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Product updates
July 2026NewAvailable now

Rooms Just Got a Lot Smarter

Rooms now cover more than deals — Customer, Person, and Application Rooms work together so you and your team can collaborate on the full enterprise sales motion.

Room workspace with icon-based tab navigation and a compact high-density content view
Icon tabs across the top of the room — hover or expand to see full tab names. The main panel uses a denser layout so you can scan news, intel, and activity at a glance.

Why it matters

You can open a Customer Room and jump straight to the people and deals connected to it. Icon tabs keep the workspace compact while still letting you see full tab names when you need them. A higher-density deal view means less scrolling to understand what is happening in the room.

A full room family

You know the Deal Rooms for accelerating deals. Now get to know the Customer Room (360-degree view of the customer), Person Room (go deep on stakeholders), and Application Room (prospect new customers and understand market directions).

Room type dropdown showing Deal, Application, Customer, and Person rooms

Icon tab navigation

Each room section is a tab with an icon for quick recognition. View full tab names when you need more context.

Room icon tabs for Company News, Company Intel, Stakeholders, Deal Intel, and more

Higher-density overview

Deal and room content is laid out more compactly so you can see more items on screen without scrolling.

Dense Company Intel metrics cards for funding, headcount, and product scale

Faster room list

The Rooms list loads faster and shows related-room shortcuts so you can hop between a company, its people, and open deals.

Rooms list with status indicators and quick search

Mobile-friendly

Rooms work on phone and tablet with drag-and-drop, landscape mode, and touch-friendly layouts.

Customer Room on mobile showing Company Intel metrics cards

Automatic connections

Link a Salesforce or HubSpot record and related people, companies, and deal components get created and connected for you.

Deal Components tab for linked CRM entities in a room

Room types at a glance

Room type
Best for
Customer Room
A 360-degree view of the customer. See company news, account intel, stakeholders, and connected deals in one workspace so you can prepare for meetings, spot risks, and jump straight to the people and opportunities that matter.
Person Room
Go deep on stakeholders. Understand someone’s role, influence, relationships, and buying-process fit — then craft the right message and map how they connect to the broader account and deal.
Application Room
Prospect new customers and understand market directions. Focus on a use case or application area, track signals across the market, and find accounts where your products are a strong fit.
Deal Room
Accelerate a specific sales opportunity end to end. Keep deal intel, battlecards, stakeholders, and next steps together from discovery through close so the team stays aligned on what wins the deal.

Navigation tips

  • Icon tabs — Each section in a room has its own icon. Switch tabs to move between News Feed, Account Intel, Stakeholders, Product Lens, and more.
  • Full tab names — Hover or expand the tab bar when you want to see the full label behind an icon.
  • At-a-glance scanning — The denser layout fits more items on screen, so you can triage news and activity faster before diving into details.

How to use it

  1. Open Rooms from App Channels in the ept AI app.
  2. Inside a room, use the icon tabs across the top to switch between sections like News Feed, Account Intel, Stakeholders, and Resources.
  3. Hover a tab or expand the navigation to see the full tab name if the icon alone is not enough.
  4. Scan the denser main panel to get an overview quickly — more items fit on screen at once.
  5. Use related-room shortcuts on the room list to move between a customer, its people, and its deals.
  6. Connect your CRM record when prompted; related entities will link automatically through the shared data layer.

Learn more