Account context
Summarize an account’s history.
One connected workspace for docs, tasks, chat, and databases — with Wyatt answering from all of it.
Summarize an account’s history.
Draft follow-up emails from notes.
Prep for calls with context.
Uses your deals and notes.
Ask the assistant to summarize an account’s history and recent activity before a call, so you’re prepared without digging through notes.
Turn call notes into a follow-up email or next steps, so reps spend more time selling and less time writing.
Because it uses your deals and notes in Wyatt, the assistant’s help is specific to the actual relationship.
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.”
Yes. It can summarize an account’s history and recent activity.
Yes. It can turn call notes into follow-up emails and next steps.
Yes. It uses your deals and notes in Wyatt.
Yes, especially paired with documented playbooks.
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