Knowledge & Real-Time Guidance

Every SOP, playbook, and price sheet in one place. Gistly matches the right passage to the conversation in progress and puts it in front of the rep.
Knowledge base search matching a live conversation to the right SOP passage, surfaced to the rep

How does it work

Centralize

SOPs, talk tracks, pricing, and policies live in one governed source of truth instead of five different docs.

Match

As a call, chat, or email happens, Gistly finds the exact passage or playbook that applies, automatically.

Guide

The next-best action, talk track, or knowledge base snippet surfaces in the moment, and it is logged to the record without extra work.

Where it fits

Ready to put the right answer in front of every rep?

Unified knowledge hub · context-aware retrieval · next-best actions · versioning and approvals · role-based access