Account history
2 listings
Skills
Prep for a sales call
This skill builds a brief before a sales meeting. It finds the meeting, pulls account history and notes from earlier call transcripts, profiles each attendee, and shows where the open deal stands. The brief ends with a call plan and discovery questions to ask.
Research a customer question across sources
This skill looks up the answer to a customer question across the sources you have, such as past tickets, docs, and account notes. It can check whether a bug was reported earlier or what a given account heard from you in the past. The output gives an answer, key findings, cited sources, gaps, and next steps.