Welcome to Slokoto. This guide explains how Slokoto runs your sales CRM through AI while keeping your team focused on the right actions at the right time.
Your free trial
Every new Slokoto workspace starts with a 14-day free trial that includes Team-level features, $25 in AI credits, and up to 10 seats. You get full access to AI automations, lead scoring, multi-channel outreach, and everything else you need to evaluate the product. See the Free Trial guide for full details on what is included, trial timeline, and how to upgrade.
What is Slokoto?
Slokoto is your AI-led sales CRM. It connects directly to your communication channels, builds and updates your pipeline automatically from real conversations, and keeps your team focused through a ranked Todo. Instead of manually maintaining CRM records, Slokoto reads your real interactions, updates the CRM for you, and tells you exactly who to contact and why.
How Slokoto works
- Connect your channels so Slokoto can monitor real customer activity.
- Slokoto discovers and updates leads from the conversations your team is already having.
- Slokoto prioritizes work by deciding which leads need action now and which should wait.
- You review and act using AI recommendations, drafts, and lead context.
- The system updates in real time when you send an email, get a reply, snooze work, or restore a lead.
Main views
Todo
Your daily command center. This is where reps should spend most of their time.
Upcoming
Your scheduled follow-up and waiting list. Leads belong here only when they are not actionable yet.
Pipeline
Your AI-managed CRM view. Use it to understand stage distribution, ownership, and current active state across the workspace.
Lead View
Your deep-dive screen for one lead. Open it when you need the timeline, thread context, AI reasoning, assignment, and deal details in one place.
Automate
Your follow-up execution view. Use it to monitor active automations, approve half-auto drafts, and see which leads are moving through scheduled sequences.
Calendar
Your native scheduling layer. Use it to manage bookings, meeting types, booking pages, and rep calendars without leaving Slokoto.
Trash
Your list of leads that were intentionally removed from active workflow. Trashed leads do not appear in Todo, Upcoming, or Pipeline until restored.
Activity
Your trust and audit ledger. Use it to see what Slokoto observed, what AI analyzed, and what your team did.
Dashboard
Your metrics view for performance, pipeline health, and ROI.
Your first day
- Start in Todo and review the highest-priority items.
- Open Lead View when you need full context before replying.
- Use Pipeline to understand broader stage movement and ownership.
- Use Automate when a lead should move through a planned follow-up sequence.
- Use Calendar when the conversation moves into booking and scheduling.
- Use Upcoming to monitor what is scheduled or waiting.
- Trust the live updates after sends, replies, snoozes, restores, and bookings.
That is the operating model: Todo for action now, Upcoming for scheduled work, Pipeline for current CRM state, Lead View for full context, Automate for AI follow-up execution, Calendar for bookings, and Archive for leads removed from active work.
Next: Learn more about the Todo View