Convo is an AI meeting assistant for consultants. It helps during client meetings by answering questions from the live conversation, uploaded documents, and past calls. It remembers earlier client decisions, supports custom meeting playbooks, records and transcribes calls without a meeting bot, and prepares consulting meeting notes and the follow-up email after the meeting.

Convo

AI meeting assistant for consultants

Give clients a better answer in the moment.

Convo brings past decisions and your own material into the client meeting. When it ends, the follow-up is ready to review.

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One continuous engagement

Keep the thread from one client meeting to the next.

The context stays with the engagement, so every conversation can start from the work already done.

  1. [01]Before the meeting

    Walk in knowing what changed.

    Convo brings back the last call and anything that still needs an owner or answer.

    Client history ready
  2. [02]During the meeting

    Stay with the client.

    Ask AI finds the context you need without sending you through folders or notes.

    Live help on demand
  3. [03]After the meeting

    Close the loop while it is fresh.

    The follow-up and meeting notes are ready to review when the call ends.

    Next work prepared

Why it matters

Clients get an answer that reflects the work already done.

Accomplish more with Convo

Keep the client work moving.

The context you need stays close to the live conversation.

[01]Client memory

Bring the whole engagement into the room.

Ask AI can use past calls with the same person, so the work already done stays part of the conversation.

Spend less time asking clients to repeat themselves.
[02]Your knowledge

Find the answer without leaving the call.

Add the material you rely on. Convo can bring the relevant part back when a client asks.

Answer from the work, not from memory alone.
[03]Custom meeting playbook

Cover what the work depends on.

Set the questions that matter for the engagement and see what the conversation has already covered.

Leave fewer important points unresolved.
[04]Meeting follow-up software

Leave the meeting with the next work clear.

The summary, action items, and follow-up email are ready to review after the call.

Keep more of the day for client work.

Private by design

No bot joins the client call.

Convo captures audio from your computer. Its private desktop window stays with you and is hidden from screen sharing by default.

In the meeting

Only the invited people

On your screen

A private Convo window

For the person in the client meeting

Questions worth asking before you buy.

01How is Convo different from other AI tools for consultants?

Convo works inside the client meeting. Ask AI uses the live conversation, uploaded documents, and past calls with the same person to help the consultant answer or decide what to ask next.

02Can Convo remember previous client conversations?

Yes. When Convo recognises the person, Ask AI can use previous calls with them. The consultant can also limit an answer to the current meeting.

03Does Convo create consulting meeting notes?

Yes. Each recorded meeting includes a summary, action items, a full transcript, and a follow-up email draft.

04Is Convo meeting follow-up software?

Yes. When the meeting ends, Convo prepares the follow-up email and action items. The consultant reviews the draft before sending or saving it to another tool.

05Can consulting teams use their own documents?

Yes. Consultants can add PDFs, text files, Markdown files, website content, or pasted text. Ask AI can use those sources during a meeting.

06Does a bot join the client call?

No. Convo captures the call audio from the consultant’s computer. Its private desktop window stays with the consultant and is hidden from screen sharing by default.

07Does Convo work for tech and digital consulting teams?

Yes. Convo works for consultants whose client work happens in meetings, including strategy, technology, digital, and customer experience consulting teams.

Consulting resources

See how Convo fits around the client meeting.

Conversation intelligence

See how Convo turns meetings into searchable context and practical feedback.

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Convo integrations

Connect calendars, email, CRM, Slack, Notion, and the tools used after a call.

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Get the most from Convo

Set up knowledge, shortcuts, live help, and the workflow after each meeting.

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Your next client meeting

Bring the full client context with you.

Ask for help in the moment and leave with the follow-up ready.

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