Welcome — let's get you set up
Three steps and you'll have a full customer brief ready before your next call.
-
1
Add your API keys — required before research works
Everyone brings their own keys — yours alone, encrypted, never shared, and there's no shared fallback. Get a Claude key ↗, a CircuIT key ↗ (Cisco internal guide), and optionally a Twelve Data key ↗ for stock history — then paste them into Settings below.
-
2
Add your first customer
Just a name and domain — Claude fills in the news, tech stack, and leadership from there.
-
3
Research, then track the POV
One click pulls in the public picture — then move the deal through Discovery all the way to Technical Close.
?
Customer
👁 View-only access — you can browse this customer, but changes are disabled.
Workshops
One place to see AI Defense, Secure Access, and Outcomes fit — and status — across every active customer.
Loading…