Automo.ai

AI documentation

Mo and the AI team, the knowledge base, AI mail, calendar, the cloud phone, texting, chat bots and the meeting notetaker. Every capability, where it lives in Automo and how to use it.

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Mo and the AI team, the knowledge base, AI mail, calendar, the cloud phone, texting, chat bots and the meeting notetaker.

58 entries. Each one says what it does, where it lives in Automo, how to use it, and what it needs. Sign in at automo.ai to try any of them; the Free plan needs no credit card.

  • Capabilities (41)
  • Tools inside the editors and the PDF suite (5)
  • Where things are in the menus (12)

Capabilities

What you can do, product by product.

AI hub

The control panel for AI across the workspace, what’s switched on, what it’s costing, and where it’s being used.

Where
AI → AI Hub
How
Open AI → AI Hub.
Opens at
/ops/ai-hub in your workspace
Apps
available when one of these apps is on: ai-hub
Also known as
ai settings, ai dashboard, ai usage

Ask AI

A conversational assistant grounded in your workspace, ask a question and get an answer with citations to your own content.

Where
AI → Ask AI
How
Open AI → Ask AI and type a question.
Opens at
/intelligence/brain/chat in your workspace
Apps
available when one of these apps is on: ai-hub
Also known as
chatgpt, assistant, ask a question, ai chat

AI credits and usage tracking

Every AI action draws from a credit balance you can see, top up and attribute per surface.

Where
AI → AI Hub → Credits (and Settings → Billing)
How
Check the balance in AI Hub; top up from Billing.
Opens at
/ops/ai-hub in your workspace
Apps
available when one of these apps is on: ai-hub
Also known as
how much ai left, top up credits, ai cost

Bring your own AI keys

Point AI features at your own provider keys instead of the platform pool.

Where
AI → AI Hub → BYOK settings
How
Open the BYOK settings and paste your provider key.
Opens at
/ops/ai-hub in your workspace
Apps
available when one of these apps is on: ai-hub
Who can use it
Admins
You also need
Your own model provider API key
Also known as
own api key, openai key, byok

Knowledge base

Your company wiki, pages, folders and uploaded documents, indexed so AI can answer from them.

Where
AI → Knowledge Base
How
Open AI → Knowledge Base and create a page or upload documents.
Opens at
/intelligence/kb in your workspace
Apps
available when one of these apps is on: knowledge
Replaces
Notion / Guru
Also known as
wiki, documentation, company handbook, internal docs

Personal (private) knowledge base

Your own private space in the knowledge base that only you can see. AI uses it to answer as if it knows you, your role, your projects, your preferences, without exposing any of it to the workspace.

Where
AI → Knowledge Base → My Private Knowledge (in the left tree)
How
Open the Knowledge Base, choose My Private Knowledge, then create it and add pages, or let the “interview me” flow fill it in by asking you questions.
Opens at
/intelligence/kb in your workspace
Apps
available when one of these apps is on: knowledge
Also known as
personal knowledge base, private knowledge base, my own notes for ai, private notes, interview me, personal ai memory, about me
  1. Open AI → Knowledge Base.
  2. In the left tree, choose “My Private Knowledge”.
  3. Create your private knowledge base when prompted.
  4. Either add pages yourself, or start the guided interview and answer the questions, the answers are saved as private pages.
  5. Ask AI a question: it now draws on your private pages as well as workspace content, and nobody else can see them.

Knowledge base permissions

Control who can see and edit each part of the knowledge tree, so HR and finance content stays where it belongs.

Where
AI → Knowledge Base → page or folder → Permissions
How
Open a page or folder and set its access.
Opens at
/intelligence/kb in your workspace
Apps
available when one of these apps is on: knowledge
Who can use it
Admins and page owners
Also known as
restrict wiki, who can read, private pages

Workspace glossary

Teach AI how your company spells its names, products and jargon, so meeting transcripts, notes and AI answers get them right everywhere.

Where
AI → Knowledge Base → Glossary
How
Open the Knowledge Base, choose Glossary in the toolbar, then add terms or accept suggested ones.
Opens at
/intelligence/kb in your workspace
Apps
available when one of these apps is on: knowledge
Also known as
custom vocabulary, transcription spelling, transcription terms, mis-heard names, company jargon, glossary

Import documents into the knowledge base

Upload files or paste exports so existing documentation becomes searchable and AI-answerable, including Apple Notes exports, which Apple does not allow to be pulled directly.

Where
AI → Knowledge Base → Import
How
Open Import, upload the files, and let indexing finish.
Opens at
/intelligence/kb in your workspace
Apps
available when one of these apps is on: knowledge
Also known as
upload documents, import notes, apple notes, icloud notes, bring in our docs

Workspace glossary

The names, products and spellings your team uses, kept in one list so meeting transcripts and AI writing always get them right. Anyone can suggest a term; admins approve it.

Where
AI → Knowledge Base → Glossary
How
Open the Knowledge Base, click Glossary, then add a term or review suggestions.
Opens at
/intelligence/kb in your workspace
Apps
available when one of these apps is on: knowledge
Also known as
glossary, vocabulary, custom vocabulary, terminology, spelling list, company terms

Ask a question in the search box instead of guessing keywords, it searches records and knowledge together and answers in plain language.

Where
Top bar search (⌘K) → AI Search tab
How
Press ⌘K, switch to the AI Search tab, then ask.
Apps
available when one of these apps is on: knowledge
Also known as
semantic search, ask instead of search, find anything

Email client

A full mail client inside the platform, connect your mailbox, read and reply, with AI drafting and CRM context on every thread.

Where
Comms → Email (personal inbox at Home → My Mail)
How
Open My Mail from the Home sidebar, or Email from the Comms icon, and connect a mailbox.
Opens at
/intelligence/mail in your workspace
Apps
available when one of these apps is on: email
You also need
A connected mailbox (Google, Microsoft or IMAP)
Also known as
inbox, gmail, outlook, read email, reply

Unified inbox

Mail, chat, tickets and notifications collected into one place so nothing needs a second app.

Where
Home → My Mail
How
Open Home → My Mail.
Opens at
/intelligence/inbox in your workspace
Apps
available when one of these apps is on: email
Also known as
everything inbox, my messages, catch up

Calendar

Your calendar with two-way Google sync, plus best-effort Apple/iCloud via CalDAV, and meetings linked to CRM records.

Where
Home → My Calendar
How
Open My Calendar and connect a calendar account.
Opens at
/intelligence/calendar in your workspace
Apps
available when one of these apps is on: email, meetings
You also need
A connected calendar account
Also known as
meetings, schedule, google calendar, icloud calendar, team calendar, shared calendar, free busy, find free time, availability, world clocks

Contact sync (Google, Microsoft, Apple)

Keep your address book in step with the platform, Google and Microsoft over OAuth, Apple/iCloud over CardDAV with an app-specific password.

Where
Home → My Space → My Contacts → Connect & sync
How
Open My Contacts, choose Connect & sync, and connect the provider you use.
Opens at
/intelligence/contacts in your workspace
Apps
available when one of these apps is on: email
You also need
The provider account you want to sync
Also known as
sync contacts, google contacts, outlook contacts

Import and sync Apple (iCloud) contacts

Pull your iCloud address book in over CardDAV so your iPhone contacts show up here. Apple doesn’t offer OAuth for this, so it uses an app-specific password you generate at Apple.

Where
Home → My Space → My Contacts → Connect & sync → Apple Contacts (iCloud)
How
Generate an app-specific password in your Apple account, then paste it with your Apple ID into the Apple Contacts tile.
Opens at
/intelligence/contacts in your workspace
Apps
available when one of these apps is on: email
You also need
An Apple ID with an app-specific password
Also known as
apple contacts, icloud contacts, iphone contacts, import contacts from my phone, carddav, sync my iphone address book
  1. Go to account.apple.com and generate an app-specific password for Automo.
  2. In the platform, open My Contacts, choose Connect & sync, and find the Apple Contacts (iCloud) tile.
  3. Enter your Apple ID and the app-specific password.
  4. Run the sync, your iCloud vCards are pulled in as contacts.
  5. iPhone contacts live in iCloud, so connecting Apple Contacts is how you get the contacts off your phone.

Email signatures

Branded signatures per mailbox, including shared team addresses.

Where
Comms → Email → Settings → Signatures
How
Open signature settings and create one per mailbox.
Opens at
/intelligence/mail in your workspace
Apps
available when one of these apps is on: email
Also known as
signature, footer, sign off

Schedule send and snooze

Send a message later, or push it out of the inbox until you actually need it.

Where
Comms → Email → compose / message actions
How
Use the schedule control in the composer, or snooze from the message row.
Opens at
/intelligence/mail in your workspace
Apps
available when one of these apps is on: email
Also known as
send later, snooze email, remind me

Cloud phone

Make and take business calls in the browser, no desk phone, with CRM context popping up when the phone rings.

Where
Comms → Phone
How
Open Phone from the Comms icon in the top right, buy or adopt a number, then call from the dialler.
Opens at
/intelligence/call in your workspace
Apps
available when one of these apps is on: phone
You also need
A phone number provisioned in-app
Replaces
Aircall
Also known as
softphone, make a call, phone system, voip
  1. Open Phone from the Comms icon in the top right.
  2. Buy a number in-app, or adopt one you already own.
  3. Complete the carrier registration (A2P 10DLC or the local equivalent) if you’ll also text.
  4. Set business hours, ring groups and voicemail.
  5. Call from the dialler, or click a phone number anywhere in the CRM.

Power dialler

Work a call list end to end with auto-advance and one-click dispositions.

Where
Comms → Phone → Dialler
How
Load a list into the dialler and start the session.
Opens at
/intelligence/call in your workspace
Apps
available when one of these apps is on: phone
Replaces
Kixie
Also known as
auto dialer, autodialer, autodialler, power dialer, power dialler, call list, outbound calling

Ring groups, business hours and voicemail

Route calls to the right team, fall back after hours, and get voicemail transcribed.

Where
Comms → Phone → Settings
How
Configure ring groups, hours and voicemail in phone settings.
Opens at
/intelligence/call in your workspace
Apps
available when one of these apps is on: phone
Who can use it
Admins
Also known as
call routing, out of hours, voicemail transcription

AI voice receptionist

An AI answers the phone, handles the routine calls, and warm-transfers a live caller to a human when it should.

Where
Comms → Phone → AI receptionist
How
Enable the AI receptionist and set its script and transfer rules.
Opens at
/intelligence/call in your workspace
Apps
available when one of these apps is on: phone
Who can use it
Admins
Replaces
Bland / Air.ai
Also known as
ai answers calls, virtual receptionist, auto attendant

Call recording and playback

Record calls and replay them against the contact record, subject to your consent settings.

Where
Comms → Phone → call detail
How
Enable recording in phone settings, then play back from the call record.
Opens at
/intelligence/call in your workspace
Apps
available when one of these apps is on: phone
Who can use it
Admins enable
Also known as
record calls, listen back, call review

Business texting and WhatsApp

Two-way SMS/MMS and WhatsApp threads per contact, plus personalised bulk sends and an AI agent that can answer.

Where
Comms → Texting
How
Open Texting from the Comms icon in the top right and start a thread, or run a broadcast.
Opens at
/intelligence/text in your workspace
Apps
available when one of these apps is on: texting
You also need
A messaging-enabled number and carrier registration
Replaces
OpenPhone
Also known as
sms, text a customer, whatsapp, bulk sms

Phone numbers and channel setup

One list of every number in the workspace. A number carries calling, texting and WhatsApp, so all three are set up in the same place, filter by channel, by who a number is assigned to, or by what still needs setting up.

Where
Comms → Phone → Numbers & Setup, Comms → Texting → Numbers, or /intelligence/numbers
How
Open the numbers directory, pick a number, then turn on the channel you want.
Opens at
/intelligence/numbers in your workspace
Apps
available when one of these apps is on: phone, texting
Who can use it
Admins manage numbers
Also known as
set up whatsapp, connect whatsapp, whatsapp business number, phone numbers, unassigned numbers, buy a number, add a number, who owns this number, number settings
  1. Open Comms → Phone → Numbers & Setup (the Texting hub shows the same list).
  2. Filter to what you are looking for, unassigned numbers, numbers that are not active, or numbers already on texting, calling or WhatsApp.
  3. Press Set up WhatsApp on a number to register it as a WhatsApp Business sender, or Configure to change calling, texting, routing and ownership.

Spam and robocall screening

Blocks junk calls before they reach a person, an AI agent, or your bill.

Where
Comms → Phone → Settings
How
Turn screening on in phone settings.
Opens at
/intelligence/call in your workspace
Apps
available when one of these apps is on: phone
Who can use it
Admins
Also known as
block spam calls, robocall

AI chat bots

Build bots that answer from your knowledge base and hand over to a human when they should, on your site or in support.

Where
AI → AI Chat Bots
How
Create a bot, pick its knowledge sources, then embed it.
Opens at
/intelligence/bot in your workspace
Apps
available when one of these apps is on: chatbots
Replaces
Intercom
Also known as
website chatbot, support bot, live chat widget
  1. Open AI → AI Chat Bots and create a bot.
  2. Choose knowledge sources, knowledge base, specific pages, or uploaded files.
  3. Set the tone, the fallback, and when it hands off to a person.
  4. Test it in the preview.
  5. Embed the widget on your site or connect it to support.

AI meeting notetaker

Joins the meeting, records it, and produces a transcript, summary and action items linked to the right contact or deal.

Where
Comms → Meetings
How
Connect a meeting source, then let the notetaker join scheduled calls.
Opens at
/intelligence/live in your workspace
Apps
available when one of these apps is on: meetings
You also need
A connected calendar / meeting account
Replaces
Otter / Fireflies
Also known as
meeting notes, transcribe meeting, summary, action items

Schedule a meeting, get a video link created automatically, and send reminders by email, browser or SMS.

Where
Comms → Meetings / Calendar
How
Create a meeting and let it generate the link and reminders.
Opens at
/intelligence/live in your workspace
Apps
available when one of these apps is on: meetings, email
Replaces
Calendly (paid)
Also known as
google meet link, reminders, book a meeting

Public booking pages

Share a link and let people book time from your real availability, with buffers, overrides and optional payment.

Where
Calendar → Booking pages
How
Create a booking page, set your hours and buffers, then share the link.
Opens at
/intelligence/calendar in your workspace
Apps
available when one of these apps is on: email, meetings
Replaces
Calendly
Also known as
calendly, book time with me, scheduling link, paid bookings

Automated text sequences

The same follow-up logic over SMS, scheduled or triggered texts that stop as soon as the person replies.

Where
Comms → Texting → Sequences
How
Create a text sequence, set the trigger, then activate it.
Opens at
/intelligence/text in your workspace
Apps
available when one of these apps is on: texting
Also known as
sms drip, automated texts, text follow up

Clinic Mode (HIPAA-ready recording)

Continuous ambient recording for regulated conversations: explicit consent capture up front, auto-save every few minutes, speaker-segmented transcripts, and a signed audit log you can export.

Where
Comms → Meetings → Clinic Mode
How
Open Clinic Mode, capture the participant’s consent, then record, segments and the audit log build as you go.
Opens at
/intelligence/live/meetings/clinic in your workspace
Apps
available when one of these apps is on: meetings
Also known as
hipaa recording, patient consultation, consent capture, clinic, medical notes
  1. Open Comms → Meetings and choose Clinic Mode.
  2. Capture explicit consent (the gate follows your compliance profile, HIPAA/GDPR regions require it).
  3. Start the session, audio is auto-saved every few minutes so nothing is lost.
  4. Review the transcript segmented by speaker.
  5. Export the signed audit log when compliance asks for it.

Action items extracted from meetings

Every recorded meeting yields its action items with owners and ages, one pending list across all meetings, tick them off or push them onward.

Where
Comms → Meetings → Action Items
How
Record a meeting; the extracted actions appear in the Action Items list.
Opens at
/intelligence/live in your workspace
Apps
available when one of these apps is on: meetings
Also known as
follow ups from meeting, todo from call, tasks from transcript

Meetings feed the knowledge base

Completed recordings are indexed into your knowledge base, so Ask AI can answer “what did we decide about X” from the actual conversation.

Where
Comms → Meetings → recent activity (the “In Knowledge” state)
How
Nothing to do, completed recordings index automatically.
Opens at
/intelligence/live in your workspace
Apps
available when one of these apps is on: meetings, knowledge
Also known as
search meetings, what did we decide, meeting memory

Recording metrics and momentum

All-time and this-week recording counts, open action items, and total time recorded, the pulse of whether the notetaker is actually being used.

Where
Comms → Meetings → Metrics & Momentum
How
Open the Meetings page; the metrics row is at the top.
Opens at
/intelligence/live in your workspace
Apps
available when one of these apps is on: meetings
Also known as
meeting stats, how many recordings, time recorded

Team oversight of recordings

By default you see only your own recordings; enable team oversight to review everyone’s, with the toggle visible so nobody is watched silently.

Where
Comms → Meetings → oversight setting
How
Enable team oversight to see the whole team’s recordings.
Opens at
/intelligence/live in your workspace
Apps
available when one of these apps is on: meetings
Who can use it
Admins
Also known as
see team recordings, manager review calls, oversight

AI assistant on every page

The assistant travels with you, open it on a deal, a ticket, a document or a design and it already knows the record you are looking at, so you never re-explain context.

Where
Any page → the AI panel in the top bar
How
Open the AI panel from the top bar and ask about what is on screen.
Apps
available when one of these apps is on: ai-hub
Replaces
Microsoft Copilot
Also known as
copilot, ai everywhere, assistant on this page, ai sidebar, ai panel

AI model gateway

Every AI call in the platform runs through one gateway, choose models per task, fail over between providers, and see spend and latency per model instead of per vendor bill.

Where
AI → Gateway (admin)
How
Open the Gateway admin to pick default models, set fallbacks and watch usage.
Opens at
/gateway in your workspace
Apps
available when one of these apps is on: ai-hub
Who can use it
Admins
Replaces
OpenRouter
Also known as
model routing, openrouter, which model, llm gateway, fallback model

Video meetings and rooms

Host the call inside the platform, screen share, chat, recording and the notetaker in the same room, with call-quality diagnostics kept for support.

Where
Comms → Meetings, or start a meeting from chat
How
Start or join a meeting from Meetings, or from the meeting button in a chat channel.
Opens at
/intelligence/live in your workspace
Apps
available when one of these apps is on: meetings, chat
Replaces
Zoom
Also known as
video call, zoom, google meet, conference call, screen share

Department mailboxes (sales, jobs, finance, leads)

Each department gets its own address, and what arrives there becomes work: sales mail creates leads, jobs mail creates applicants, finance mail creates bills, marketing mail creates subscribers.

Where
CRM → Settings → Intake (one tab per department)
How
Pick or create the department mailbox in intake settings, then point your existing address at it.
Apps
available when one of these apps is on: email, crm
Who can use it
Admins
Also known as
sales@, jobs@, accounts@, info@, shared address, department email, company email addresses
  1. Open the intake settings for the department you want (sales, HR, finance or marketing).
  2. Choose the department mailbox, a hosted address, or your own domain.
  3. Forward your existing address to it, or move the mailbox over entirely.
  4. Set what inbound mail should create: lead, applicant, bill or subscriber.
  5. Everyone on the team can see the address on their profile, so nothing gets sent to a personal inbox by mistake.

Shared mailboxes with assignment

A shared inbox the whole team works from, assign a thread to a person, see who else is reading it right now, and keep read state per person instead of one shared flag.

Where
Comms → Email → mailbox switcher → shared mailbox
How
An admin creates the shared mailbox, then anyone with access opens it from the mailbox switcher.
Opens at
/intelligence/mail in your workspace
Apps
available when one of these apps is on: email
Who can use it
Admins create; members work it
Replaces
Front
Also known as
team inbox, shared inbox, assign an email, who is replying

Tools inside the editors and the PDF suite

The individual tools you reach once an editor or the PDF suite is open.

Join a meeting from the calendar list

Upcoming events show a Join button, so you get into the call from the same page that records it.

Where
Comms → Meetings → today’s events
How
Click Join next to the event.
Opens at
/intelligence/live in your workspace
Apps
available when one of these apps is on: meetings
Also known as
join button, google meet from platform

Calendar events on the meetings page

Your day’s meetings and all-day events render above the recorder, so what is about to happen is visible where you record it.

Where
Comms → Meetings → event list
How
Connect your calendar; events appear automatically.
Opens at
/intelligence/live in your workspace
Apps
available when one of these apps is on: meetings, email
Also known as
todays meetings, agenda

Knowledge tree with nested pages

Organise knowledge as a nested tree with drag-to-move, recents and per-branch permissions.

Where
AI → Knowledge Base → left tree
How
Drag pages in the tree to restructure.
Opens at
/intelligence/kb in your workspace
Apps
available when one of these apps is on: knowledge
Also known as
nested pages, wiki structure, move page

AI answers with citations

Ask AI answers link back to the knowledge pages they came from, so you can verify instead of trusting.

Where
AI → Ask AI
How
Ask a question; click the citation chips under the answer.
Opens at
/intelligence/brain/chat in your workspace
Apps
available when one of these apps is on: ai-hub, knowledge
Also known as
sources, where did that come from, grounded answers

AI Notes across meetings

The notetaker’s summaries collected in one browsable view, separate from the raw recordings.

Where
Comms → Meetings → View all in AI Notes
How
Open AI Notes from the meetings page.
Opens at
/intelligence/live in your workspace
Apps
available when one of these apps is on: meetings
Also known as
meeting summaries, all my notes

Where things are in the menus

Every destination in the app's navigation, and what you find there.

Your personal mail inbox inside the platform.

Where
Home → My Space → My Mail
How
Open My Mail from the Home sidebar.
Opens at
/intelligence/inbox in your workspace
Apps
available when one of these apps is on: email
Also known as
personal email, my mail, my inbox

Your personal calendar with connected accounts.

Where
Home → My Space → My Calendar
How
Open My Calendar from the Home sidebar.
Opens at
/intelligence/calendar in your workspace
Apps
available when one of these apps is on: email
Also known as
my schedule, diary

Your personal address book with Apple, Google and Outlook sync.

Where
Home → My Space → My Contacts
How
Open My Contacts from the Home sidebar.
Opens at
/intelligence/contacts in your workspace
Apps
available when one of these apps is on: email
Also known as
address book, icloud contacts, apple contacts

The AI control panel for the workspace.

Where
AI section → AI Hub
How
Click AI in the top nav.
Opens at
/ops/ai-hub in your workspace
Apps
available when one of these apps is on: ai-hub
Also known as
ai dashboard, ai settings

The conversational assistant grounded in your workspace.

Where
AI → Core → Ask AI
How
Open Ask AI from the AI sidebar.
Opens at
/intelligence/brain/chat in your workspace
Apps
available when one of these apps is on: ai-hub
Also known as
chat with ai, assistant

Company wiki, documents and your private knowledge.

Where
AI → Core → Knowledge Base
How
Open Knowledge Base from the AI sidebar.
Opens at
/intelligence/kb in your workspace
Apps
available when one of these apps is on: knowledge
Also known as
wiki, docs, kb

The full email client with AI drafting and CRM context.

Where
Comms (top-right grid) → Email, or Home → My Mail
How
Open Email from the Comms icon in the top right, or My Mail from the Home sidebar.
Opens at
/intelligence/mail in your workspace
Apps
available when one of these apps is on: email
Also known as
mail client, inbox, my mail

Your connected calendars next to Email.

Where
Comms (top-right grid) → Calendar, or Home → My Calendar
How
Open Calendar from the Comms icon in the top right, or My Calendar from the Home sidebar.
Opens at
/intelligence/calendar in your workspace
Apps
available when one of these apps is on: email
Also known as
schedule, agenda

Cloud calling, dialler, routing and the AI receptionist.

Where
Comms (top-right grid) → Phone
How
Open Phone from the Comms icon in the top right.
Opens at
/intelligence/call in your workspace
Apps
available when one of these apps is on: phone
Also known as
calls, dialler, softphone

SMS, MMS and WhatsApp threads plus broadcasts.

Where
Comms (top-right grid) → Texting
How
Open Texting from the Comms icon in the top right.
Opens at
/intelligence/text in your workspace
Apps
available when one of these apps is on: texting
Also known as
sms, whatsapp

Build and manage bots that answer from your knowledge.

Where
AI → Core → AI Chat Bots
How
Open AI Chat Bots from the AI sidebar.
Opens at
/intelligence/bot in your workspace
Apps
available when one of these apps is on: chatbots
Also known as
chatbot, website bot

Meetings, recordings, transcripts and notetaker output.

Where
Comms (top-right grid) → Meetings
How
Open Meetings from the Comms icon in the top right.
Opens at
/intelligence/live in your workspace
Apps
available when one of these apps is on: meetings
Also known as
notetaker, transcripts

More documentation