Keep the Notes Where the Work Happens.

Add updates to the task, mention a teammate and keep the context beside the call. Your team can see the transcript, summary and notes together when it is time to follow up.

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iAllo task notes with teammate mentions, follow-up updates and the AI assistant alongside the conversation

How it works

1
Open the task
Find the call or task your team is working on and review its existing context.
2
Add your update
Write down the new information, what you did or what needs to happen next. Mention a teammate when needed.
3
Keep the follow-up together
Set a reminder for the next step and return to the same notes, transcript and summary when the work continues.

What you get

Notes with context
Keep your updates beside the task’s call history instead of in a separate document.
Shared team updates
Teammates working on the task can see what has happened since the last call.
Teammate mentions
Mention a colleague in a note to bring them into the conversation around the work.
Clearer handoffs
Leave the details the next person needs, including updates that happened outside the call.
Follow-up reminders
Set a reminder alongside the task so the next call has its context ready.
Ask the AI
Use the AI chat to find information in task notes and past conversations.

How teams use it

Questions about notes

How are notes different from AI call summaries?

An AI summary recaps the call after it ends. Notes are the updates you and your teammates add, including information from outside the conversation and what needs to happen next.

Can I mention a teammate in a note?

Yes. Use an @mention in a task note to bring a teammate into the conversation about the work.

Are notes kept with the call history?

Yes. Notes stay with the task’s calls, transcripts and summaries, so your team can review the context together.

Can I keep a reminder with my follow-up notes?

Yes. Set a follow-up reminder on the call or task and keep the relevant notes there, ready for the next conversation.

iAllo is HIPAA-ready and signs Business Associate Agreements (BAAs) with healthcare customers, and it is SOC 2 compliant. New teams start with 120 free minutes. See pricing.