You are prepping for a call and you do not want to dig through Salesforce, then Gong, then your Deal Room list just to remember where things stand. AI Sidekick pulls the deal to you instead.
Where Unified Deal Context is turned on, Sidekick reads the account or opportunity tied to what you are working on, and shows the related Deal Room, recent Gong calls, and content recommendations in the sidebar.
1. Let your deal find you
You do not have to search if you are already on the right page.
| Where you are | What to do | How it matches |
|---|---|---|
| Gmail | Open AI Sidekick on any email you are replying to or composing | Matches on the email domain |
| Salesforce | Open AI Sidekick on any opportunity | Matches on the opportunity |
💡 Pro Tip: This is most useful mid-reply. Open Sidekick while the email is still open and the Deal Room, recent calls and suggested content are all there without a tab switch.
2. Search for a deal from anywhere
When you know the account name but you are not on its page, search instead.
- Open AI Sidekick.
- Select My Deals.
- Search for your opportunity or account.
This works from anywhere in Chrome, because Sidekick draws on the same synced Salesforce data. You get the Deal Room, the content, and where Unified Deal Context is enabled, the related call history.
3. If your deal does not appear
| Reason | What to do |
|---|---|
| Unified Deal Context is not enabled for your org | Ask your admin. Without it, calls and context will not surface |
| The email domain does not match the account | Search by name in My Deals instead |
| The Deal Room is not linked to a Salesforce opportunity | Link it, then it will surface against that record |
| You are not a collaborator on the room | Ask the room owner to add you |
| Nothing loads at all | Close and reopen the Spekit sidebar |