A room's REX's analysis tab: insight cards across the top, the signals feed below, and the Deal Score gauge and MEDDPICC card in the sidebar
Start with the Knowledge Graph
The Knowledge Graph is the living picture behind every deal room, built from calls, CRM data, and room engagement. It isn’t a feature you use directly. It’s the foundation every other REX feature reads from, and it’s also where you’ll find how meetings, CRM records, and room activity actually get in. Start there if you want to understand how REX knows what it knows.What REX shows you
The most actionable surface is the signals feed, which is where REX tells you what to actually do next.Signals & next best actions
A worklist of specific, dated observations, each with a concrete next step REX can start executing for you. Available per room, or as one queue across your whole pipeline.
Deal Score
“How healthy is this deal, overall?” One number from 0 to 5, shown as the Dealmeter gauge.
MEDDPICC scoring
“Which part of the deal is weak?” The same evidence, broken into eight qualification dimensions.
Insight cards
A four-part narrative: Motivation, Stance, Obstacle, Trajectory. The 30-second read on a deal.
The assistant
REX Chat
The conversational agent, in a drawer or as a full page. Creates and edits rooms, manages action plans, updates your CRM, drafts emails, and searches the web, always asking approval before anything external-facing goes out.
Asset intelligence
How your content library gets analysed into structured, searchable profiles covering persona, stage, competitors, and freshness, so REX recommends the right asset rather than a keyword match.
Get the most out of REX
REX is only as sharp as the data it has. A “Not scored yet” gauge or a thin MEDDPICC card almost always means the same thing: no note-taker connected and no CRM synced, so REX has nothing to build from yet. The fix is to connect one, not to assume something’s broken.1
Connect your CRM
HubSpot, Salesforce, or Attio. Connected fields sync in the background, so REX always reflects current CRM state.
2
Connect a note-taker
Fireflies, Gong, and Fathom sync every call automatically. Avoma and Granola work via manual add. See where REX’s data comes from.
3
Share your rooms with buyers
Room engagement, meaning who’s visiting and what they’re reading, is one of REX’s richest signal sources and often the only one available between calls.
4
Turn on auto-generate asset intelligence
In Library settings, so your content is searchable and recommendable by REX from day one. See Asset intelligence.
Suggested reading order
1
Knowledge Graph
The foundation: what REX knows about a deal, and where the data comes from.
2
Signals & next best actions
The worklist: what REX noticed, and what it suggests you do about it.
3
Deal intelligence
Deal Score, then MEDDPICC and insight cards.
4
The assistant
REX Chat and Asset intelligence: what REX can do and what it can pull from.
Built on evidence, not black-box AI
Every score, signal, and contact detail traces back to a specific quote from a specific meeting, a CRM field, or a room visit, so you can always see the why behind a number rather than just the number. Hard facts like deal amount, close date, and CRM values are captured as-is. Soft judgments like severity, urgency, and sentiment are AI-graded and always shown with their justification, never asserted as bare fact.
The Knowledge Graph, the shared picture behind every REX feature