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Guides to all features inside the Deal Room, including pages, chat, comments, analytics, notifications, and settings.

Deal Room Features & Functionality

Comments let you highlight text, start threads, and resolve feedback directly inside a Deal Room. This article explains exactly how comments appear to buyers, how they’re notified, and how resolved…

What buyers see when you use comments

Highlight text, leave contextual feedback, resolve threads, and collaborate directly on content inside the Deal Room.

Comments

Learn how chat works in the Deal Room for real-time communication with buyers and teammates.

How Chat Works in the Deal Room

Use real-time chat to communicate with buyers, send direct messages, and keep conversations moving inside your Deal Room.

Chat

Learn which file types you can upload, preview, and share inside a Deal Room.

File Formats Supported in Deal Rooms

Track file downloads in your Deal Room and see which participants accessed which documents.

File Analytics Overview

Upload, organize, version, and manage files shared with your buyers in the Deal Room.

Files

Meetings store summaries, notes, recordings, and transcripts directly inside your Deal Room, giving buyers and sellers a shared record of what was discussed and what happens next.

Meetings in a Deal Room

Learn how AI helps you quickly generate summaries, next steps, and structured notes from meeting transcripts — so every conversation becomes actionable and easy to follow.

Using AI in Meeting Notes

Add, organize, and manage meetings inside the Deal Room using embedded scheduling tools and meeting history.

Meetings

Give buyers a clear, personalized way to reach the right people during a deal

What the Sales Team Widget Is

Map buyer stakeholders, define roles, and give your Deal Room more context for better engagement.

Sales Team Widget

Add live external content from approved platforms directly into your Deal Room.

Using Embeds in the Deal Room

Reuse shared content across rooms and embed external resources to enrich your Deal Room content.

Embeds

A quick overview of the Action Plan (MAP) in the Deal Room, how it works, and how buyers and sellers use it to stay aligned on milestones and next steps.

What is an Action Plan?

Learn how the Action Plan (MAP) helps buyers and sellers stay aligned, maintain momentum, and keep deals moving forward through clear milestones, ownership, and shared visibility.

How the Action Plan Supports Deal Progression

Create and manage Mutual Action Plans with milestones and tasks to guide your buyer through the deal process.

Action Plans (MAP)

Updates help you keep buyers informed, drive momentum, and highlight the most important changes in your Deal Room.

How Updates Drive Engagement in the Deal Room

Create updates to keep buyers informed on important changes, documents, and next steps in the Deal Room.

Updates Feed

Find answers and get help from Intercom Support and Community Experts

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