Allo

During a call the agent finds an open slot and books it into Google Calendar, a chosen Cal.com event type or Calendly, under rules for booking hours, blocked dates, buffers, minimum notice and how far ahead callers may book. After the call its CRM skill reads the transcript and fills only the empty contact fields an admin selected in the connected CRM, from a catalog that includes HubSpot, Salesforce, Pipedrive, Attio, Folk, Streak and GoHighLevel. Agents cannot call arbitrary APIs or webhooks mid call, so actions stay within calendars, CRM fields, transfers and email reminders.

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Each line runs one agent whose job is written in four plain sections, what to do, who to be, how to behave and what not to do, plus a list of questions it must or may ask, and its skills, transfer rules, calendar scheduling, notifications and CRM, fire as the conversation calls for them. A support line and a sales line can run two different receptionists. There is no step builder, branching graph or handoff between agents, and the post call CRM update is the only work that continues once the caller hangs up.

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Each agent answers from three kinds of knowledge kept with its configuration: website pages it reads, up to three PDF or text files of 5MB each such as menus, price lists or FAQs, and extra context written in plain text for facts like office hours, pricing tiers or refund policy. Knowledge websites can be added, paused without deletion or removed through the MCP server as well as in the app. Wrong answers are fixed by updating the pages, replacing files or adding corrections, then placing a test call.

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Transfer rules hand a call to a teammate, another inbox or an outside number when a plain language condition is met, and the warm transfer option, in beta, holds the caller while Allo rings the teammate, announces the caller's name and reason and connects only if the teammate accepts. Missed callback reminders email the team when a callback the agent promised has not happened, and a What shouldn't your agent do section sets limits. Bookings and CRM updates go through without a person approving them, though the CRM skill only fills fields that are empty.

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Workspaces assign each teammate a role, Owner for billing and everything else, Admin for everything except billing, Member for the lines they can access, and a reduced price Viewer seat, and only admins and owners can create API keys, each limited to selected read or write scopes. Allo states SOC 2 compliance with documents in its trust center, acts as a GDPR processor under Article 28 with standard contractual clauses for transfers outside the EEA, signs HIPAA BAAs for $50 a month on Business and Ultra, and encrypts data with AES 256 at rest and in transit.

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An agent's Calls & actions page lists every call it handled and what it did on each one, such as transferred to Sarah or took a message, and its Overview shows upcoming meetings it booked. In the Calls tab an AI Receptionist filter opens each call's summary, a transcript with the agent's lines labeled, the full recording, and the collected details with suggested follow ups. Admins can review team activity without an extra seat, and webhooks deliver completed calls with recording, transcript and summary to outside systems.

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Within a call the agent tracks which required questions are still open and keeps asking until each pinned one is answered. What it collects lands on the call record as collected details, with one click suggestions to create or update the contact, and the CRM skill writes empty fields after the call. Nothing in the agent's setup reads a caller's earlier calls or a stored profile back into the next conversation, so each call starts from the job and the knowledge sources.

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Allo runs as a single multi tenant cloud, with Amazon Web Services named as the hosting provider in the privacy policy and no hosting region stated. Transfers of data outside the European Economic Area rest on the European Commission's standard contractual clauses, which is legal cover rather than a place to keep data. There is no region selection, private cloud or on premises option for the phone system or the agent.

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Setup starts from one of four prebuilt jobs, AI Receptionist for greeting, routing, messages and bookings, Customer support for step by step troubleshooting with identity checks, Lead qualifier for qualifying and booking or transferring hot leads, and Appointment setter for confirming and booking times, each tuned afterwards or replaced with a blank start. The Ultra plan adds prebuilt AI agents for sales development, support, lead qualification, CRM upkeep, sales coaching and data analysis, alongside custom agents.

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Calls reach the agent on its Allo line in one of three pickup modes: only calls the team misses, which is the suggested setting, every inbound call, or business hours only, and it replaces voicemail as the line's missed call handler. Voices cover English in US and UK accents and French for France and Canada. The receptionist answers inbound calls only; webhooks report call, SMS and contact events outward, and nothing schedules, dials out or starts a conversation from an event or API request.

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Admins can switch from Allo's default AI provider to Mistral, the European AI company, on every plan, so a team that prefers a European model can choose one. The default provider is not named, and no list of models or per agent model setting appears beyond that switch. Voice, language, tone and answer length are set separately for each agent, and an Optimize button rewrites CRM skill instructions.

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The Allo API v2, published with an OpenAPI specification and about 124 reference pages, uses scoped API keys and covers calls, messages, contacts, tags, analytics, Power Dialer queues and partner account provisioning, and webhooks send call, SMS, tag and contact events. An MCP server at mcp.withallo.com/mcp, reached with an API key or by signing in through the Claude connector or Cursor plugin, lists its tools, including reading and updating the receptionist's configuration, writing its prompt section by section, turning it on or off, managing knowledge websites and sending SMS.

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Before going live, and at any time afterwards, a Test call button places a call from the computer so the team talks to the agent the way callers will, and greetings and closings can be played back in the agent's voice before saving. Troubleshooting guidance ties common failures, such as wrong answers or a missing detail, to the setting that fixes them. There are no scored test cases, simulated callers or quality reports on the agent's calls.

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The receptionist talks to callers on the phone and reaches calendars and CRMs through native integrations, and the MCP server lets assistants such as Claude or Cursor operate Allo from outside. Nothing in the product has the agent open a browser or desktop session to work another application's screens, and the click to call browser extension is a tool for people, not for the agent.

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