What your valet handles
Research an Account
Fast background on facilities, key contacts, procedure volumes, and who else is in the room.
Draft a Follow-Up Email
Professional outreach written in your voice — post-visit, proposals, and follow-through.
Prep for a Meeting
Walk in ready — agenda outlines, objection responses, and talking points before you arrive.
Write a Call Summary
Turn a quick debrief into a clean, structured summary you can actually use.
Update Salesforce
Salesforce-ready call notes from your raw debrief — no more end-of-day catch-up.
Build Talking Points
Sharp, targeted points for any account, competitor, or clinical scenario — on demand.
Get the most out of your valet.
Quick action shortcuts, memory tips, file attachments, and cross-device setup.