Marloo lets you customise your meeting bot's name and logo, your exported document styling (fonts, colours, headers, footers, cover pages), and firm-wide generation instructions. Branding changes apply to all advisers on your team.
How do I change the meeting bot's display name?
How do I change the meeting bot's display name?
Go to Settings > Meetings (not Company Settings) and update the Meeting Notetaker Name field. This is the name clients see when Marloo joins their virtual meeting.
How do I upload my firm's logo for the meeting bot?
How do I upload my firm's logo for the meeting bot?
Go to Settings > Company Settings > Company Logo and upload a PNG or JPG (minimum 200×200px). This logo appears as the bot's avatar in virtual meetings. Note: this is separate from document logos - for exported documents, see Customise Document Styles.
How do I customise fonts, colours, and spacing on exported documents?
How do I customise fonts, colours, and spacing on exported documents?
Go to Settings > Company Settings > Customise Document Styles. There are five tabs: Typography (fonts and heading colours), Layout (margins, spacing, page breaks, table of contents), Tables (header colours, banded rows), Header & Footer (upload a .docx file), and Cover Page (upload a .docx with only your cover page). Styling applies to all exports automatically.
How do I add a cover page to my exported documents?
How do I add a cover page to my exported documents?
Create a Word file containing only your cover page (not a full document), then upload it in Settings > Company Settings > Customise Document Styles > Cover Page.
Can I apply different document styles to different exports?
Can I apply different document styles to different exports?
Yes. You can create multiple custom styles and select which one to use at the time of export. You can also upload an existing branded document to automatically extract and apply its styling.
What is Company Context and how do I set it up?
What is Company Context and how do I set it up?
Company Context is firm-wide knowledge that Marloo references when generating any document — standard wordings, fee schedules, disclaimers, compliance language. Upload files in Settings > Company Settings > Files. Name each file clearly and keep each file focused on one topic. Select the relevant files in the Company tab when generating a document.
What are Global Instructions?
What are Global Instructions?
Short, firm-wide rules that apply to every document and summary generated by any adviser. Add them in Settings > Company Settings > Global Instructions. Use them for things like your firm's legal name, formatting rules (e.g. "Always use percentage format for fees"), and compliance reminders. Keep them concise — detailed wordings belong in uploaded files.
My company context isn't appearing in generated documents. What do I check?
My company context isn't appearing in generated documents. What do I check?
Two things: first, confirm the relevant file is selected in the Company tab when generating. Second, check that your template instructions reference the file by name — e.g. "Use the wordings from 'Standard Insurance Recommendation Wordings' for the insurance section."