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What is Ask Marloo AI

Learn how to leverage Ask Marloo

Written by Jessica Zhan

Executive Summary

  • Ask Marloo is a context-aware AI assistant built into Marloo. Open it from Global Chat or Home (where enabled for your firm), or inside a meeting, client profile, document, summary or template.

  • What Ask Marloo searches automatically depends on where you open it. Each surface is explained below.

  • Ask Marloo can search the web, draft emails, and answer questions using voice or text input.

What is Ask Marloo?

Ask Marloo is a context-aware AI assistant built into every part of Marloo. It is not a general chatbot. It understands the specific meeting, client, or document you are working with and answers questions based on that context.

You can open Ask Marloo from Chat (Global Chat) or the Home tab where these are enabled for your firm, or from inside a meeting, client profile, document, summary or template. Wherever you open it, every response is grounded in real data from your workspace. For Global Chat, see Ask Marloo anything with Global Chat.

What Ask Marloo Can Access

What Ask Marloo searches automatically depends on where you open it. Each surface can also look up related records in your workspace when you ask.

In Global Chat

Where Global Chat is enabled for your firm, Ask Marloo searches across all the clients you have access to, not just one. It can find and summarise clients, meetings and transcripts, tasks, documents, files and notes, connected emails and templates, and compare or roll them up across clients. Opening Ask Marloo from a client profile limits it to that client instead. See Ask Marloo anything with Global Chat.

At the Meeting Level

Ask Marloo searches:

  • The meeting transcript

  • The meeting summary

  • Text and voice notes added to the meeting

  • Documents uploaded to the meeting

Its search is limited to that meeting, but when you ask it can also look up the linked client, other meetings, synced emails and tasks, add or update meeting notes, and update client details.

At the Client Level

This is the most powerful context level. Ask Marloo can access:

  • All meeting transcripts and summaries tagged to that client

  • All documents uploaded to the client profile

  • All synced emails for that client

  • Notes from any meeting tagged to the client

  • The client overview

It can also create and update meetings, notes, tasks, tags and client details for that client when you ask.

Within a Document

Ask Marloo can access:

  • All context files passed through for that document generation

  • The document template

  • The generated content itself

  • The client's meetings, files, notes and other documents

Within a Summary

Ask Marloo can access:

  • The meeting transcript

  • Notes and context added to that meeting

  • The current summary content

How to Use Ask Marloo

  1. Open Ask Marloo from universal chat, or within a meeting, client, document, summary, task, slide, or template.

  2. Type your question in the chat field, or dictate with the microphone button or Option + Space on Mac (Ctrl + Space on Windows).

  3. Review the response. Ask follow-up questions to refine the answer. Expand the chat window for longer work, and reopen previous chats from your history in that same surface (chats are private to you).

  4. Optionally save the answer as a file note on the client's profile for later use in advice documents.

Voice Input

Click the microphone icon in the input field, or hold Option + Space on Mac (Ctrl + Space on Windows) to dictate anywhere in Marloo (including search and document editing). Speak naturally and your words are transcribed automatically.

Web Search

Ask Marloo can also search the web to supplement its answers with external information. This is useful when you need general market data or regulatory references alongside your client-specific information.

Source Citations

In Client View, responses include visible citations showing the source document and text excerpt. In meetings and documents, ask Marloo "where did you get that information?" and it will reference the source in the chat.

Drafting Emails

Click the compose button, then choose Gmail, Outlook or System Default to open the draft in your email client for review and sending. If your Gmail account is connected to Marloo with permission to send, you can also ask Marloo to send the email or save it as a Gmail draft for you.

Tips for Better Results

  • Be specific with your questions. "What risk profile did [Client Name] indicate in the March meeting?" works better than "Tell me about the client."

  • Open Ask Marloo from the right context. For questions about a single meeting, open it from that meeting. For questions spanning multiple meetings, open it from the client profile.

  • Ask follow-up questions to refine answers or dig deeper.

  • Support staff can ask role-specific questions like "What are my action items from this meeting?"

For Support Staff and Admin Staff

Support staff and admin staff can use Ask Marloo to get instant context on any meeting they have access to. Open the meeting and ask questions like "What are my action items?" or "Summarise what was discussed" without needing to read the full transcript.

This is particularly useful when stepping into a meeting you did not attend. Ask Marloo can brief you on what was discussed, what documents need to be prepared, and what follow-up actions are required.

Limitations

  • Ask Marloo only works with the information available in its context. If a document has not been uploaded or a meeting has not been transcribed, Ask Marloo cannot reference it.

  • Voice input may occasionally require a page refresh to activate. If it stops working, refresh the page.

  • In rare cases, Ask Marloo may generate details that are not in your files. Always verify critical details against source documents. If this occurs, regenerate the response and report the issue to support.

  • Ask Marloo results can occasionally disappear when switching tabs. Refresh the page to restore them.

Frequently Asked Questions

Ask Marloo gave me a generic response. Why?

Make sure you opened Ask Marloo from within the relevant meeting or client profile, or name the client or meeting in your question if you are in Global Chat. Ask Marloo uses the context of where you open it. If the context is thin, the response will be generic.

Can I use Ask Marloo without being in a specific meeting or client?

Yes, where Global Chat or the Home tab is enabled for your firm. Select Chat in the main menu or use the box at the top of Home. See Ask Marloo anything with Global Chat.

Can I send an email directly from Marloo?

Yes, if your Gmail account is connected to Marloo with permission to send - ask Marloo to send it or save it as a draft. Otherwise click the compose button, choose Gmail, Outlook or System Default, then review and send from there.

Voice input is not working.

Refresh the page. If the issue persists, contact support.

Ask Marloo made up details that are not in my files.

Regenerate the response and report the issue to support. Always verify critical details against source documents.

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