Rooms List

The rooms list shows the rooms of one room type, for example all your deal rooms. Open it from the ROOMS section of the sidebar. Each room type has its own link there. For the room types and the room page itself, see Rooms.

The page has three parts:

Part	Where	What it does
Room type dropdown	Top of the page	Picks the room type the whole page shows
AI chat panel	Left	Answers questions across all rooms of the selected type
Tabs	Right of the chat	Show the rooms in different views. List is the default tab

What changed

Every account now has the AI chat panel on the rooms list. It replaces the old Query across all rooms button. The list is also sorted by Most relevant by default. See Most Relevant Rooms.

How do I switch between room types?

Use the Room type dropdown at the top of the page. Each option shows the room type and the number of rooms, for example Deal Room (12). The chat, the tabs and the list all change to the type you pick.

You only see the room types that your account uses.

How do I ask about all my deals at once?

Use the chat panel on the left side of the rooms list.

1. In the Room type dropdown, select the room type you want to ask about, for example Deal Room.
2. Type your question in the box that says Ask across all your rooms….
3. Or click one of the suggested prompts under the chat.

The suggested prompts are grouped by topic. For example:

Group	Example prompts
Overview	Summarize all rooms; Top themes right now
Activity & freshness	What changed this week; Stale rooms (30+ days)
Priorities	Focus this week; Biggest blockers

You can also start a new chat, open your earlier chats from the history, and attach a file to your question.

What can the chat see?

• The chat answers from the rooms of the room type that is selected in the Room type dropdown, and the reports in those rooms.
• It does not look at other room types. To ask about customer rooms instead of deal rooms, change the Room type dropdown first.
• Your chat history is kept per room type. When you change the room type, the chat starts fresh, and the history shows the chats for that type.

tip

To ask about one room only, open that room and use the chat inside it. See Rooms.

Where did "Query across all rooms" go?

The Query across all rooms button is gone. Its chat is now always open on the left side of the rooms list. You do not need to click anything to start it. Old links to the full-page chat now open the rooms list.

How do I make the chat wider or narrower?

Drag the divider between the chat and the tabs. The app remembers the width in this browser.

How do I switch views?

Click a tab to the right of the chat. List is the default tab and is always there.

Other tabs, such as Collection and Market map, are optional. Your account's setup decides which tabs each room type has, so not every room type has every view. Tab names can also differ between accounts.

To save space, click the button at the right end of the tab bar (Icons only). The tabs then show only their icons. Click it again (Show tab names) to bring the names back. The app remembers this choice in this browser.

What does each view show?

List

The List tab is a table of every room of the selected type that you can see.

• Search: type in the Search rooms... box to find a room by name.
• Sort by: choose Most relevant (the default), Recently opened, Name, Date created, Last updated or Owner. You can also click a column header to sort.
• Active / Archived: switch between active rooms and archived rooms.
• Create Room: starts a new room of the selected type.
• Open a room: click the room name.
• Ready to build: this label means the room is created but not launched yet.

The table shows Name, Date Created, Last Updated, You last opened and Owner. The You last opened column is hidden while you sort by Most relevant. Some room types add columns:

Room type	Extra columns
Deal rooms	Customer, Deal Status, and when there is data, Opportunity Revenue and Status
Customer rooms	Opportunity Revenue, when there is data
Application rooms	Associated Deal Rooms

The Actions column has three buttons:

Button	What it does
Pin	Puts the room at the top of Most relevant. See Most Relevant Rooms
Mute	Hides the room from Most relevant. See Most Relevant Rooms
Archive / Unarchive	Moves the room to Archived, or brings it back. Only the room owner can do this

Collection

The Collection tab shows your launched rooms, most relevant to you first. Rooms that are not launched yet, and rooms you muted, are only in the List tab.

At the top, you see how many rooms are shown, for example Top 50 of 120 launched deal rooms. Use Show to pick Top 25, Top 50 or Top 100.

The Collection has preset views. The views depend on the room type:

Room type	Views
Deal rooms	Board by health (hides rooms whose deals are all lost), All deal rooms, By application
Customer rooms	All customer rooms, By owner
Application rooms	All application rooms, By segment (when your account has segments), Needs attention
Other room types	All rooms

In every view you can:

• Change the Layout to Table, Board or Cards.
• Search the rooms and add filters.
• Click Export to download the visible rows as a CSV file. You can also select rows and click Export selected.
• Use the row actions: Pin, Mute, Archive, Make private or Make public. On application rooms, Deals shows the deal rooms linked to that application.
• Click Reset to go back to the preset view after you change it.

Health (deal rooms). Health comes from the six sections of the room's Status summary: Deal Health & Momentum, Risks & Blockers, Activities, Qualification, Competitive Situation and Stakeholder Analysis.

Health	Rule
At risk	4 or more sections trend negative
Watch	2 or 3 sections trend negative
On track	0 or 1 section trends negative
Not assessed	The room has no Status summary

Open pipeline is the sum of the amounts of the room's open CRM deals. It is not weighted.

Signals are small flags on a row:

Signal	Room type	Meaning
close date passed	Deal rooms	An open CRM deal has a close date before today
not updated	All	The room was not updated for 30 days or more
A Status section name, for example Risks & Blockers	Deal rooms	That section of the room's Status trends negative
no open deals	Customer rooms	The customer's deal rooms have CRM deals, but none is open
no deal rooms	Application rooms	No deal room is linked to this application room

Market map

The Market map is only on the application rooms list, and only in accounts that use markets and segments.

It shows Your commercial world: your markets, the segments in each market, and the applications in each segment.

• Each application is a tile. Click a tile to open the application room.
• Tiles are sized by the number of linked deals.
• Colours show You sell here today or Competitors only.
• Use the Product filter to show only the applications that use a product.
• The map only includes rooms you can see.

If the tab says there are no markets yet, your application rooms are not linked to markets and segments yet.

Other tabs

Your account can have extra tabs that pull specific details out of room reports and show them as cards. Click a card to open its room.

How does the page work on a phone?

On a narrow screen, the chat and the tabs share the screen and slide in turn.

• The chat shows first.
• Tap Tabs to see the tabs. Pick a tab from the dropdown at the top.
• Tap Chat to go back to the chat.

Related Pages

• Most Relevant Rooms: how the list is ordered, and how to pin and mute rooms
• Deal Rooms: what is inside a deal room
• Rooms: room types, the room page, sharing and resources
• AI Chat: the main AI chat