Step through with Next, or hit Auto-run / Real-time. Watch the agent gather a client's whole footprint — CRM, email, contracts, projects — extract what matters, synthesise a structured brief, get your sign-off, and deliver it.
The brief is assembled from every source, with risks surfaced for you. Approve to share it with the account team and open the next actions — or send it back for a tweak.
No more tab-hopping before a call. The whole client — history, contracts, risks and next actions — assembled in one place, with a person signing off what gets shared.
Tip: click any step above to jump to it · the sign-off before sharing is yours.
Every email, contract and ticket is pulled in, so prep isn't guesswork and no detail hides in a system nobody checked.
History, projects, contracts, risks and next actions — the same shape every time, so the team reads it in seconds.
Renewals, overdue invoices and quiet accounts are flagged before they cost you — turned up by the agent, decided by you.
We'll connect your CRM, inbox and contract store — and keep a human signing off what gets shared and acted on.