Tenali AI Docs
Use Cases

For Account Executives

Never say "I'll get back to you" again — handle objections, pricing, and competitive questions on the spot with Tenali.

Most AEs lose deals in the moments between a hard question and a hesitant answer. Tenali eliminates that gap — you get instant, source-backed answers during live calls without typing, searching, or switching tabs. After the call, delegate follow-ups to Tenali like you'd delegate to an assistant. It's like having Claude Code for sales.

During the Call — Hands-Free, Real-Time Answers

This is where Tenali changes the game. The overlay sits alongside your meeting and surfaces answers automatically as questions come up. You don't press buttons. You don't type queries. You just talk, and Tenali handles the rest.

What it looks like in practice

Buyer asks about security: "Do you use any of our data to train your models?" Tenali instantly surfaces your data privacy policy with the exact language — "We do not train on any customer data. All calls are processed locally and never shared with third-party vendors." You answer like a security specialist without skipping a beat.

Buyer asks about pricing: "What does pricing look like for a team of 50?" Tenali pulls your latest pricing guide, calculates the right tier, and shows discount positioning. You quote confidently on the spot — no "let me send you the rate card."

Buyer brings up a competitor: "We're also evaluating Gong — how do you compare?" Tenali searches your competitive battle cards and surfaces the key differentiators. You respond with specific, verified talking points instead of vague generalizations.

Buyer asks for references: "Do you have customers in our sector?" Tenali finds matching case studies with named references and quantified results. You offer a warm intro on the call instead of promising to "dig something up."

Before and After the Call — Your AI Sales Assistant

Tenali isn't just a live call tool. Before and after calls, it works like a personal AI assistant for everything in your sales workflow.

Before the call

Open Chat and ask Tenali to prep you:

  • "Brief me on Acme Corp — what did we discuss last time, what's the deal stage, and what questions should I expect?"
  • "Pull the latest competitive intel on Gong for my 2pm demo"
  • "What objections came up in my last 3 enterprise demos?"

Tenali pulls from your CRM, past meeting transcripts, and knowledge base to give you a complete pre-call brief — automatically, in seconds.

After the call

This is where AEs save hours every week. Instead of 30 minutes of admin after each call, just tell Tenali what to do:

  • "Draft a follow-up email to Sarah about the security questionnaire we discussed" — Tenali writes it from the actual call context and sends it
  • "Update the Acme deal stage to negotiation and add the pricing we quoted" — Tenali updates your CRM fields via natural language, not forms
  • "What pricing concerns came up across all my calls this week?" — Tenali searches across every meeting to find patterns

You can also query across all your past meetings — not just the most recent one. Ask about any deal, any conversation, any competitor mention, and Tenali finds it.

What AEs Track

  • Follow-up speed — are you sending follow-ups the same day instead of 2 days later?
  • Questions answered on the spot — how many fewer "I'll get back to you" moments per call?
  • New hire ramp time — are new reps handling complex calls sooner because Tenali has their back?

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