Your daily command center for sales actions.
What it does
Todo shows leads that need your reply now, including new inbound messages and other immediate actions. Instead of juggling inboxes and notes, Slokoto brings the right lead to the top and explains why it matters.
If a lead does not need action right now, it should not stay in Todo. Future follow-ups belong in Upcoming. When a scheduled, rep-owned follow-up becomes due without a customer reply, it moves to Manual follow-up instead of Todo.
What you see
Each Todo item includes:
| Section | What you see |
|---|---|
| Priority | High, Medium, or Low with an urgency label |
| Lead Info | Name, company, and quick contact actions |
| Deal Info | Current stage, deal value, and source |
| Signals | What triggered the recommendation |
| Last Contact | How long since you last spoke |
| Suggested Action | What Slokoto recommends and why |
| Do It Button | Opens the action panel |
The lead name is clickable, so you can open Lead View for the full timeline before acting.
How to use it
1. Start from the top
Items are sorted by priority. High-priority items should be handled first.
2. Click Do It
This opens the action panel where you can:
- See why Slokoto flagged the lead
- Review the AI suggested reply
- Edit the draft to match your voice
- Open the Gmail thread directly
- Snooze or dismiss if needed
3. Reply and move on
Once you reply, Slokoto updates state automatically:
- Your outbound reply can move the lead into Upcoming if you are now waiting
- A customer reply can move the lead back into Todo immediately
- A scheduled follow-up moves into Manual follow-up when it becomes due without a customer reply
4. Move to the next item
Slokoto tracks what happened and keeps the list current.
Todo vs Manual follow-up vs Upcoming
- Todo: Customers waiting on your reply or another immediate action
- Manual follow-up: Rep-owned follow-ups that are due because the customer has not replied
- Upcoming: Leads with a future follow-up date or a waiting state that is not due yet
When a follow-up date arrives without a customer reply, the lead leaves Upcoming and enters Manual follow-up automatically. If the customer replies, the lead enters Todo instead.
Filtering your Todo
Use the toggle buttons at the top:
- All: See everything
- Act Now: Urgent items only
- Today: Items for today
Tips for success
- Process Todo daily
- Trust the priority order, but open Lead View if you need more context
- Edit AI drafts when tone or detail matters
- Keep Todo clean by moving true waiting states into Upcoming
Key terms
- Priority: How important the action is
- Urgency: When you should act
- Signals: Events that indicate customer interest or change
- AI Draft: Slokoto's suggested message
- Manual follow-up: A due follow-up that a rep must handle; it is separate from automated cadences
- Upcoming: Scheduled or waiting follow-ups that are not actionable yet
Next: Learn about the Upcoming View