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Account
Agent editing
Every agent in one list — pick one to edit its prompt or workflow.
Discovery
8
Set up this new account
workflow
Guided setup for a brand-new account: check data sources, research the company, capture meeting context, then hand off to discovery.
Account overview
A generated picture of the account: profile, maturity, journeys, delivered work and signals.
Prepare for a meeting
A pre-meeting brief: situation, talking points, questions, offerings to suggest and proof.
Discovery workflow
workflow
Guided step-by-step flow: maturity ladder → business context → optional tabs, with progress checks and coach messages.
Update a previous discovery
Review and revise a saved discovery version with the agent's help.
Find specific offerings
A shortlist matching catalog offerings to the client's gaps and stated needs.
Upload a customer conversation
Turn a pasted conversation or call notes into structured discovery input.
AI Sales Assistant
workflow
Researches what C-level leaders in organizations like this client care about right now, with cited sources.
Execution
3
Docs
0
Add doc
Stages
Advanced instructions
Set up this new account
Markdown · saved prompt used by the agent
Save prompt
Type @ to add data.
Available context placeholders: {client_context} · {checklist} · {conversation} · {saved_discoveries} · {data} (pulled platform data) · {user_message}
