Deal Rooms
Deal rooms in ept AI: one room per sales opportunity, with company intel, deal intel, battlecards, project signals, status and stakeholders.
Deal Rooms
A deal room is a room for one sales opportunity at one customer. The AI researches the customer, the project and the competition. It keeps the room up to date with news, CRM data and the emails you approve.
Open deal rooms from ROOMS → Deal Room in the sidebar. For the rooms list, the room page layout, sharing and resources, see Rooms.
What do I need?
- The AI Sales Pro role. See Users.
- For CRM data in the room: a CRM connection in your account, for example Salesforce.
- For emails and meetings in the room: a connected Outlook account. See Outlook for users.
What tabs does a deal room have?
The standard deal room has these tabs. Your account can rename, reorder, add or remove tabs.
| Tab | What it shows |
|---|---|
| Company News | The latest news about the customer, its industry and its market that can change the deal |
| Company Intel | The customer company: overview, scale and financial metrics, strategic initiatives, key technologies and product lines. It links to the customer room when there is one |
| Deal Intel | Linked CRM deals, objections, competitive intelligence, news, interaction history, customer needs, customer milestones, opportunity scope and the competitors in this deal |
| Battlecard | Your products compared with the competitor's products for this deal |
| Project Signals | The customer's project: objectives and strategy, key value propositions, the top recommended products, key technical subsystems and a sales tactics checklist |
| Status | The state of the deal: activities, risks, stakeholders, qualification and the competitive situation |
| Opportunity Review | A review of the opportunity that follows your company's selling method |
| Application | Analysis of the application the customer builds. It links to the application room |
| Stakeholders | The key people in the deal, with links to their person rooms when your account has person rooms |
Some accounts also have a Deal components tab. It shows the parts of the deal, for example each product socket, with their CRM data.
How is the deal health calculated?
The Status tab has six sections: Deal Health & Momentum, Risks & Blockers, Activities, Qualification, Competitive Situation and Stakeholder Analysis. Each section trends positive, neutral or negative. The rooms list uses these trends to show the health of the deal. See the Collection view in Rooms List.
How do I use the chat in a deal room?
The chat on the left knows this deal room: its tabs, its reports, its CRM data and the emails you approved. It shows suggested questions for the tab you have open. For example, on Company News it suggests "How can I use this news to re-open the conversation?".
Use it to:
- Ask about the deal: "What are the biggest risks in this deal?"
- Prepare for a meeting: "Brief me for my call with the buyer tomorrow."
- Write: "Draft a follow-up email about the samples."
To ask about all your deals at once, use the chat on the rooms list instead. See Rooms List.
How do I create a deal room?
- Open ROOMS → Deal Room.
- Click Create Room.
- Answer the questions in the guided setup chat: the customer, the opportunity, your product, the application and the competitor if you know it.
- The app opens the new deal room. It shows Ready to build until the AI has built the research. This can take some minutes.
You can correct the facts later in Resources → Room input. Some fields, for example the customer name, are locked after creation.
How do I link a deal room to my CRM?
- Open the deal room.
- Click Resources in the header.
- Open CRM Integration and select the CRM account or deal to link.
Linked CRM deals show in Deal Intel → Linked Deals, and their stage and amount feed the rooms list.
How do I add people to a deal room?
Click Share in the header. See How do I share a room?.
Troubleshooting
| Problem | What to do |
|---|---|
| I do not see Deal Room in the sidebar | You need the AI Sales Pro role. Ask your administrator |
| I cannot find a deal room | It can be private, or archived. Ask the owner to share it, or select Archived on the rooms list |
| The room says Ready to build for a long time | The AI is still building the research. Wait some minutes and reload the page. If it does not change, contact support |
| A tab is empty | The AI did not find enough information for it yet. Add facts in Resources → Room input, link the CRM deal, or approve related emails in Sharing review |
| I cannot change the room | Some changes are for the owner only. A lock in the header (Only owners can edit this Deal Room) shows this. Ask the owner, or ask for Transfer ownership |
Related Pages
- Rooms: room types, layout, sharing and resources
- Rooms List: the list, the AI chat across rooms and the views
- Application Rooms and Customer Rooms: the rooms a deal room links to