Tenali AI Docs
Getting Started

How Tenali Works

How Tenali delivers real-time answers during live calls and helps you after the call ends.

Here's what happens when you're on a call with Tenali running.

During the Call

1. Meeting Detection

When you open a meeting app (Zoom, Teams, Meet, or any supported platform), Tenali's desktop app detects it by watching your active window. A notification prompt asks if you want Tenali to assist on this call.

2. Live Transcription

Once you start, Tenali captures meeting audio from your machine and transcribes it in real time. You'll see transcript lines appear immediately in the overlay as the conversation flows.

3. Automatic Answers — No Typing, No Searching

As your call progresses, answers appear automatically in the overlay. You don't need to type anything, search for anything, or switch tabs. Tenali listens to the conversation and surfaces relevant answers from your company's knowledge base on its own — hands-free, in real time.

The answers show up as cards in the overlay:

  • An answer card — Tenali found a confident answer. Shows the question, the answer, and expandable source citations.
  • "Tenali is listening..." — No answers yet. This is normal at the start of a call.

Tenali only shows you answers it's confident in. It draws on your connected sources and your team's answer library; when neither yields a strong answer, it stays quiet rather than pushing an empty card at you mid-conversation. Nothing appears, and you carry on. (A workspace with no sources and no answer library at all is the one exception — there you get a setup card prompting you to add sources.)

Where those answers come from improves on its own: alongside the sources you connect, Tenali builds an answer library from your own recorded calls, and any answer an admin writes takes priority. See How Tenali Learns From Your Calls.

After the Call

4. Summaries, Transcripts, and CRM Updates

When the call ends, Tenali generates a summary and full transcript, saved in the web app. If you've connected a CRM (Salesforce or HubSpot), you can push the summary to the right record — open the summary, choose the Salesforce account and opportunity (or the HubSpot company and deal), and push.

5. Ask Anything Across All Your Meetings

After the call, you can open Chat and ask questions across all your past meetings — not just the one that just ended. For example:

  • "What pricing concerns came up in my last 3 calls with Acme Corp?"
  • "What did the buyer ask about security in yesterday's demo?"
  • "Summarize all objections from this week's pipeline calls"

Tenali searches across your entire meeting history, summaries, transcripts, connected sources, and CRM data to give you a single answer. No digging through recordings or scrolling through notes.

The Whole Picture

You join a call
  → Tenali detects the meeting
    → Live transcription starts immediately
      → Answers appear automatically — no typing, no searching
        → Call ends → Summary + transcript saved
          → Push the summary to the right CRM record
            → Ask anything across all your meetings in Chat

Where you can use Tenali

Tenali shows up in three places, and they share the same knowledge:

  • The desktop overlay, live on a call — answers appear as the conversation happens.
  • The web app, before and after calls — chat, summaries, transcripts, and CRM pushes.
  • Slack, once you connect it — DM Tenali for the same answers you'd get in the web app, or tag it in a channel and it answers the thread from what your organization has published. See Tenali in Slack.

Was this page helpful?