Deals get messy fast. Notes live in different tools, stakeholders change, and context gets lost between calls.
AI Deal Highlights gives you a concise, always up-to-date summary of each deal — so you can understand deal health instantly without reopening Rooms, digging through CRM notes, or replaying calls.
One source of truth. Zero manual prep.
What AI Deal Highlights does
AI Deal Highlights automatically generates a clear, readable snapshot of each deal by aggregating data from your CRM and Room activity.
Each summary reflects what’s actually known about the deal — including:
Deal stage and amount
Buyer intent and engagement
Key stakeholders
Next steps and open questions
The result: instant context for reps, managers, and execs — without rework.
Plans
AI Deal Highlights is available on the Enterprise plan.
No CRM connection = no highlights.
Permissions
Any Enterprise user with access to the Room can view and copy highlights
Where you’ll find AI Deal Highlights
AI Deal Highlights appear in:
Analytics → Overview, below CRM Insights
This makes them easy to reference during:
Pipeline reviews
Forecast calls
Deal handoffs
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 Deal Highlights combine trusted data sources:
CRM data
Stage, amount, close date, emails, notes, call summariesRoom activity
Visits, time spent, tabs viewed, comments, tasks
To ensure accuracy:
CRM data is always the source of truth for deal metadata
Only stakeholder-side activity is used
No assumptions are made when data is unclear
Example use cases
AEs: Review deal context in seconds before a call
Managers: Scan pipeline summaries consistently during forecast reviews
Executives: Assess deal health without opening Rooms or reading notes
When highlights won’t appear
AI Deal Highlights are intentionally hidden when:
The deal is Closed Won or Closed Lost
There isn’t enough data yet
The Room has too little activity
CRM isn’t connected
The Room isn’t linked to a CRM object
Each case shows a tailored empty state with guidance on what to do next.
Mobile support
AI Deal Highlights are fully supported on mobile, including:
Readable summaries
One-tap copy
Known limitations
Highlights are read-only and can’t be edited
Historical CRM changes may take time to reflect
Fields appear only when data is reliable
If you want, next we can:
Do Stakeholder Mapping
Or AI Deal Builder / Content Generator
Or tighten all articles into a single consistent value spine across the help center