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Home Overview

The Home tab is a snapshot of what’s happening across Mutiny for you right now. It’s the first thing you land on when you log in, and the fastest way to see what needs your attention and what you were last working on.

Opening Home

Click Home at the top of the left sidebar.

Prompt box

A prompt box sits at the top of the Home page so you can start work manually. Use it to spin up an asset, run research on an account, prep for a meeting, or hand the agent any other task.

Review

Below the prompt box is a Review section. When an automation drafts work for one of your accounts (an asset, an email, a follow-up), it lands here before anything goes out. Open an item to approve, edit, or dismiss it. Nothing is published or sent to a prospect until you review it.

Suggested actions

Next are suggested actions for the accounts you’ve added to Mutiny. These might be:

  • Sending a follow-up email after a meeting
  • Updating a deal room with the latest conversation
  • Updating a document with new context
  • Kicking off a check-in on an account that’s gone quiet

Suggestions are powered by your recent emails and meetings with each account, so they stay relevant to the deals you’re actually working. Click a suggestion to jump to the account and start the work in a thread.

Recent work

Below suggested actions is a Recent work section. This is where you pick up where you left off: recently opened assets, templates, projects, automations, and threads all surface here.

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