Help center
How it works, screen by screen
Written from what the product does. Signed in, the same articles are under Help in the user menu.
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Using it
- Loading order history in a chatDrop your export into a chat; Allo maps it, asks only what it is unsure of, imports it on your approval, and shows what Replay found.
- Asking Allo to make several changesOne request, one plan you can edit, one approval, and one Undo.
- Reading a statusWhat each account status means, and where the numbers behind it are.
- Logging a callTwo clicks to record what happened, which takes the account off today's list.
- The save playbookWhat a drafted message may offer, set once by the owner.
- RolesWho sees what.
- Chats with AlloEvery conversation with Allo is kept, titled and searchable, and private to you unless you share it.
- What Allo knowsEverything Allo keeps about your company and about you, on one page you can read, change and delete.
- Exporting and deleting your dataGetting your data out, and having it removed.
- Follow-ups and tasksSet a dated follow-up on an account so it comes back to you on Today.
- The morning briefingA short note at the top of the full list (See all on Home): what changed, who to call first, and what is due.
- ContactsThe people at each account, with tap to call and tap to email.
- Watchlist and alertsWatch an account or a product line and be told in the app when something happens.
- The account scorecardWhere an account stands, in parts, at the top of its page.
- The rep scorecardHow a rep's book is being worked, with every number opening its rows.
- The team scorecardEvery rep's scorecard side by side, with team totals.
- The company scorecard and weekly emailOne view of the company, and a Monday email to owners.
- Data healthThe state of the order history behind every list, with a fix for each gap.
- The activity and audit logWho did what and when, with before and after values.
- Allo actionsLet Allo propose changes that you confirm before anything happens.
- Allo homeThe page you land on after signing in: ask Allo anything, then work what is due.
- Overnight prepAfter each nightly run, Allo prepares up to three things for you to approve on Home.
- ChatsYour conversations with Allo, kept as chats you can come back to.
Optional features
- Mentions and handoffsMention a teammate in a note, and move a leaving rep's accounts in one step.
- The product line scorecardEach product line's buyers, who stopped, and how many of last year's buyers are still buying.
- The leaderboardA ranked view of reps, off unless the owner turns it on.
- Expansion opportunitiesProduct lines that similar accounts buy and this one does not.
- The win-back listAccounts that stopped buying more than six months ago and are not on the daily list.
- The new account rampAccounts whose first order was recent, and whether they ordered again.
- The seasonality viewTwo years of an account's monthly spend with the same month last year alongside.
- GoalsSimple monthly goals for how the team works its accounts.
- Scheduled reportsEmail a saved view as a CSV every week or month.
- Connecting OdooRead your posted invoices, customers and products from Odoo every day, read only.
- Project versus stock ordersTell one-off project orders apart from regular stock orders.
- CampaignsPlan a push on a set of accounts; launching puts the follow-ups and email drafts on each rep's list.