AI Highlights automatically generate a concise, reliable snapshot of each deal - including stage, amount, buyer intent, key stakeholders, and next steps - by aggregating CRM, Room, and Email data into a single summary.
This helps sellers and managers quickly assess deal health without reviewing calls, notes, or CRM records.
This creates a single, consistent source of truth for deal context.
Note: AI Highlights focus on summarizing what’s known about the deal - not on surfacing risks or recommendations.
Plans
This feature is only available on the Enterprise plan.
Note: No CRM connection → No highlights.
Permissions
Access follows standard Room and Analytics permissions.
All Enterprise users with access to the room can view and copy highlights.
Where You’ll Find AI Highlights
AI Highlights appear inside:
Analytics → Overview, below CRM Insights.
Requirements to See Highlights
AI Highlights require two active connections:
CRM connected at the account level
Room linked to a CRM object (Deal / Opportunity / Lead / Account…)
If either is missing, highlights will not appear and a CTA will guide you to connect.
What’s Included in AI Highlights
Each summary may include (only when confidently detected):
Deal Close date | Stage | Amount
Deal summary
Champion (most engaged stakeholder)
Interested in… (client intent)
Competitors (up to 3)
Key request
Exec involvement (Low / Med / High)
Next call date
Current status
Fields with missing or unreliable data are hidden automatically.
How Highlights Are Generated
AI Highlights combine trusted data sources:
CRM: stage, amount, close date, emails, notes, call summaries
Room activity: visits, time spent, tabs viewed, comments, tasks
Rules ensure:
CRM data is the source of truth for deal metadata
Only stakeholder-side activity is used
No assumptions when data is unclear
Example Use Cases
AE prep: Review the deal in seconds before a call
Manager forecasting: Scan pipeline summaries consistently
Executive review: Assess deal health without opening rooms or notes
Empty States & When Highlights Don’t Appear
Highlights are intentionally hidden when:
Deal is Closed Won or Closed Lost
Not enough data
Too much noisy data
CRM isn’t connected
Room isn’t linked to a CRM object
Each case shows a tailored empty state with guidance.
Mobile Support
AI Highlights are fully supported on mobile, including:
Readable summary
Copy text action
Known Limitations
Highlights are read-only and can’t be edited
Historical CRM changes may take time to reflect
Fields only appear when data is reliable