Every customer document,
drafted from real context.

From the opportunity brief to the handover, the implementation plan, the success plan, the weekly update — the documents a revenue team loses hours to. Compose drafts all of them, pre-filled from the account's actual context and findings, every claim cited. The blank page is gone. Compose is how the Success Agent writes.

Compose · document libraryready
Opportunity briefsdeal overview, stage docs
Sales → CS handovercommitments, success criteria
Implementation planonboarding project plan
Success plangoals & milestones
Weekly updatesQBRs & summaries
Custom contentany template you need

Every artifact, across the whole lifecycle — grounded and cited.

Across the lifecycleone account

One document engine, start to renewal.

Compose isn't a QBR generator bolted on the side. It drafts the artifact for every stage — the opportunity brief in the deal, the handover at close, the implementation plan at kickoff, the success plan through adoption, the weekly update forever after.

  • Sales → CS handover: stakeholders, commitments, success criteria.
  • Implementation project plans and success plans with milestones.
  • Weekly updates, QBRs, summaries — and any custom content you define.
Draft · QBRcited
Q3 Business Review — Northwinddrafted from 11 findings · human review
01
The quarter in numbers
108% NRR68 health−16% usage
02
What changedfinding

Usage decelerated from week 7 as two teams slowed their rollout.

03
Commitments & status3 tracked

SSO delivered · enablement rebooked · champion re-engaged.

04
The plan for Q4play

Re-engage lagging teams; reactivate the champion.

Every draft already knows the account.

Each document is grounded in the account's findings and entity graph — the slowdown, the commitments, the trend all already in it. The story writes itself and you refine it. And every figure carries a citation you can open, so you never double-check a deck in front of the customer.

  • Structured documents — slides, sections, goals, milestones.
  • Grounded in real findings, not a generic template.
  • Numbers trace to a finding or a quote — nothing generated free-hand.
Composercomposing
Metric rowNRR · health · usage delta
picked
Key findingstop 3 from the quarter
picked
Chart spechealth trend · last 3 months
picked
Assembled documentassembled · your house style
rendered

The blocks the moment calls for.

Under every artifact is a composable template system. A selector reads what the situation needs and assembles the right blocks — a metric row, a key-findings section, a chart spec — into a finished document. Consistent house style, tuned to your voice per tenant.

  • Reusable blocks: metric rows, key findings, chart specs.
  • Selected by intent — the artifact fits the situation, not a fixed mold.
  • Tenant config keeps the layout and voice unmistakably yours.
Where a draft comes fromtwo paths
Inside a Playa drafted note as a committed step
gated
On demand · Copilota research answer → a document
instant
Saved to the accountstored, versioned, per account
saved
Human approvalreviewed before it leaves your walls
yours

On demand, or inside a play.

Drafting isn't a separate app. Compose runs inside a Play as a committed, approval-gated step, or on demand through Copilot — a research answer turned into a document. The artifact lands where the work already happens, and nothing sends itself.

  • Called as a play step, or generated from a question in chat.
  • Saved to the account, versioned, ready to reuse.
  • A human reviews and approves every customer-facing artifact.

Part of one platform — explore Context360 · Signals · Plays · Revenue · Analytics · Copilot.

The thinking was always yours.
Now the typing is done for you.

Never start from a blank page again.Book a demo