Knowledge Base
Everything you need to know about using Slokoto effectively. Guides for sales reps, managers, and operators.
Getting Started
New to Slokoto? Start here.
Main Features
Learn about Slokoto's core views and daily work surfaces.
Todo View
Your daily command center for sales actions
Upcoming View
Track scheduled follow-ups and waiting leads
Pipeline View
See all active leads organized by AI-managed stages
Lead View
Inspect one lead across timeline, AI insight, and email context
Calendar & Booking Pages
Manage meeting types, booking pages, and scheduled meetings inside Slokoto
Trash View
Review leads removed from active workflow
Activity View
See what Slokoto observed, reasoned, and logged
Dashboard
Metrics and insights at a glance
Merging Leads
Collapse duplicate lead records into one, preserve all email aliases, and carry forward the correct stage and assignees
Do It Now
The compose screen for sending emails and SMS — AI drafts, templates, draft recovery, and thread history
Automation & Execution
Understand how automations, AI review, and live handoff work together.
Real-Time Sync
How Slokoto updates Todo and Upcoming in real time
Todo AI Approval
How Slokoto decides what belongs in Todo
Automate Tab
Set up AI-driven follow-up automations for leads via email and SMS
Email & SMS Templates
Create reusable message templates for manual compose and automated sequences
AI Template Discovery
Scan your team's sent emails to automatically discover and generate templates
AI Consultations
Ask Slokoto questions about a lead and get actionable recommendations you can apply or override
Concepts & Terminology
Understand how Slokoto thinks about sales.
Lead Lifecycle
Where leads live (Todo, Upcoming, Automation, Pipeline, Trash) and how they move between states
Understanding Outcomes
Lead outcomes explained: terminal (Won, Lost) and active (In Progress, Need Attention)
Key Terms Glossary
Definitions of all Slokoto terminology
Signals Explained
How Slokoto captures customer-initiated events from your integrations and uses them for scoring and AI decisions
Returning Customers And Shopify
How repeat buyers reopen on the same lead without old purchases forcing the new cycle closed
AI Lead Score
How Slokoto scores each lead from 0–100 and what drives that number up or down
Lead Urgency
How Slokoto determines when to act on a lead: Act Now, Today, This Week, or Low
Lead SLA
How Slokoto tracks response time on inbound messages and surfaces SLA breaches
Cross-Platform Lead Enrichment
How Slokoto recognizes the same person across Gmail, Shopify, and webhooks to enrich a single lead
Settings & Administration
Configure Slokoto for your team.
Integrations
Connect your communication channels to keep Slokoto current
Gmail Setup
Connect Gmail via per-user OAuth, configure team domains, and enable real-time push notifications
CallTrackingMetrics (CTM) Setup
Connect CTM, tag inbound sales calls correctly, sync reps, and configure real-time delivery
Team Management
Add members and manage permissions
Lead Assignment Rules
Configure how new leads are distributed: Sales Manager, Last Active, Round Robin, or AI Smart Assignment
Account Settings
Customize your personal settings
Notification Controls
Choose which email and browser alerts you receive
Billing
Manage your subscription and payments
Shopify App Setup
Create a Shopify Dev Dashboard app and connect it to Slokoto
Product Knowledge
Teach Slokoto about your products via website crawl, manual entry, or Shopify sync
Sales Rules
How admins should write Sales Rules, what they influence, and what they do not automate
Developers
Build custom integrations with the Slokoto API and Webhooks.
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