Chat lets you ask questions across Marloo without opening each client, meeting or document first.
You could ask:
“Which of my clients have a review due this month?”
“Prepare me for tomorrow’s meeting with Sam Taylor.”
“What follow-ups came out of my meetings this week?”
“Show me the open tasks for the advice team.”
“Summarise what we know about Priya’s retirement plans.”
Start a chat
Select Chat in the main menu.
Type your question into Ask Marloo anything.
Add a file if you want Marloo to read it alongside your question.
Send your message. You can ask follow-up questions in the same chat.
What can Marloo Chat help with?
Marloo Chat can search and summarise information from across Marloo, including:
Clients
Meetings and transcripts
Tasks and follow-ups
Documents, files and notes
Connected emails
Templates
It can also help you prepare for meetings, draft content, search the web and work with files you upload.
Who can see my chats?
Your chats are private from other users at your firm. Only you can see them.
Advisers, Support users, Managers and Account Owners cannot open, search or continue another person’s chats.
Files you upload directly to a chat are private to you too. Asking about a shared client or meeting does not share your chat with anyone else.
Can Marloo Chat make changes for me?
Yes. Marloo Chat can help you create tasks, notes, meetings and clients. It can also update details such as contact information, review dates, tags and adviser relationships.
For safety, it cannot change a client’s:
Name
Date of birth
Tax reference
Client type
Privacy setting
Active or inactive status
Check any proposed change before you confirm it.
Tips for better answers
Name the client or colleague if the question could be unclear.
Add a date range when asking about meetings, tasks or reviews.
Use “my clients” for clients assigned to you.
Use “all clients I can access” for a wider search.
Ask Marloo to show its sources when you want to check an answer.
What information can I ask about?
The answer depends on your role and how the information has been shared. Client access, meeting privacy and email sharing are checked separately.
For example, you might be able to see a client but not a private meeting held with that client.
Clients
Everyone can ask about clients shared with the firm.
For private clients, access depends on your role:
Your role | Private clients you can ask about |
Adviser | Clients assigned to you, plus any others you have been given access to |
Support | Clients you have been given access to |
Manager | Every active private client in the firm |
Account Owner | Every active private client in the firm |
Managers and Account Owners can ask for a specific adviser’s full client list.
Advisers and Support users can ask about any client they can access, but cannot pull another adviser’s full client list.
One phrase to watch: when you ask about “my clients”, Marloo only looks at clients where you are named as an adviser. Ask for “all clients I can access” if you want Marloo to include shared clients and private clients you have access to.
Meetings
Anyone using Marloo Chat can ask about shared meetings across the firm, including a named colleague’s shared meetings.
Private meetings are different. Only people added to the meeting can ask about them. This applies to every role, including Managers and Account Owners.
Tasks
Marloo Chat starts with tasks created by you or assigned to you. You can also ask for a colleague’s tasks or tasks across the team.
Tasks from a private meeting are only shown to people who can access that meeting.
Emails
You can ask about emails you have connected to Marloo and emails another team member has shared with the relevant client.
No role gets automatic access to another person’s private inbox.
Documents, files and notes
Documents, client files and client notes are currently searchable across your firm in Marloo Chat.
Files from a private meeting are only available to meeting participants. A file uploaded directly to a chat is only available to the person who uploaded it.
Templates
You can use your own private templates and templates shared with your team. You cannot search another person’s private templates.
If something is missing
Check whether the client is active and whether the meeting, email or client has been shared with you.
If you can see a client but not one of their meetings, the meeting may be private. If an email is missing, it may not have been shared with that client.
If Chat does not appear in the menu, Marloo Chat may not be enabled for your firm yet. Ask your Account Owner or contact Marloo Support.