GENYS · Use Cases

Sales & Success

Follow‑ups that cite truth from CRM, calls, and docs—grounded in account memory and audit.

Simple

  • Draft precise emails in your brand voice with cites.
  • Summarize calls and extract next steps automatically.
  • Never forget objections, commitments, or renewal risks.

Technical

  • Capsules for account state, interactions, and outcomes with audit & retention.
  • RAG++ over CRM, call transcripts, and docs; minimal cited bundles.
  • Guardrails for claims and PII redaction before send.

Blueprint

Ingest → Retrieve → Guard → Generate → Audit → Learn

Integrations: Salesforce/HubSpot, Gmail/Outlook, Gong/Wiretap, Calendly.

Account Capsule Viewer
State Inspector
live · 8/15/2025, 12:31:48 AM
Current capsule

persona, goals, context, tools

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Recent audit (5)

Most recent first

    Measuring success

    Win-rate
    Sales-cycle length
    Reply time
    No-show rate
    Explore related: Capsules, Search, Audit.