account-context
360-degree view of an account - CRM data, recent email threads, docs, transcripts, and internal chat chatter, synthesized into one brief. Use when the user asks "tell me about [account]" (an existing customer; for a prospect, account-research), "account context for [name]", "what's going on with [account]", or "catch me up on [account]".
Pinned to revision 63cb3271f6d6, so it is the text this page describes rather than whatever the author pushed since.
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