

theGist delivers clarity &
theGist delivers clarity &
focus, transforming
focus, transforming
complex workflows into
complex workflows into
seamless, professional
seamless, professional
experiences.
experiences.
theGist delivers clarity & focus,
transforming scattered data
into real-time growth opportunities.
theGist delivers clarity & focus,
transforming scattered data
into real-time growth opportunities.
Turn your company from a vertical data mess to a revenue machine with:
Awareness that fosters growth.
theGist weaves seamlessly into your existing workflow, empowering revenue leaders to take their team to the next level and grow faster
Observability
Real-time understanding of customer needs across platforms and people.
Speed
Critical alerts on risks & opportunities. Collaborate for a quick resolution.
Relationship
Identify champions, blockers & sentiment to boost your close-won chances and stickiness
Quality
Direct team members to the right action in every critical 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 focus on what matters most to your revenue growth
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. Easily collaborate and impact your team's success.



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 we’ll authenticate your tools, that’s it - our platform is ready (<1 hour).
03
Evolve
Every interaction makes theGist smarter - helping you stay ahead, effortlessly.
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 customers data and prioritize what matters most to growth—know & Act on things in real-time, so you and your team 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

Research Agent

Account Page Agent
Relationship Agent



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