top of page
Group 3247 (4).png

Bring your A-Game to Every Client Interaction.

Give your customer success team superpowers with proactive, X-ray-like success vision and an expert decision agent. Achieve higher NRR through a personalized actions feed.

Group 1000003675.png
theGist delivers clarity & focus,
theGist delivers clarity & focus,
transforming complex workflows into
transforming complex workflows into
seamless, professional experiences.
seamless, professional experiences.
theGist delivers clarity & 
theGist delivers clarity & 
focus, transforming
focus, transforming
complex workflows into
complex workflows into
seamless, professional
seamless, professional
experiences.
experiences.

AI that turns actions into opportunities

It’s not magic,
but it sure feels like it.

theGist weaves seamlessly into your existing workflow, empowering team members to become an A-player that drives NRR growth.

Observability

Real-time understanding of customer needs across platforms and people.

Speed

Receive critical alerts on problems and opportunities. Collaborate for quick resolution.

Relationship

Identify champions, sentiment, and escalation path to boost stickiness.

Quality

A-Players move the needle with every interaction.

Observability

Real-time understanding of customer needs across platforms and people.

Speed

Receive critical alerts on problems and opportunities. Collaborate for quick resolution.

Relationship

Identify champions, sentiment, and escalation path to boost stickiness.

Quality

A-Players move the needle with every interaction.
 

AI that turns actions into opportunities

All your open items, consolidated, prioritized and with suggested actions.

Start every day with a crystal-clear personal and consolidated view of what matters most, drawn from your legacy SaaS tools. Our Good Morning Page is your zero-input dashboard that reveals all your top priorities—no more sifting through to find a needle in a haystack, and no more jumping between several tools to get things done.

Group 1000003692.png
Group 1000003691.png
Group 1000003675.png

Your Journey to Conquer Your KPIʼs In 3 simple steps:

01

Identify

Identify the critical legacy SaaS tools you use, ensuring we connect the right platforms for maximum impact.

02

Connect

In a short and personalized session weʼll authenticate your tools, thatʼs it - our platform is ready (<1 hour).

03

Evolve

The more you use it, the more it can do for you. theGist has a learning engine that makes it better, continuously.

Research Agent

Deep Dive Into Any Topic, Instantly

Account Page Agent 

360° Contact Profile

Real-Time Smart
Alert Agent

Relax on Weekends, We’ve Got 
Your Back!

Draft Responses Agent

Shorten Your Path from Question 
to Answer

Introducing theGist agents

Let AI agents go through your inbox, your tasks, and your client updates—so you can focus on delighting customers, not digging for details.

Relationship Agent

360° Contact Profile

Keep an Eye On Agent

Stay in the Loop, Effortlessly

Dynamic Report Agent

Adapt Your View on the Fly

Real-Time Smart
Alert Agent

Dynamic Report Agent
 

Draft Responses Agent
 

bench-accounting-C3V88BOoRoM-unsplash.jpg

Research Agent
 

Account Page Agent 
 

Relationship Agent
 

silhouette-businessman-with-glasses.jpg
team collaboration.jpg
dss.png

“As an AI company, we know that tools must be built from the ground up for and with AI. theGist helps our client-facing teams truly understand customer needs, connect the dots across all our tools & knowledge, address critical issues, and uncover opportunities that drive NRR growth.”

Enrico Tollis, SVP, Customer Success at Stardog

Your data, your control.

Keep your business data secure with theGist end-to-end encryption and comprehensive data protection tailored to your needs. Take charge of your workspace by controlling access and enjoy complete ownership of your company data, making theGist the best choice for secure business conversations and collaboration.


bottom of page