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theGist delivers clarity &
theGist delivers clarity &
focus, transforming
focus, transforming
complex workflows into
complex workflows into
seamless, professional
seamless, professional
experiences.
experiences.
theGist delivers clarity & focus,
transforming scattered data
into real-time growth opportunities.
theGist delivers clarity & focus,
transforming scattered data
into real-time growth opportunities.
Turn your company from vertical mess & siloed teams to a revenue machine
The Right Signal. At the Right Time.
For the Right Outcome.
theGist cuts through the noise, surfacing what matters most — so your team acts faster, smarter, and with full confidence.
Observability
Know exactly what’s happening — across every tool, touchpoint, and team.
Speed
Spot problems and opportunities in real time. Move before they escalate.
Relationship
Track champions, blockers, and sentiment — so you stay in control from first call to close.
Quality
Guide every rep to the next best move — in every critical moment.
Observability
Know exactly what’s happening — across every tool, touchpoint, and team.
Speed
Spot problems and opportunities in real time. Move before they escalate.
Relationship
Track champions, blockers, and sentiment — so you stay in control from first call to close.
Quality
Guide every rep to the next best move — in every critical moment.
Agents built to surface what matters, when it matters.
No more waiting for pipeline reviews.
No more chasing down updates.
theGist alerts you to what’s changed — and what’s at risk — before you even ask.
You’ll know which deals are stuck, which accounts are slipping, and where to lean in next.
All in real time, from the tools you already use.
Your Journey to Conquer Your KPIʼs In 3 simple steps:
01
Identify
Identify the critical legacy SaaS tools you use, ensuring we connect the right platforms for maximum impact.
02
Connect
In a short and personalized session we’ll authenticate your tools, that’s it - our platform is ready (<1 hour).
03
Evolve
Every interaction makes theGist smarter - helping you stay ahead, effortlessly.
Risk Agent
flags churn/stall risks
Growth Agent
surfaces upsell/expansion signals
Smart Alerts Agent
notifies on any critical change in real time
No-Stall Agent
detects stuck deals/accounts
Meet your Revenue Agents.
Built for action. Tuned to your GTM.
Each agent monitors a different part of your revenue motion — from risk to growth, from prep to follow-up. They scan your tools, detect what matters, and surface the insights your team needs to stay ahead.
Relationship Agent
tracks champions, blockers, sentiment
Engagement Agent
monitors activity signals across email, calls, product
Preparation Agent
delivers smart pre-call briefs
Real-Time Smart
Alert Agent
Dynamic Report Agent
Draft Responses Agent
Research Agent
Account Page Agent
Relationship Agent
“As an AI company, we know that tools must be built from the ground up for and with AI. theGist helps our executives and client-facing teams truly understand customer needs, connect the dots across all our tools & knowledge, address critical issues, and uncover opportunities that drive revenue growth.”
Enrico Tollis, SVP, Customer Success at Stardog
Your data, your control.
Keep your business data secure with theGist end-to-end encryption and comprehensive data protection tailored to your needs. Take charge of your workspace by controlling access and enjoy complete ownership of your company data, making theGist the best choice for secure business conversations and collaboration.