Glossary

A

Action Items — Key follow-up tasks extracted from meeting summaries. Visible in the web app after a call ends.

Amber Card — An answer card the overlay shows with an amber highlight when Tenali detects a question but can't find a confident answer in your sources — a visible signal of a knowledge gap. A green card, by contrast, means Tenali has a confident, source-backed answer. See Overlay Interface.

B

Battle Card — A competitive reference document uploaded as a source. Tenali uses battle cards to answer competitive questions during live calls.

Bot Mode — An optional mode where a Tenali participant joins the call to provide real-time assistance, for locked-down environments that can't install the desktop app. Available on Zoom, Google Meet, Microsoft Teams, and Webex (not Slack huddles). With the default desktop app, no bot joins your calls. Unrelated to the Tenali app in Slack. See No Bot Joins Your Calls.

C

Chat (Ask Tenali Anything) — The AI-powered chat interface in the Tenali web app. Use it for ad-hoc questions, pre-call prep, and exploring your knowledge base outside of live calls.

CRM Write-Back — Chat's ability to propose updates to HubSpot or Salesforce from your meeting content — updating a deal, logging the meeting, creating a task, adding a contact, and on HubSpot creating a company or deal — with a review step before the changes that need one are written. Purely additive batches can be written without a review card in the web app; in Slack every change waits for approval. Off by default and enabled per workspace by Tenali. See Update Your CRM from Chat.

F

Fully Supported Platform — A meeting platform with deep, native integration in the Tenali desktop app (Zoom, Google Meet, Microsoft Teams, Webex, Slack). Full audio + screen capture, native metadata, and no time limits. (Slack huddles are captured by the desktop app only; bot mode is not supported.)

G

Golden Answer — An admin-approved answer to a recurring customer question that Tenali delivers verbatim in future meetings. Contrast with an auto-captured answer, which Tenali assembles on its own until an admin promotes or edits it. See Question Intelligence.

I

Integration — A connection between Tenali and an external system (CRM, communication tool, or data source). Integrations let Tenali read from, import from, or surface data in those systems on your behalf; writing back is available only where the integration supports it, such as the CRMs. Tenali does not sync your CRM — CRM data is read live, at the moment you ask.

L

Live Assist — Real-time question detection and answer generation during an active call. The core feature of the Tenali desktop overlay.

O

Overlay — The floating desktop panel that displays real-time transcripts and answers during a live call. Runs alongside your meeting app.

P

Push to CRM — The button on a meeting summary that writes the recap onto one Salesforce opportunity or HubSpot deal. It updates three fields — Description, Next step, and (when it can be inferred) Close date — replacing what was there rather than appending. See Push a Summary to Your CRM.

R

Recording Mode — How Tenali captures meeting audio. See Recording Modes for the difference between fully supported and universal capture.

S

Source — A document, file, URL, or connected system that Tenali uses to generate answers. Sources form your company's knowledge base — the better your sources, the better Tenali's answers.

Summary — An AI-generated recap of a completed meeting, including key topics discussed and outcomes. Available in the Tenali web app and optionally pushed to your CRM.

T

Tenali in Slack — The Tenali app inside your Slack workspace. Message it in a DM for answers drawn on everything your account can see, or tag it in a channel, where it answers only from sources published to the whole organization. Also accepts file uploads and CRM approval cards. See Tenali in Slack.

Transcript — A real-time or post-call text record of everything said during a meeting. Visible in the overlay during the call and saved in the web app afterward.

U

Universal Capture — Tenali's recording mode for platforms outside the fully supported tier. Captures audio only, with a 60-minute time limit. Works with virtually any app that plays audio through your computer.

W

Workspace — Your team's shared Tenali environment. Contains members, sources, integrations, meetings, and settings. Each workspace is isolated and access-controlled.