Never miss a deal risk or next move again
Deals don’t fail all at once — they quietly lose momentum, stakeholders disengage, or risks surface too late.
AI Insights & Actions continuously reads your entire deal across systems and surfaces what matters most — risks, momentum shifts, and the exact next steps required to keep the deal moving.
All in one actionable view. No guesswork. No manual inspection.
What AI Insights & Actions does
AI Insights & Actions analyzes deal activity across your Room, CRM, meetings, emails, and buyer engagement to help you stay ahead of what usually gets missed.
Instead of just showing activity, it tells you:
What’s happening in the deal
Why it matters
What to do next
This is a core part of the AI Deal Workspace — where deals are actively run, not just tracked.
Who can use it
AI Insights & Actions is available when:
Your CRM is connected
The Room is linked to a CRM object
This ensures insights are grounded in real deal context, not isolated activity.
Permissions
Anyone with access to the Room can view insights
Only the Room owner can link the Room to a CRM object
Actionable controls:
Mark as done – confirm an insight was handled
Discard – remove irrelevant insights
Give feedback – improve future insights (available to any Room user)
What you’ll need
AI Insights & Actions requires two active connections:
CRM connected at the account level
Without it, insights appear blurred.Room linked to a CRM object
This anchors insights to the actual deal.
Where you’ll see insights
Main Dashboard
Click the magic ✨ icon next to a Room to open Deal Insights
A full icon indicates new insights since your last view
Inside Room Analytics
Up to 3 newest insights are shown directly
Click Show all deal insights to view the full list, filters, and actions
Insight types
Insights are grouped into three categories, each designed to drive action:
Opportunities
Positive momentum signals that tell you where to double down right now.Flags
Early warning signs that deserve attention before the deal stalls.Risks
Critical blockers that can kill the deal if left unaddressed (requires CRM context).
Where insights come from
AI Insights & Actions pulls signals from across the entire deal:
Room activity — views, visits, comments, tasks, downloads
CRM data — emails, notes, status updates, deal changes
Meetings & communications
Insights refresh in near real time as new signals appear.
This is how Aligned sees the whole deal — not just fragments.
Make insights smarter with feedback
You can rate each insight 👍 / 👎 and optionally add feedback.
This trains the AI to better match:
Your sales motion
Your deal patterns
What actually matters to your team
Your feedback directly improves future insights and recommendations.
FAQs
Why are my insights blurred?
Why are my insights blurred?
Your CRM isn’t connected or the room isn’t linked to a CRM object. Connect both and share room with your clients to unlock and enrich the insights.
Can I see insights from other deals?
Can I see insights from other deals?
Insights live inside each deal’s room and reflect that deal only.
Why don’t I see any insights at all?
Why don’t I see any insights at all?
The deal may be closed, lack sufficient data, or have too much noisy data.