How does Convo access my Dialpad calls?

Convo runs locally on your computer, capturing Dialpad system audio. It never joins as a visible bot—other participants don't see it. Audio processes on your device before syncing to ClickUp.

Will other people on the Dialpad call know I'm using this?

No. Unlike Fireflies or Otter, Convo doesn't add a "recording bot" to your Dialpad call. It's completely invisible. Only you know it's running.

How does Convo know who to assign tasks to in ClickUp?

It listens for "John will..." or "@Sarah can you..." on Dialpad and maps names to ClickUp user accounts. You can review assignments before they're created.

Can it update existing ClickUp tasks or only create new ones?

Both. If a Dialpad discussion references a ClickUp task ID or name, Convo updates that task. Otherwise, it creates new tasks with proper linking.

What happens if the AI misinterprets a task on Dialpad?

You get a review screen before ClickUp sync. Edit the task, change assignees, adjust due dates. Over time, corrections train Convo to be more accurate for your team.

Sync Dialpad Meeting Notes to ClickUp | Convo

The problem with manual sync

Your team spends hours each week doing what AI should handle: transcribing Dialpad meetings, extracting action items, updating ClickUp records.

How Convo solves it

Convo turns Dialpad audio into structured data that populates ClickUp automatically. Sync meeting notes to tasks and docs—all without touching a keyboard.

Join call

AI listens

Processes data

Auto-syncs