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Updates

The Updates feed shows what has happened across your portfolio since you last checked in, and what needs your attention next. Each card has a one-click action so you can act without leaving the page.

• Completed agent runs: see what your agents finished and review the output. If a run errored, the card invites you to help resolve it.
• New call transcripts: once a client meeting ends and the transcript arrives, you get a CTA to analyze the transcript and create or update follow-up action items.
• Disconnected accounts: if your calendar or email integration drops, the card walks you through reconnecting in a single click.
• Health-score recommendations: when conditions are right, Cust suggests launching the health-scoring agent so you can run it with one click.

More update types appear as new signals arrive across your connected data sources.

Calendar

The Calendar section shows your past and upcoming meetings with customers and turns each one into actionable preparation or follow-up work.

• Past meetings: every past meeting gets a Follow up CTA. The agent reads the call transcrtips and drafts the follow-up email.
• Upcoming meetings: every upcoming meeting gets a Prepare CTA. The agent does deep research on the customer (prior meetings, what was promised earlier, what was delivered, other interactions, account state) and writes a pre-call memo with talking points. What would take you 20 to 30 minutes manually, the agent does in about 2 minutes.

My actions

My actions highlights the most important action items pulled out of Action Hub, so you can prioritize the highest-leverage work directly from Home.