top models.
- **Lite** — extended daily usage, cloud connectors, Read Aloud.
- **Go** — heavier upload limits, smart PDF tools, multi-step research
  workflows, more custom Spaces.
- **Pro** — highest usage and upload caps.
- Monthly or yearly; pricing comes live from the App Store. Restore
  purchases anywhere; manage in Apple subscription settings. Right-time
  paywall prompts fire on real limits, not as random pop-ups.

#### Polish & feel

- Smart haptics (default on) fire on real outcomes, never per-token during
  streaming.
- Light / Dark / System theme with Space tinting; Inter typography scaled
  across iPhone and iPad.
- EAS over-the-air updates; stable token-by-token streaming with automatic
  reconnect and foreground resync.

---

## 16. Real-Time & Presence

- **Realtime chat** — answers stream live over a persistent connection,
  scoped per chat so nothing leaks between conversations; the connection
  refreshes its token and recovers automatically on reconnect.
- **Realtime notes** — note drafting (outline, full draft, next line, AI
  images) streams live.
- **Presence** — in team workspaces, see live avatars of who's viewing a
  chat, note, or Space.

---

## 17. Internationalisation

- **Interface language** with browser detection and a saved preference.
- Ready for additional locales without code changes (English shipped today).
- **70+ AI output languages**, separate from the interface language.

---

## 18. Analytics & Observability

### Product analytics

Otio captures product-analytics events through standard analytics tooling,
plus in-app messaging for user support.

### Reliability

- Per-request logging with slow-request flagging.
- A build-version check lets the app detect a new deploy and offer an
  "update available" prompt.
- Ready to export to standard monitoring tools.

---

## 19. Security

- **Secure HTTP-only auth cookies**, namespaced per environment.
- **Per-IP rate limiting** — 1000 requests/min, with a short block on
  overflow.
- **Security headers** — clickjacking protection, MIME-sniffing protection,
  strict referrer policy, locked-down permissions (camera off, microphone
  self-only, geolocation off), and HSTS in production.
- **No-cache HTML** to avoid stale assets after a deploy.
- **Content Security Policy** in place.
- **Per-chat realtime scoping** so other tabs or users can't intercept
  streaming tokens.
- **Sandboxed desktop renderer**; desktop cookies never use the website
  domain.

---

## 20. Demo / Unauthenticated Mode

Anonymous visitors can try a single demo chat without signing up:

- **One demo chat**, on the same streaming endpoints with a temporary
  session.
- **A pre-populated sample library** (sample PDFs, web links, YouTube
  videos).
- **Pending attachments** work just like the real flow.
- The **sign-in dialog** appears on a second message, a real upload,
  creating a Space, or opening the library.
- **Tour fallback** — first-run users (anonymous or signed in) see the same
  guided tour.

---

## Cross-cutting capabilities

- **Cookie consent / privacy** controls in the Data Controls tab.
- **Build-version live reload** — clients prompt for a refresh when a new
  deploy lands.
- **Server-side rendering** with fast in-browser hydration.
- **Global file drag-and-drop** into any panel.

---

*Last updated: kept current against the live product.*