Deal Progression Settings
Deal progression settings let you manage the criteria the AI agent uses to determine "what phase this deal is currently in," "what's missing to advance to the next phase," and "what concrete actions will close those gaps."
Open the settings screen
- Open workspace settings
- Select "Deal Progression"
- Edit the standard template, rules, and phase definitions
- Click "Save"
Customization method
Choose how much of the standard template to use.
| Method | Description |
|---|---|
| Use standard | Uses Terasu's standard phase definitions as-is |
| Add to standard | Adds your own rules and phases on top of the standard phases |
| Override standard | Uses the standard phases while overriding some conditions or actions |
| Fully replace | Operates entirely on your own definitions without the standard |
We recommend "Add to standard" or "Override standard" at first. Use full replacement when your sales phases are already clearly defined.
Rule settings
Commitment extraction rules
These rules pick up actions the sales rep stated themselves, or actions requested by the customer.
Examples:
- Treat anything the customer requested with a deadline as a high-priority candidate
- Treat statements like "I'll send it" or "I'll check" by the rep as task candidates
- Treat meeting scheduling, legal review, ROI materials, and approval (ringi) documents as explicit task candidates
Priority rules
These rules determine the ordering and importance of suggestions.
Examples:
- Prioritize anything involving decision-makers, legal, security, or contract terms
- Prioritize items with near-term deadlines
- Prioritize items that directly satisfy a phase's completion criteria
- Prioritize items the customer explicitly requested
CRM stage mapping
Map the stage names in your external CRM to Terasu phase IDs. Enter one CRM stage = phase ID per line.
Initial Meeting = discovery
PoC Review = evaluation_poc
Contract Negotiation = legal_procurement
Phase definitions
For each phase, set a name, description, completion criteria, and concrete actions.
| Item | Description |
|---|---|
| Phase name | The name in your sales process |
| Phase description | The purpose of this phase |
| Completion criteria | The conditions that must be met to advance to the next phase |
| Concrete actions to meet the criteria | Actions the AI can suggest to close the gaps |
How to write concrete actions
Enter one per line in the following format.
Title | actionType | priority
Examples:
Create deck for executives | create_slide | high
Create legal review task | create_task | high
Draft follow-up message for the customer | draft_chat_message | medium
Update stakeholder information | update_stakeholder | medium
The main actionType values are as follows.
| actionType | Use case |
|---|---|
| create_task / update_task | Create or update a task |
| draft_chat_message / send_chat_message | Draft or send customer-facing messages |
| create_page / update_page | Create or append to a Room page |
| create_document / create_slide | Create materials or slides |
| create_meeting_agenda | Create a meeting agenda |
| create_stakeholder / update_stakeholder | Create or update a stakeholder |
| suggest_member_invite | Suggest inviting a member |
| update_deal_phase / update_crm | Update the deal phase or CRM |
| organize_intake | Organize intake information |
| propose_content / generate_content | Propose or generate content |
Not just task creation—sending chats, creating Pages, creating materials, updating org charts, updating the CRM, and more all become suggestion candidates under the same rules.
Rationale included in suggestions
For each suggestion, the AI agent holds "why it's needed now," "the expected effect," and "the rationale." The rationale can include Room messages, intake information, pages, tasks, files, web search results, and more.
The rationale is information for the internal users on the Room-creation side. Don't expose internal rationale or internal memos as-is on customer-facing Pages or materials.
Restore to standard
If you've made major changes to phase definitions and want to revert, click "Restore to standard." Restoring the standard template overwrites the phase definitions you added or changed.