Build an AI-Powered Sales Deal Room

What you’ll build

A structured deal room for an enterprise account, shareable with the buying committee.

Board per prospect with all deal intelligence in one place
AI-generated account brief from extracted prospect research
Competitive positioning notes for the whole team
Shareable link for the buying committee

Prerequisites

ChatGrid API key (get one here)
Node.js 18+ or Python 3.10+

Step 1: Create a deal room board

curl -X POST https://api.chatgrid.ai/v1/boards \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"name": "Acme Corp - Enterprise Deal"}'

const board = await fetch("https://api.chatgrid.ai/v1/boards", {
  method: "POST",
  headers: { Authorization: `Bearer ${API_KEY}`, "Content-Type": "application/json" },
  body: JSON.stringify({ name: "Acme Corp - Enterprise Deal" }),
}).then((r) => r.json());
const boardId = board.data.id;

import requests
board = requests.post("https://api.chatgrid.ai/v1/boards",
    headers={"Authorization": f"Bearer {API_KEY}"},
    json={"name": "Acme Corp - Enterprise Deal"}).json()
board_id = board["data"]["id"]

Save data.id from the response as your boardId.

Step 2: Add prospect research nodes

Add the prospect’s website and LinkedIn page as source nodes.

curl -X POST https://api.chatgrid.ai/v1/boards/{boardId}/nodes \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"type": "url", "position": {"x": 0, "y": 0}, "data": {"url": "https://acme-corp.com/about"}}'

curl -X POST https://api.chatgrid.ai/v1/boards/{boardId}/nodes \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"type": "url", "position": {"x": 420, "y": 0}, "data": {"url": "https://linkedin.com/company/acme-corp"}}'

for (const [index, url] of ["https://acme-corp.com/about", "https://linkedin.com/company/acme-corp"].entries()) {
  await fetch(`https://api.chatgrid.ai/v1/boards/${boardId}/nodes`, {
    method: "POST",
    headers: { Authorization: `Bearer ${API_KEY}`, "Content-Type": "application/json" },
    body: JSON.stringify({ type: "url", position: { x: index * 420, y: 0 }, data: { url } }),
  });
}

for index, url in enumerate(["https://acme-corp.com/about", "https://linkedin.com/company/acme-corp"]):
    requests.post(f"https://api.chatgrid.ai/v1/boards/{board_id}/nodes",
        headers={"Authorization": f"Bearer {API_KEY}"},
        json={"type": "url", "position": {"x": index * 420, "y": 0}, "data": {"url": url}})

Step 3: Vectorize and generate an account brief

Vectorize extracted prospect notes, create a chat, then ask AI for a structured account brief.

curl -X POST https://api.chatgrid.ai/v1/boards/{boardId}/documents/vectorize \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "content": "Acme Corp prospect notes: enterprise manufacturer expanding analytics, wants faster onboarding, and uses Salesforce and Slack heavily.",
    "metadata": {"source": "acme-corp.com/about", "type": "prospect-research"}
  }'

curl -X POST https://api.chatgrid.ai/v1/boards/{boardId}/chats \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"title": "Deal Strategy"}'

curl -X POST https://api.chatgrid.ai/v1/boards/{boardId}/chats/{chatId}/messages \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "content": "Based on the prospect materials on this board, write a 1-page account brief: company overview, business priorities, pain points we can solve, and talking points for our first call.",
    "stream": false
  }'

await fetch(`https://api.chatgrid.ai/v1/boards/${boardId}/documents/vectorize`, {
  method: "POST",
  headers: { Authorization: `Bearer ${API_KEY}`, "Content-Type": "application/json" },
  body: JSON.stringify({
    content: "Acme Corp prospect notes: enterprise manufacturer expanding analytics, wants faster onboarding, and uses Salesforce and Slack heavily.",
    metadata: { source: "acme-corp.com/about", type: "prospect-research" },
  }),
});

const chat = await fetch(`https://api.chatgrid.ai/v1/boards/${boardId}/chats`, {
  method: "POST",
  headers: { Authorization: `Bearer ${API_KEY}`, "Content-Type": "application/json" },
  body: JSON.stringify({ title: "Deal Strategy" }),
}).then((r) => r.json());

const brief = await fetch(
  `https://api.chatgrid.ai/v1/boards/${boardId}/chats/${chat.data.id}/messages`,
  {
    method: "POST",
    headers: { Authorization: `Bearer ${API_KEY}`, "Content-Type": "application/json" },
    body: JSON.stringify({
      content: "Based on the prospect materials on this board, write a 1-page account brief: company overview, business priorities, pain points we can solve, and talking points for our first call.",
      stream: false,
    }),
  }
).then((r) => r.json());

requests.post(f"https://api.chatgrid.ai/v1/boards/{board_id}/documents/vectorize",
    headers={"Authorization": f"Bearer {API_KEY}"},
    json={
        "content": "Acme Corp prospect notes: enterprise manufacturer expanding analytics, wants faster onboarding, and uses Salesforce and Slack heavily.",
        "metadata": {"source": "acme-corp.com/about", "type": "prospect-research"},
    })

chat = requests.post(f"https://api.chatgrid.ai/v1/boards/{board_id}/chats",
    headers={"Authorization": f"Bearer {API_KEY}"},
    json={"title": "Deal Strategy"}).json()

brief = requests.post(
    f"https://api.chatgrid.ai/v1/boards/{board_id}/chats/{chat['data']['id']}/messages",
    headers={"Authorization": f"Bearer {API_KEY}"},
    json={"content": "Based on the prospect materials on this board, write a 1-page account brief: company overview, business priorities, pain points we can solve, and talking points for our first call.", "stream": False},
).json()

Step 4: Add proposal and competitive positioning

Add a proposal template as a notepad and competitive intel as batch sticky notes.

curl -X POST https://api.chatgrid.ai/v1/boards/{boardId}/nodes \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"type": "document", "position": {"x": 0, "y": 420}, "data": {"content": "# Proposal: Acme Corp\n\n## Executive Summary\n[Brief goes here]\n\n## Solution\n- ...\n\n## Pricing\n- Tier 1 / Tier 2\n\n## Timeline\nWeek 1-2: Discovery | Week 3-4: POC | Week 5+: Rollout"}}'

curl -X POST https://api.chatgrid.ai/v1/boards/{boardId}/nodes/batch \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "operations": [
      {"action": "create", "data": {"type": "note", "position": {"x": 0, "y": 780}, "data": {"text": "vs. Competitor A: Native integrations, no middleware. 40% faster onboarding."}}},
      {"action": "create", "data": {"type": "note", "position": {"x": 420, "y": 780}, "data": {"text": "vs. Competitor B: 30% lower per-seat pricing at 500+ users."}}},
      {"action": "create", "data": {"type": "note", "position": {"x": 840, "y": 780}, "data": {"text": "Key differentiator: Real-time collaboration. Theirs is single-player."}}}
    ]
  }'

await fetch(`https://api.chatgrid.ai/v1/boards/${boardId}/nodes`, {
  method: "POST",
  headers: { Authorization: `Bearer ${API_KEY}`, "Content-Type": "application/json" },
  body: JSON.stringify({
    type: "document",
    position: { x: 0, y: 420 },
    data: { content: "# Proposal: Acme Corp\n\n## Executive Summary\n[Brief goes here]\n\n## Solution\n- ...\n\n## Pricing\n- Tier 1 / Tier 2\n\n## Timeline\nWeek 1-2: Discovery | Week 3-4: POC | Week 5+: Rollout" },
  }),
});

const stickyNotes = [
  { type: "note", position: { x: 0, y: 780 }, data: { text: "vs. Competitor A: Native integrations, no middleware. 40% faster onboarding." } },
  { type: "note", position: { x: 420, y: 780 }, data: { text: "vs. Competitor B: 30% lower per-seat pricing at 500+ users." } },
  { type: "note", position: { x: 840, y: 780 }, data: { text: "Key differentiator: Real-time collaboration. Theirs is single-player." } },
];
await fetch(`https://api.chatgrid.ai/v1/boards/${boardId}/nodes/batch`, {
  method: "POST",
  headers: { Authorization: `Bearer ${API_KEY}`, "Content-Type": "application/json" },
  body: JSON.stringify({
    operations: stickyNotes.map((note) => ({ action: "create", data: note })),
  }),
});

requests.post(f"https://api.chatgrid.ai/v1/boards/{board_id}/nodes",
    headers={"Authorization": f"Bearer {API_KEY}"},
    json={"type": "document", "position": {"x": 0, "y": 420}, "data": {"content": "# Proposal: Acme Corp\n\n## Executive Summary\n[Brief goes here]\n\n## Solution\n- ...\n\n## Pricing\n- Tier 1 / Tier 2\n\n## Timeline\nWeek 1-2: Discovery | Week 3-4: POC | Week 5+: Rollout"}})

sticky_notes = [
    {"type": "note", "position": {"x": 0, "y": 780}, "data": {"text": "vs. Competitor A: Native integrations, no middleware. 40% faster onboarding."}},
    {"type": "note", "position": {"x": 420, "y": 780}, "data": {"text": "vs. Competitor B: 30% lower per-seat pricing at 500+ users."}},
    {"type": "note", "position": {"x": 840, "y": 780}, "data": {"text": "Key differentiator: Real-time collaboration. Theirs is single-player."}},
]
requests.post(f"https://api.chatgrid.ai/v1/boards/{board_id}/nodes/batch",
    headers={"Authorization": f"Bearer {API_KEY}"},
    json={"operations": [{"action": "create", "data": note} for note in sticky_notes]})

What’s happening under the hood

Website nodes keep source URLs visible on the board. Vectorization chunks the text you provide and generates embeddings using pgvector. When you ask AI for an account brief, it runs a semantic search against those embeddings, then generates a response grounded in the actual prospect data — not generic knowledge. The batch endpoint applies multiple node operations in a single request for speed.

Cookbooks

Build an AI-Powered Sales Deal Room

What you’ll build

Prerequisites

Step 1: Create a deal room board

Step 2: Add prospect research nodes

Step 3: Vectorize and generate an account brief

Step 4: Add proposal and competitive positioning

What’s happening under the hood

Next steps

Research Pipeline

Streaming Responses

​What you’ll build

​Prerequisites

​Step 1: Create a deal room board

​Step 2: Add prospect research nodes

​Step 3: Vectorize and generate an account brief

​Step 4: Add proposal and competitive positioning

​What’s happening under the hood

​Next steps

Research Pipeline

Streaming Responses

What you’ll build

Prerequisites

Step 1: Create a deal room board

Step 2: Add prospect research nodes

Step 3: Vectorize and generate an account brief

Step 4: Add proposal and competitive positioning

What’s happening under the hood

Next steps