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Sales (Loot)

Loot is your AI sales rep handling leads, pipeline, and outreach automation. Access Sales from the sidebar.

Tabs

Section titled “Tabs”

Sales has two tabs:

  • Pipeline: Kanban board for managing contacts through stages
  • Strategy: Sales strategy, AI learnings, channel analytics

Pipeline Tab

Section titled “Pipeline Tab”

Kanban Board

Section titled “Kanban Board”

Drag-and-drop contacts through pipeline stages:

New → Engaged → Qualified → Opportunity → Negotiation → Won/Lost

Contact Cards

Section titled “Contact Cards”

Each card shows:

  • Contact name and company
  • Lead temperature (Hot, Warm, Cold)
  • AI status badge
  • Last interaction

AI Status Badges

Section titled “AI Status Badges”
  • Auto-handled: Loot replied autonomously
  • Draft ready: Needs your approval
  • Needs human: Flagged for your attention
  • Human-handled: You replied directly

Unified Inbox

Section titled “Unified Inbox”

All your DMs from every platform in one place:

  • LinkedIn DMs
  • WhatsApp
  • Telegram
  • Email
  • Instagram DMs
  • Facebook Messenger

Per-conversation intelligence:

  • AI summary
  • Sentiment (positive, neutral, negative)
  • Priority flags
  • Sequence tracking

Lead Follow-up Workflow

Section titled “Lead Follow-up Workflow”
  1. Loot detects new message, analyzes intent
  2. Sales intent → Loot handles
  3. Support intent → Atlas handles
  4. If hot lead: Shows on Today dashboard
  5. Navigate to Sales → Pipeline → Filter “Hot Leads”
  6. Click contact → See Loot’s drafted reply
  7. Edit if needed, click “Send”
  8. Lead moves to next pipeline stage

Hot Lead Alerts

Section titled “Hot Lead Alerts”

Loot alerts you on WhatsApp when hot leads appear:

Signal detection:

  • Pricing questions
  • Demo/meeting requests
  • Enterprise inquiries
  • Timeline/urgency
  • Decision maker language

Alerts at urgency 7+ via WhatsApp with:

  • Signals detected
  • Message preview
  • Draft reply
  • Action buttons

Auto Follow-Up Sequences

Section titled “Auto Follow-Up Sequences”

Leads get automatically followed up if they don’t respond:

  • Configurable sequences (3-14 day delays)
  • Pauses when lead replies
  • DM templates with performance tracking
  • Send time windows (e.g., 9am-6pm)

Meeting Intelligence

Section titled “Meeting Intelligence”

Meetings automatically recorded, summarized, and followed up:

Via Nylas notetaker:

  • Zoom, Google Meet, Teams, WebEx, GoToMeeting
  • Transcription with speaker labels
  • Recording URL storage

AI analysis:

  • Executive summary
  • Key points
  • Action items with owners
  • Decisions made
  • Sentiment analysis

Follow-up:

  • Auto-generates follow-up email draft
  • Creates tasks from action items
  • Sends notification with summary