AI Agent
Deal support, signal detection, and pipeline intelligence powered by the AI agent
Using the AI Agent
Business〜How to ask questions, run analysis, attach materials, and approve actions from the Room AI sidebar
Deal Timeline
Business〜How to review customer reactions, AI signals, decision context, and items that need review in chronological order
Signal Detection
Business〜The types of deal signals the AI agent detects automatically, and how to act on them
Pipeline Intelligence
Business〜AI analyzes your entire workspace deal pipeline and delivers daily digests, alerts, and rep scores
Agent States and Management
Business〜AI agent operating states, pending reviews, and how to handle errors
AI Material Creation
Business〜Learn how to use the AI agent to automatically generate proposal decks and page content for your deal Rooms.
Feeding External Information to the AI Agent
Business〜How to feed transcripts, notes, chats, PDF/PPTX files, and information from Gmail, Meet, Zoom, the Chrome extension, and Slack/Teams into a Room for search, analysis, and proposals