Allego Product & Service Descriptions; User Definitions

Updated 5/14/2026

PRODUCT DESCRIPTIONS
The Allego Enablement Platform helps companies curate content, ready teams, and engage their prospects, clients, and customers. The Allego Enablement Platform consists of the following products, which may be purchased together as a suite or separately as individual products:

Allego Modern Learning
Allego Modern Learning is a software-as-a-service product available on the Allego Enablement Platform and enables users with on-demand training and access to knowledge to improve their skills and performance. Allego Modern Learning includes the ability to create and utilize an unlimited number of internal content channels and is available for use by client-facing revenue teams.

Allego Content and Rooms
Allego Content and Rooms is a software-as-a-service product available as part of the Allego Enablement Platform and provides powerful capabilities to help marketers, sellers, and enablement teams organize, manage, distribute, and activate content to help sellers engage their buyers. Allego Content and Rooms includes the ability to create and utilize unlimited internal content channels, and share an unlimited amount of external content.

Allego Rooms, part of Allego Content and Rooms, enable sellers or other customer-facing personnel to create personalized and convenient buying experiences that differentiate and accelerate sales cycles. Allego Rooms allow communication, content sharing, and alignment between sellers and buyers utilizing a powerful suite of features developed by Allego to maximize a seller’s productivity and reach. Users are enabled to create an unlimited number of Allego Rooms and share an unlimited amount of external content. Customers may not use external channels to distribute content to internal audiences.

Allego Conversation Intelligence
Allego Conversation Intelligence is a software-as-a-service product available as part of the Allego Enablement Platform. Sold in conjunction with Allego Modern Learning or Allego Content and Rooms, Allego Conversation Intelligence enables sales teams to create a culture of coaching and experiential learning based on deep call, market, and deal intelligence to improve business outcomes.

Dialer Use Case: Customer uses Allego Conversation Intelligence for call capture and analysis across both phone/dialer and web conferencing platforms. This broader use case covers all call modalities, including AI-driven analysis, coaching workflows, and deal intelligence derived from all captured interactions.

Web Conferencing Use Case: Customer uses Allego Conversation Intelligence exclusively for web conferencing call capture and analysis (e.g., Zoom, Microsoft Teams, Webex, Google Meet). Phone/dialer call capture and related telephony integrations are not included under this use case.

Allego External Enablement
Allego External Enablement is a product available as part of the Allego Enablement Platform and provides capabilities to empower partner and/or channel reps with the necessary skills, knowledge, and content to engage buyers and win. Allego External Enablement includes a comprehensive suite of tools to activate partner channels, onboard and train channel sellers, manage channel sales content, coach and create top performers, launch products and processes, and prospect and sell virtually.

Allego Company-Wide Enablement
Allego Company-Wide Enablement is a product available as part of the Allego Enablement Platform, designed to equip employees across departments and roles with the knowledge, training, and resources they need to excel. With on-demand access to engaging learning content and interactive courses, organizations can drive continuous skill development, improve knowledge retention, and foster a culture of growth. While Allego Company-Wide Enablement supports a broad range of teams, client-facing revenue teams are not eligible to use this product.

USER DEFINITIONS
All Allego software-as-a-service products are sold based on Named User subscriptions. A Named User subscription is defined as a User subscription assigned to a specific named individual (a “Named User”), and which cannot be used by or transferred to any other individual unless the Named User’s employment is terminated, or the Named User is transferred to a new position within the Allego customer’s (or Allego customer’s partner/associated entity’s) enterprise where the Named User no longer requires access to or use of the Allego products in their new position.

MANDATORY & RECURRING SERVICES

Allego Premium Services
A valuable component included with all Allego SaaS offerings, Allego Premium Services provides customers with a comprehensive success and support experience designed to drive successful deployment, long-term platform ownership, and ongoing business value. Premium Services include two distinct lifecycle phases: (1) implementation services and (2) post-implementation adoption services.

Implementation services are time-bound and designed to help customers successfully deploy, configure, and launch Allego while building the internal capability needed to independently manage and scale the platform over time. Allego follows a collaborative, shoulder-to-shoulder implementation approach, providing strategic guidance, best practices, and live enablement while empowering customer teams to execute configuration and develop long-term self-sufficiency.

Implementation services are available for new customers, existing customers adding a new business unit or region with a new project team, and existing customers purchasing an additional Allego product. Each scenario initiates a defined implementation period.

Implementation services may include:

  • One-time implementation project management and launch guidance
  • Goal alignment and success criteria definition
  • Change management consultation
  • Governance and rollout planning
  • Best practices and product configuration guidance
  • Shoulder-to-shoulder administrator enablement
  • Weekly implementation status meetings
  • One-time user provisioning support
  • Dashboard configuration
  • Co-branding configuration aligned to customer brand guidelines
  • Support for standard technical integrations, including SSO, AUP, UCC, and CRM integrations
  • Access to Allego training resources, including On-Demand Project Team Training and online learning courses

Post-implementation adoption services begin after the implementation period and continue throughout the customer lifecycle. These services are designed to help customers maximize adoption, expand use cases, increase awareness and activation of new features, and drive measurable business value from Allego over time.

Post-implementation adoption services may include:

  • Ongoing adoption and value measurement
  • Success planning aligned to evolving business goals
  • New feature awareness and education
  • Activation support for new features and functionality
  • Guidance and support for expanding Allego into new use cases
  • Dedicated Customer Success engagement and Success Check-Ins
  • Self-service access to the Allego Help Center
  • Invitations to Quarterly Roundtable Meetings with peers and Allego leadership

Technical support services are available throughout the duration of the customer subscription term in accordance with Allego’s then-current support policies.

OPTIONAL ADD-ON SERVICES

Allego Success Acceleration Services
Allego Success Acceleration Services are designed to ensure successful adoption and use of the platform by deploying an Allego expert to act as a Project Lead on behalf of the Customer. The scope of activities of the Project Lead may include such activities as new user provisioning, onboarding, training, monthly planning, content migration, content development in coordination with Customer experts, exercise, course, and quiz creation, usage monitoring, and working with users to help meet deadlines in Allego.

Allego Content Migration Services
Services designed to help Customers move existing content from an incumbent system to Allego. Services will be performed as described in an agreed-upon Statement of Work.

Reconstruction Services
Services designed to help Customers maintain critical learning programs during transition from a legacy LMS to Allego by reconstructing and relaunching learning programs in Allego with minimal business disruption. Services will be performed as described in an agreed-upon Statement of Work.

FlexDoc Data Services
Services designed to automate the creation of personalized, compliant sales documents at scale. Deliverables may include pitchbooks, fund fact sheets, proposal decks, finalist presentations, and quarterly update decks, all maintained on-brand without manual updates. Services will be performed as described in an agreed-upon Statement of Work.

Advanced Integration Services
Services designed to provide enterprise-grade connectivity between Allego and a Customer’s broader technology stack. Integration options may include Analytics Data Feed (ADF) for automated delivery of activity metadata to BI tools, API & xAPI Integrations for custom reporting and learning statement recording, and Model Context Protocol (MCP) for connecting Allego’s AI agents to a Customer’s AI infrastructure in a governed, secure, and compliant manner. Services will be performed as described in an agreed-upon Statement of Work.

Allego for Salesforce CRM
Allego for Salesforce is an integration of CRM and Enablement technology that unlocks the power of data-driven selling. Using buyer engagement data and deal-specific knowledge, Allego for Salesforce enables sellers in the flow of work with automation that delivers the content, training, coaching, and messaging they need to delight modern buyers and accelerate sales cycles. Allego for Salesforce CRM can be purchased by customers using Allego Modern Learning, Allego Modern Content and Rooms, and/or Allego Conversation Intelligence.

Allego Digital Safe
Allego Digital Safe is a WORM-compliant Electronic Recordkeeping System designed to meet the recordkeeping and access requirements placed on certain financial services providers under 17 CFR §240.17a-3 and §240.17a-4. Allego Digital Safe can be purchased by customers using Allego Modern Learning, Allego Content and Rooms, and/or Allego Conversation Intelligence.

Allego Global Voice AI Services
Global Voice AI provides a powerful solution for overcoming language barriers by utilizing AI to redub and translate videos and calls. Services will be performed as described in an agreed-upon Statement of Work.

ALLEGO LIMITED USE SUBSCRIPTIONS
Limited Use Subscription Terms: For any Limited Use subscription, Customer’s subscription rights are limited to the specific Limited Use Subscriptions purchased as detailed in the applicable Order Form. Features, modules, or capabilities other than those expressly included in the Limited Use subscription are not included as part of the subscription and may not be accessed or used.

Allego Modern Learning Limited Use Subscriptions

Limited Use Case: AI Role Play
Allego AI Role Play Limited Use subscription allows Customers to use only the AI-powered practice and coaching simulation (AI Role Play and Coaching) features of Allego Modern Learning. This allows Customer users to create and perform AI Role Play scenarios and simulations, utilize AI-powered coaching feedback and scoring, and create role play assignments and tracking for designated users. All other Allego Modern Learning features and functionality are excluded.

Limited Use Case: Learning Management System (LMS)
Allego Learning Management System Limited Use subscription allows customers to use Allego Modern Learning as a traditional LMS for basic learning programs, courses, and formal training delivery. This allows customers to perform learning path and program creation, author courses and modules, create and perform quizzes and assessment tools, deliver SCORM/xAPI content, track user enrollment and completion, and do basic reporting. AI Role Play and practice simulations, AI coaching and scoring, video coaching workflows, reinforcement and knowledge retention tools outside standard LMS delivery, and other non-delineated features are not included.

Allego Content & Rooms Limited Use Subscriptions

Limited Use Case: Internal Content Management
Allego Internal Content Management Limited Use subscription allows customers to utilize Allego Modern Content Management and Rooms solely for internal content organization, storage, creation, and management only. This allows customers to create content using AI SmartDocs and manage Internal content libraries, organize content, tagging, and governance, access and use internal content channels, and manage access controls and permissions for internal users. External sharing features, buyer-facing features, creation or use of digital sales rooms (Allego Rooms), personalization and buyer engagement features, email templates and other non-delineated features are not included.

Limited Use Case: External Content Management
Allego External Content Management Limited Use subscription allows customers to utilize Allego Modern Content Management and Rooms exclusively for external buyer engagement. This allows customers to create and manage Allego Rooms (digital sales rooms), share external content, utilize buyer engagement features, communicate between sellers and buyers within Rooms, and share an unlimited amount of external content using Allego Rooms and external content sharing features. Management and governance of internal content libraries, creation of AI SmartDocs content, use or organization of internal content channels, use of content governance workflows and internal administration tools, use of Allego Content Management to distribute content to internal audiences, and other non-delineated features are not included.