What is SalesAI?
SalesAI is the TAC module designed to manage contacts acquired at events and trade shows — from badge scanning to CRM sync — without losing data, context, or time.
The problem it solves is real: 60% of physical leads are never tracked, unqualified leads convert 50% less than profiled ones, and up to 30% of the event budget is wasted due to inefficient contact management.
The Four-Phase Flow
Phase | What happens |
1 — Acquisition | You digitize the contact (business card, badge, or LinkedIn) |
2 — Enrichment | AI automatically adds data about the person and their company |
3 — Qualification | You record voice notes, answer qualification questions, receive suggested tasks |
4 — Integration | Qualified leads are synced to the CRM (HubSpot, Salesforce, etc.) |
Phase 1 — Contact Acquisition
You have three ways to acquire a contact. The result is always the same: a lead profile in TAC with name, company, role, contact details, acquisition source, and date/time.
Scan a Business Card
Open the TAC app
Tap the round button in the bottom menu → Scan Paper Card
Frame the business card
Wait for automatic data recognition
Review and confirm
Note: The OCR system recognizes even complex layouts. If a field is read incorrectly, you can correct it manually before saving.
Scan an Event Badge
Open the TAC app
Tap the round button in the bottom menu → Scan Badge
Frame the badge
Wait for automatic recognition
Review and confirm
Sync from LinkedIn
Ideal for digital contacts or for people who didn't hand over a physical card but accepted your LinkedIn connection.
Open the TAC app → More → Integrations → LinkedIn
Choose a mode:
Option | How it works |
Automatic Enrichment | Contacts imported from LinkedIn are enriched by AI and saved directly in TAC |
Automatic Sync | TAC syncs new connections every 2 hours. They are not imported automatically — you choose which ones to import |
Note: After activating the sync, contacts will start appearing within approximately 2 hours.
Phase 2 — AI Enrichment
After creating a contact, click Data Enrichment: the AI queries external public sources and completes the profile automatically.
What Gets Added Automatically
Field | Notes |
Verified business email | Retrieved and validated |
Company size | Estimated or verified employee count |
Industry | Vertical classification |
LinkedIn profile | URL linked to the person |
Company location | Useful for geographic segmentation |
Website | For pre-call research |
Phase 3 — Lead Qualification
Qualification determines whether and how ready a contact is to become a commercial opportunity. You have three tools available.
Post-Meeting Voice Notes
The most powerful tool for preserving the context of a conversation. Just 30 seconds of audio is enough to get a fully profiled contact.
How to do it:
Immediately after the meeting, open the lead's profile in Contacts
Tap the Record button
Record a 20–60 second note: meeting context, expressed need, interest level, agreed next step
Save — the AI transcribes the audio and automatically extracts key information
What the AI produces from the voice note:
Text summary of the meeting
Pain point or expressed need
Relevant TAC products
Suggested qualification status (cold / warm / hot)
Recommended next step
💡 Best practice: Record within 3 minutes of ending the conversation. Waiting until the evening means losing context and the energy of the moment.
Manual Qualification
In addition to the voice note, the Qualification section of the profile contains questions configured by the admin. Common examples:
Does the contact have a specific expressed need?
Do they have budget or decision-making authority?
Is there a defined timeline for the decision?
Suggested Tasks
Tasks are set by the admin and assigned automatically after qualification. Typical examples:
Task | Recommended timing |
Send personalized follow-up email | Within 24h of the event |
Schedule an introductory call | Within 48h of the event |
Qualify role and responsibilities | Before the call |
Send sales materials | After first contact |
Create opportunity in CRM | Once qualification is confirmed |
Email Automations
The Email Automations section lets you create two types of emails.
Standard Email
Manual send to one or more contact groups, with a scheduled date and time. Ideal for one-off communications or planned campaigns.
How to create one:
Go to Email Automations → Standard Email
Fill in: template name, subject (you can use dynamic variables with
{}), body, attachmentsClick Save template
On the next screen: add CC/BCC, select recipient lists, choose date and time
Click Save and proceed to send, or Schedule for later to come back to it
Automated Email
Sent automatically when a contact is added to a list. Ideal for continuous nurturing flows.
How to create one:
Go to Email Automations → Automated Email
Fill in: template name, subject, body, attachments
Click Save template
Set the delay from the trigger (days / hours / minutes). Set everything to 0 for immediate sending
Add CC/BCC and recipient lists → Save and proceed
Once active, the email shows an Active status. The first sends go out as soon as a contact is added to the list.
Note: You can edit the name, subject, and body of any template at any time from the Edit template screen.
Managing Emails from the Dashboard
Once created, the email appears in the dashboard with four tabs:
Tab | Description |
Send report | Monitor send status and statistics |
Lists | View and manage associated recipient lists |
Campaigns | Associate the email with one or more campaigns |
Qualification questions | View the qualification questions linked to the email |
Phase 4 — CRM Integration
TAC supports HubSpot, Salesforce, and Microsoft Dynamics. Configuration is reserved for administrators.
Once the integration is active, contacts sync in two ways:
Via List — Create a list in TAC and associate it with the CRM. Every contact added to the list is synced automatically.
Via Campaign — All contacts acquired in an event campaign are synced automatically.
What gets sent to the CRM:
Basic personal data (name, company, role, contact details)
AI-enriched data (company size, industry, LinkedIn)
Voice note transcriptions
Qualification status
Source event campaign
Note: To enable or modify the CRM integration, contact your system administrator.
Optimal Post-Event Follow-Up Timing
When | What to do |
Within 24h | Send a personalized follow-up email (use TAC's AI generator) |
Within 48–72h | Introductory call for hot leads |
Within 1 week | Second touchpoint for warm leads |
After 2 weeks | Decide whether to add to automatic nurturing or close |