Home
Plan your day around customer commitments, meetings, and work that needs attention.
Your day with customer memory
When customer memory is enabled, Home brings your agenda, meetings, and account work into a daily view. Choose a date and member to review the relevant day.
Review Deadline approaching, Overdue, and Backlog to decide what needs attention. Select an account row to open its work, then expand an item to inspect its context and sources. Use Add to my day to plan the work, or open a suggested assistance action to continue with the Assistant.
Planning dates and deadlines are separate. Moving an item into today's agenda does not change the customer's due date. See Working with memory for ownership, completion, and customer dependencies.
The Updates section remains available for account and workspace updates.
Earlier Home experience
If customer memory is not enabled, Home uses the Updates, Calendar, and My actions layout below.
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: use Follow up to work from the meeting's available context and transcript. A transcript must have arrived from a connected source before the agent can use it.
- Upcoming meetings: use Prepare to research recent interactions, commitments, open work, and account context, then prepare talking points.
If you have already prepared or followed up on that meeting, reopen the existing session to continue. View history lets you inspect prior meeting work. Check the saved output and any pending approvals before starting another action.
My actions
My actions highlights the most important action items pulled out of Action Hub, so you can prioritize the work that needs attention directly from Home.