Allo
Ask about your book in plain words
Allo is an AI assistant that answers from your own data and links every account and figure to where it came from. It never decides who is flagged.
How it works
- 01Allo answers only by calling tools that read your data as you, under the same access rules, so a rep's Allo sees only the rep's accounts.
- 02Every account name and number in an answer links to its page. If no tool returned it, Allo does not say it.
- 03Allo can propose a change (assign, log an outcome, snooze, invite, change a threshold) and shows a preview. Nothing happens until you press confirm, and it refuses anything your role cannot do.
- 04It never sends an email, never offers a discount, and never claims to know why a customer slowed down.
Who uses it
- Reps
- Who to call first and why, and a drafted opener for the call.
- Sales managers
- Questions across the team's accounts, and assignments proposed for confirmation.
- Owners
- Questions about the whole book, with every figure linked to its source.
In the help center
- Allo actions Let Allo propose changes that you confirm before anything happens.
- The morning briefing A short note at the top of the full list (See all on Home): what changed, who to call first, and what is due.
Every feature is on every plan. See pricing.
The rest of the product
Daily listEach morning, the accounts that broke their patternReplaySee what the rules find in your own historyScorecardsHow every account, rep and team is doing, in partsTeam and rolesEveryone sees the part of the book that is theirsFollow-ups and alertsNothing you meant to come back to slipsGrowthWin back, ramp up and grow the accounts you haveProduct lines and clustersCatch the account that stopped buying one thingData health and activityKnow the data is right, and who changed what