Seven steps to your first conversion. One of them open at a time.
Ott turns Home into a guided setup timeline — a meta ads setup checklist that runs from connecting Meta to the first conversion Meta accepts. One step is open at a time, finished steps collapse to a line, and every step ticks itself only when a live check passes.
A new workspace cannot tell whether it is finished.
Ott has sold setup as a duration for years — “Setup in minutes” sits on the home page, on the features hub and on every feature page. None of them answer the question a new workspace asks in its first ten minutes: what is left to do, and how do I know it worked?
An empty dashboard answers nothing
A dashboard with no data tells you something is missing. It does not tell you what is missing, or how much of it you have already done.
A checklist you tick yourself proves nothing
Ticking “pixel installed” says you believe it. It does not say Meta received a single event — and a wrong belief here is weeks spent optimising for a signal that never arrived.
Setup breaks after it succeeds
Meta access is delegated and revocable. The Business Manager that worked in March can be gone in April, and a static checklist never notices. Ott’s own words for it: “Your Meta connection has expired, so syncing has stopped.”
Seven steps. One of them is open.
Each card below is a live check on your own account, and the wording is the product’s — the same strings Home shows you. Steps 1 to 4 get your accounts and data in; steps 5 to 7 get a real conversion back to Meta.
Connect Meta
“Connect a Business Manager or a personal profile so Ott can import your ad accounts and their results.” It is the one step with no way around it, and the one that reopens when it breaks: “Your Meta connection has expired, so syncing has stopped. Reconnect to pick it up again.” The button says “Reconnect Meta”.
Import ad accounts
“Ott imports your ad accounts as soon as Meta connects. None have come in yet: the profile you connected may have no ad accounts, or the import is still running.” While it waits, Home says why: “Ad accounts come in as soon as Meta is connected.”
Create a client and brand, assign ad accounts
“A client holds brands, and a brand holds the ad accounts that spend for it. Ott reports by both.” Three checks, in the product’s own words: “Client created”, “Brand created”, “Ad account assigned to a brand”.
First data synced from Meta
The one step Ott does for you: “Ott is pulling your campaigns and results. The first run can take a few minutes.” It shows “Syncing…” while it runs, and finishes as “Data is in for N ad accounts.”
Set up Telegram tracking
“Ott gives you a tracking link for your ads. When someone joins your channel from that link, Ott sends the conversion back to Meta, so Meta can optimise for joins.” Five checks: “Client and brand chosen”, “Bot connected”, “Channel added and the bot is its admin”, “Domain verified and link named”, “Meta pixel and conversion event”.
Put the tracking link in a live ad
“Paste the link as the ad’s website URL in Ads Manager. This ticks on the first visit that arrives with Meta’s click id. Opening the link yourself does not count.”
First conversion sent to Meta
“Ticks when Meta accepts the first join that came from a click on your ad. There is nothing to do but let the ad run.” A finished step 7 reads: “Meta has accepted the first conversion from your link.”
After that, step 5 unlocks its own surface — “Unlocks when tracking is live”, then “Telegram report: joins and cost per join”.
The home page says four steps. Your workspace shows seven.
Both counts are Ott’s, and they count different objects. The four-step block summarises what the platform needs — connect Meta, set up your clients and brands, track campaigns and conversions, optimise performance. The setup timeline is your workspace’s own first-run progress, and it ends somewhere that summary does not: with Meta accepting a conversion from a click on your ad. A workspace whose plan has no tracking links sees the timeline shrink to four steps itself, in the product’s own words: “Four steps from connecting Meta to your first data.”
Status comes from checks, never from a tick box.
That sentence is the product’s own decision record, and it is the whole difference between a timeline and a checklist. Here is what it changes on your screen.
Every step checks your account
Nothing is remembered and nothing is ticked by hand: “Each step checks your account live and ticks itself when it passes.” When a step looks wrong, “Check again” asks your account again.
A step you cannot start names its blocker
Later steps say what they wait for — “Unlocks after step N” — instead of looking equally doable. Importing ad accounts says the quiet version: “Ad accounts come in as soon as Meta is connected.”
Done means still true
Because the answer follows your data, a step can reopen. An expired Meta connection turns step 1 back into “Reconnect Meta”, with its reason attached: “Your Meta connection has expired, so syncing has stopped.”
The last two steps are Meta’s
Step 6 ticks on the first visit that arrives with Meta’s click id — “Opening the link yourself does not count” — and step 7 when Meta accepts the first conversion from such a visit. “There is nothing to do but let the ad run.”
A workspace with months of data is not reset.
On a workspace with no data at all the timeline is the whole page, and it ends with the product’s own line: “Your dashboard appears here as soon as the first data has synced.”
Recommended, not enforced.
The app labels a step “available” when nothing stops you doing it now — its own definition reads “not done, not the open one, but nothing stops the person from doing it now. The order is recommended, not enforced.” So what follows is what the hints actually say, not a rule.
Connect Meta first, really
It is the only step with no alternative route: ad accounts come from Meta and from nowhere else. Everything the timeline does later reads through that connection.
Clients and brands can wait. Assignment cannot.
“You can add clients and brands now. Assigning ad accounts needs them imported from Meta first.” So half of step 3 is yours whenever you like, and the other half waits on step 2.
Tracking can start whenever you want
The tracking step carries no dependency and says so: “You can start this now, in any order with the steps above.” Nothing about it needs an ad account to be assigned first.
Syncing runs itself
“Starts when an ad account is assigned to a brand and Meta is connected.” It needs a brand and a live connection — and then it is out of your hands: “Ott is pulling your campaigns and results. The first run can take a few minutes.”
The wizard that reopens where you left off.
Setting up tracking is a wizard inside the timeline, and it keeps its own place. Step 5 is where the timeline hands over — the wizard’s detail has a page of its own.
It reopens on the first unfinished step
Come back on any device and the wizard opens where you stopped, with the values you already entered still filled in. Its five checks are shown as “2 of 5 checks passed” rather than as a lock you cannot open.
The button says what is next
Step 5’s button in the timeline is named after the wizard’s next unfinished check: “Start setup”, then “Continue: connect your bot”, “Continue: add your channel”, “Continue: verify your domain and name the link”.
One thing it does not keep
The Meta Conversions API token is never saved. A saved draft stores no bot token and no CAPI token at all, so someone who comes back past that point pastes it again — one paste rather than a stored credential.
Per-ad join attribution, the CAPI postback and the wizard itself live on the Telegram conversion tracking page. “Start again” clears the progress you have saved.
Every step page is a detour, and every detour returns.
Opening a step takes you out of the timeline. The app is built to put you back on the step you came from.
“Back to setup” on top of every step page
A step’s own page carries a bar reading “You are setting up Ott.” with “Back to setup” next to it — and “Hide this bar” if you would rather stay where you are. A finished step offers “Manage” instead.
“4/7” sits next to Home
While setup is unfinished, a small count follows Home in the navigation, on the desktop sidebar and in the phone menu. Owners — anyone who sees the whole workspace — see it. A member who sees only their assigned brands does not, because a count over the work they can see would be wrong.
The trial is part of the same header
While you are trialing, the header carries “Free trial · 14 days left” and “Compare plans” — the two facts that decide whether finishing setup is worth this week.
One click to a human
“Stuck on a step?” offers “Book a setup call” — “Our team walks you through it on a short call.” And two things are offered as optional, any time: “Add client fees” and “Invite your media buyers”.
Plan-aware, and honest about which reason applies.
The tracking steps are the only part of the timeline that depends on your plan. The product names the reason instead of showing three locked steps and leaving you to guess.
The timeline shrinks to four steps
A plan without tracking links shows “Four steps from connecting Meta to your first data.” The tracking steps are left off entirely rather than shown as locked.
It says which one applies
“Telegram tracking is not part of your plan.” when it is a plan limit, with “See plans” beside it; “Telegram tracking needs an active plan.” when there is no active subscription. On live pricing, Starter’s row reads “Telegram conversion tracking — not included”, so nothing here claims every plan includes tracking.
A link you already have keeps its steps
A workspace that already has a tracking link keeps steps 5 to 7 whatever its plan says now. The plan decides what can be created, not what gets taken away.
See plans for what each one includes.
“Is my setup done?” — answered from the product.
The six questions a new workspace asks, with the answers the product itself gives.
“Does opening my own link count?”
No. Step 6 waits for “the first visit that arrives with Meta’s click id” and says so plainly: “Opening the link yourself does not count.” A test of your own ticks neither step 6 nor step 7.
“I already have months of data — is anything reset?”
No. Your dashboard stays, with one line above it: “Setup · 4 of 7 done” and “Next: Set up Telegram tracking”. That line replaces the separate Telegram card that used to ask for your attention.
“Do I have to do the steps in order?”
The order is recommended, not enforced. Clients and brands can be created whenever you like; assigning ad accounts waits for the Meta import; tracking can be started “in any order with the steps above”; and step 4 runs itself once a brand holds an ad account and Meta is connected.
“What happens when all seven pass?”
The timeline removes itself. There is no leftover checklist to dismiss and no wizard to close — the count beside Home disappears with it, and your workspace shows the dashboard it showed before.
“My Meta connection expired — is step 1 still done?”
No. A step is done only while the check still passes, so an expired connection reopens step 1 as “Reconnect Meta”, with the reason attached: “Your Meta connection has expired, so syncing has stopped. Reconnect to pick it up again.”
“Does my team see the count?”
Owners do — anyone who sees the whole workspace gets the folded line and the count beside Home. A member who sees only their assigned brands does not, because a setup count over the brands they can see would be wrong.
Reads the accounts you already use
The timeline checks and writes across Meta and Telegram, and the same data is available to your own tooling.
Related features & use cases
Step 5 in depth: per-ad join attribution, the CAPI postback, and the wizard this timeline resumes.
What step 1 looks like when you are connecting several Business Managers for several clients.
The record — every campaign and budget change written independently of the ad platform.
The conversion the last two steps are waiting for, in the verticals that live on it.
Stop wondering whether your setup is done. See it.
Seven steps from connecting Meta to your first conversion sent back to Meta — one step open at a time, and the last two tick only when Meta confirms them. 14-day free trial, no credit card.