dhisana-ai/dhisana-workspace

Use the Dhisana connection for account intelligence, Today's Brief, signal review, monitoring policies, Account Portfolio Fit, Quick Match, account watching, campaigns and tasks. Use whenever a request concerns Dhisana data or actions, and to pick the right task skill.

Run and read Dhisana Account Portfolio Fit (Module 1) — one target account compared against the configured product catalogue, with supported, conditional and unsupported outcomes, evidence and gaps. Use when the user asks where we could help an account, which products fit, or for account planning input.

Run and read a Dhisana Quick Match (Module 3) brief — one offering for one account with fit, timing, confidence, discovery questions, source links and a downloadable dossier. Use when the user asks whether a product could fit an account, what to validate before a call, or for a meeting-prep brief.

Review RFP, tender and market-signal findings in Dhisana, record accept/reject decisions with reasons, and send accepted findings to the team. Use when the user asks for today's findings, new RFPs, what needs review, or to accept, reject or share a finding.

Set up and read Dhisana account watches (Module 2) — account-product watchlists that record a baseline and surface material changes with urgency, rationale and gaps. Use when the user wants to be told when something changes at an account, to follow up later, or to see what changed since the last review.