Home

Home is where your day starts. It rolls the latest analysis into a single view of what needs your attention now, so you act instead of hunting through meetings.

What you get here

Home assembles the whole portfolio into one screen, top to bottom:

• Greeting & search — a global search across customers, meetings, and topics (press ⌘K), so you can jump to anything from the top of the page.
• The Brief — a short weekly audio walkthrough of what changed across your accounts. Play it (about 3 minutes) instead of reading, then dive into anything it flags.
• Your Day — three counters that are each a click into the work: Tasks due or overdue (your own), Tasks need attention, and Threads awaiting reply (customer emails waiting on you).
• Move a deal today — a short, ranked list of deals, each with one concrete next action (Draft follow-up or Open prep brief). See Tasks & actions.
• Today's Briefing — accounts grouped into Act now, Watch, and Working, each with a one-line reason drawn from the account's memory.
• Visual Analysis — trend charts across your recent conversations: activity (meetings, clients, staff), sentiment per meeting, and meeting status (course-correcting vs. on track).
• Get started checklist — for a new workspace, Home shows an onboarding checklist instead of empty panels until your first conversations are analyzed.

How to use it

Open Home once a day. Play the Brief, clear anything in Your Day, take the single best move on a deal or two, then work down Act now → Watch → Working. Every item links to the account, meeting, or task behind it, so nothing is a dead end — you never have to open an individual meeting just to know what needs doing.