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 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.
C
Channel
The method of communication used to reach a lead: Email, Call, Chat, SMS, or Meeting.
CRM
Customer Relationship Management system (like HubSpot, Salesforce, Streak, or Pipedrive) where your lead and deal data lives.
D
Dashboard
The view showing your overall performance metrics and Slokoto's impact on your pipeline.
Deal Value
The potential revenue from a lead, pulled from your CRM.
H
Handled
A lead that Slokoto recommended action on and you responded to (by sending, calling, snoozing, or dismissing).
History
The view showing all leads Slokoto has handled and their outcomes. Used for proving ROI and learning what works.
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.
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
An outcome indicating the lead hasn't shown activity for several days after your last action.
O
Outcome
The final status of a lead after Slokoto handled it: Won, Need Attention, In Progress, Not Responding, or Lost.
P
Priority
How important an action is, based on deal value, timing, and signals. Levels: High (🔴), Medium (🟡), Low (🟢).
S
Signal
An event or data point that indicates lead interest or risk. Examples:
- Email opened
- Website visited
- Call made
- Calendar event scheduled
- Stage changed in CRM
Slokoto
Your intelligent sales assistant that monitors leads, prioritizes actions, and drafts messages.
Snooze
Postponing an action to handle later. Snoozed items return to your Todo at a specified time.
Stage
Where a deal is in your sales process (e.g., "Discovery," "Demo Scheduled," "Proposal Sent," "Negotiation").
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. This is where you spend most of your time in Slokoto.
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
| Term | Definition |
|---|---|
| Todo | Where to see what needs action now |
| History | Where to see what happened after actions |
| Outcome | What happened to a deal (Won/Need Attention/In Progress/Not Responding/Lost) |
| Signal | Activity indicating lead interest |
| Priority | How important (High/Medium/Low) |
| Urgency | When to act (Act Now/Today/This Week) |