Cust is organized around a small set of surfaces, each with its own page in this section.

Customer memory

Customer memory connects commitments, stakeholder changes, and decisions across account conversations. Inspect the evidence, see what is still open, and bring the context into your next action.

Your day

Home: your daily agenda, meetings, and work that needs attention.
Assistant: an AI chat that knows your book of business, available from every page.
Action Hub: recommended tasks you can execute in a few clicks.
Tasks: capture your own work in seconds and keep it tied to the right account.
Inbox: email with shared inboxes, AI-assisted replies, and two-way sync.
Ticketing: shared email queues with stages, ownership, and response targets.

Your portfolio

Dashboard: KPIs, sentiment trend, and revenue grouped by health.
Companies: every account, its health, and the full customer record.
Goals: the outcomes you have committed to deliver, tracked per account.
Topics: what your customers are talking about most.
Projects: multi-step customer initiatives on a Kanban board.
Success plans: milestones and deliverables across the portfolio.
Audiences: saved groups that update as company data changes.
Adoption: workspace usage by member.

Automation and configuration

Agents: work triggered by schedules, manual runs, or meeting transcripts.
Apps: build and share custom workspace tools.
Data import: load companies, contacts, metrics, and custom objects from CSV.
Tuning: describe how Cust should think and act, in your own words.
Integrations: connect your CRM, email, calendar, and product data.
Settings: profile, team, roles, and workspace-wide rules.

Availability depends on your role and enabled workspace features. If a menu item is missing, check with your admin.