Glossary

A

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

B

Battle Card — A competitive reference document uploaded as a source. Tenali uses battle cards to answer competitive questions during live 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. Available to anyone with exactly one healthy CRM connected — there's no separate setting to switch on. 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 and Microsoft Teams give full audio + screen capture, native metadata, and no time limits. Slack is in the same tier for metadata and time limits, but huddles are audio-only and captured by the desktop app only. Webex is auto-detected but captured through universal capture — see Recording Modes.

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

Knowledge gap — A customer question Tenali detected on a call but couldn't answer confidently. The overlay stays quiet in the moment rather than showing an empty card, and the question is recorded as unanswered in Question Intelligence, where admins can see what's being asked and write the answer.

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. The recap is logged as its own entry — a HubSpot timeline note, or a completed Salesforce Meeting activity — and Next step and (when it can be inferred) Close date are updated. Description is only replaced if you tick the opt-in box, and the result carries an Undo. 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.