Opportunity Rooms

AI-Powered Deal Workspaces

Create structured, shareable deal rooms for every opportunity. FastFollow generates the content from your meeting transcripts, tracks customer engagement, and surfaces deal intelligence to help you close faster.

Getting Started

Create your first room in 4 steps

1

Create a room

Go to Rooms in the sidebar and click "New Room". Provide a title, customer company, and contact name. Optionally paste a meeting transcript to auto-generate content.

2

Review AI-generated sections

FastFollow generates an executive summary, mutual action plan, deal context, and next steps from your transcript. Edit any section before publishing.

3

Publish and share with your customer

Publish the room to generate a secure, tokenized URL. Share the link directly with your customer — no account required on their end.

4

Track engagement signals

Every page view, section scroll, and action plan interaction is captured as an engagement signal. Use these to gauge buying intent and prioritize outreach.

API Reference

Key endpoints for the Opportunity Rooms API

POST/api/rooms

Create a new opportunity room. Returns a room with status=draft.

Request Body

{ title, customerCompany, customerName, generationInput?: { transcript, notes }, dealId? }
GET/api/rooms

List rooms for the authenticated tenant. Supports ?status=draft|published|archived and ?limit=N.

GET/api/rooms/[id]

Return full room detail including sections, participants, MAP items, and deal score.

PUT/api/rooms/[id]

Update room fields (title, status, etc.). Use status=published to make the room externally accessible.

Request Body

{ title?, status?, customerName?, customerCompany? }
POST/api/rooms/[id]/generate

Trigger AI generation (or re-generation) of room content from a transcript or notes.

Request Body

{ transcript?, notes?, force? }
GET/api/rooms/[id]/intelligence

Return the deal intelligence snapshot: overall score, momentum, risk flags, and recommended actions.

POST/api/rooms/[id]/sections

Add a custom section to the room.

Request Body

{ type, title, content }
POST/api/rooms/[id]/map

Add a mutual action plan (MAP) item.

Request Body

{ title, description?, owner, dueDate?, priority? }
PUT/api/rooms/[id]/map/[itemId]

Update a MAP item — mark as completed, change due date, reassign owner, etc.

Request Body

{ status?, dueDate?, completedAt? }
POST/api/rooms/[id]/signals

Emit a custom engagement signal (used internally by the customer-facing portal).

Request Body

{ type, metadata? }
PUT/api/rooms/[id]/decision

Advance the decision state of the room (e.g. verbal_commit → contract_sent).

Request Body

{ state, notes? }
GET/api/rooms/access/[token]

Customer-facing endpoint. Validates the access token and returns room content for the external portal. No authentication required.

Deal Intelligence

How the deal score is calculated

Each opportunity room has a live deal intelligence score (0–100). The score is computed from a weighted combination of engagement depth, mutual action plan health, decision state progression, and risk signals detected from interaction data.

The score updates in real time as new engagement signals arrive. A score above 70 indicates a healthy, progressing deal. Below 40 suggests the deal may be stalling or at risk.

Engagement depth

How many sections the customer has viewed and for how long.

MAP completion rate

Percentage of mutual action plan items completed on time.

Decision state

Current stage in the buying process (discovery → verbal commit → closed).

Response velocity

How quickly the customer responds to shared content and action items.

Risk signals

Competitor mentions, budget uncertainty, and champion turnover detected from signals.

Momentum trend

Whether engagement is increasing or declining over the past 7 days.

Customer Experience

What your customers see when they open a room

No account required

Customers access the room via a secure, token-protected URL. There is no sign-up or login required on their end. The token expires when the room is archived.

Sections they can view

  • Executive summary of the deal
  • Mutual action plan with completion status
  • Key documents and resources
  • Next steps and upcoming milestones
  • Decision timeline

What customers cannot see

  • Deal intelligence score and risk flags
  • Internal seller notes and comments
  • CRM data and pipeline value
  • Engagement tracking metadata

Customer Portal Preview

rooms.fastfollow.ai/r/acme-q4-enterprise

Deal Room

Acme Corp — Q4 Enterprise

Shared by Jordan Lee · FastFollow

Mutual Action Plan

Security review call scheduled
SOC 2 report reviewed
Legal redline returned
Final pricing approved
2 of 4 action items complete