✦Built for Okta Solutions Engineers

Know your deals.
Before anyone asks.

senSEi records your calls, extracts Command of the Message, and captures every presales data point your manager will ask about. Forecasting calls are easy when you already have the answers.

Presales Stage, Confidence, MDP Status, POC tracking, Technical Differentiation — tracked in senSEi from your transcripts, not reconstructed from memory on a Friday afternoon.

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✦ Presales fields — captured from every call, ready when you need them

Every field your manager asks about on forecasting calls. AI extracts them from your transcripts and keeps them current in senSEi — so you always have the answer.

✓
Presales Stage
1-Assigned through 8-Zombies
✓
Presales Confidence
High, Low, or Not Forecasted Quarter
✓
Technical Differentiation
Superior, Neutral, or Inferior vs competition
✓
Presales Concern
Competitor, Price, Political Alignment, Timing...
✓
MDP Status
Too Early through Handoff Complete
✓
POC Status
Upcoming, Started, or Complete
✓
Risks / Gaps
Technical blockers and product gaps
✓
Presales Notes
Running log in mm/dd/yy format

What happens on every call

Record on mobile. The rest is automatic.

🎙
Step 1
Record the call
Tap Record on the senSEi mobile app. Live transcript appears as you talk.
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🧠
Step 2
AI extracts intelligence
COM fields, action items, risks, BV slides, POC build steps — pulled from what was actually said, written for manager review.
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📊
Step 3
Deal data stays current
Presales Stage, Confidence, Concerns, POC status — tracked in senSEi from every call, ready for forecasting.
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📧
Step 4
Follow-up is drafted
Personalised follow-up email lands in your Agent Inbox. Review and send in one click.

Built for how Okta SEs actually work

One workspace. No context switching between SFDC, notes, email, and your POC tracker.

📓
Account Notebook
Accounts, opportunities, meetings, and contacts in one hierarchy. Everything in the order SFDC expects.
🎯
Sales Intelligence
COM fields, Mantra script, Business Value Slides, and deal Signals — all in the Sales tab. Everything an SE needs to run the deal from first call to close.
🔬
POC Guide
Use cases, AI-generated build steps, milestone schedule, and one-click PDF export with architecture diagrams included. Three-phase AI extraction — structure, narrative, then prescriptive build instructions.
📋
Tasks Board
Action items from every call land on your Kanban board automatically. Nothing falls through after a meeting.
📱
Mobile Recording
Record on your phone. Transcript syncs to the webapp in real time. AI analysis starts the moment the call ends.
✦
AI Agents
12 agents: post-meeting analysis, deal monitoring, meeting prep, follow-up drafts, BV slide generation, stakeholder mapping, and more. All running async — leadership-quality outputs, not summaries.

Your next call is in an hour.

Record the call. AI extracts your CoM, presales data, and action items. Follow-up writes itself. Next forecasting call — you already have the answers.

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