Rooms

A room is a workspace for one thing you sell into: a deal, an application or a customer. The AI builds the room and keeps it up to date. Each room has research, cards and an AI chat that knows the room.

Open rooms from the ROOMS section of the sidebar. Each room type has its own link there.

Which room types are there?

Room type	One room for	Use it to
Deal Room	One sales opportunity at one customer	Prepare and run a deal: company intel, stakeholders, competition, status
Application Room	One application or end use, for example "Industrial automation"	Understand a market: trends, segments, requirements, prospects, competition
Customer Room	One customer company	See the whole account: people, deals, pipeline, locations, portfolio, risks

Every account that uses rooms has Deal Rooms and Application Rooms. Customer Rooms and other room types are turned on per account. You only see the room types that your account uses.

Other room types

Some accounts also have other room types, for example Person Rooms (one person at a customer). These are not available to every account yet. Ask your ept AI contact if you want one of them.

Who can see rooms?

Rooms are for the AI Sales Pro role. If you do not see a ROOMS section in the sidebar, ask your administrator to give you this role. See Users.

Inside your account, each room is either Private or Shared:

Privacy	Who can open the room
Private	Only the owner and the people the room is shared with
Shared	Everyone in your account who can see rooms

What is on the rooms list?

The rooms list shows all rooms of one type. It has:

• A Room type dropdown at the top.
• An AI chat on the left that answers across all rooms of that type.
• Tabs on the right: List, and in some accounts Collection and Market map.

See Rooms List. The list is sorted by Most relevant first. See Most Relevant Rooms.

How is a room page laid out?

Every room type uses the same page layout:

Part	Where	What it does
Header	Top	Shows the room type, the room name and the privacy badge, plus the Share, Sharing review and Resources buttons
AI chat	Left	Answers questions about this room. It shows suggested questions for the tab you have open
Tabs	Right	The research of the room, as cards. Each room type has its own tabs

You can:

• Drag the divider between the chat and the tabs to change their widths.
• Click Full screen to give the tabs the full width, or Close content area to give the chat the full width.
• Click Icons only to show the tabs as icons. Click it again to show the names.
• Click Maximize chat to make the chat bigger. Use Start new chat and Open chat history to manage your chats in this room.

tip

Your account can rename, reorder, add or remove tabs. If a tab on this site is not in your room, your account does not use it.

How do I share a room?

1. Open the room.
2. Click Share in the header.
3. Under Add a team member, select Add existing user to pick a colleague, or Invite new user to type a company email address.
4. Pick a role and click Invite. The person gets access at once and an email invitation.

Role	What the person can do
Owner	Everything, including transfer ownership and archive the room. A room has one owner
Collaborator	View and edit the room, and help manage who has access
Viewer	View the room

The owner can give the room to another person with Transfer ownership. The Subscription part of the dialog controls the room update emails you get for this room.

What is Sharing review?

When you connect Outlook, ept AI finds the emails and meetings that belong in your rooms. Each item waits for your decision before it reaches a room. Until then, only you can see it.

Click Sharing review in the room header to see your items for this room. Approve an item to add it to the room. Items stay in Unaddressed until you act on them. Profile → Sharing Review shows your items for all rooms, and you can set rules there that approve or reject items for you.

If Outlook is not connected, the button shows Connect Outlook. See Outlook for users.

What is in Resources?

Click Resources in the header to see what the room is built from:

Section	What it shows
Room input	The facts the room was created with, for example the customer name, the application and the competitors. You can edit some of them
Generated Reports	The reports that fill the tabs
Uploaded Files	Files that people added to the room. You can search them
CRM Integration	The CRM accounts and deals that are linked to the room
Entity Relationships	The other rooms this room is linked to, for example the customer room of a deal room

How do I create a room?

1. Open the rooms list and pick the room type in the Room type dropdown.
2. Click Create Room.
3. Answer the questions in the guided setup chat. The questions depend on the room type.
4. When the setup has enough information, the app opens your new room.

A new room shows Ready to build until the AI has built its research. This can take some minutes.

How do I archive a room?

On the rooms list, click Archive room in the room's row. Only the owner can archive a room. To see archived rooms, select Archived above the list. To bring a room back, open Archived and click Unarchive.

Related Pages

• Rooms List: the room types, the AI chat and the views
• Most Relevant Rooms: the default order, pins and mutes
• Deal Rooms, Application Rooms, Customer Rooms: what is inside each room type