Account context
Summarize an account’s history.
Meet Wyatt
One connected workspace for docs, tasks, chat, and databases — with Wyatt answering from all of it.
Account contextFollow-upsCall prep
Hi, how can I help you?
What you can do with Wyatt
Follow-ups
Draft follow-up emails from notes.
Call prep
Prep for calls with context.
Grounded
Uses your deals and notes.
Walk into every call prepared
Ask the assistant to summarize an account’s history and recent activity before a call, so you’re prepared without digging through notes.
Draft the follow-up
Turn call notes into a follow-up email or next steps, so reps spend more time selling and less time writing.
Grounded in your CRM
Because it uses your deals and notes in Wyatt, the assistant’s help is specific to the actual relationship.
Consistent process
Paired with documented playbooks, the assistant helps the whole team sell consistently.
“The best AI assistant is the one that already knows where everything is.”
Frequently asked questions
Can it summarize accounts?
Yes. It can summarize an account’s history and recent activity.
Can it draft follow-ups?
Yes. It can turn call notes into follow-up emails and next steps.
Is it grounded in my data?
Yes. It uses your deals and notes in Wyatt.
Does it help consistency?
Yes, especially paired with documented playbooks.
Keep exploring Wyatt