Todo View

Your daily command center for sales actions.

What it does

The Todo view shows you leads that need attention now. Instead of checking your CRM, email, and calendar separately, Slokoto brings everything together and tells you exactly who to contact and why.

How it looks

Each Todo item shows:

How to use it

1. Start from the top

Items are sorted by priority. High priority / "Act Now" items should be handled first.

2. Click "Do it"

This opens the action panel where you can:

• See why Slokoto flagged this lead
• Review the AI-drafted message
• Edit the draft to match your voice
• Send directly or copy to your email client

3. Select an outcome

After taking action, tell Slokoto what happened:

• Completed – next step scheduled: Great! The deal is moving forward
• Completed – waiting on customer: Ball is in their court
• Snoozed: Come back to this later
• Not relevant: Remove from your Todo

4. Move to the next item

Slokoto will track what happened and learn from the results.

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 your Todo daily - Even 15 minutes in the morning makes a difference
• Trust the priority - Slokoto analyzes many signals; high priority items have the best timing
• Edit AI drafts - They're meant to be starting points, not final messages
• Log outcomes honestly - This helps Slokoto learn and improves future recommendations

Key terms

• Priority: How important this action is (based on deal value, signals, and timing)
• Urgency: When you should act (Act Now, Today, This Week)
• Signals: Events that indicate interest (email opens, website visits, calls)
• AI Draft: Slokoto's suggested message that you can edit