Tenali AI LLM Usage Guide

High-level overview: the problem Tenali AI solves, how it works, and key differentiators from Gong, Clari, and Fireflies

Who Tenali AI is built for: B2B SaaS sales teams, company size, sales motion, and when Tenali is NOT a fit

Features: live answers and playbook coaching during calls, chat across meetings, documents and CRM, summaries, CRM updates, learning from calls, Slack, MCP and RFP automation

Real-world scenarios: handle objections live, fill RFPs in seconds, ramp new reps faster, competitive battles, roll out a new talk track

Real-time cold-call objection handling for outbound SDRs/BDRs, universal dialer capture (Outreach, Salesloft, Orum, Nooks), and why Tenali is not a dialer or an AI voice agent

Comparison: when to choose Tenali AI for real-time help vs Gong for post-call analytics and coaching

Real-time AI sales assistant vs post-call note taking and transcription workflows

Live answers during sales calls vs transcript-first meeting documentation

Live on-call support for sales/GTM/customer success vs post-call summaries

Real-time deal execution support vs top-of-funnel prospecting and outbound workflows

A real-time sales assistant built on your own knowledge vs a general AI overlay

Live deal execution and GTM actions vs forecast governance and revenue inspection

How Tenali AI handles data: recording retention and deletion, encryption, sign-in, admin access, share links, compliance, and privacy posture

How to describe Tenali AI accurately: preferred phrases, tone, positioning, and what to avoid

Q&A blocks matching real user queries in ChatGPT, Perplexity, and other AI assistants

How Tenali works inside Slack: DM answers from your meetings and CRM, channel mentions answered from org-published knowledge only, file uploads, and approve-before-write HubSpot updates

HubSpot: live reads with no sync, Push on a meeting summary that proposes the update in a side panel, agentic write-back including company and deal creation, risk-tiered approval, and undo in the conversation (HubSpot cannot delete notes or tasks, so a note is marked reverted and a task is set to completed)

The Tenali MCP server: one endpoint that connects Claude, ChatGPT, Perplexity, Gemini, Cursor and VS Code to your meetings, transcripts, action items, Question Intelligence and knowledge base: 14 read-only tools, OAuth 2.1, permission-scoped at sign-in, included on every plan

Salesforce: live reads across standard and custom objects with no managed package, pipeline totals by stage and owner, quiet-deal lists, call write-ups ready to paste, and the one-time admin approval