How teams on Attio use a sales room from the first call to renewal.
A digital sales room gives each deal one private page where your buyer finds the recap, the content and the plan, and where you see who opened it. foyai drafts that room from the deal's call recordings in Attio. You review and publish it, and buyer activity is written back onto the deal. It works the same way for a first discovery call and for a renewal.
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Start from the deal in front of you.
Each type of deal has its own action plan template and its own reasons for a room. Pick the one that matches the deal you're working on.
After the discovery call, foyai drafts the follow-up: a recap in the buyer's words, a value map, case studies that fit and a dated plan. You review and publish it, then see who opens it.
How a new deal runsTurn an Attio list of target accounts into a room for each one, with its name and logo on your deck. Reps review and send the links, then follow up first with the accounts that opened them.
Prospect with roomsA buying committee decides, and some of its members never join a call. Give them one room limited to their email domain, with security, legal and procurement on the plan.
Run the committeeWhen a deal enters your renewal stage in Attio, foyai drafts a room that recaps the value delivered so far, with a plan dated back from the renewal. Rooms the customer stops opening are flagged.
Get ahead of renewalsTurn the room your buyer already knows into their onboarding plan, with kickoff steps, tasks the customer owns and a resources page, at the same link.
Hand off cleanlyfoyai drafts branded rooms from calls you already recorded, for you to check and send. Buyers tick off their own steps while you work on the product.
How founders use itClick through a room for a fictional deal the way your buyer would: the recap, the content, the plan they can tick off. Then decide which use case to start with.
Open the roomWhat each role on the team gets from a room.
AEs get a drafted follow-up to review, sales leaders see buyer activity across the pipeline, and RevOps gets that activity as Attio fields.
Map your Attio stages once and foyai drafts a room when a deal reaches one of them, or start one from the deal page in Attio. You review and publish; nothing reaches a buyer without you.
Then a Slack message tells you the first time they open it, and the room shows who came back, what they viewed and which slides they spent time on.
Rooms sort into Active, Quiet and Draft lanes, so a room nobody has opened in 30 days stands out before your forecast call.
The by-seller view shows each rep's rooms, engaged rooms and latest buyer activity. The dashboard flags rooms that need attention and Attio deals that still have no room at all.
Each deal with a room gets an engagement score (0 to 100), last buyer view, active stakeholders and plan completion as Attio fields you can filter, sort and report on, without re-keying anything.
Stage mapping decides which deals get rooms and from which template. Identified buyers are added to Attio as People and attached to their company when the email domain matches.
foyai drafts a branded room on your own domain from the call you just had. You check it and send the link.
The plan shows the buyer their own next steps, so they can tick them off during the weeks you're shipping product.
Every use case follows the same three steps.
- Deal stage, company and contacts
- Call recordings from Attio, Fathom, Fireflies.ai, Avoma, tl;dv, Grain or Granola
- Your case studies, decks and videos
- Recap and sections written from the calls
- Up to four case studies picked for the deal
- An action plan both sides work from
- Engagement score and last buyer view
- Plan completion and synced tasks
- A note on the deal for every buyer visit
Click through a real room first, or start with your own deal.
What each plan includes is on the pricing page. New to the category? Read what a digital sales room is.