Query your meeting and client information with intelligent AI assistance
What is Ask Marloo AI?
Ask Marloo AI is an intelligent assistant that can answer questions about your meetings, clients, and uploaded documents. It works at both the individual meeting level and across complete client histories in Clients' View.
How Ask Marloo AI works
At the meeting level:
Answers questions about a specific meeting
References the meeting transcript and any notes you've added
Provides detailed analysis of that conversation
In Clients' View:
Accesses the client's complete history
References all meetings, documents, and notes for that client
Provides comprehensive analysis across multiple interactions
Types of questions you can ask
Factual information:
"What was the client's risk tolerance?"
"Which insurance policies do they currently have?"
"What was their investment goal?"
"How much do they have in their superannuation?"
Historical tracking:
"How have their circumstances changed since our first meeting?"
"What concerns have they raised over time?"
"What action items are still outstanding?"
Analysis and insights:
"What are their primary financial priorities?"
"How does their current portfolio align with their goals?"
"What gaps exist in their current financial plan?"
Meeting preparation:
"Give me an agenda for our next meeting"
"What should I follow up on from last time?"
"What documents do I need to review?"
Document analysis:
"Summarise their portfolio performance from the latest statement"
"What are the key terms in their insurance policy?"
"What recommendations were made in their previous advice document?"
Understanding AI responses
Direct answers When information is clear-cut, Ask Marloo provides direct, factual responses with source citations.
Reasoned analysis For complex questions requiring interpretation, Ask Marloo explains its reasoning process before providing conclusions.
Transparent limitations If information isn't available or is ambiguous, Ask Marloo clearly states this and may ask for clarification or additional context.
Source citations Every response includes citations showing exactly where information came from:
Specific meeting transcripts
Uploaded documents (with page/section references)
Your added notes
Previous AI interactions
Best practices for using Ask Marloo AI
Be specific: Ask focused questions rather than broad requests
Build context: Upload relevant documents and add detailed notes
Verify important details: Check source citations for critical information
Iterate: Ask follow-up questions to dive deeper into topics
Note: Marloo can make mistakes, please double-check answers from Ask Marloo AI.