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Today's Workbench

This is your home screen. It lists calls and opportunities pulled from your calendar and CRM import, ranked by buyer readiness and deal risk.

How to use it:

  1. Add your first buyer, or import a CRM CSV.
  2. Open the buyer plan before you join the call.
  3. Start Live Co-Pilot when the call begins.
  4. Review the diagnosis and update your CRM after the call.

Today's Workbench, empty state

No buyers yet? Use + Add Buyer or Import CRM CSV right on this screen.

Next: add a buyer.