How does Convo access my Phone calls?

Convo runs locally on your computer, capturing Phone 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 Phone call know I'm using this?

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

Does this work with custom Close fields?

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

Can I control which Phone calls sync to Close?

Absolutely. Set rules by meeting type, participant, or Close opportunity stage. Not every Phone 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 Phone call so you see what came from AI vs manual entry.

Sync Phone Meeting Notes to Close | Convo

The problem with manual sync

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

How Convo solves it

Convo turns Phone audio into structured data that populates Close automatically. Log calls and track follow-ups automatically—all without touching a keyboard.

Join call

AI listens

Processes data

Auto-syncs