How does Convo access my Microsoft Teams calls?

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

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

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

Does this work with custom Close fields?

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

Can I control which Microsoft Teams calls sync to Close?

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

What if Close already has notes from the meeting?

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

Sync Microsoft Teams Meeting Notes to Close | Convo

The problem with manual sync

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

How Convo solves it

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

Join call

AI listens

Processes data

Auto-syncs