Key Terms Glossary

A reference guide to terminology used in Slokoto.

A

Action

A recommended next step for engaging with a lead. Actions include emails, calls, messages, and meetings.

AI Actions

Credits that allow Slokoto to generate recommendations and draft messages. Your plan includes a monthly allocation of AI Actions.

AI Credits

A dollar balance used to fund AI actions. Each plan includes a monthly AI credit allocation ($25 for Solo and Team, $50 for Revenue). The trial includes $25 in workspace-wide AI credits. When credits run low, you can purchase additional top-ups.

AI Draft

A message written by Slokoto that you can send as-is or edit. Drafts are based on the lead's context and your company's communication style.

Trash

The view showing leads intentionally removed from active workflow. Trashed leads no longer appear in Todo, Upcoming, or Pipeline until restored.

C

Channel

The method of communication used to reach a lead: Email, Call, Chat, SMS, or Meeting.

B

Billing Cycle

The period between subscription renewals. During a free trial this is the 14-day trial window. After upgrading, it follows your chosen billing frequency (monthly or annual).

D

Dashboard

The view showing your overall performance metrics and Slokoto's impact on your pipeline.

Deal Value

The potential revenue from a lead, tracked by Slokoto from your conversations and interactions.

Expired

A workspace state that occurs when a trial ends without upgrading or when a paid subscription is canceled. The workspace enters read-only mode: all data is preserved but AI features, automations, and outbound actions are paused until a plan is activated.

F

Free Trial

A 14-day evaluation period with Team-level features, $25 in AI credits, and up to 10 seats. One trial per email address. See the Free Trial knowledge base article for details.

H

Handled

A lead that Slokoto recommended action on and you responded to.

I

In Progress

An outcome indicating the deal is moving forward normally with no immediate action needed.

L

Lead

A potential customer in your pipeline that Slokoto monitors and prioritizes.

Lead View

The detailed screen for a single lead. It combines the timeline, emails, AI insight, stage, assignment, and contact details in one place.

Lost

An outcome indicating the deal did not close successfully.

N

Need Attention

An outcome indicating the lead requires follow-up due to overdue actions, unanswered questions, or risk signals.

Not Responding

A terminal outcome set automatically when a lead stays In Progress with no action for 14 days. The lead moves to the Archive but may re-enter workflow if new activity is detected.

O

Outcome

The result of a lead after Slokoto handled it. Terminal outcomes that move leads to Archive: Won, Lost, Not Responding. Active outcomes that keep leads in workflow: In Progress, Need Attention.

P

Pipeline

The CRM view showing active leads by AI-managed stage. Use it to understand current state, not to work your daily queue.

Priority

How important an action is, based on deal value, timing, and signals. Levels: High, Medium, Low.

S

Signal

A customer-initiated event. Signals indicate customer activity, interest, or a meaningful change in status.

Signals are things customers do:

• Customer sent you a message
• Customer called you
• Deal stage changed because new evidence arrived
• Customer visited your website
• Customer opened your email

Not signals:

• You sent an email
• You made a call
• You manually updated a deal record

This distinction matters because Slokoto focuses on customer activity to help you respond when customers engage with you.

Slokoto

Your intelligent sales assistant that monitors leads, prioritizes actions, and drafts messages.

Snooze

Postponing an action to handle later. Snoozed items move into Upcoming and return to Todo at the specified time.

Stage

Where a deal is in your sales process.

T

Time to Win

The number of days from when Slokoto recommended action to when the deal closed.

Todo

Your daily command center showing leads that need attention now.

Trial

See Free Trial.

Upcoming

The list of scheduled follow-ups and waiting states. Leads belong here only when they are not actionable yet.

U

Urgency

When you should act on a Todo item:

• Act Now - Do this immediately
• Today - Handle before end of day
• This Week - Can wait a day or two

W

Why Now

The explanation of why Slokoto is recommending action on a specific lead at this specific time.

Win Rate

Percentage of Slokoto-handled deals that closed as Won vs. Lost.

Won

An outcome indicating the deal closed successfully.

Quick Reference