AI Assistant
The AI Assistant is a chat grounded in your own sessions, contacts, and notes. Ask it what changed since last time, what you promised someone, or what keeps coming up across months of conversations.
Where to Find It
- Web — the AI Assistant page in the sidebar
- From a session — the Ask AI button on any session, which opens the chat with that session already loaded
- iOS — the Ask AI button on Home, or on a finished session
- WhatsApp and Telegram — once connected from Connectors
The first time you use it, you'll be asked to consent to AI processing of your transcripts and chat messages.
What You Can Ask
Track progress over time
- "What's changed for Sarah over the last 3 sessions?"
- "Compare the themes from Yael's first conversation to her most recent one"
- "Has Noa's mood shifted since we changed approach?"
Prepare for a conversation
- "What did Rachel commit to last time?"
- "Remind me what we discussed with Noa about sleep"
- "Give me a quick recap of my last 3 sessions with Michael"
Find patterns across people
- "Which contacts mentioned burnout recently?"
- "Who haven't I spoken with in over 2 weeks?"
- "How many sessions did I have last week?"
Write and update notes
- "Help me write a note for today's session with Michael"
- "Add a note to my last session with Sarah about her progress"
- "Update Daniel's background notes with what he mentioned today"
About Tamloot
- "How do I record a Google Meet session?"
- "How do I upload a recording?"
Giving It Context
@mentions — type @ to bring up your contact list and pick someone. @Sarah followed by "What were the key themes recently?" scopes the answer to her.
Session context — open the chat from a session or contact page with Ask AI and it starts with that context loaded. A badge in the input shows what's in scope; clear it with the X to go back to general questions.
Attachments and skills — attach a file to ask about it, or type / to run one of your saved Skills.
New Chat resets the conversation and its context.
What It Can Do
| Action | Notes |
|---|---|
| Answer from your data | Sessions, notes, contacts, tasks — read-only, and only ever your own |
| Save notes | Add a note to a session or update a contact's background notes |
| Search the web | For general information and resources |
| Set reminders and digests | "Email me a weekly summary every Monday at 9am" — delivered to your account email, up to 20 active at a time |
| Work in your other tools | Export notes to Google Docs, draft an email, create tasks in Notion or ClickUp — each requires connecting that tool in Connectors |
Tips
- Be specific. "What themes came up with Sarah in January?" beats "Tell me about Sarah."
- Use @mentions for the most accurate answers.
- Open it from a session to scope your questions automatically.
- Ask follow-ups — it remembers the conversation.
- If it can't find something, check the session status is Completed and that it's linked to a contact.