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ept AI App

Most Relevant Rooms

How the Most relevant sort orders the rooms list, why a room is at the top, and how to pin and mute rooms.

Most Relevant Rooms

The rooms list is sorted by Most relevant by default. Most relevant puts the rooms you are most connected to at the top: rooms you work in, rooms you own, and rooms that come up in your email.

You can change the order yourself. Pin a room to put it at the top. Mute a room to hide it from this sort.

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Most relevant is the default sort for everyone. To use another order, pick it from Sort by above the list. See Rooms List.

How is the list ordered?​

From top to bottom:

  1. Rooms you pinned.
  2. Rooms with a relevance score, highest score first.
  3. Rooms with no score yet.

Each room's score comes from your connections to it. These are the same labels you see in the Why you see this panel:

LabelMeaning
In your inboxIt came up in your recent email and meetings
You work in thisYou have been opening it and asking questions in it
YoursYou own this room
Shared with youYou were added to it as a collaborator
ConnectedIt is linked to a deal or account you already work on
PinnedYou pinned this room to the top

Recent email and your own activity in the room count the most. Recent activity counts more than old activity. Owning a room or being added to it counts less on its own.

Which rooms get a score?​

  • Deal rooms, customer rooms and application rooms get a score. Other room types do not. They still appear in the list, and you can still pin and mute them.
  • Only launched, active rooms get a score.
  • Rooms whose CRM deal is closed (won or lost) do not get a score.
  • A room you were given access to today gets its score at the next daily refresh.

Relevance never changes who can see a room. It only changes the order of rooms you can already see.

How often does the order change?​

The scores refresh once a day. Between refreshes, the order stays the same unless you pin, unpin or mute a room.

  • Pin: the room moves to the top straight away.
  • Unpin: the room moves back down straight away.
  • Mute: the room disappears from the list straight away.

A new pin moves to the top straight away in the browser where you made it. On another device or browser, the pin may not move to the top until the next daily refresh.

Why is this room at the top?​

Click the question mark next to the room name. The Why you see this panel opens. It shows:

  • The main reason, for example In your inbox.
  • Other reasons that also apply, for example You work in this.
  • A sentence that explains the reason.

Click Close or press Esc to close the panel.

The question mark only shows when the list is sorted by Most relevant, and only on rooms that have a score or that you pinned.

How do I pin a room?​

  1. Find the room in the List tab.
  2. In the Actions column, click the pin button (Pin this room to the top of Most relevant.).

The room moves to the top of the list. To unpin it, click the pin button again.

You can also pin a room from the Collection tab with the Pin row action.

  • Pins are yours only. Other people do not see your pins.
  • If the room was muted, pinning it unmutes it. You see the message Unmuted and pinned.
  • You cannot pin or mute a room in the Archived view.

How do I hide a room I don't care about?​

Mute it.

  1. In the Actions column, click the mute button (the speaker with a line through it).
  2. In Mute Room?, click Yes.

The room is hidden from Most relevant and from the Collection tab. Mutes are yours only. Muting does not archive the room, and it does not change who can open it. The room still shows when you sort by another option.

How do I see my muted rooms again?​

When you have muted rooms, a link shows next to Sort by, for example 2 muted · Show them. Click it to show your muted rooms at the end of the list. Click Hide them to hide them again.

To unmute a room, click its mute button again.

Mute or archive?​

MuteArchive
Who it affectsOnly youEveryone
Where the room goesHidden from Most relevant and CollectionMoves to Archived
Who can do itAnyone who sees the roomOnly the room owner

How do I change what counts as relevant to me?​

You cannot edit the scores directly. You can:

  • Pin the rooms you always want at the top.
  • Mute the rooms you do not want to see.
  • Work in the rooms that matter to you. Opening a room and asking questions in it raises its score at the next refresh.
  • Pick another order from Sort by, for example Recently opened or Name.
  • Rooms List: the room types, the AI chat panel and the views
  • Deal Rooms: what is inside a deal room