Build a deal room with AI Mode
Use AI Mode inside the deal room editor to build multi-page rooms, generate a mutual action plan, pull in demos and assets, and brand the room — with a plan you approve and a one-click undo.
Build a deal room with AI Mode
Overview
AI Mode lives inside the deal room editor. Ask it for a small change ("update the header logo and styling") and it applies the change right away. Hand it a goal — "build a complete, multi-page deal room: welcome, why-us, product & demos, security, pricing, and a mutual action plan" — and it proposes a plan, then builds the whole room while you watch it happen on the canvas.
Everything AI Mode does goes through the normal editor and save path, so nothing is hidden: you see each change land, and you can keep it or undo it.
Snapshot 📸
Feature Status: Generally available · consumes AI credits Role Access: Anyone who can edit the deal room Location: Deal room editor → AI Mode in the top command bar
Open AI Mode
- Open a deal room in the editor.
- Click AI Mode in the top command bar.
- The panel opens docked to the left of the canvas.
The panel has three states:
- Docked — a card pinned beside the canvas.
- Floating — drag the panel header (or click Pop out) to tear it off into a movable, resizable window. Click Dock to left to put it back.
- Closed — click ✕. The AI Mode button reopens it.
Your choice is remembered, and the floating window keeps its position and size.
Two ways to work
The panel has no Ask/Agent switch — AI Mode reads your prompt and picks the right mode.
Quick asks
Small, well-scoped requests apply immediately:
- "Generate a mutual action plan for this deal"
- "Update the header logo and styling"
- "Rewrite the welcome copy for a security-conscious buyer"
Agent runs
Bigger goals — building a room from scratch, or overhauling one — become an agent run. AI Mode first shows a plan card: a short summary plus the concrete changes it intends to make, each tagged added, edited, or styled. You choose:
| Choice | What happens |
|---|---|
| Run as agent | AI Mode executes the whole plan on its own. |
| Step by step | It walks the plan one change at a time. |
| Refine | Type what should change. AI Mode re-proposes an updated plan instead of executing. |
Once you approve, the card stays in the conversation with a Plan approved chip, so you can always scroll back to what was agreed.
What AI Mode can do in a deal room
Pages and structure
- Add, rename, reorder, hide, and remove pages — and move a section from one page to another.
- Add, remove, reorder, and move content sections on any page — gallery, carousel, text, banner, embedded, and side-by-side embedded.
- Clear empty sections, or reset the room to a blank canvas before a from-scratch build.
- Write and rewrite section titles and body copy.
Mutual action plan
- Generate a full plan — stages and tasks — for the deal.
- Edit an existing plan incrementally: add, remove, rename, and reorder stages and tasks without regenerating the whole thing.
See Mutual action plan for what the plan does for your buyer.
Deal context
- AI Mode can pull read-only account and opportunity context from the deal room's connected CRM (Salesforce or HubSpot) so the copy, demos, and plan reflect the real deal. If a name matches more than one record, it asks you which one — it never picks for you.
Pull in your content
- Search your company's demo library by name, description, tags, folder, owner, or AI summary — and add the best matches to a gallery.
- Search the Resource Hub and add images, videos, and PDFs.
- Add a video by URL (YouTube, Vimeo, or a Walnut-hosted video).
- Set a thumbnail on any content item.
Interactive widgets
- Ask for an ROI calculator, comparison table, pricing tiers, or quiz and AI Mode authors a self-contained interactive widget and places it in the room.
- It surveys you first — one to three focused questions about the metric, inputs, and visual style — then recommends which page the widget belongs on and confirms placement before building.
- Widgets inherit the room's brand colors, stay readable down to phone width, and run sandboxed: no external scripts, no network calls, no data collection.
- Ask for a change ("add a headcount input", "show three-year payback") and AI Mode updates that same widget in place instead of adding another one.
Branding and styling
- Set the room name, banner title, and logo — including the banner on a specific page.
- Apply your brand colors, or infer them from a website — give AI Mode the buyer's URL and it reads their palette so the room can carry both logos.
- Set section backgrounds, including background images.
Grounding
- Web search — find real facts about the account, their competitors, or their market to ground the copy.
- Learn from a URL — paste a link and AI Mode reads the page for this conversation only. It does not change your account's saved AI context; that is set explicitly in the AI settings.
- Knowledge base — AI Mode can look up Walnut help articles when it needs product detail.
- Generate an image from a description when nothing in the Resource Hub fits.
Self-review
- At the end of a full build, AI Mode reviews the room against a curated deal room of the same layout — section completeness, whether a mutual action plan is present, brand fit, copy quality, and redundancy — and fixes the gaps it finds before handing it back.
Keep or undo
When a run finishes, AI Mode posts a result card:
- A N changes row — expand it to see every individual change, jump to it on the canvas, or revert just that one.
- Keep — finalize the run. The card stays in the thread with a Done pill.
- Undo — revert that run's edits in one click. Other runs in the same conversation are untouched.
Undo is blocked only when a later change overlaps the same content — AI Mode tells you rather than silently reverting something you meant to keep.
Steering a run
- Keep typing while the agent works. Mid-run prompts feed into the current run.
- Stop — the stop button sits next to send while a run is in progress.
- Attach a file — images, video, PDFs, Office documents, and audio — to give AI Mode something concrete to work from.
- Questions and confirmations — AI Mode asks rather than guesses. Clarifying questions come with suggested answers you can click, and anything destructive asks for a yes/no confirmation first.
- To finish, please add — if a run needs something only you have (a signed security doc, a pricing sheet, a customer logo), AI Mode leaves a checklist of asks instead of inventing a placeholder.
Conversations and credits
- Previous chats (clock icon) — reopen an earlier conversation on this deal room.
- New chat (+) — start fresh. Threads are named automatically.
- The credit chip in the panel header shows your remaining AI credits. Usage is metered as Deal rooms in the AI Control Center.
Good to know
- The header and footer are locked structural sections. AI Mode can change the banner's title and logo, but it cannot add or remove those sections.
- Changing the layout replaces the existing sections and content with that layout's defaults. AI Mode confirms before doing it.
- Videos must be YouTube, Vimeo, or Walnut-hosted URLs. YouTube Shorts links are refused.
- Generated widgets are sandboxed by design — they cannot call out to an external service, so a widget that needs live data from your CRM or pricing system is not something AI Mode can build.
- CRM context is read-only — AI Mode reads the opportunity, it never writes back to your CRM.
- AI Mode edits the deal room you have open. It does not publish or share it — that stays your call.
FAQs
Do I have to approve a plan every time? No. Only from-scratch builds and overhauls get a plan card. Small asks just apply, and you keep or undo them.
Can I stop a run halfway through? Yes. Press stop. Everything already applied stays on the canvas, and the result card still offers Undo.
Can AI Mode build the mutual action plan on its own? Yes — ask for one and it generates the full stages and tasks. On a full build it adds one by default, because a deal room without a plan is one of the gaps its own review flags.
Can I keep tweaking a widget it built? Yes. Say what should change and AI Mode edits the existing widget in place. You do not need to describe it from scratch again.
Does it work on a room that already has content? Yes — that is the common case. On a populated room AI Mode leads with personalization asks ("personalize this for a specific customer") rather than blank-slate builds.
Does AI Mode learn from what I type? Not automatically. A URL you paste grounds that conversation only. Account-level AI context is set deliberately in your AI settings.