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Put a Spotlight On Your Path to Revenue Growth

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

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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.

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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
 

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Research Agent
 

Account Page Agent 
 

Relationship Agent
 

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“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.


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