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AI Virtual Assistant · Feature

A teammate who never forgets a detail.

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.

Get a Free TrialSee Pricing
  • Per-seat·AI
  • Auto·Notes
  • CRM·Write-back
  • No·Meeting Bot
Auto Notes
AI Summary
CRM Sync
Live Call · 04:18Recording
KW

Kara Williams · Acme Corp

Pricing follow-up · Round 2

Live Notes · Auto-Draftingv2 · synced
  • Kara confirmed budget approved through Q3.
  • Wants pricing on the 50-seat tier with sandbox env.
  • Objection: legal review for security docs still pending.
  • Action: send revised quote + security docs by Thursday.
  • Summary drafted
NotesSummaryAction items
Salesforce · Acme Corp
  • StageNegotiation
  • Next stepSend revised quote
  • Forecast$48,000 · 70%
Updated by TKOS Assistant · just now
What Runs On Every Seat

Memory off the human. Onto the platform.

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.

Seat 01

Automatic notes

Captured during voice and video calls — no Start/Stop button.

Seat 02

Searchable transcripts

Full transcript saved to the contact record on every call.

Seat 03

AI summary + action items

Recap with owners and due dates — written before you stand up.

Seat 04

CRM write-back

Push to Salesforce, HubSpot, Zoho or Pipedrive automatically.

Seat 05

Caller history

Past notes and outcomes surface before the next call connects.

Seat 06

Draft replies

SMS and chat follow-ups suggested in the rep's own voice.

No Meeting Bot

No bot, no awkward explanation.

Lives inside the TKOS call itself alongside call recording — no third-party virtual assistant bot dialing in.

  • Runs natively on every TKOS voice, video and chat session
  • Customers see only your reps — never a third-party bot
  • Captures the whole call, not just the part the bot was invited to

Other tools · Bot

Otter Notetaker has joined…

Unknown participant

Sorry — what is “Otter Notetaker”? Is that a person on your team?

Calls captured: only where invited

TKOS · Native

In-platform

No 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

Saved
TeamCaptureRedactRetention
  • Sales · Outbound365 days
  • Customer Support180 days
  • Finance · AR30 days
  • People & HROff

Per-call override: Pause Assistant available on every call card.

Controls

Controls the admin actually keeps.

Per-user and per-call toggles, retention, masking and export — set from one admin console alongside the Zoho integration.

  • Per-team policy— Capture, redaction and retention configured separately for sales, support, finance and HR.
  • Per-call override— Agents can pause capture on a single call without leaving the dialer.
  • Auto-redaction— Card numbers, IDs and custom patterns masked in audio and transcript.
Customer Stories

Reps stop typing notes — and start having better calls.✦

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.

LM

Lerato Mokoena

Head of Sales Ops

Halo Cloud Services

5.0

“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.”

AI Virtual Assistant
DF

Daniel Ferreira

VP Customer Success

Stratus Digital

5.0

“Action items land in HubSpot before the call ends. Our forecast meetings stopped relying on memory and started running on what was actually said.”

AI Virtual Assistant
SC

Sarah Chen

Director of Support

Kalahari Tech

4.9

“No bot in the meeting means no awkward explanation to the customer. The assistant just runs in the background — exactly how it should.”

AI Virtual Assistant
JM

James Muller

Onboarding Lead

Acme Solutions

5.0

“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.”

AI Virtual Assistant
FAQ

Virtual Assistant questions.

What sales ops, support and IT leads check before rolling out a per-seat AI on every call.

Those tools join your meeting as a bot and only work where they are invited. The Virtual Assistant runs natively on every TKOS call, chat and video session — no bot, no invite.

Get A Free Trial

Give every seat the teammate who never forgets.

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.

Get A Free TrialSee Pricing
Per-seat AICRM write-backNo meeting bot14-day trial
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