FAQs
Calls & meetings
Your own sales reps — never your customers. Flo phones the rep before each client meeting with a briefing, and again afterwards for a debrief. Clients never hear from her.
No. She only places the calls around it — a briefing call before the meeting starts and a debrief call shortly after it ends. The meeting stays yours.
They arrive from your reps' Google or Microsoft calendars, synced every 5 minutes. A meeting with someone outside your company's email domains counts as a client meeting. Workspaces on HubSpot can choose to take their meetings from HubSpot instead.
Flo retries automatically, on a schedule you control. After the meeting starts, the rep can tap “Have Flo call me”, type a short debrief instead, or phone Flo directly, 24/7.
Your workspace's language: English or Romanian. Flo's calls, briefs and emails all follow it, and a manager can switch it in one move. The web app's own screens are in English.
Automatically: a written summary is stored on the meeting, Flo grades the meeting against its objective and lists the risks, objections and next steps, and the client's lessons learned are updated to sharpen the next briefing. After a debrief call, the summary is also written to the CRM deal as a note.
A lot: an objective for each meeting, notes woven into Flo's briefing, the sales methodology, editable and lockable call scripts, a per-meeting switch to turn Flo's calls off, Flo's call style and how often she calls, and call timing in Settings. See everything managers get.
Setup & security
Google Workspace and Microsoft 365, with read-only access. FLO reads each rep's meetings from yesterday to two weeks ahead — it never writes anything to anyone's calendar.
Pipedrive or HubSpot, chosen per workspace. Companies, deals, contacts, and activity come in when you sync, and FLO looks up a new company as soon as one of its meetings arrives. After each debrief call, the summary is written back to the CRM deal as a note — in both Pipedrive and HubSpot.
Most sign in with one click using their company Google or Microsoft account, and the account is created on first sign-in. A manager can also invite someone to sign in with an email and password, through a single-use link. Nobody can register on their own, and only email domains on your workspace's allowed list get in.
Yes. Managers can upload PDF, Word, text, and CSV files to each client record, and Flo reads them when preparing that client's calls.
Yes — each company's workspace is fully separated. Sensitive data such as credentials and AI requests is encrypted at rest, an unchangeable audit log records activity, and Flo asks for a PIN before sharing anything on the phone. More on sign-in and security.
No — by design. FLO emails only people inside your company, from your workspace's own mailbox, using templates you can edit: a follow-up, a summary, or a client's documents. An email drafted in Ask FLO waits for a manager's approval before it's sent.
We set it up for you. Request access via Get started and your workspace is provisioned end-to-end — your team just signs in and starts answering the phone.
