03 · Customer intelligence
Client 360
The latest context, in one place. A persistent client intelligence layer that keeps source material, timelines, emails, meetings, and research close to every decision.
Open the workspace
Every tab has a job.
Switch views to see how the tool moves from setup to action, then run the scripted example.
Example client A · project memory
Keep the record
Store the canonical client context and preserve historical events without losing the current picture.
- IdentityRegional services firm, 60 users, two offices
- Current priorityReduce after-hours support escalations
- Decision makerOperations lead; finance approves spend
- Read the newest source files
- Compared them with the stored record
- Kept the historical events, updated the current picture
Result Record current. 2 fields updated, 0 history lost.
Example client A · timeline
Watch what changed
Every meeting, email, and decision lands on one timeline with its source attached.
- Oct 3Discovery call: after-hours coverage named as the top pain
- Oct 10Assessment shared; budget owner added to the thread
- Oct 21Proposal feedback: wants a phased start
- Added the newest meeting record
- Linked each event to its source file
- Marked the proposal feedback as a change
Result Timeline current through Oct 21 with sources linked.
Example client A · email update summary
Reply with only what is new
Compare new email against what you already hold and surface only the meaningful updates.
- NewBudget owner confirmed a phased start in Q1
- ChangedGo-live moved from November to January
- UnchangedScope, pricing, and security requirements
- Read four new email threads
- Compared them with the stored record
- Dropped everything that was only a restatement
Result 2 meaningful changes surfaced. Nothing repeated.
Example clients and figures are illustrative.
Feature deep dive
What it can do.
Account teams, consultants, service teams, and anyone who cannot afford context loss.
Keep the record
Store the canonical client context and preserve historical events without losing the current picture.
Watch what changed
Compare new material against what is already known and surface only meaningful updates.
Answer from evidence
Use verified sources to research, brief, and prepare the next client-facing move.
The workflow
From intent to output.
Typical outputs: Current client briefings, change summaries, meeting follow-up, research, and grounded answers.
- Collect sources
- Update memory
- Compare changes
- Act on the signal
The rest of the platform
Four workspaces. One operating rhythm.
- 01 · Discover + buildStudioLocal-first sales workspace for agents, skills, clients, assessments, workflows, and internal apps.
- 02 · Coordinate + runMSR Platform / SwarmCoordinate specialized agents, shared context, routing, and repeatable runs across the work.
- 04 · Practice + improveSales CoachPractice full interviews, drill skills, review real calls, and measure progress against a rubric.
See it in your company
Make this one real.
We can map this workflow to your team, your data, and your operating rhythm.