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Discover what's included in the upgraded experience for AI-native Digital Sales Rooms

AI-native Deal Rooms

Use the context field on the AI-native create room step to guide what gets generated, including tone, structure, and source material.

Add context when creating an AI-native Deal Room

Configure the General, Availability, Functionality, and Advanced settings on a Deal Room template in the AI-native experience.

Configure AI-native Deal Room template settings

Add, edit, reorder, and remove contract templates inside an AI-native Deal Room template so they are ready for senders.

Set up contract templates in an AI-native Deal Room template

Create and send a contract from the Contracts area of a published AI-native Deal Room using the three-step send wizard.

Send a contract from an AI-native Deal Room

Features and behavior that are specific to the new AI-native Deal Room experience. If your entity has opted in to the upgraded experience, start here.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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