Automatic notes
Captured during voice and video calls — no Start/Stop button.
A per-seat AI that drafts notes, writes summaries and pushes the outcome into the CRM while the agent is already on the next call.
Kara Williams · Acme Corp
Pricing follow-up · Round 2
Ask any sales rep about call number four of the day — the details go fuzzy. Ask about call one and they're gone. Every seat gets a personal assistant that takes memory off the agent so the conversation gets the full attention.
Captured during voice and video calls — no Start/Stop button.
Full transcript saved to the contact record on every call.
Recap with owners and due dates — written before you stand up.
Push to Salesforce, HubSpot, Zoho or Pipedrive automatically.
Past notes and outcomes surface before the next call connects.
SMS and chat follow-ups suggested in the rep's own voice.
Lives inside the TKOS call itself alongside call recording — no third-party virtual assistant bot dialing in.
Other tools · Bot
Otter Notetaker has joined…
Sorry — what is “Otter Notetaker”? Is that a person on your team?
Calls captured: only where invited
TKOS · Native
In-platformNo third party. Just the rep.
Hi, this is Sam from TKOS — thanks for the time today.
Great. Let's get into the proposal.
Calls captured: every TKOS conversation
Assistant policy · Per team
Per-call override: Pause Assistant available on every call card.
Per-user and per-call toggles, retention, masking and export — set from one admin console alongside the Zoho integration.
Sales, support and ops leads turned on the AI Virtual Assistant on every seat — and watched recap meetings get shorter, CRM hygiene improve, and onboarding ramps shrink.
Lerato Mokoena
Head of Sales Ops
Halo Cloud Services
“Our reps used to spend the last fifteen minutes of every hour writing notes. Now those minutes go into the next call. Pipeline coverage went up nineteen percent in a quarter.”
Daniel Ferreira
VP Customer Success
Stratus Digital
“Action items land in HubSpot before the call ends. Our forecast meetings stopped relying on memory and started running on what was actually said.”
Sarah Chen
Director of Support
Kalahari Tech
“No bot in the meeting means no awkward explanation to the customer. The assistant just runs in the background — exactly how it should.”
James Muller
Onboarding Lead
Acme Solutions
“New hire ramp went from sixty days to thirty-eight. They learn by reading summaries of the best reps' calls instead of shadowing for weeks.”
What sales ops, support and IT leads check before rolling out a per-seat AI on every call.
Spin up the AI Virtual Assistant on a 14-day trial. Notes, summaries and CRM write-back on every call — no meeting bot, no second login.