AI-Powered Account Intelligence

Six purpose-built AI agents work across rooms, accounts, and deals — grounded in engagement data, relationship maps, meeting transcripts, and email threads. Every request runs through a unified AI gateway with tenant isolation, usage controls, and full run observability.

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AI-native, not bolted on

SmartRoomsXP routes every AI capability through one platform gateway — not passive search alone. Agents share tenant-scoped context, observability, and governance policies while serving distinct surfaces across your revenue workflows.

How AI works

A single platform layer connects conversational assistance, structured analysis, and communications agents to your account data.

Unified gateway

Every AI feature routes through one platform layer — session, model, credits, and logging — not scattered API calls.

Grounded in your data

Agents use tenant-scoped context from rooms, CRM imports, transcripts, emails, and relationship maps — with evidence-only prompts.

Right agent, right surface

Chat for discovery, structured agents for analysis, copy agents for outbound comms — each with defined access rules.

Cached and actionable

Account insights fingerprint and cache results; specialists roll up into account narratives, deal signals, and follow-up tasks.

Six live AI agents

Each agent is purpose-built for a specific surface — with access policies that match how sensitive the underlying data is.

Room Assistant

Internal & external

Global chatRoom chat

Conversational AI with knowledge search, account tools, and room actions — intent-routed so the right tools run for each question.

Account Analyst

Internal only

Account page

Structured account narrative — health, signals, risks, opportunities, and recommended actions from engagement, relationship maps, room chat, transcripts, and email threads.

Transcript Analyst

Internal only

MeetingsAccounts

Meeting transcript analysis — summaries, action items, risks, participants, and commitments that feed account insights and deal signals.

Email Analyst

Internal only

AccountsDeals

Email thread intelligence — sentiment, buying signals, participant roles, and outcomes from pasted or ingested conversations.

Campaign Copywriter

Internal only

Broadcast campaigns

Draft, refine, shorten, expand, and adjust tone for campaign and broadcast emails.

Outreach Copywriter

Internal only

In-room outreach

Context-aware 1:1 outreach in deal rooms — uses account insights, deal context, and recipient profiles while keeping internal intelligence out of customer-facing copy.

Smart Document generation (decks and outlines) also runs through the same AI gateway.

Layered intelligence

Specialist agents analyze raw conversations first. Account Analyst fuses those outputs into a single narrative — and Outreach Copywriter applies it with a customer-safe layer.

Step 1

Specialist analysis

Transcript Analyst and Email Analyst extract structured insight from meetings and email threads — summaries, risks, buying signals, and participant context.

Step 2

Account narrative

Account Analyst fuses specialist outputs with relationship-map coverage, room activity, and engagement into a cached account narrative with recommended actions.

Step 3

Customer-safe outreach

Outreach Copywriter consumes account and deal intelligence internally, then drafts private in-room messages that never expose tracking language or internal scores.

Governance

Enterprise teams need AI that respects tenant boundaries, audience policies, and what can safely reach customers.

Tenant and access control

•Every AI session is tenant-scoped; data access respects tenant boundaries.
•Sensitive agents (Account, Transcript, Email, Campaign, Outreach) are internal-only.
•Room Assistant can serve external users where policy allows.
•Outreach requires an internal sender with room access and a valid room recipient.

Prompt guardrails

•Evidence-only analysis — agents do not invent CRM fields, quotes, or commitments.
•Outreach separates internal briefing from customer-safe output.
•Chat uses intent routing and bounded tool loops to stay focused and controlled.

Usage governance

•Credit-based usage with per-agent floors and ceilings.
•Platform-controlled models with consistent policy across tenants.

Observability

Every AI interaction is traceable — from the agent and surface used to the tools invoked and credits consumed.

Per-run audit trail

Every AI request creates a run record — agent, surface, tokens, credits, latency, and step-by-step context including router, LLM, and tool invocations.

Tool transparency

Chat and specialist agents log tool steps with sanitized inputs so teams can see what context was used, not just the final answer.

Feedback and oversight

Users can rate completed runs. Tenant admins see agent-level usage trends; platform operations supports run investigation and credit economics.

Ready to try it on your accounts?

Start with 1-month free access. Get a dedicated environment configured for your use case — explore Digital Sales Rooms, relationship intelligence, and AI on your own terms.

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