What comes back?
A customer meeting plan grounded in context
- Customer context
- Talking points
- Next steps
With context and supporting sources. Ready for the next step.
A clever little colleague. Big on getting things done, and sharing what works.


Find the context. Do the work. Leave the important decisions to you.
“Summarize this customer’s needs and prepare a plan for tomorrow’s meeting.”
An illustrative work scenario
With context and supporting sources. Ready for the next step.
The Enterprise Intelligence Center organizes what your team learns, then shares it with every SOPHON.

Customer discovery and meeting preparation methods
The next task starts with a head start.
Connect your existing systems and outside information. Bring scattered context back to one task, with its sources.
Integrations are configured for your company’s systems.

Bring customer needs and past conversations into the task.
Source · CRM