theGist

theGist is an AI-driven revenue intelligence platform designed to give real-time visibility and actionable insights across your existing tools and workflows. It helps revenue teams move faster, make smarter decisions, and reduce risk by turning scattered data into a cohesive, observability-driven view of every deal, account, and interaction. The platform emphasizes real-time signals, proactive alerts, and automated guidance to optimize the entire revenue motion from first contact to close and expansion.

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What theGist does

• Provides real-time observability across tools, touchpoints, and teams to identify problems and opportunities before they escalate.
• Tracks relationships, champions, blockers, and sentiment to keep the team in control from first call to close.
• Guides reps to the next best move at every critical moment, improving win rates and efficiency.
• Delivers AI-powered insights directly into the tools you already use, reducing context switching and enabling faster action.
• Secures data with end-to-end encryption and robust data protection, giving you control over access and ownership of company data.

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How it works

1. Identify tools you rely on (SaaS, CRM, CS, product analytics, etc.).
2. Connect these tools quickly (typically <1 hour) so theGist can ingest data across platforms.
3. Evolve as every interaction teaches the system, making insights smarter and more relevant over time.

The platform deploys specialized agents tailored to revenue motion stages (risk, growth, prep, follow-up) to monitor signals, surface critical changes in real time, and provide proactive recommendations.

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Core Benefits

• Real-time visibility into deals, accounts, and team activity across tools.
• Early risk detection (churn, stall) and growth signals (upsell, expansion).
• AI-guided next-best-move recommendations for each stakeholder.
• End-to-end data security and full data ownership controls.
• Quick deployment with seamless integration into existing workflows.

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How to get started

• Identify the legacy SaaS tools you use.
• Connect them via a short, personalized session (authentication for maximum impact).
• Evolve your workflows as theGist learns and improves insights over time.

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Safety and Privacy

• Data is encrypted and access is controlled to protect sensitive information.
• You retain ownership of your data and control over who can access it.

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Core Features

• Real-time observability across tools, touchpoints, and teams
• Relationship and sentiment tracking for deals and accounts
• AI-driven guidance for next best action at critical moments
• Dedicated agents for risk, growth, prep, and follow-up stages
• Proactive alerts for changes in deals, accounts, or engagement
• End-to-end encryption and configurable data access controls
• Seamless integration with existing tools and data sources
• Quick onboarding (<1 hour) with automatic tool discovery