How Wochit’s Chief Product Officer uses Jigso's proactive AI to manage 200 enterprise accounts, turn quiet clients into expansion opportunities, and eliminate meeting prep fatigue.
Executive Summary: Wochit leverages Jigso’s Proactive Work AI to unify scattered workspace data, flag critical customer organizational changes, and surface actionable insights. By replacing manual, reactive digging with automated, proactive intelligence, Wochit has significantly strengthened client relationships, optimized meeting preparation, and directly driven customer retention.

About Wochit

Wochit is an enterprise software company that provides an innovative video creation tool for organizations, fundamentally transforming the way corporate video content is produced, scaled, and delivered.

The Challenge: Managing 200 Customers Amidst "Data Chaos"

As the Chief Product Officer at Wochit, Dafna faces a massive operational hurdle: managing roughly 200 enterprise customers as a team of one. In B2B SaaS, keeping a pulse on that many moving parts is notoriously difficult.

Before Jigso, client data was scattered across siloed channels—buried deep inside Slack threads, email threads, and internal usage logs. Because of this severe information overload, Dafna frequently encountered a common enterprise friction point: stepping into client calls feeling underprepared or struggling to remember a customer's real-time context. Manually researching 200 accounts every single day to stay ahead of churn or find expansion signals was a physical impossibility.

"I cannot research all customers every day. So when there’s something new, I want to be informed—I want it waiting in my email, just like Jigso does. Retention has improved a lot since I started using Jigso. I can't even compare it to the times before where I had to do it manually, if I did it at all."
Dafna, Chief Product Officer, Wochit

The Solution: Turning a Search Tool into a Proactive Command Center

While traditional enterprise search tools wait for a user to type a query, Wochit needed a solution that was inherently proactive. They chose Jigso because it acts as an ambient surveillance and signal center, monitoring workspace data and pushing critical insights to the surface before a crisis or a meeting even occurs.

How Jigso Transforms Wochit’s Daily Workflow:

Jigso connected seamlessly with Portless's entire tech stack:

1.

Spot-On Meeting Prep Emails: Instead of scrambling to research an account before a call, Dafna receives an automated, holistic summary from Jigso. The brief contains exact historical context, recent communications, and personalized data points that serve as natural conversational icebreakers.

2.

Proactive Signal Detection: Jigso continuously scans connected data silos for account red flags or milestones. Recently, Jigso’s automated newsletter flagged a major internal reorganization at a traditionally "quiet," self-serving customer account.

3.

Impeccably Timed Outreach: Armed with this real-time signal, Dafna reached out immediately. It turned out her primary point of contact had just been promoted due to the reorg. This perfectly timed congratulatory note led to a fabulous platform demo with the client's newly expanded, much larger team.

4.

Usage Anomaly Monitoring: Jigso integrates with daily system usage emails to flag out-of-the-norm customer behavior—such as a drop-off in platform adoption—giving Wochit a critical head start to mitigate churn risk.

"For anyone sitting in a junction of too much information, anyone overwhelmed with data from customers, internal meetings, and conversations—it’s a must-have. It changes your workflow. It really helps you focus on what you do best and trust Jigso to surface the information when the right time comes. It helps you deal less with the technicalities and bureaucracy."
Dafna, Chief Product Officer, Wochit

The Jigso Difference: Less Bureaucracy, More Human Connection

By connecting directly to Wochit's internal data, Jigso filters out the noise and delivers high-value signals at the exact moment they are needed. It allows a single executive to maintain the high-touch relationship management typically expected from an entire Customer Success department.

360° Data Context: Unifies structured usage data with unstructured communication (Slack/Email) seamlessly.

Cognitive Relief: Eliminates the mental load of guessing what questions to ask or where data is hidden.

"The moment Jigso clicked was the moment I got a meeting prep email that was spot on. It prepared me exactly for what I needed, but more than that, it provided a more holistic view and more information about the customer that I could actually use in the conversation as an icebreaker. The proactive approach is what really clicked for me."
Dafna, Chief Product Officer, Wochit
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