Parrot is the AI assistant built by Advisor, for advisors. Start your free 14-day trial and let your best ideas take flight.
Zoom, Meet, Teams, Webex or "Bring Your Own"
Stay focused when meeting with clients and let your Parrot – your AI teammate – do the rest. It joins your meeting and takes notes. When it's over, your recording is automatically saved and only attendees from your organization get a copy. You can also upload your own recordings – we support a dozen different formats.
Record Screen Demos
Sometimes the best way to get your point across is to show and tell. Use Parrot to easily record, save and transcribe a video of yourself talking, giving a quick demo, practicing a presentation, or illustrating a point.
In-person Meetings and Phone Calls
With Parrot, it's easy to capture key insights from in-person meetings and phone calls. When conducting in-person meetings, Parrot will capture the audio from your discussion and ensure that nothing slips through the cracks. For phone calls, Parrot will join as an attendee and record the conversation so you can focus on what matters: your clients.
Magic Moments
A "clip" in Parrot is a snapshot of your meeting, including transcript, audio and video. Clips can be any length and are fully editable and easy to create – just cut and paste!
Paste a clip or multiple clips on a page, and you can share that page with anyone on your team. They'll only be able to access the clip(s) you want them to see, keeping your full records secure.
You can also easily redact any portion of a transcript if necessary, which will permanently delete both text and video.
Easily find key moments in a meeting
During your meeting, Parrot looks for shared slides and flags those moments for you as snapshots. It also detects changes in topics that you can easily sift through after the fact.
Collaborate with ease
Use commenting to chime in, ask a questions or highlight a key point. Keep hybrid and distributed teams connected.
Query your meetings
Want to pinpoint something from a meeting? Ask Chat AI. Need some strategy help or a follow-up email generated? Make Chat AI your thought partner.
Lighten your post-meeting lift
Share AI-generated meeting summaries, minutes and action items with your team. Easily add or adjust the text as needed.
Organize your team's knowledge for the way you work
Set up pages and subpages to reflect your client's household. Simply drag and drop to organize.
Make your team's pages your own
Enrich the page with images, tables, links and video clips. Edit away with bullets, formatting, numbered lists, and more.
Built by a team of security industry veterans
Security, privacy and governance designed in from the start.
Your data is your data. We never share it or train our AI model on it. Learn more.
Share easily. Collaborate securely.
With the help of Parrot AI, your teammate with perfect memory, no information slips through the cracks. Empower your team with AI to give them a single source of truth for all client interactions.
You can choose to share just part of a recording by simply cutting and pasting that video clip to its own page, keeping the full version private. Need to automatically delete recordings after a certain period of time? Parrot supports that, too!
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