Remember what matters to each lead
Keep a contact’s sessions and background notes together, so priorities and questions are easy to revisit.
Tamloot · Sales teams
Move sales follow-ups forward with the full conversation in view.
Keep the people you’re talking to, their questions, and your commitments connected. Tamloot helps sales professionals turn conversations into notes and clear next steps.
Create an accountKeep the relationship in view
Keep commitments visible
Review tasks and action items extracted from a conversation before deciding what to do next.
Prepare for the next conversation
Use meeting prep and the assistant to revisit earlier discussions with a returning contact.
Draft a thoughtful follow-up
Ask the assistant to draft a message from session context, then review it before sending.
Put conversation context to work
Prepare for a discovery follow-up
Ask what a contact raised in your last conversation and which questions still need a response.
Turn a conversation into next steps
Review the generated action items, check the extracted tasks, and organize the follow-up work.
Reconnect with a quiet lead
Ask which contacts you haven’t spoken with recently, then review their history before drafting a new message.
How it works
- 1
Create your account
Add a contact and record or upload a conversation using a supported recording method. Obtain the necessary consent before recording.
- 2
Review the notes
After transcription, review and edit the AI notes, action items, and extracted tasks. Link the session to the right contact.
- 3
Ask, prepare, and follow up
Ask the assistant about your history, draft a follow-up, or save a note. Review AI output before using it. Connected tools require setup in Connectors.
Questions before you start
Is this a sales pipeline or forecasting system?
The supported workflows here focus on contacts, conversations, notes, and tasks. Deal stages, forecasting, and pipeline automation are not promised.
Can the assistant draft outreach?
Yes. It can draft follow-ups using your session and contact context. Review the content before using it; connected tools require separate setup in Connectors.
Does this include a shared team workspace?
This page describes workflows for each sales professional. It does not promise shared pipeline ownership or team-wide access to every conversation.