Getting Started

You'll have your first OtterFi community running in just a few minutes. This guide walks through installing Verify and Notify on Telegram or Discord, verifying your first member, and receiving your first live notification.

Create your first community

Getting started is simple. Add an OtterFi bot to your Telegram group or Discord server and follow the setup guide.

OtterFi automatically creates your community during setup - there's no separate account or registration required. Start from the Get Started page to grab the right bot for your platform.

Install Verify

On Telegram

Add OtterFi Verify by starting a chat with the bot - everything from here is button-driven, with nothing to memorize.

Choose your community

Pick the group you want to gate, and the channel your verification message will be posted to.

Configure access requirements

Choose the blockchain your requirement lives on, whether it's an NFT or a token, and build your access requirement (see Access Policies).

Publish the verification portal

Confirm your requirement and OtterFi posts the verification message members will use.

On Discord

1. Add OtterFi Verify to your server (Manage Server permission required for setup commands).
2. Run /community to register your server as a Verify community.
3. Run /policy to set your access requirement and choose a Grant Target - the role members receive, or the channel they unlock.
4. Run /portal and pick a channel - this posts the standing verification message members will use.

Install Notify

On Telegram

Select your collection

1. Add OtterFi Notify to your group.
2. The bot posts a message with a private setup link - tap it to continue in a DM with the bot.
3. Choose the blockchain your collection is deployed on.
4. Provide your collection's contract address.
5. Confirm the collection OtterFi found (name, image, and stats are pulled live from OpenSea).

Configure notifications

1. Pick an alert style - Minimal, Rich, or Community (see Notify for what each looks like).
2. Choose which notification categories to receive (mints, sales, listings, floor activity).

Branding

Optionally set a branding emoji and links.

Go live

Send a test notification to confirm everything looks right, then tap Start the Bot - this is the step that switches Notify from setup into live delivery.

On Discord

1. Add OtterFi Notify to your server (you'll need Administrator or Manage Server permission).
2. Run /setup.
3. Choose your blockchain from the menu.
4. Enter your collection's contract address in the form that opens.
5. Confirm the collection OtterFi found.

Verify your first member

Once Verify is set up, a member taps the verify button in your channel or portal message and is taken to a page where they prove they own their wallet - either by connecting it directly, or without connecting one at all. See exactly how each method works in Security.

If their wallet meets your requirement, access is granted automatically - a Telegram invite link they can use once, or their Discord role.

Receive your first notification

Once Notify is live, real sales, listings, and floor movement for your collection start arriving on their own - there's nothing further to trigger. Use the test notification step during setup (or re-run it from Settings) to confirm your alert style and destination look right before real activity starts.

From this point on, Notify runs automatically in the background. No further action is required.

You're ready

Your community is now configured and ready to welcome members.