--- title: "Live Assistant and Ask AI for Sales Calls | Convo" description: "How Convo helps during calls: the Live Assistant surfaces help proactively when the moment calls for it, and Ask AI answers your questions on demand." canonical: https://www.itsconvo.com/help-center/real-time-suggestions markdown: https://www.itsconvo.com/help-center/real-time-suggestions.md last-updated: 2026-10-14T22:06:41.000Z --- # Live Assistant and real-time suggestions > How Convo helps during calls: the Live Assistant surfaces help proactively when the moment calls for it, and Ask AI answers your questions on demand. Source: https://www.itsconvo.com/help-center/real-time-suggestions [← Back to Help Center](https://www.itsconvo.com/help-center) 6 min read Updated August 25th, 2026 By Convo Team • Published December 15, 2025 • Last updated August 25, 2026 Convo helps in two ways during calls. The Live Assistant works proactively: when an objection lands, a signal appears, or a must-ask question is still open near the end, help shows up on your screen without you asking. Ask AI is on demand: type any question and get an answer from the live transcript, your documents, and past calls. Both run in the floating toolbar; the Live Assistant is a Professional feature you control skill by skill. Convo helps during calls in two distinct ways, and knowing the difference makes both more useful. The **Live Assistant** is proactive: it watches the conversation and pushes help when the moment calls for it. **Ask AI** is on demand: it answers when you ask, and only then. ## The two modes at a glance #### Live Assistant (proactive) Convo decides when to help: an objection triggers a response suggestion, a buying signal triggers a follow-up prompt, an unasked must-ask question triggers a reminder. You control which of these skills run. #### Ask AI (on demand) You decide when to ask: open the Ask panel in the toolbar, type a question (or tap a quick prompt like "How can I answer?"), and get an answer built from the live transcript, your documents, and past calls. ## Live Assistant skills The Live Assistant is a set of skills, each watching for a different moment. You can switch each one on or off in **Settings → Live Assistant**: #### Balance the conversation You've had most of the last two minutes → a nudge to listen more. #### Remind about must-ask questions 5 minutes left in the meeting and timeline hasn't come up → a reminder to ask before the call ends. #### Search knowledge and past answers "Do you support SSO with Okta?" → the relevant answer from your documents or a past call appears, with a chip naming the source. #### Catch important signals "Budget is 100k/month" → suggested deeper follow-ups while the topic is live. #### Detect hidden intent "Why is it so expensive?" → help identifying the real concern behind the question. Help appears where it fits: compact cards pop up from the floating toolbar, small nudges run in the ticker strip, and fuller answers land in the live insights panel. Your [playbook](https://www.itsconvo.com/help-center/sales-playbooks) fills itself in its own tab at the same time. ## Instant Cues: your own live rules Instant Cues let you script your own proactive help: each cue is a **when → then say** pair. When the trigger you described comes up in conversation, your prepared line appears. Create and edit them under **Knowledge → Instant Cues** in the dashboard, for example: when the prospect asks about a competitor → your best positioning line, in your words, not the AI's. ## Ask AI during the call 1. Open the **Ask** tab in the floating toolbar 2. Type your question, or tap a quick prompt like **"How can I answer?"** or **"Follow-up question"** 3. The answer arrives in seconds, built from the live transcript, your uploaded documents, and past conversations Ask AI never interrupts on its own: it responds only when you ask. Good uses mid-call: "What did they say about pricing?", "What's our refund policy?", "Summarize their concerns so far". ## Making both modes sharper - [Upload your documents](https://www.itsconvo.com/help-center/ai-knowledge-base): pricing sheets and product specs turn generic help into your answers, with source chips showing where they came from - [Set up your playbook](https://www.itsconvo.com/help-center/sales-playbooks): the must-ask reminders follow the questions you actually care about - Write Instant Cues for the three moments that decide your calls ## Control and availability - The Live Assistant has a master switch and per-skill toggles in **Settings → Live Assistant**, each with an **Example** button showing what the skill looks like in action - The same page tracks two setup steps that sharpen suggestions: adding knowledge, and running your first 5 calls so the assistant learns your company and product - Live Assistant, Instant Cues, and the knowledge-powered features are part of the Convo **Professional** plan - The overlay stays hidden from screen sharing by default, so only you see the help ## Best practices ### Do: - Rephrase suggestions in your own words: they're guidance, not scripts - Switch off skills you don't want: fewer, sharper interruptions beat a busy screen - Use Ask AI for facts and the Live Assistant for moments ### Don't: - Read responses word-for-word while the prospect waits - Stare at the toolbar instead of engaging: it'll still be there when you glance back - Rely on AI over your own judgment: you know the deal best ## Next steps - [Your first AI-assisted call](https://www.itsconvo.com/help-center/first-ai-call) - Complete walkthrough - [Live objection-handling examples](https://www.itsconvo.com/live-objection-handling) - Price, timing and approval concerns - [AI suggestions not appearing](https://www.itsconvo.com/help-center/ai-suggestions-not-appearing) - Troubleshooting - [Sales playbooks](https://www.itsconvo.com/help-center/sales-playbooks) - Qualification that fills itself ### Need more help? Visit our [Help Center](https://www.itsconvo.com/help-center) for more articles or contact support at [itsconvo.com/contact](https://www.itsconvo.com/contact). Still need help? 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