Wally insights — briefing, pipeline, and full account context

Wally has three "insight" tools that answer broad questions in one round-trip instead of forcing the model to call several smaller tools.

briefing.today — fires when you say things like "brief me", "what should I work on", or "what's on my plate". Wally returns:
• Your overdue tasks across every account
• Today's and the next 7 days of scheduled activities
• Opportunities closing this month
• The last few changes Wally made on your behalf

pipeline.summary — fires for "how's my pipeline?", "forecast", "what's closing this month", or "any stale deals?". Returns:
• Total open dollars and deal count
• A by-stage breakdown ($ and count per stage)
• Deals closing this month and the next 30 days
• Stale opportunities (no update in 30+ days)
• Your largest open deals

account.fullContext — fires when you say "tell me about <account>". One call returns the account, all linked contacts, every open and closed opportunity, recent notes, open tasks, and upcoming + recent scheduled activities.

These tools save you the effort of asking Wally five separate questions. Just describe the outcome you want and Wally will pull the right shape of data.