See what Slokoto helped you with and what happened next.
What it does
History shows every lead Slokoto recommended action on and tracks what happened afterward. It's your proof that Slokoto works - you can see which deals closed, which are still moving, and which need follow-up.
Important: History is NOT a CRM. It only shows leads that Slokoto acted on, not your entire pipeline.
Why History matters
- Prove ROI - Show your manager exactly which deals closed after Slokoto's recommendations
- Learn what works - See which actions and timing led to the best outcomes
- Catch opportunities - Find leads that need attention again
What you see
Each History item shows:
| Section | What it means |
|---|---|
| Lead Info | Name, company, and who handled it |
| Deal Value | How much the deal is worth |
| Stage at Time | Where the deal was when Slokoto acted |
| Action Taken | What was done (email sent, call logged, etc.) |
| Outcome | What happened (Won, Need Attention, In Progress, Not Responding, Lost) |
| Time Info | When it was handled and time to outcome |
Outcomes Explained
| Outcome | What it means |
|---|---|
| 🟢 Won | Deal closed successfully! Slokoto helped you win this one. |
| 🟠 Need Attention | This lead needs follow-up. It may reappear in your Todo. |
| 🟡 In Progress | Deal is moving forward normally. No action needed right now. |
| ⚪ Not Responding | No reply after your action. May need a different approach. |
| 🔴 Lost | Deal didn't close. Use this data to learn and improve. |
Using filters
Filter your History to find what you need:
- Date Range: Last 7 days, 30 days, 90 days, or all time
- Outcome: Filter by Won, Need Attention, In Progress, Not Responding, or Lost
- Priority: High, Medium, or Low priority when handled
- Channel: Email, Call, Message, etc.
- Sort: Most recent, highest value, fastest to win, or priority
Viewing details
Click any History item to see the full story:
- Why Slokoto flagged this - The signals and reasons
- Recommendation vs. Actual - What Slokoto suggested vs. what you did
- Draft vs. Final - Compare the AI draft to what you actually sent
- Timeline - Key events from action to outcome
- Feedback - Any feedback you provided
Summary bar
At the top, see your overall performance:
- How many deals Won, In Progress, Lost, etc.
- Your win rate
- Average time to win
- Total value won
Tips
- Review History weekly - Look for patterns in what's working
- Pay attention to "Need Attention" - These leads deserve another look
- Learn from Lost deals - They're opportunities to improve
- Share wins with your manager - History makes ROI visible
Key terms
- Handled: A lead that Slokoto recommended action on and you acted
- Outcome: What ultimately happened to the deal
- Time to win: Days from Slokoto's recommendation to deal close
- Signals used: The data points that triggered Slokoto's recommendation
Next: Learn more about Outcomes