Ask Marloo is a context-aware AI assistant built into Marloo, including Global Chat, meetings, client profiles and documents. It queries the real data in your Marloo workspace - it is not a general chatbot, and all responses are grounded in your actual meetings, notes, uploads, and emails.
What can Ask Marloo access?
What can Ask Marloo access?
It depends on where you open it. Each surface searches its own record (the meeting, client or document) and can also look up related clients, meetings, files, notes and emails when you ask. See What is Ask Marloo AI for the full breakdown by surface.
Does Ask Marloo search company context files when I ask on a client?
Does Ask Marloo search company context files when I ask on a client?
No. Ask Marloo on a client only searches that client and their group. Files in Company Settings or Knowledge > Company are not in that search unless you reference the files directly.
Ask Marloo on Global Chat can search those files. When you generate a document, they are used if you select them under Company files.
Why is Ask Marloo giving generic answers?
Why is Ask Marloo giving generic answers?
Open Ask Marloo from within the specific meeting or client profile — the context of where you open it determines what it can access. Also check that the meeting has been tagged to the client. Be specific in your questions: "What risk profile did the client indicate in the March meeting?" works much better than "Tell me about the client."
Why isn't Ask Marloo finding information I know is there?
Why isn't Ask Marloo finding information I know is there?
A few things to check: the client may not be tagged to the relevant meeting; a recently uploaded document may still be processing (wait a minute and try again); or your question may be too broad. For uploaded PDFs, scanned files may not extract text correctly — use text-based PDFs or Word files where possible.
Can Ask Marloo search the web?
Can Ask Marloo search the web?
Yes. Ask Marloo can supplement its answers with general public information such as current tax rates or regulatory references. Your client data is never shared externally in the process.
Can I draft emails with Ask Marloo?
Can I draft emails with Ask Marloo?
Yes. Ask Marloo to draft an email — for example, "Draft a follow-up for Jane after yesterday's meeting" — review the draft, then click the Compose button and choose Gmail, Outlook or System Default. The draft opens pre-populated 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 it or save it as a Gmail draft. See What is Ask Marloo AI.
Voice input has stopped working. How do I fix it?
Voice input has stopped working. How do I fix it?
Refresh the page. If the issue persists, contact support. Voice input is available everywhere Ask Marloo appears - click the microphone icon in the input field, or hold Option + Space on Mac (Ctrl + Space on Windows).
Ask Marloo generated details that aren't in my files. What should I do?
Ask Marloo generated details that aren't in my files. What should I do?
Regenerate the response and report the issue to support. Always verify critical details against your source documents before using them in advice. This is rare, but when it happens it's important to flag it so the team can investigate.
Can I clear the Ask Marloo chat history?
Can I clear the Ask Marloo chat history?
There is no clear option, but you can delete a chat or start a new one. Open the chat menu and select Delete chat (the menu also offers Pin and Rename chat), or use the trash icon next to a chat in your history. Deleting is permanent - you will need to re-ask your questions. Start a new chat when responses start to degrade; long histories can reduce quality.
Can Ask Marloo perform financial calculations?
Can Ask Marloo perform financial calculations?
Yes. Ask Marloo can calculate and analyse financial data from uploaded documents and meetings. Each answer includes source citations and the calculation workings. Review all outputs as part of your normal advice process before relying on them.