How does Convo access my RingCentral calls?

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

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

Does this work with custom Close fields?

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

Can I control which RingCentral calls sync to Close?

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

Sync RingCentral Meeting Notes to Close | Convo

The problem with manual sync

Manual note-taking during RingCentral calls means you're either distracted or missing details. Then there's the data entry into Close—time-consuming and error-prone.