Customer Rooms
Customer rooms in ept AI: one room per customer company, with people, deals, locations, product portfolio, competitive position, signals and risks.
Customer Rooms
A customer room is a room for one customer company. It brings together everything about the account: the people, the deals, the sites, the products, the news and the risks.
Deal rooms link to their customer room. Thus one customer room shows all your deals with that customer.
Customer rooms are turned on per account. If you do not see ROOMS → Customer Room in the sidebar, your account does not use them yet. For the rooms list, the room page layout, sharing and resources, see Rooms.
What tabs does a customer room have?
The standard customer room has these tabs. Your account can rename, reorder, add or remove tabs.
| Tab | What it shows |
|---|---|
| Overview | A commercial snapshot (relationship stage, live revenue and open pipeline), key facts, scale and financials, strategic initiatives and recent highlights |
| People | The organization and its leaders, and the key people connected to this account |
| Deals | Account economics, the linked deal rooms, socket intelligence and a CRM snapshot of the pipeline |
| Locations | The sites: headquarters, plants, R&D, distribution and sourcing locations |
| Product portfolio | The customer's product lines, roadmap and lifecycle, and where your products are designed in or designed out |
| Competitive position | The companies this customer competes with in its market, and what that means for how you win |
| Signals & news | Recent news, earnings call takeaways and market context for this account |
| Applications | The linked application rooms, and the end markets this customer sells into |
| Whitespace | Opportunities to sell more at this customer, and how to go after them |
| Engagement | Reference potential, PR and event history, and co-marketing ideas with this customer |
| Support & issues | Operational, quality and supply issues that affect this account |
| Risks | Financial, operational and competitive risks to your business with this customer |
Some accounts also have a Pipeline tab. It shows this customer's deals by CRM stage, with the total for each stage.
How do I use the chat in a customer room?
The chat on the left knows this customer room and its linked deal rooms. It shows suggested questions for the tab you have open.
Use it to:
- Prepare: "Give me a one-page brief on this account for my meeting with their VP of engineering."
- Find growth: "Which product lines are we not designed into yet?"
- Check risk: "Which deals at this customer are at risk, and why?"
How do I create a customer room?
- Open ROOMS → Customer Room.
- Click Create Room.
- Answer the questions in the guided setup chat, for example the company name.
- The app opens the new room. It shows Ready to build until the AI has built the research.
Related Pages
- Rooms: room types, layout, sharing and resources
- Deal Rooms: the deals at this customer
- Application Rooms: the applications this customer builds