A Deal Room is a personalized, branded page where you share content with a buyer and track how they engage with it. It gives your buyer one organized place to find everything they need, and it gives you a clear view of what they open, read, and share with their team. This guide explains what Deal Rooms do and points you to the right guide for each task.
ℹ️ Deal Rooms work in the Spekit web app and in AI Sidekick, the Chrome extension. New to Deal Rooms? Read this page first, then follow the links to each task.
What you can do with a Deal Room
A Deal Room brings your whole deal into one place. Here is what it lets you do.
| You can | What it means |
|---|---|
| Brand the room for your buyer | Add the buyer's logo and colors so the room feels made for them. |
| Add content fast | Pull in Speks, files, videos, call recordings, and booking links. You can also create new content with AI. |
| Organize with sections | Group content into sections like Overview, Security, or Mutual Action Plan. |
| Invite collaborators | Add teammates so they can help build and view the room. |
| Share and track | Send the room to your buyer and see who views it, for how long, and what they share. |
| Keep content current | After a call, Spekit can suggest updates to your content in one click. |
💡 Pro Tip: A Deal Room is not just a folder of files. It is a live page that shows you buyer interest, so you know where to focus.
Where to find Deal Rooms
You can reach Deal Rooms in two places.
| Place | How to get there |
|---|---|
| Spekit web app | Click the Deal Rooms tab in the top navigation. The tab has a dropdown with Deal Rooms and My Trackable Links. |
| AI Sidekick (Chrome extension) | Open the extension. Deal Rooms is a main tab at the top. Topics now live in the ... (more) menu. |
💡 Pro Tip: You can start a new Deal Room from almost anywhere using the global + Deal Room button in the top right.
The Deal Rooms landing page
When you open the Deal Rooms tab, you land on your Deal Rooms home.
| Area | What it shows |
|---|---|
| Metric cards | Views this week, Pipeline shared, and Active rooms. These are your own numbers. |
| My Deal Rooms | Rooms you own, with opportunity, stage, close date, viewers, last visit, and last edited. |
| Shared with me | Rooms other people added you to, with the room owner shown. |
| Archived | Rooms you archived. Each row has a Restore button. |
| Search and sort | Find a room by name, account, or opportunity, and sort the list. |
| Take tour | A guided walkthrough of Deal Rooms. |
💡 Pro Tip: If you have not made a room yet, the page shows an empty state with a + Create your first Deal Room button.
How a Deal Room comes together
Most Deal Rooms follow the same path. Each step has its own guide.
| Step | What you do | Guide |
|---|---|---|
| 1. Create | Name the room, link it to a deal, and set who can open it. | Create a Deal Room |
| 2. Build | Add branding, a header image, and a description. | Build your Deal Room |
| 3. Add content | Add Speks, files, videos, and more, and organize them. | Add content to a Deal Room |
| 4. Collaborate | Invite teammates to help build and view the room. | Invite collaborators |
| 5. Share | Send the room link to your buyer. | Preview and share a Deal Room |
| 6. Track | Watch engagement and act on call-based suggestions. | Understand Deal Room analytics |
Turn on the new Deal Room builder
Spekit has a new Deal Room builder with more flexible sections, content, and layout. The new builder is off by default. You turn it on yourself, and you can switch back at any time.
- Open a Deal Room.
- Find the New builder experience toggle near the Preview and Branding buttons, or click Turn it on in the "Switch to the new Deal Room builder" banner.
- The room reloads in the new builder.
ℹ️ The guides in this category describe the new builder. If your screen looks different, check that the new builder is turned on.
💡 Pro Tip: You can revert to the old builder any time using the same toggle, so it is safe to try.