Table of Contents
Overview
Ever feel like you need a co-pilot during your most important calls? In a world saturated with meeting tools that only record and transcribe, Convo steps in as a true end-to-end meeting assistant. It’s designed not just to document what happened, but to actively help you succeed in the moment. Unlike passive recorders, Convo prepares you before the call, discreetly coaches you with real-time suggestions during the conversation, and automates the follow-up process after you hang up, turning every meeting into a winning performance.
Key Features
Convo is packed with features designed to streamline your entire meeting lifecycle. Here’s what makes it stand out:
- Real-Time In-Meeting Guidance: This is Convo’s superpower. It listens locally on your device and discreetly displays “cue cards” on your screen—suggesting answers to tough questions, surfacing key facts, or reminding you of talking points when you get stuck.
- Bot-Free Privacy: Unlike other tools, Convo never sends a visible “AI Note Taker” bot to join your calls. All audio processing happens locally on your Mac, ensuring your client conversations remain private and intimate.
- Pre-Call Preparation: Walk into every meeting fully prepared. Convo reviews past context and allows you to create “live cards” (talking points) that automatically pop up when relevant topics are mentioned.
- Automated Post-Call Workflow: Say goodbye to manual admin. After the meeting, Convo automatically drafts follow-up emails, updates your CRM/tasks, and generates a concise summary of decisions—all searchable in a “meeting memory” database.
- Seamless Overlay: Convo works as a light, non-intrusive overlay on top of any meeting tool (Zoom, Google Meet, Teams, Slack Huddles), integrating smoothly without complex setups.
How It Works
Getting started with Convo is designed to be frictionless for Mac users.
- Install: Download the native macOS app (no browser extensions required).
- Prep: Before a call, you can set up “Cards” with key info (e.g., “Pricing Objection” or “Q4 Roadmap”).
- Meet: Join your call as usual. Convo listens to the system audio in the background. When the AI detects a relevant topic (like a client asking about pricing), it instantly surfaces the corresponding “Card” or suggests a smart reply on your screen.
- Follow Up: When the call ends, Convo presents a drafted follow-up email and a list of action items ready to be sent or saved.
Use Cases
Convo is incredibly versatile, but it truly shines in high-stakes scenarios:
- Sales & Negotiations: Reps can handle objections confidently with live battle cards that pop up exactly when a competitor is mentioned.
- Customer Success: Managers can recall specific client details from months ago instantly without digging through CRMs, making every client feel remembered.
- Executive Leadership: Founders and leaders can stay on message during press interviews or board meetings with discreet teleprompter-style guidance.
Pros & Cons
No tool is perfect. Here is a balanced look at Convo’s strengths and limitations.
Advantages
- “Coaching” vs. “Recording”: Most tools just tell you what happened after. Convo helps you change the outcome during the call.
- Total Discretion: Because it captures system audio, no one knows you are using it. There is no “Recording in progress” announcement or bot participant.
- Memory Recall: The “Ask AI” feature lets you query your entire meeting history (e.g., “What did Sarah say about the budget last month?”) instantly.
Disadvantages
- Mac Only: Currently available exclusively for macOS, leaving Windows users out.
- Requires Attention: To get the benefit of real-time coaching, you have to actually glance at the overlay during the call, which can take practice to do naturally.
- Price: It is a premium tool ($15–$38/mo) compared to some free basic transcribers.
How Does It Compare?
Convo enters a competitive space but targets a specific “Live Assistance” niche.
- vs. Fathom / Otter / Fireflies:
- The Others: Great for Transcripts. They record and summarize well, usually via a Bot.
- Convo: Great for Performance. It coaches you live. If you just want notes, use Otter. If you want to win the deal, use Convo.
- vs. Granola:
- Granola: A beautiful, manual-first notepad for Mac that uses AI to enhance your own notes. It is bot-free like Convo but lacks the Real-Time Suggestions.
- Convo: More proactive. It interrupts (helpfully) to give you answers, whereas Granola waits for you to type.
- vs. Supernormal:
- Supernormal: Excellent for automatic note-taking on Google Meet/Zoom.
- Convo: Works on Any Platform (including Slack Huddles, Discord, Telephony apps) because it records system audio, not just browser tabs.
Final Thoughts
Convo is more than just another meeting recorder; it’s a proactive wingman. Its unique combination of pre-call prep, real-time assistance, and powerful post-call automation makes it a compelling tool for anyone in client-facing roles. If you are a Mac user who wants to stop worrying about taking notes and start focusing on influencing the conversation, Convo offers a forward-thinking solution that is definitely worth the investment.