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What is AI Assistant

An intelligent chatbot that helps you work with your calls. Ask questions about what was said, draft follow-up messages, extract tasks, or search across all your conversations. Think of it as: ChatGPT or Claude, but with full access to your call history. Available on: All plans (Starter and Business)

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Two ways to use AI Assistant

  • Per Call

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Chat about a specific call

Open any call and chat with AI about that conversation only.

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How to access

  1. Go to Inbox
  2. Open any call
  3. Tap AI Assistant icon
  4. Start chatting

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What AI knows

Access to:
  • That specific call’s recording
  • Full transcript of that call only
  • All details discussed in that conversation
Does not know:
  • Other calls
  • Your call history
  • Information from other conversations

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What you can do

Draft follow-ups for that caller:You ask:
“Draft a follow-up email thanking Sarah for the call and confirming our next meeting.”AI provides:
Complete email draft based on what was discussed in that call.
Extract action items:You ask:
“What are my action items from this call?”AI provides:
  • Tasks you committed to
  • Deadlines mentioned
  • Follow-up actions needed
Remember details:You ask:
“What budget did they mention?”AI answers:
“The client mentioned a budget of $15,000 for the project.”You ask:
“When do they need this done by?”AI answers:
“They need the project completed by March 15th.”
Draft SMS:You ask:
“Write a short text to confirm our meeting tomorrow at 2 PM.”AI provides:
“Hi Sarah, confirming our meeting tomorrow at 2 PM. Looking forward to it!”
Summarize conversation:You ask:
“Summarize the main points we discussed.”AI provides:
Concise summary of key topics and decisions.

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Example conversation (per call)

You: What were their main concerns about switching to Allo?AI: Based on this call, they raised three main concerns:
  1. Team adoption - Worried their sales team won’t want to change from current system
  2. Data migration - Asked how to import existing call history
  3. Cost - Current system is $30/user, want to ensure Allo provides better value
They seemed most concerned about team adoption.You: Draft an email addressing the team adoption concern.AI: Here’s a draft:
    Hi Sarah,
    
    Thank you for discussing your team's needs today. I understand 
    your concern about team adoption - it's one we hear often.
    
    Here's how we typically handle this:
    
    - Free training session for your entire team
    - Dedicated onboarding specialist for first 2 weeks
    - 7-day trial so team can test before committing
    - Mobile-first design means most reps find it easier than 
      desktop systems
    
    I'd be happy to set up a demo specifically focused on the 
    user experience. Would Tuesday work?
    
    Best,
    [Your name]
Would you like me to adjust the tone or add anything?

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Best for

  • Understanding one specific call
  • Drafting immediate follow-ups
  • Quick reference during next call with same person
  • Extracting action items right after call

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What AI can do (both modes)

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Draft messages

AI can write:
  • Follow-up emails
  • SMS messages
  • Thank you notes
  • Meeting confirmations
  • Proposal summaries
AI drafts the messages but cannot send them. Copy the text and send manually via email or SMS.

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Extract information

AI can identify:
  • Action items and tasks
  • Deadlines and dates
  • Budget amounts
  • Decision makers
  • Pain points and concerns
  • Next steps

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Answer questions

AI can tell you:
  • What was discussed
  • Who said what
  • When things were mentioned
  • Why decisions were made
  • How processes were explained

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Tips for best results

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Ask clearly

Good questions:
  • “What budget did they mention?”
  • “Draft a follow-up email for this prospect”
  • “List all action items from this call”
  • “Find calls where pricing over $5,000 was discussed”
Vague questions:
  • “What happened?”
  • “Tell me everything”
  • “Help me with this”

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Be specific

Better: “Draft an SMS to confirm our meeting tomorrow at 2 PM at their office” Not as good: “Write a text message”

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Use follow-ups

Initial: “What concerns did they raise?” AI responds Follow-up: “Draft a response addressing the pricing concern” Refine: “Make it shorter and more casual”

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Choose the right mode

Use Per Call when:
  • Working on one specific conversation
  • Just finished a call
  • Need immediate follow-up
  • Want details from that call only
Use Global Search when:
  • Need to find something across calls
  • Analyzing multiple conversations
  • Calculating totals or trends
  • Preparing for calls (reviewing history)

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Limitations

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What AI cannot do

❌ Send emails or SMS directly
❌ Access calls from other numbers
❌ Modify or delete calls
❌ Make phone calls
❌ Access external data or internet
❌ Remember context between chat sessions
Each AI conversation is independent. Starting a new chat means providing context again.

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Per call AI limitations

  • Only sees that one call
  • Cannot compare with other calls
  • Cannot do calculations across calls
  • Cannot search your history

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Global AI limitations

  • Only searches calls on current number
  • Cannot access team members’ calls (unless shared)
  • Cannot search calls from different numbers

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Privacy and data

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What AI knows

Per-call AI:
  • Only that specific call
  • Nothing from other calls
  • No personal data beyond what’s in the call
Global AI:
  • All calls on that number
  • Complete transcripts
  • Call metadata
  • Nothing from other numbers or users

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Data security

All AI processing:
  • Encrypted in transit
  • Not stored separately
  • Uses same security as your calls
  • GDPR compliant
AI does not:
  • Share data with other users
  • Train on your data
  • Store conversations permanently
  • Access anything outside Allo

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Troubleshooting

Check:
  • Call has been processed (takes 1-2 minutes)
  • Transcript is available
  • You’re on latest app version
  • Internet connection active
Note:
AI needs transcript to work. Calls without transcripts won’t have AI chat.
Common causes:
  • Poor audio quality in recording
  • Transcript has errors
  • AI misunderstood context
Solution:
  • Listen to recording to verify
  • Be more specific in question
  • Correct AI and ask again
Try:
  • Ask more specifically
  • Use different keywords
  • Specify date range
  • Check if information was actually discussed
Example:
Instead of “Did they mention price?” try “What exact amount did they say for the project budget?”
Refine it:
  • Ask AI to make it more casual/formal
  • Request shorter/longer version
  • Add specific points to include
  • Give example of your style
You can say:
“Make this more casual” or “Add a sentence about our next steps”
Remember:
  • Only searches calls on current number
  • Cannot search other team members’ private calls
  • Information must exist in transcripts
Check:
  • Are you on the right number?
  • Did that conversation actually happen?
  • Was it recorded through Allo?
Per-call AI opened but need Global:
  • Go back to Inbox
  • Tap AI icon in search bar (top right)
  • Now you have access to all calls
Global AI opened but need specific call:
  • Close AI Assistant
  • Open the specific call
  • Tap AI icon in that call
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Call recordings

Access recordings AI analyzes
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Virtual Receptionist

AI answers calls too
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CRM integrations

Sync AI insights to CRM
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Team analytics

Team-wide call insights