This guide takes you through one call with Convo from start to finish: what to set up before, how to use live help during, and what to do with the call afterward. Prefer to learn by doing? Convo 101 covers the same ground as an interactive walkthrough.

Before your call

A few minutes of setup decides how much help you get on the call itself.

1. Turn on the Live Assistant

Open Settings → Live Assistant and switch Enable on. This is what gives you live suggestions while you talk. Without it, Convo still records and transcribes, but nothing surfaces during the call.

While you are in Settings, check Preferences → Transcription language and pick the language your calls are in. Only choose Auto-detect if a single call switches between languages, since it trades some accuracy for flexibility.

2. Connect your calendar

Connect Google Calendar or Outlook in Settings → Integrations. The calendar ties each call to the meeting and the people on it: it fires your pre-call reminder and lands the summary on the right person afterward. In the same list you can connect your CRM, Slack, and Notion so calls turn into notes and tasks on their own. See connecting your calendar for details.

3. Add Instant Cues (optional)

Instant Cues are your own "when this comes up, say this" cards. Convo brings the right one up on its own the moment the situation appears:

1. Open Instant Cues in the sidebar. Three examples are already there.
2. Click Add cue. In When, describe the situation, for example "The prospect says it is too expensive."
3. In Then say, write the answer you want ready. Save.

You can add up to ten cues. Start with the moments that most often decide your calls.

4. Add your knowledge (optional)

Give Convo your own material and both Ask AI and the assistant answer from your content instead of generic information:

1. Open Ask AI in the sidebar, then click Connect
2. Choose a source:
   • From a file (PDF, TXT, or Markdown, up to 10 MB each)
   • From a website (paste an https link)
   • Manually (paste text directly)

5. Check permissions

• Microphone access, so Convo can transcribe your voice
• On Mac, also screen recording, which is how Convo hears the other side
• On Windows, the microphone is enough

Learn these four keys first

Learning these four shortcuts is the most important thing you can do to get real value from Convo. They work even while Convo is in the background, so you never have to look away from the call. On Windows, use Ctrl in place of ⌘.

During a call it usually goes in this order: ⌘U to bring the toolbar up, ⌘L so Convo starts listening, and ⌘Enter the instant you need help. Change any of them in Settings → Shortcuts.

Starting your call

Join your meeting as normal. Convo works with Zoom, Google Meet, Microsoft Teams, Webex, Slack, or anything that plays audio on your computer. Then start the recording in any of three ways:

• Click Record in the dashboard, or press play in the toolbar
• If you join a meeting without starting it, Convo detects the call and asks whether to record
• If your calendar is connected, Convo reminds you shortly before the meeting

You will see the waveform animate in the toolbar once Convo is listening.

During your call

The assistant works on its own

Once the Live Assistant is on, it follows the call and steps in without you asking:

A suggestion stays for about ten seconds. Hover it to hold it, or pin it to keep it visible.

Open Live Insights

Open Live Insights from the toolbar for two tabs that update as you talk:

• Playbook checks off questions as the prospect covers them. Pick BANT, SPICED, or MEDDPICC, tailor one, or build your own. See sales playbooks.
• Transcript shows the live conversation, labeled by speaker

Ask AI, any moment in the call

Press ⌘Enter or type a question. The toolbar also keeps "How can I answer?" and "Follow-up question" ready to tap, so you can skip typing altogether. Ask AI starts in Context and you can switch modes:

• Context answers from the live conversation, your documents, and your past calls with this person
• Screen reads what is on your screen and answers about it
• Search checks the web for a current fact

When Convo recognizes the person, it answers across your history with them. Scope it to this call only from the pill at the top.

Best practices during calls

Ending your call

Pause the recording in the toolbar and click Done, or press ⌘L again. Convo also stops on its own after about ten minutes of silence. The call is processed and saved to your dashboard within a few minutes.

After your call

Open the call in the dashboard and go through its tabs:

• Overview holds the summary and a list of action items you can check off
• Notes keeps your own notes on the call
• Transcript labels each speaker. Click any timestamp to replay the audio from that point
• Feedback coaches you on how you ran the call: what went well with quotes, areas to improve with a line to try instead, one focus for the next call, and your talk-time split. It needs a few minutes of conversation to generate

You can also ask Convo anything about the meeting from the ask box, the same way you did on the call.

Follow up and sync

• Follow-up email: Convo drafts it. Edit the draft, then copy it or open it in Gmail
• Share: send the summary to Slack, copy a link, or download the transcript
• CRM: log the call to Salesforce, HubSpot, Pipedrive, or Attio. Convo matches the people, writes the summary to their record, and turns action items into follow-up tasks

Tips for success

Troubleshooting

Next steps

After your first call, keep going:

• Walk the twelve essentials in Convo 101
• Build out your Instant Cues
• Grow your knowledge base
• Explore the full dashboard