Engagement Documentation

Creating lasting corporate knowledge is key to informing future engagements.
 Log every stakeholder interaction, seamlessly. From meeting notes to key takeaways and internal insights, everything can be recorded, organised, and accessed in Genie.

Log interactions

Meeting Recording Templates

Record every meeting, call, or email with stakeholders with multiple options for categorisations.

AI-enhanced information

AI-enhanced information is displayed for every engagement logged.

AI-Powered Media Insights

Media signals mentioning the stakeholders engaged will be automatically picked up and shown in your Touchpoint.

Tip: Use these insights to align your engagement strategies with the latest developments andopportunities.

Stakeholder Recommendation

Based on your history of engagements, the system will also recommend new stakeholders that might be relevant to the issues you care about.

Read more about stakeholder discovery here.

Granular accessibility

Tailored Access for Every Team Member

Customise permissions to ensure the team operates effectively without compromising on security or confidentiality.

Define access levels based on roles. This ensures that every team member has the right level of access to the engagement record and its details. This empowers collaboration while maintaining data security and integrity.

More than a repository platform

Explore how readily accessible data, seamless workflow and advanced AI capibilities can transform your engagement approach.