> ## Documentation Index
> Fetch the complete documentation index at: https://help.withallo.com/llms.txt
> Use this file to discover all available pages before exploring further.

# AI Assistant

> Chat with AI about your calls to get insights, draft follow-ups, and find information

## 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)

***

## Two ways to use AI Assistant

<Tabs>
  <Tab title="Per Call">
    ## Chat about a specific call

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

    ### How to access

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

    ### 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

    ### 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.

    ### 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?

    ### Best for

    * Understanding one specific call
    * Drafting immediate follow-ups
    * Quick reference during next call with same person
    * Extracting action items right after call
  </Tab>

  <Tab title="Global Search">
    ## Chat about all your calls

    Access AI from Inbox to search and analyze across your entire call history.

    ### How to access

    1. Go to Inbox
    2. Tap AI icon (top right of search bar)
    3. Start asking questions

    ### What AI knows

    **Access to:**

    * All calls on that specific number
    * Complete call history
    * All transcripts and summaries
    * Full conversation database

    **Can search:**

    * Across multiple calls
    * By date ranges
    * By topics discussed
    * By people mentioned

    ### What you can do

    **Find information across calls:**

    **You ask:**\
    "Which prospects mentioned they're interested in our Enterprise plan?"

    **AI searches all calls and provides:** List of calls where Enterprise was discussed with key details.

    ***

    **Complex calculations:**

    **You ask:**\
    "What's the total pipeline value from calls this month?"

    **AI calculates:**\
    Adds up all deal values mentioned and provides breakdown.

    ***

    **Pattern analysis:**

    **You ask:**\
    "What's the most common objection I'm hearing from prospects?"

    **AI analyzes:**\
    Reviews all calls and identifies recurring concerns.

    ***

    **Find specific details:**

    **You ask:**\
    "What did John from ABC Company say about implementation timeline last week?"

    **AI retrieves:**\
    Specific information from that conversation.

    ***

    **Track commitments:**

    **You ask:**\
    "Show me all calls where I promised to follow up this week."

    **AI lists:**\
    All calls with pending follow-ups and deadlines.

    ### Example conversation (global)

    **You:** Which prospects mentioned they currently use Aircall?

    **AI:** I found 3 calls where prospects mentioned using Aircall:

    **1. John Smith (ABC Company) - Nov 15, 2:34 PM**

    * Currently on Aircall but frustrated with pricing
    * Paying \$1,200/month for 12 users
    * Contract renews in February
    * Interested in switching

    **2. Maria Garcia (XYZ Corp) - Nov 12, 10:15 AM**

    * Using Aircall for 2 years
    * Happy with features but wants AI capabilities
    * Budget approved for new solution

    **3. Tom Wilson (123 Industries) - Nov 8, 3:45 PM**

    * Evaluated Aircall last year
    * Chose RingCentral instead due to pricing
    * Still open to alternatives

    Would you like more details on any of these calls?

    ***

    **You:** Calculate total pipeline value from calls with budget over \$10,000.

    **AI:** Analyzing calls with budgets over \$10,000...

    **Total pipeline: \$127,000**

    **5 qualified opportunities:**

    1. ABC Company - \$35,000 (John Smith)
       * Proposal sent Nov 15
       * Decision by Dec 1
    2. XYZ Corp - \$28,000 (Maria Garcia)
       * Demo scheduled Nov 20
       * Evaluation phase
    3. Tech Solutions - \$25,000 (David Lee)
       * Contract review stage
       * Starts Q1 2025
    4. Global Industries - \$22,000 (Sarah Chen)
       * Waiting on approval
       * Timeline: January
    5. Premium Services - \$17,000 (Mike Johnson)
       * Technical review
       * POC next month

    **Average deal size:** \$25,400

    Would you like me to analyze close probability or timeline details?

    ### Best for

    * Finding information across multiple calls
    * Complex questions and calculations
    * Remembering what different prospects said
    * Analyzing patterns and trends
    * Pipeline analysis
    * Preparation before calls (reviewing history)
  </Tab>
</Tabs>

***

## What AI can do (both modes)

### Draft messages

**AI can write:**

* Follow-up emails
* SMS messages
* Thank you notes
* Meeting confirmations
* Proposal summaries

<Warning>
  AI drafts the messages but cannot send them. Copy the text and send manually via email or SMS.
</Warning>

### Extract information

**AI can identify:**

* Action items and tasks
* Deadlines and dates
* Budget amounts
* Decision makers
* Pain points and concerns
* Next steps

### Answer questions

**AI can tell you:**

* What was discussed
* Who said what
* When things were mentioned
* Why decisions were made
* How processes were explained

***

## Tips for best results

### 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"

### Be specific

**Better:** "Draft an SMS to confirm our meeting tomorrow at 2 PM at their office"

**Not as good:** "Write a text message"

### 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"

### 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)

***

## Limitations

### 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

<Note>
  Each AI conversation is independent. Starting a new chat means providing context again.
</Note>

### Per call AI limitations

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

### Global AI limitations

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

***

## Privacy and data

### 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

### 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

***

## Troubleshooting

<AccordionGroup>
  <Accordion title="AI Assistant not available">
    **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.
  </Accordion>

  <Accordion title="AI gives incorrect information">
    **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
  </Accordion>

  <Accordion title="Cannot find specific information (Global AI)">
    **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?"
  </Accordion>

  <Accordion title="Draft doesn't match my style">
    **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"
  </Accordion>

  <Accordion title="Global AI can't find something">
    **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?
  </Accordion>

  <Accordion title="Wrong AI mode">
    **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
  </Accordion>
</AccordionGroup>

***

## Related features

<CardGroup cols={2}>
  <Card title="Call recordings" icon="https://mintcdn.com/themobilefirstcompany/RgYoir1kmfhXIZ06/media/allo-icons/Waveform.svg?fit=max&auto=format&n=RgYoir1kmfhXIZ06&q=85&s=5c43cc5d913d39201b03a7ef19577fbf" href="/en/features/call-recordings" width="24" height="24" data-path="media/allo-icons/Waveform.svg">
    Access recordings AI analyzes
  </Card>

  <Card title="Virtual Receptionist" icon="https://mintcdn.com/themobilefirstcompany/RgYoir1kmfhXIZ06/media/allo-icons/AI.svg?fit=max&auto=format&n=RgYoir1kmfhXIZ06&q=85&s=b8c732c713aa282c65b6ea2c48e464c4" href="/en/features/virtual-receptionist" width="24" height="24" data-path="media/allo-icons/AI.svg">
    AI answers calls too
  </Card>

  <Card title="CRM integrations" icon="https://mintcdn.com/themobilefirstcompany/RgYoir1kmfhXIZ06/media/allo-icons/Integrations.svg?fit=max&auto=format&n=RgYoir1kmfhXIZ06&q=85&s=17a406f2c623aa3c0ff4eec866c23c96" href="/en/integrations/overview" width="24" height="24" data-path="media/allo-icons/Integrations.svg">
    Sync AI insights to CRM
  </Card>

  <Card title="Team analytics" icon="https://mintcdn.com/themobilefirstcompany/yN5XCm7zDDPr0-yn/media/allo-icons/chart-line.svg?fit=max&auto=format&n=yN5XCm7zDDPr0-yn&q=85&s=c5f7c6f95973cadfe0d21c71c31d76a3" href="/en/team/analytics" width="24" height="24" data-path="media/allo-icons/chart-line.svg">
    Team-wide call insights
  </Card>
</CardGroup>