Convo provides real-time AI suggestions during your calls to help you navigate conversations more effectively. Learn how to access, understand, and use these suggestions.
Real-time suggestions in Convo appear through the Smart Panel, which displays AI-generated recommendations as your conversation unfolds. The system analyzes your discussion continuously and provides contextual guidance without interrupting the flow.
Automatic suggestions that appear every few seconds based on conversation context
Search for specific information instantly using the Ask AI feature
To start receiving real-time suggestions:
Pro tip: Position the Smart Panel on a secondary monitor or screen edge where you can glance at it without being distracted from your video call.
Action buttons are context-aware suggestions that update automatically throughout your call. Convo generates new suggestions every 8 seconds, showing up to 3 at a time.
Each action button displays as a clickable suggestion with text like:
"Ask [person] about their experience with [topic]"
"Learn how [topic] solves the problem"
"Discuss next steps and timeline"
Action buttons are generated based on:
Action buttons are suggestions, not scripts. Here's how to use them effectively:
Check action buttons periodically for ideas. They're meant to jog your memory or provide conversation starters, not to be read word-for-word.
Use suggestions as inspiration and rephrase them in your own words. If a button says "Ask about their role," you might say "Tell me more about what you do."
Not every suggestion will be useful. Choose actions that feel natural and move the conversation forward. It's okay to ignore suggestions that don't fit.
Buttons update every 8 seconds. If current suggestions don't resonate, wait a moment for fresh ones based on the latest conversation context.
When you need specific information during a call, use the Ask AI feature in the Smart Panel.
Convo searches two sources to answer your questions:
Important: For best results, upload relevant knowledge sources before your calls. Go to General → Ask AI in your dashboard to add product documentation, sales playbooks, or FAQs.
The quality of real-time suggestions improves as Convo learns about your conversations and has access to better information.
Add materials that contain information you frequently reference:
Pre-prepare answers to frequently asked questions:
The more calls you record with Convo, the better it understands:
Action buttons require conversation context. They typically appear 1-2 minutes after you start recording. Ensure:
Suggestions improve with more conversation context. If they're off-topic initially, wait a few minutes as Convo gathers more information. Also ensure you've uploaded relevant knowledge sources for your industry or role.
Check your internet connection. Real-time suggestions require network access to process questions and generate answers. For very long calls (2+ hours), slight performance degradation is normal as more conversation history accumulates.
Context: Prospect mentions budget concerns
Action Button: "Explain how we provide ROI within 6 months"
Ask AI Query: "What case studies show ROI?"
Result: You have talking points ready and specific examples to share
Context: Customer asks about integration capabilities
Ask AI Query: "What integrations do we support?"
Action Button: "Show how integrations work in practice"
Result: You get the integration list and a suggestion to demo it live
Context: Client describes their current workflow
Action Button: "Ask about challenges with their current solution"
Ask AI Query: "What pain points did they mention?"
Result: You have a follow-up question and a summary of their concerns
Now that you understand real-time suggestions, explore these features:
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