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Last updated: 2026-10-05

Tenali AI Product Capabilities

Tenali AI is a real-time AI sales assistant. It is one product with two sides: help during the live call, and the work before and after it. The website presents these as the AI Sales Engineer (during the call) and the AI Chief of Staff (before and after the call). This page details all capabilities.

During the Call

Real-Time Call Assistance

Tenali AI listens to live sales calls and provides instant answers as questions are asked.

  • No bot in the meeting: No bot joins the call, and nothing is added to the meeting.
  • Instant answers: Responses appear in under one second after a question is asked, in an overlay next to the meeting, with the sources they came from. Nobody types anything.
  • Confident answers only: When Tenali isn't confident it has the right answer, it keeps listening instead of guessing.
  • Coaching from your playbooks: Upload your objection answers, pitch framing and talk tracks. Tenali learns them automatically and puts the answer from your playbook on screen during the call, so every rep says it your way.
  • Answers from your own knowledge: Your documents and connected sources, the answers your admins have approved, and the answers Tenali has learned from earlier calls. Tenali does not read the CRM during a live call.
  • Any platform: Because the desktop app captures audio on your own machine, it works on any meeting or call: Zoom, Microsoft Teams, Google Meet, Webex, Slack huddles, browser calls, sales dialers, phone calls and in-person conversations.

Competitive Intelligence

Real-time competitive positioning during calls:

  • Battle cards: Your competitive battlecards surface when a buyer asks about a competitor
  • Objection handling: Suggested responses to competitive objections, from your own playbooks
  • Differentiation points: Key messages for each competitor

Technical Question Handling

Answer complex technical questions instantly:

  • Security questions: SOC 2, GDPR, data handling, encryption
  • Integration questions: APIs, webhooks, supported platforms
  • Architecture questions: How the product works technically
  • Compliance questions: Industry-specific requirements

RFP/RFQ Auto-Fill

Automate proposal responses:

  • Upload any RFP: PDF, Word, Excel formats supported
  • 10-second fill time: Answers populated from prior responses and documentation
  • 4+ hours saved per RFP: Reduces manual research and writing time
  • Consistent answers: Same questions get the same accurate answers

Before and After the Call

Chat: Ask Tenali Anything

Ask questions in plain language in the web app, or in a Slack DM, and get an answer with its sources cited:

  • Meetings: summaries and transcripts of your calls
  • Knowledge bases: Notion, plus any internal wiki or help site you point Tenali at by URL
  • Documents: Google Drive, OneDrive, SharePoint and uploaded files
  • Communication: Slack channels you select (public, and private channels you belong to)
  • CRM data: HubSpot or Salesforce records, read live at the moment you ask, never synced or cached

Meeting Preparation

Before a call, ask Tenali to catch you up on the account, for example "Catch me up on Acme before my 2pm":

  • Prior interaction history: What was discussed in previous calls
  • Open action items: What was promised last time
  • Questions the buyer asked: And how they were answered
  • Deal details: Stage, amount and close date from your CRM, when one is connected

Meeting Summaries

Sales-specific summaries after every call:

  • Sales overview: What the prospect cares about, the objections raised, and where the deal stands
  • Action items and next steps: A checklist you can tick off
  • Chronological view: The meeting in order, as an alternative to the sales view
  • Transcript and recording: The full transcript, plus a recording you can replay (video for Zoom, Teams and Meet, audio for other calls)
  • Sharing: A read-only share link, or a PDF of the summary and transcript

CRM Updates

HubSpot updates from what was said on the call, from the Push button on a meeting or in chat:

  • Deal fields: stage, amount, close date, next step and forecast category. Changes that move the forecast wait for your approval by default, and a move into a closed stage always does
  • Activity logging: the meeting logged as a note on the deal
  • Contacts: new stakeholders added from the call
  • Salesforce: pipeline questions answered live, and call write-ups drafted for you to paste. Tenali reads Salesforce but does not write to it

Follow-Up Drafts

  • Follow-up emails: Ask Tenali to draft the follow-up from the call, then send it from your own email. Tenali does not send email to prospects
  • Personalized content: Based on what was actually said on the call

Tenali in Slack

Tenali has a Slack app you can talk to in plain language. There are no slash commands and no syntax to learn.

  • Direct message: ask about meetings, transcripts, documents, action items and CRM records. You get the same answers available in the web app, scoped to what your own account can see
  • Channel mention: tag Tenali in a channel and it answers in the thread, drawing only on the organization's shared knowledge. It cannot open meetings, CRM records or anyone's private files, though answers auto-captured from calls are part of that shared knowledge
  • File upload: send a document in the DM and Tenali indexes it as a private source, then messages you when it's ready to answer from (private to the sender until an admin shares it)
  • CRM approval cards: ask Tenali to update HubSpot and changes that move the forecast are posted with before-and-after values for you to approve or discard. In the web app, additive changes such as a note or a task can apply on their own; in Slack every change waits for your approval, including additive ones, and nothing is written until you approve it. HubSpot lookups and write-back work as soon as you connect, with no separate enablement step. With Salesforce, Tenali looks records up and drafts the update for you to paste
  • Channel knowledge: chosen Slack channels can be indexed as sources, with messages filtered for signal before indexing

MCP Server

Tenali runs a read-only Model Context Protocol (MCP) server at https://api.tenali.ai/api/mcp. Claude, ChatGPT, Perplexity, Gemini, Cursor and VS Code can read your meeting summaries, transcripts, action items, Question Intelligence and knowledge base through 14 read-only tools. It is included on every plan. See the Tenali MCP Server page.

Learning From Every Call

  • Answer library: After each recorded call, Tenali adds the questions buyers asked and the answers given to the team's answer library, and uses them on later calls.
  • Question Intelligence (admins): see what customers ask most, which questions still lack a good answer, and how often each comes up. Admins can set a standard answer, which Tenali then uses word for word.
  • Imports: Calls imported from Gong or Fireflies feed the same answer library.

Platform Integrations

Meeting Platforms

Nothing to connect: the desktop app captures any call on your machine. Zoom, Google Meet and Microsoft Teams calls (and Slack huddles on Mac) are detected for the rep to join with one click. Everything else (Webex, other browser calls, dialers such as Outreach, Aircall, RingCentral, Dialpad, Orum and Nooks, plus phone and in-person conversations) is captured on demand with one click.

CRM Systems

  • HubSpot (reads and risk-tiered updates)
  • Salesforce (reads, and write-ups to paste)

Knowledge Sources

  • Google Drive
  • OneDrive
  • SharePoint
  • Notion
  • Slack
  • File uploads and URL sources
  • Gong and Fireflies call imports

Technical Specifications

  • Response time: under one second for answer delivery
  • Accuracy: Answers come from your own sources, and the overlay shows where each answer came from
  • Languages: 18 transcription languages (English, German, Spanish, French, Italian, Portuguese, Turkish, Dutch, Swedish, Norwegian, Danish, Finnish, Hindi, Vietnamese, Arabic, Hebrew, Japanese, Chinese). Workspaces start in English, and Tenali sets up the other languages your team needs
  • Deployment: Cloud-based, no on-premise required
  • Desktop app: Mac (Apple Silicon, macOS 13 or later) and Windows (Windows 10 version 1803 or later, x64)