Deal Intelligence Overview
Rafiki AI's Deals page provides a 360-degree view of your sales pipeline by combining CRM data with conversation intelligence. Navigate to Deals from the left sidebar.
Deal Dashboard
The Deals dashboard displays your pipeline with key information for each deal:
Deal name and associated account
Amount and close date
Stage with visual progression indicator
Health indicators — warnings for deals that need attention
Meeting count — Number of recorded conversations linked to this deal
Last activity — When the most recent interaction occurred
Pipeline View
Switch to the pipeline view to see your deals organized by stage. Each stage shows the total number of deals and their combined value, making it easy to assess pipeline health at a glance.
Deal Detail
Click on any deal to see its full detail page, which includes:
Deal summary — Aggregated AI summaries from all meetings related to this deal
Related meetings — All recorded conversations linked to this deal
Contacts — People involved in the deal
Stage progress — Visual timeline of the deal moving through stages
Deal warnings — AI-detected risks like no activity, ghosted prospect, or single-threaded engagement
CRM Sync
Deal data syncs automatically from your connected CRM (Salesforce, HubSpot, Pipedrive, Zoho, Close, Freshworks, or Monday.com). Meetings are associated with deals based on participant matching, ensuring conversation context is always linked to the right opportunity.