How does Convo access my Discord calls?

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

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

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

Does this work with custom Salesforce fields?

Yes. During setup, you map which Discord conversation elements (budget mentions, timeline, pain points) populate which Salesforce fields—including custom fields.

Can I control which Discord calls sync to Salesforce?

Absolutely. Set rules by meeting type, participant, or Salesforce opportunity stage. Not every Discord internal sync needs to go into Salesforce.

What if Salesforce already has notes from the meeting?

Convo appends new insights rather than overwriting. It timestamps additions from the Discord call so you see what came from AI vs manual entry.

Sync Discord Meeting Notes to Salesforce | Convo

The problem with manual sync

Post-meeting work kills productivity. After every Discord call, someone has to play back the recording, write notes, and manually sync data to Salesforce.

How Convo solves it

Convo eliminates the gap between talking on Discord and updating Salesforce. AI processes the call, extracts what matters, and syncs it where you need it.

Join call

AI listens

Processes data

Auto-syncs