Add your firm's professional branding to Marloo, creating a cohesive client experience across virtual meetings. For information on how to customise the style of your exported documents, see here.
Meeting assistant name
Customise how your Marloo assistant appears in virtual meetings to align with your firm's professional identity.
Step 1: Access company settings
Log in to your Marloo account
Navigate to Settings in the main menu
Click on the Meetings tab (NOTE: not the Company settings tab)
Step 2: Configure your assistant name
Locate the "Meeting Assistant Name" field
Enter your preferred display name
Examples: "Marloo Assistant," "[Firm Name] Meeting Recorder," or "[Firm Name] Note Taker"
Why naming matters:
Client comfort: A clear, professional name helps clients understand the tool
Meeting transparency: Participants know exactly what the assistant is and does
Brand alignment: Consistent naming reinforces your professional image
Team consistency: Coordinate naming across your firm for brand consistency
Company logo for meeting bots
Display your firm's logo on your virtual meeting bot to maintain professional branding during client meetings.
Step 1: Upload your company logo
In the Company section in Settings, locate Company Logo
Click to upload your firm's logo or branding image
Supported formats: PNG, JPG (recommended dimensions: 200x200px minimum)
Once uploaded, your logo will automatically display when Marloo joins your virtual meetings.
Managing your branding
All branding elements in one place: The Company section now consolidates all customisation options for easy management.
Updating branding elements:
Meeting assistant name: Edit the text field and save changes
Company logo: Upload a new image to replace the existing one
Document template: Upload a new .docx file to update formatting
Team considerations:
Branding changes apply firm-wide for all users
Coordinate updates with your team to ensure consistency
Consider version control for document templates
Notify team members of any naming convention changes
Note: Previously, meeting bot customisation options were located in the Meetings section. These have been consolidated into the Branding section alongside document templates for streamlined brand management.