# Common Room > The AI-native go-to-market platform for buyer intelligence and action. Identify, prioritize, and act on the right buyers with precision. Common Room unifies first-party customer data with real-world buyer signals into a continuously updated system of buyer intelligence. AI agents to help revenue teams prioritize, understand what’s changing, and execute with precision. ## Customers ### Case Studies - [Atlan's answer: Buy what scales. Build what only you know.](https://www.commonroom.io/customers/atlan/): "Common Room is in this really unique spot where there is no orchestration layer anymore. It used to be Outreach, it used to be Apollo, it used to be whatever. Those don't work anymore. Now it's who can visualize their accounts most effectively." - [How incident.io cut account duplicates by 70% with DataAgent](https://www.commonroom.io/customers/incident-io/): “When we started the exercise, about 3% of our accounts were duplicates. Today it’s about 0.3. That is material.” - [How Notion unlocked customer intelligence to generate 30% more meetings per-rep per-month](https://www.commonroom.io/customers/notion-customer-intelligence-more-meetings-per-rep/): “The results speak for themselves. Common Room helps us reach the right people with the right message at the right time—faster and easier." - [How Semgrep warmed up cold outbound to grow pipeline 74% in a single quarter](https://www.commonroom.io/customers/semgrep-warm-outbound-grow-pipeline/): “Once our reps got their hands on Common Room, the response was unanimous: ‘Buy it, please.’ We sourced pipeline right away running plays from product usage, web visits, GitHub activity—you name it.” ### Current Customers Sample Squarespace, ZenDesk, Workato, Anthropic, Otter AI, Splunk, Atlassian, Okta, Asana, Circle, dbt Labs, Airbyte, ServiceTitan, Airtable, Amazon, Notion, Statsig, Replit, Kustomer, Miro, Twilio / Segment, Vercel, Workvivo, SUSE ## Product - Common Room - [Buyer Intelligence](https://www.commonroom.ioproduct/buyer-intelligence): Common Room turns first-party activity and real-world intent into prioritized next steps for the right person and account. AI waterfall enrichment and identity matching keep each profile complete and automatically up-to-date, so reps always know exactly who to engage. - [Person360™](https://www.commonroom.ioproduct/person-360): Stitch anonymous and known activity into one accurate person-level profile, enrich every contact with AI-powered waterfall data, and keep it all fresh with Person360™, Common Room's identity resolution engine built to help you prioritize the right buyer, every time. - [Enrichment](https://www.commonroom.ioproduct/enrichment): Always-on AI waterfall enrichment fills missing emails, phones, and titles across dozens of providers, and works right out of the box. - [Prospector](https://www.commonroom.ioproduct/prospector): AI-powered prospecting that identifies, prioritizes, and activates the right buyers, however your team works. Turn account and buyer intelligence into clear next steps. - [AI Scoring](https://www.commonroom.ioproduct/ai-scoring): Configure, explain, and act on lead scores that give transparency into engagement context and a clear priority level, so your reps start each day knowing who is ready to buy, why their score rose or fell, and where to put their time most effectively. - [Ads](https://www.commonroom.ioproduct/ads): Connect LinkedIn Ads to your buyer intelligence, so you only pay to reach the people and accounts you already track. Build live-matched audiences from signal, then push them to LinkedIn for better ad spend value. - [Buying Committee](https://www.commonroom.ioproduct/buying-committee): Hot accounts stall when one champion looks healthy and the rest of the buying group stays invisible. Buying committee maps the full group at the person level to flags who is engaged, warm, or cold, and shows coverage gaps before you engage. - [RoomieAI™](https://www.commonroom.ioproduct/roomie-ai): Make all your GTM workflows smarter. Connect AI assistants to your buyer intelligence through the MCP Server or access it headlessly through our CLI for automation pipelines, scheduled jobs, and custom AI agents. - [MCP & CLI](https://www.commonroom.ioproduct/mcp-cli): Make all your GTM workflows smarter. Connect AI assistants to your buyer intelligence through the MCP Server or access it headlessly through our CLI for automation pipelines, scheduled jobs, and custom AI agents. - [Integrations](https://www.commonroom.iointegrations): Choose from dozens of natively built and fully managed integrations. Uncover every buying signal without compromising on data quality or privacy. - Zoom - [Revenue Accelerator](https://www.commonroom.ioproduct/zoom-revenue-accelerator): Connect the full sales motion: reach the right people, run sharper calls, coach every rep the same way, and forecast off what actually happened. Each Zoom Revenue Accelerator product works standalone or together, and sharpens further with Common Room buyer intelligence underneath. - [Auto Dialer](https://www.commonroom.ioproduct/dial): Work multiple calls at once, drop voicemails automatically, and log every outcome back to your CRM, with helpful actions like live transcription during calls, in-call scheduling, and instant post-call follow-up, so reps can get into more conversations and stay present with each prospect. - [Engage](https://www.commonroom.ioproduct/engage): Connect buyer intelligence, conversation intelligence, outreach, and forecasting using AI. Agents help your team find the right people at the right time with the right personalized messaging to create more pipeline, move deals forward faster and close more revenue. - [AI Coaching](https://www.commonroom.ioproduct/coach): Turn customer conversations into live guidance, automatic scorecards, and focused manager coaching. Get next-best actions mid-call, and see skill gaps and deal risk. - [Forecast](https://www.commonroom.ioproduct/forecast): Roll commitments and deal progress into one real-time, drillable view, grounded in deal and conversation signal to go beyond rep self-reporting. - [Common Room & Zoom](https://www.commonroom.io/blog/revenue-os): Buyer intelligence and revenue execution. In on lifecycle, end-to-end. ## Solutions - [Sales development: Never prospect cold again](https://www.commonroom.io/solutions/sales-development/): 10x rep productivity by capturing every buying signal, enriching every prospect, and serving up warm outbound plays on a platter. - [RevOps: Stack signals, not tools](https://www.commonroom.io/solutions/revops/): Replace fragmented systems with one platform built on complete buyer intelligence. Stop stitching tools together. Build a system your team can depend on. - [ABM: Contact-level account based marketing](https://www.commonroom.io/solutions/abm/): Most ABM programs don't fail on strategy. They fail because intent never reaches sellers in time, and when it does, it arrives without the context to do anything with it. - [Demand generation: ABM how it should be](https://www.commonroom.io/solutions/demand-generation/): Uncover the person and account behind every buying signal with agentic signal capture and waterfall enrichment. Pass over qualified leads that reps can actually convert. - [Sales: More pipeline. Less guesswork.](https://www.commonroom.io/solutions/sales/): RoomieAI™ agents do the heavy lifting, signal hunting, account research, prospecting, and outbound automation. Let reps focus on pipe gen and closing deals. - [Open Source: Reveal revenue in your repo](https://www.commonroom.io/solutions/open-source/): Uncover the people and companies behind every pull request, issue, and star across any repo, and focus on the accounts that matter. ## Resources by Team - [Sales Teams](https://www.commonroom.io/resources/sales): More pipeline. Never prospect cold again. Let our RoomieAI™ agents do the heavy lifting—signal hunting, account research, prospecting, and outbound automation—so reps can focus on pipe gen and closing deals. - [RevOps Teams](https://www.commonroom.io/resources/revops): Signals, enrichment, and AI SDRs—all in one place. Orchestrate pipe gen from signal to send with AI agents that hunt down buying signals, enrich every prospect, and automate personalized outbound at scale. - [Demand generation](https://www.commonroom.io/resources/marketing): A better way to ABM. Uncover the person and account behind every buying signal with agentic signal capture and waterfall enrichment. Pass over qualified leads that reps can actually convert. ## Glossary All terms: https://www.commonroom.io/glossary/ - AI Agents (GTM): GTM AI agents are autonomous or semi-autonomous systems that execute go-to-market work based on buyer intelligence including prioritizing accounts, identifying the right contacts, cleaning CRM data, or triggering outreach workflows. - AI GTM Platform: An AI GTM platform is a system that unifies data, resolves identity, and applies AI to drive execution across sales and marketing. - AI-Native GTM: AI-native GTM is a go-to-market approach where AI is embedded into the core workflow from the ground up not added as a reporting layer or point tool after the fact. - Account Prioritization: Account prioritization is the process of identifying which accounts to focus on at any given moment, based on fit, real-time activity, buying signals, and potential value. - Account Scoring: Account scoring is the process of ranking target accounts by their likelihood to convert, expand, or churn based on a combination of fit criteria, behavioral signals, and engagement history. - Account-Based Marketing (ABM): Account-based marketing (ABM) is a GTM strategy in which sales and marketing align to target a defined set of high-value accounts with coordinated, personalized campaigns and outreach rather than casting a broad net. - Agentic Workflows: Agentic workflows are GTM processes executed by AI agents rather than manually by humans—where the agent interprets signals, makes decisions, and takes actions such as updating CRM records, triggering outreach sequences, or routing leads, with minimal human intervention. - Buyer Activity: Buyer activity refers to the observable actions buyers take across channels such as researching, engaging, evaluating, and interacting. Activity includes website visits, content consumption, product usage, event attendance, and community participation. - Buyer Intelligence: Buyer intelligence is a unified, continuously updated view of your buyers (people, accounts, and activity) across every touchpoint. - Buying Committee: A buying committee is the group of individuals within an organization who are involved in evaluating and approving a purchase decision, typically including economic buyers, champions, end users, and procurement. - CRM (Customer Relationship Management): A CRM is a system of record used to store and manage customer data, pipeline activity, and sales interactions with Salesforce and HubSpot being the most widely adopted platforms in B2B GTM. - Champion: A champion is an internal advocate within a target account who believes in your solution and actively works to advance the deal—gathering internal support, navigating procurement, and making the case to economic buyers. - Contact Prioritization: Contact prioritization is the process of identifying the right individuals within an account to engage at a given moment based on role, relationship, engagement history, and buying stage. - Context360 / Person360 / Org360: A Context360, Person360, or Org360 is a complete profile of a person or account that combines firmographic data, behavioral signals, engagement history, and relationships into a single, continuously updated view. - Conversion Rate: Conversion rate is the percentage of opportunities that progress from one stage of the funnel to the next, or from initial engagement to closed revenue. - Customer Data Platform (CDP): A customer data platform (CDP) is a system that collects, unifies, and activates first-party customer data from multiple sources, creating persistent customer profiles that can be used across marketing, sales, and product teams. - Data Activation: Data activation is the process of turning unified data into action—prioritization decisions, workflow triggers, routing logic, and personalized engagement. - Data Enrichment: Data enrichment is the process of enhancing existing records with additional attributes such as job titles, company details, technographic data, or firmographic information to make them more actionable. - Data Freshness: Data freshness is the degree to which data is current and continuously updated, reflecting the real-time state of your buyers and accounts rather than a historical snapshot. - Data Hygiene: Data hygiene is the ongoing practice of maintaining clean, accurate, and deduplicated records across systems, removing duplicates, updating stale information, and ensuring consistency. - Data Unification: Data unification is the process of bringing together data from multiple systems: CRM, marketing automation, product analytics, community platforms, and more, into a single source of truth. - Demand Generation: Demand generation is the set of marketing activities designed to create awareness and interest in a solution among target buyers including content marketing, paid advertising, events, and SEO. - Economic Buyer: The economic buyer is the individual within an organization who has final budget authority and decision-making power for a purchase. - Engagement Data: Engagement data captures direct interactions between buyers and your brand including email opens, event participation, content downloads, demo requests, and product usage. - First-Party Data: First-party data is information collected directly from your own channels like website visits, product usage, email engagement, event attendance, and CRM records that you own and control. - GTM Efficiency: GTM efficiency is the ratio of revenue output to the resources (headcount, time, and spend) required to generate it. - GTM Playbooks: GTM playbooks are repeatable, structured workflows for engaging accounts across different scenarios—pipeline generation, expansion, reactivation, competitive displacement—that define the steps, messaging, and timing for each motion. - GTM Stack Fragmentation: GTM stack fragmentation is the state of operating with multiple disconnected tools across sales and marketing that don't share data or workflows, resulting in inconsistent records, manual reconciliation, and missed signals. - Ideal Customer Profile (ICP): An ideal customer profile (ICP) is a detailed definition of the type of company that is the best possible fit for your solution based on firmographic attributes, technographic context, and behavioral patterns that correlate with successful outcomes. - Identity Resolution: Identity resolution is the process of unifying fragmented data across systems into a single, accurate view of a person or account—deduplicating records, linking activity to the right entities, and maintaining consistency over time. - Inbound: Inbound is a GTM motion in which potential buyers initiate contact or express interest through your own channels visiting your website, downloading content, requesting a demo, or starting a trial. - Intelligence-Driven Execution: Intelligence-driven execution is the practice of using continuous, unified buyer data to guide every GTM action, from who to contact to what to say and when to engage. - Intent Data: Intent data is information that indicates a company may be actively researching or evaluating a solution in a given category, typically derived from third-party content consumption, keyword research behavior, or review site activity. - Multi-threading: Multi-threading is the practice of building relationships with multiple stakeholders across a buying committee within a target account, rather than relying on a single point of contact. - Next Best Action: Next best action is the most effective GTM action to take at a given moment based on current buyer intelligence whether that's outreach, follow-up, internal alignment, or waiting for a stronger signal. - Operationalizing AI: Operationalizing AI is the process of moving AI from experimentation to systematic, production-grade use, integrating AI outputs into repeatable GTM workflows that drive measurable business outcomes. - Outbound: Outbound is a GTM motion in which the seller proactively initiates contact with a prospective buyer—through cold email, phone, LinkedIn, or direct mail—rather than waiting for inbound interest. - Pipeline: Pipeline is the set of qualified sales opportunities currently in progress, representing expected future revenue at various stages of the buying process—from first meeting to closed deal. - Pipeline Generation: Pipeline generation is the process of converting awareness and interest into qualified sales opportunities moving accounts from engaged to active evaluation. - Pipeline Quality: Pipeline quality is an assessment of how likely opportunities in the pipeline are to close, based on factors including account fit, buyer engagement, deal stage, and historical conversion patterns. - Precision GTM: Precision GTM is a go-to-market approach where teams consistently engage the right accounts and people with the right message at the right time. - Product-Led Growth (PLG): Product-led growth (PLG) is a go-to-market motion in which the product itself is the primary driver of acquisition, expansion, and retention typically through freemium, free trial, or self-serve models that let users experience value before buying. - Revenue Operations (RevOps): Revenue operations (RevOps) is the function responsible for aligning sales, marketing, and customer success around shared data, processes, and systems with the goal of driving predictable, efficient revenue growth. - Sales Cycle: The sales cycle is the end-to-end process a deal moves through—from initial contact or inbound request to closed-won or closed-lost—including all stages of qualification, evaluation, and negotiation. - Sales Intelligence: Sales intelligence refers to data and tools that help sales teams understand their prospects and customers better—including contact information, firmographic data, news alerts, org charts, and buying signals. - Sales Velocity: Sales velocity is the speed at which deals move from initial engagement to close, typically measured as the number of deals multiplied by average deal value and win rate, divided by average sales cycle length. - Signal / Buying Signal: A signal is any observable action or data point that indicates a buyer's level of interest, intent, or readiness to engage such as a website visit, a job change, a product trial, or a content download. - System of Intelligence: A system of intelligence is a platform that transforms fragmented data into actionable insight and coordinated execution. It sits above CRMs and points tools to unify, interpret, and activate data. - Third-Party Data: Third-party data is information collected and sold by external providers including intent data, firmographic records, and contact lists that organizations license to supplement their own data. - Time to Value (TTV): Time to value (TTV) is the amount of time it takes for a new customer to realize meaningful value from a product after purchase or activation. - Workflow Automation (GTM): GTM workflow automation is the use of technology to execute repeatable go-to-market tasks such as lead routing, CRM enrichment, outreach triggers, and follow-up sequences—without manual intervention. ## Common Room Product Documentation ### Get Started - [Overview](https://www.commonroom.io/docs/get-started/): Common Room puts you in the driver’s seat of the modern buyer journey. Get a unified view into every signal across social, community, product, CRM, and more to initiate conversations, grow adoption, and accelerate pipeline faster than ever before. - [Contact Support](https://www.commonroom.io/docs/get-started/contacting-common-room-support/): Get help fast from Common Room Support — submit a ticket through the Support Portal or by email, and track every request in one place. ### Core Concepts - [Overview](https://www.commonroom.io/docs/get-started/core-concepts/): Using Common Room, you can connect signals to merge everything from product usage, CRM data, social and community activity, and more, gather context on your Contacts and Organizations, take action to engage them in the channels they're most active in, stay informed through custom alerts and notifications, and explore insights to help you measure your outcomes. - [Filters](https://www.commonroom.io/docs/get-started/core-concepts/filters/): Filters are a property on any Contact, Organization, or Activity within Common Room by which data can be organized, enabling you to learn more about your Contacts. This doc contains a comprehensive list of all available filters in Common Room. - [Universal Search](https://www.commonroom.io/docs/get-started/core-concepts/universal-search/): Save time by using Common Room’s Universal Search to quickly find Contacts and Organizations. Universal search allows you to input details such as a Contact’s Name or Org’s Name to quickly locate them in Common Room. - [New Filters](https://www.commonroom.io/docs/get-started/core-concepts/new-filters/): Our new and improved filtering system is here and in beta! We will be continuing to iterate on this experience, so please expect improvements on a weekly basis and let us know if you’ve got feedback/suggestions. - [Natural Language Filtering](https://www.commonroom.io/docs/get-started/core-concepts/natural-language-filtering/): Natural Language Filtering lets you build filters in Common Room by describing what you want in plain English. Common Room turns your description into standard filter chips and shows matching records right away. ### Onboarding - [Onboarding](https://www.commonroom.io/docs/get-started/onboarding/): Kickstart your setup with these easy steps. - [Setup the Basics](https://www.commonroom.io/docs/get-started/onboarding/setup-the-basics/): Collect data and organize your contacts and organizations. - [Empower the Team](https://www.commonroom.io/docs/get-started/onboarding/empower-the-team/): Make it easy for your teammates with these key steps. - [Level-up Your Setup](https://www.commonroom.io/docs/get-started/onboarding/level-up/): Start automating and stay notified. - [Put it Into Action](https://www.commonroom.io/docs/get-started/onboarding/action/): Start automating and stay notified. ### Signals and Integrations - [Overview](https://www.commonroom.io/docs/signals/): Signals are how Common Room brings together social, community, product, CRM, customer data, and more. - [Technographics](https://www.commonroom.io/docs/signals/technographics/): Filter and prioritize accounts based on the technologies they use, when they adopted them, and how extensively they’re deployed. ### Native Signals - [Overview](https://www.commonroom.io/docs/signals/common-room-native-signals/): Common Room provides a set of out-of-the-box signals to ensure you can have a well rounded view of contacts and organizations with the signals that will help you best identify them. - [Chrome Extension](https://www.commonroom.io/docs/signals/common-room-native-signals/chrome-extension/): Common Room’s LinkedIn extension for the Google Chrome browser allows you to extract valuable signals from websites, starting with LinkedIn. Using this extension, you can easily add contacts, posts, comments, and reactions directly into Common Room from anywhere on LinkedIn. - [Contact Defaults](https://www.commonroom.io/docs/signals/common-room-native-signals/default-contact-signals/): Common Room provides a default set of signals for Contacts. These signals can range from standard attributes about the Contact such as job title or location but also cover other aspects of Contacts such as whether they have recently changed jobs. - [Organization Defaults](https://www.commonroom.io/docs/signals/common-room-native-signals/default-organization-signals/): Common Room provides a default set of signals for Organizations. These signals can range from standard attributes about the contact such as industry or location but also cover other aspects of Organizations such job listings and news articles. - [Job Changes](https://www.commonroom.io/docs/signals/common-room-native-signals/job-changes/): Keeping tabs on key Contacts as they change jobs can be a great way to sell into new Organizations. With Common Room’s job change tracking, you can identify Contacts that have recently changed jobs but also take it one step further by using signals from their prior organization (e.g. their prior organization was a customer) to better identify key opportunities. - [Job Listings](https://www.commonroom.io/docs/signals/common-room-native-signals/job-listings/): Use current and historical job listings from an organization as a signal to better understand their priorities. Job listings can hold key context about where a company is focused and can hold clues about strategic priorities (e.g. a company is focused on digital transformation), desired skills (e.g. LLM prompt writing), and technologies that they may be investing in (e.g. looking for experience implementing a work management tool). - [News and Events](https://www.commonroom.io/docs/signals/common-room-native-signals/news-and-events/): Use news articles and current events about an organization as a signal to better understand their priorities. News and events can hold key context about where a company is focused (e.g. increasing operating margins) or what type of events a company may be responding to (e.g. a data security breach). ### Website Tracking - [Setup Web Tracker](https://www.commonroom.io/docs/signals/website-visitor-tracking/): Gain visibility into who is viewing your website, docs, etc. - [Known vs Anonymous](https://www.commonroom.io/docs/signals/website-visitor-tracking/known-vs-anonymous/): Understanding the difference in website visits can be helpful to understand what you should expect to see in your room when you go to use website visit signals. - [Enhanced US Tracking](https://www.commonroom.io/docs/signals/website-visitor-tracking/vector-integration/): Leverage our Enhanced US visitor tracking (powered by Vector) for the most comprehensive view of your website visitors. - [Filters and Columns](https://www.commonroom.io/docs/signals/website-visitor-tracking/filters-and-columns/): When searching for contacts or creating segments in Common Room, you'll be able to filter by website activity as well as add native website fields to your table views in segments and explorers. - [Team Alerts](https://www.commonroom.io/docs/signals/website-visitor-tracking/website-visitor-team-alerts/): Keep your team updated of all important website visits using Common Room’s team alert feature in tandem with website visits. Website visits will be sent a Slack channel of your choosing for real-time or batched alerts. - [Advanced](https://www.commonroom.io/docs/signals/website-visitor-tracking/advanced-configurations/) - [FAQs](https://www.commonroom.io/docs/signals/website-visitor-tracking/FAQs/): FAQs ### Business Data - [Business Data](https://www.commonroom.io/docs/signals/business-integrations/): Common Room provides a suite of integrations for key business sources of contacts, organizations and their signals. - [Apollo](https://www.commonroom.io/docs/signals/business-integrations/apollo/): Apollo.io is a sales engagement platform that helps sales teams automate and streamline their processes, from emailing, cold calling, social engagement, and more. By integrating Apollo with Common Room you can add Common Room Contacts—and any relevant activity to provide more context—to Apollo sequences. - [Bombora Topic Intent](https://www.commonroom.io/docs/signals/business-integrations/bombora/): Unify Bombora Company Surge® Intent data with the arsenal of first, second, and third-party signals auto-captured by Common Room to connect account-level pre-engagement activity to real buyers at each account via Person360. Prioritize and personalize automated plays built on a 360-degree view of every account and contact using Bombora intent signals. - [Demandbase](https://www.commonroom.io/docs/signals/business-integrations/demandbase/): Combine account-level intent data from Demandbase with first-party person data from Common Room Person360™ to prioritize your account-based approach and identify economic buyers, product users, active Contacts, and other prospects in market. - [Gainsight](https://www.commonroom.io/docs/signals/business-integrations/gainsight/): Combine your customer interactions and health scores with 50+ other signals from Common Room Person360 to identify accounts in the market and the economic buyers, product users, active Contacts, and prospects most likely to respond. - [Gong](https://www.commonroom.io/docs/signals/business-integrations/gong-integration-guide/): Gong Engage is a sales engagement solution that helps you easily prioritize, personalize, and automate your account-based outreach, so you can quickly move those tasks forward and focus more on selling. By integrating Gong Engage with Common Room, you can add Common Room Contacts to Gong Engage Flows. - [Groove](https://www.commonroom.io/docs/signals/business-integrations/groove/): Stop relying on irrelevant references to fuel your Groove outbound messages. Deliver warm messaging that converts by pairing Common Room’s deep buyer context from over 30 channels with your Groove outbound to deliver the right message to the right buyer at the right time. - [HubSpot CRM](https://www.commonroom.io/docs/signals/business-integrations/hubspot/): Common Room's bidirectional integration with HubSpot CRM provides Common Room users with additional business context about the Contacts and Organizations in their community, and provides HubSpot users additional community context about the Contacts and Companies they are engaging with. - [Marketo](https://www.commonroom.io/docs/signals/business-integrations/marketo/): Identify active, high-fit leads in channels like LinkedIn, Slack, Twitter, GitHub, and 30+ more, and sync them over to Marketo to bring a new signal of qualified leads to your funnel. - [Okta - SAML](https://www.commonroom.io/docs/signals/business-integrations/okta/): Setting up Okta SSO will allow sign-in via SAML SSO for Okta. This helps IT teams manage access to applications associated with your organization, including Common Room. - [Okta - SCIM ](https://www.commonroom.io/docs/signals/business-integrations/okta/scim/): You can provision user accounts in the Common Room application through SCIM. - [Outreach ](https://www.commonroom.io/docs/signals/business-integrations/outreach/): Outreach.io is a sales engagement platform that helps sales teams automate and streamline their processes, from emailing, cold calling, social engagement, and more. By integrating Outreach with Common Room you can add Common Room Contacts—and any relevant activity to provide more context—to Outreach Sequences. - [Qualified](https://www.commonroom.io/docs/signals/business-integrations/qualified/): Connect Qualified to Common Room to connect the dots of chat activity and with the rest of the customer journey—everything from dark funnel activity to product usage data to conversations happening in your community. - [Salesforce CRM](https://www.commonroom.io/docs/signals/business-integrations/salesforce-crm/): By connecting Salesforce, you can combine intelligent community insights with customer data to expand your pipeline, accelerate deals, and grow your business. - [Salesforce Managed Package](https://www.commonroom.io/docs/signals/business-integrations/salesforce-managed-package/): The Common Room Salesforce Package is a powerful tool that enhances the functionality of Salesforce to assist with community attribution and pipeline management. This package helps make the integration between Salesforce and Common Room more seamless via pre-configured fields and enables you to manage and track community attributable pipeline and revenue effectively using our widget and reporting. - [Salesforce Widget](https://www.commonroom.io/docs/signals/business-integrations/salesforce-managed-package/salesforce-widget/): Below is a detailed guide to set up the Common Room widget in your Salesforce instance. To use the widget you will need to have the Salesforce Managed Package installed, review our guide on the Salesforce Managed Package for more information. - [Salesloft ](https://www.commonroom.io/docs/signals/business-integrations/salesloft/): Salesloft is a sales engagement platform that helps sales teams automate and streamline their processes, from emailing, cold calling, social engagement, and more. By integrating Salesloft with Common Room you can add Common Room Contacts—and any relevant activity to provide more context—to Salesloft Cadences. - [Scarf](https://www.commonroom.io/docs/signals/business-integrations/scarf/): Combine account-level intent data about your open-source software from Scarf with first-party person data from Common Room Person360™ to prioritize your account-based approach and identify economic buyers, product users, active Contacts, and other prospects in market. - [Smartlead](https://www.commonroom.io/docs/signals/business-integrations/smartlead/): Smartlead helps teams automate and scale personalized outbound campaigns. By integrating Smartlead with Common Room, you can add enriched contacts from Common Room directly into Smartlead campaigns. - [Techtarget](https://www.commonroom.io/docs/signals/business-integrations/techtarget/): Combine account-level keyword and topic signals from TechTarget with first-party person data from Common Room Person360™ to identify accounts in market and the economic buyers and ideal prospects at those accounts. - [Vitally](https://www.commonroom.io/docs/signals/business-integrations/vitally/): Combine your customer interactions and health scores with 50+ other signals from Common Room Person360 to identify accounts in the market and the economic buyers, product users, active Contacts, and prospects most likely to respond. - [6sense](https://www.commonroom.io/docs/signals/business-integrations/6sense/): Combine account-level intent data from 6sense with first-party person data from Common Room Person360™ to prioritize your account-based approach and identify economic buyers, product users, and active Contacts who are most likely to respond. - [Nooks](https://www.commonroom.io/docs/signals/business-integrations/nooks/): Nooks is an AI-powered calling and sequencing platform. By connecting Nooks with Common Room, you can push prioritized contacts — along with the signals that make them worth reaching — into Nooks sequences. - [Zoom Engage](https://www.commonroom.io/docs/signals/business-integrations/zoom-engage/): Zoom Engage is Zoom's sales engagement solution. By integrating Zoom Engage with Common Room, you can add Common Room Contacts to Zoom Engage sequences, one at a time or in bulk. - [Zoom Dialer](https://www.commonroom.io/docs/signals/business-integrations/zoom-dialer/): Zoom Dialer is the calling tool in Zoom Revenue Accelerator. By integrating Zoom Dialer with Common Room, you can add Common Room Contacts to Zoom Dialer call lists so reps can call your highest-signal Contacts. ### Product Usage - [Product Usage](https://www.commonroom.io/docs/signals/product-usage-integrations/): Common Room provides a suite of integrations to ingest product usage data. Integrations capture contacts, organizations and all of their corresponding product usage signals. - [AWS S3 Setup](https://www.commonroom.io/docs/signals/product-usage-integrations/s3/): Common Room supports using Amazon S3 for both importing data into and exporting data out of Common Room. Importing data via S3 may be suitable for you if you're interested in setting up a recurring import of data from your warehouse into Common Room. Exporting data via S3 can enable you to sync data into your warehouse for any custom reporting or analysis you may wish to run. - [BigQuery/GCS Setup](https://www.commonroom.io/docs/signals/product-usage-integrations/bigquery/): Common Room supports importing data from Google BigQuery on a recurring schedule, keeping your Common Room data in sync with your warehouse. - [Redshift Setup](https://www.commonroom.io/docs/signals/product-usage-integrations/redshift/): Common Room supports importing data from Amazon Redshift via S3. Importing data from Redshift may be suitable for you if you're interested in setting up a recurring import of data from Redshift into Common Room. - [Snowflake](https://www.commonroom.io/docs/signals/product-usage-integrations/snowflake/): Import data from Snowflake into Common Room on a recurring schedule — either through a direct, secretless connection or via secure cloud storage. - [General Config (Data Warehouse)](https://www.commonroom.io/docs/signals/product-usage-integrations/general-configuration/): You can import data at the contact, organization and/or the custom product entity level from your data warehouse directly into Common Room via our data warehouse integrations. Once you've set up the shared bucket (using the instructions for AWS S3, BigQuery/GCS, Redshift, or Snowflake), our team will work with you to finalize the data contract and set up a regular import. - [Hightouch](https://www.commonroom.io/docs/signals/product-usage-integrations/hightouch/): By connecting Hightouch, you can combine intelligent community insights with customer data to expand your pipeline, accelerate deals, and grow your business. - [Census](https://www.commonroom.io/docs/signals/product-usage-integrations/census/): By connecting Census, you can combine intelligent insights with customer data to expand your pipeline, accelerate deals, and grow your business. ### Community and Social - [Community and Social](https://www.commonroom.io/docs/signals/community-and-social-integrations/): Common Room provides a suite of integrations to help you ingest community and social integrations, which are key to illuminating the Dark Funnel. Integrations capture contacts, organizations and all of their corresponding activity-based signals. - [LinkedIn Ads Ingestion](https://www.commonroom.io/docs/signals/community-and-social-integrations/linkedin-ads-ingestion/): Common Room's LinkedIn Ads integration brings your paid engagement data into the same graph as the rest of your signals, so ad exposure and lead generation activity can be filtered, scored, and acted on next to product usage, community activity, and CRM data. - [Bevy](https://www.commonroom.io/docs/signals/community-and-social-integrations/bevy/): Connect Bevy to see chapter joins, event registrations, and event check-ins. Common Room’s Bevy integration allows you to connect event data like chapter joins, registrations, event check-ins, with community data. - [Discord](https://www.commonroom.io/docs/signals/community-and-social-integrations/discord/): This article provides step-by-step instructions for how to integrate Discord with Common Room, along with more details and FAQs about the integration. Connect Discord with Common Room to see posts, replies, reactions, and roles from regular and forum channels across configured servers. - [Discourse](https://www.commonroom.io/docs/signals/community-and-social-integrations/discourse/): Connect Discourse to import all topics, posts, and replies from your community Contacts. Common Room's integration with Discourse offers robust analytics and intelligent insights so you can scale and measure your impact. - [Discourse - API Key](https://www.commonroom.io/docs/signals/community-and-social-integrations/discourse/create-a-discourse-api-key/): Common Room’s Discourse integration requires an API key to import Contacts and Activity. - [Discourse - Webhook](https://www.commonroom.io/docs/signals/community-and-social-integrations/discourse/create-a-discourse-webhook/): Common Room’s Discourse integration uses a webhook to receive new activity as it occurs. To configure the webhook, you'll first have to connect the Discourse API to Common Room. - [DEV](https://www.commonroom.io/docs/signals/community-and-social-integrations/dev/): By integrating DEV with Common Room you can see articles and comments from the Organizations and Contacts you care about. - [G2](https://www.commonroom.io/docs/signals/community-and-social-integrations/g2/): Combine account-level buying signals from G2 with first-party person data from Common Room Person360 to identify accounts in market and the economic buyers, product users, active Contacts, and prospects most likely to respond. - [GitHub](https://www.commonroom.io/docs/signals/community-and-social-integrations/github/): By integrating GitHub with Common Room you can see contributors, comments, pull requests, repo stars, repo forks, issues, discussions, and top programming languages for Contacts in your room. Common Room creates a profile for every contributor in your GitHub repos and an activity for each issue, pull request, comment, or starred repo. - [Gradual](https://www.commonroom.io/docs/signals/community-and-social-integrations/gradual/): Common Room’s Gradual integration allows you to add data like event activity, content consumption, and conversations happening in Gradual in Common Room. - [Influitive ](https://www.commonroom.io/docs/signals/community-and-social-integrations/influitive/): Common Room’s integration with Influitive allows you to see topics, posts and replies across your Influitive community. - [InSided ](https://www.commonroom.io/docs/signals/community-and-social-integrations/insided/): Common Room’s integration with inSided allows you to connect customer support and community data. We create a profile for everyone that interacts with you on Intercom and an Activity for each question, conversation, idea, and article. - [Intercom](https://www.commonroom.io/docs/signals/community-and-social-integrations/intercom/): Common Room’s integration with Intercom allows you to connect customer support and business data. We'll create a profile for everyone that interacts with you on Intercom and an Activity for each conversation and message. - [Khoros ](https://www.commonroom.io/docs/signals/community-and-social-integrations/khoros/): Common Room's integration with Khoros offers robust analytics and intelligent insights so you can scale and measure your impact. We create a profile for every participant in your Khoros community and an activity for each discussion, article, question, reply, and answer in your forum. - [Medium](https://www.commonroom.io/docs/signals/community-and-social-integrations/medium/): This article provides detailed instructions for how to integrate Medium with Common Room. - [Meetup ](https://www.commonroom.io/docs/signals/community-and-social-integrations/meetup/): Connect Meetup to track RSVPs and event attendance to see your community event history. - [Reddit ](https://www.commonroom.io/docs/signals/community-and-social-integrations/reddit/): This article provides step-by-step instructions for how to integrate Reddit with Common Room, along with the more details and FAQs about the integration. - [Shopify ](https://www.commonroom.io/docs/signals/community-and-social-integrations/shopify/): By connecting Shopify, you can see which Contacts have ordered and received swag from you. We create a profile for every person who purchases from you and create an Activity for each order. - [Skilljar ](https://www.commonroom.io/docs/signals/community-and-social-integrations/skilljar/): Connect Skilljar to track enrollment, course completion, and user information. - [Slack](https://www.commonroom.io/docs/signals/community-and-social-integrations/slack/): Connect your Slack community to get full context on your Slack Contacts and stay on top of the activities and Organizations in your community. You can monitor messages, replies, and reactions in both public and private channels. - [Slack - Community Guide](https://www.commonroom.io/docs/signals/community-and-social-integrations/slack/slack-community-integration-guide/): This article provides detailed instructions for how to integrate your Slack workspace with Common Room. Connect to Slack to monitor messages, replies, and reactions in both public and private channels. - [Slack - Agent](https://www.commonroom.io/docs/signals/community-and-social-integrations/slack/slack-agent/): Use Common Room from Slack. @mention the Common Room agent to research accounts, get context on Spark notifications, and draft follow-ups without leaving Slack. - [Stack Overflow](https://www.commonroom.io/docs/signals/community-and-social-integrations/stack-overflow/): This article is a step-by-step guide to integrating Stack Overflow with Common Room. - [Twitter](https://www.commonroom.io/docs/signals/community-and-social-integrations/twitter/): This article provides detailed instructions for how to integrate X (Twitter) with Common Room. With this integration you can stay up to date on all X (Twitter) mentions, replies, retweets and follows for the handles that are important to you. Additionally, track mentions of the hashtags and keywords you care about. - [YouTube](https://www.commonroom.io/docs/signals/community-and-social-integrations/youtube/): This article outlines the functionality for the YouTube integration with Common Room. With this integration, Common Room creates a profile for every participant in your YouTube community and an Activity for each comment and video, based on the channels, hashtags, and keywords of your choosing. - [YouTube - Create API key](https://www.commonroom.io/docs/signals/community-and-social-integrations/youtube/create-a-youtube-api-key/): Common Room’s YouTube integration requires a Google API key to import Contacts and activity. This article will walk you through creating an API key using the Google Developer Console. ### Custom - [Overview](https://www.commonroom.io/docs/signals/custom-integrations/): Common Room provides a suite of custom integration tools to ensure the platform is as extensible as possible. Use custom integration tools to bring in data from almost anywhere. - [Supported Activity Types](https://www.commonroom.io/docs/signals/custom-integrations/activity-types/): Supported activity types for the Common Room API - [Google Sheets](https://www.commonroom.io/docs/signals/custom-integrations/google-sheets/): Common Room allows you to use Google Sheets to import new Contacts or Activity data, so you can create a source of truth. - [API / Zapier](https://www.commonroom.io/docs/signals/custom-integrations/zapier-api/): Common Room offers an API you can use to programmatically interact with Common Room data. Additionally, we offer a native Zapier integration which you can use to push data into Common Room without any code. This is a great option if you don't have a developer available who can build a native API integration. - [Setup Zapier](https://www.commonroom.io/docs/signals/custom-integrations/zapier-api/zapier-integration/): This guide will walk through our integration with Zapier along with example workflows that demonstrate how to integrate Common Room with other apps and services. - [Upload Contacts and Orgs](https://www.commonroom.io/docs/signals/custom-integrations/upload-contacts-and-organizations/): Common Room offers an API you can use to programmatically interact with Common Room data. ### Using Common Room - [Common Room CLI](https://www.commonroom.io/docs/using-common-room/cli/): The Common Room CLI (cr) is a headless, scriptable interface to your Common Room workspace. It provides direct access to your buyer intelligence — contacts, organizations, activities, segments, and signals — from a terminal, a CI/CD pipeline, or inside any custom AI agent. - [Customize Layouts](https://www.commonroom.io/docs/using-common-room/customize-layouts/): Layouts give workspace administrators precise control over how information is presented across Common Room — including contact and organization profile pages, explorer table views, the left-hand navigation sidebar, and action buttons on contact profiles. - [AI-Native Scoring (Beta)](https://www.commonroom.io/docs/using-common-room/ai-native-scoring/): AI-Native Scoring gets you from a blank page to a working lead or account score in minutes, with a transparent, editable model built from your own data. - [Deleting Contacts](https://www.commonroom.io/docs/using-common-room/deleting-contacts-in-common-room/): You can permanently remove contacts from your Common Room workspace when they are no longer needed — for example, to clean up test data, maintain data quality, or comply with data retention policies. - [Buying Committee (Beta)](https://www.commonroom.io/docs/using-common-room/buying-committee/): For any account, Common Room suggests who influences the buying decision and shows where you stand with each of them, based on your connected signals. - [DataAgent](https://www.commonroom.io/docs/using-common-room/how-to-use-dataagent/): DataAgent acts as a health check for your Salesforce CRM. It analyzes your synced contacts and accounts to surface gaps, inconsistencies, and outdated information. By comparing your Salesforce records against Common Room’s real-time identity data, DataAgent helps you identify exactly where your CRM is "drifting" so you can take action. - [Claude Connector & Plugin](https://www.commonroom.io/docs/using-common-room/common-room-for-claude-connector-and-plugin/) - [Team Alerts ](https://www.commonroom.io/docs/using-common-room/team-alerts-page/): Team alerts allow you to trigger a message to an internal Slack channel when Activity occurs that you and your teams want to know about. Unlike notifications with a simple on/off toggle for a given Contact, Organization, or Segment, alerts can be customized to ensure your team receives only the most relevant updates. - [Custom Product Entities](https://www.commonroom.io/docs/using-common-room/custom-product-entities/): Integrate your Product Usage data into Common Room to light up a new level of insight about how your users and accounts are behaving with your product. Common Room can help you ingest simple or more complex implementations of your product usage data to ensure it is reflected back to you as you expect to see it. - [MCP Server](https://www.commonroom.io/docs/using-common-room/mcp-server/): Connect any AI client to Common Room's MCP server. - [Signal Trend Tracking](https://www.commonroom.io/docs/using-common-room/signal-trend-tracking/) - [Export Frequency](https://www.commonroom.io/docs/using-common-room/export-frequency-settings/): Choose how often Common Room pushes changes to Salesforce. Learn what each export frequency option means, how sync timing works, and how to pick the right setting for your team. - [Streaming audit logs to your SIEM](https://www.commonroom.io/docs/using-common-room/streaming-audit-logs-to-your-siem/): Continuously stream Common Room security audit events — sign-ins, role changes, seat changes, and API token activity — to a SIEM you own via a customer-owned S3 bucket. ### Segments - [Overview](https://www.commonroom.io/docs/using-common-room/segments/): Segments are cohorts, or subsets, of Contacts and Organizations that you can monitor and engage. You can manage tasks related to Segment Contacts, and message Contacts, sync them with Salesforce, add them to Outreach sequences, and more. - [Segment Creation](https://www.commonroom.io/docs/using-common-room/segments/create-a-segment/): This guide will cover cover how to create Contact and Organization Segments. - [Actions - Tasks](https://www.commonroom.io/docs/using-common-room/segments/segment-actions/segment-tasks/): Segment tasks allow you to view your users as a list of actionable tasks that you can complete or snooze until a later date. Tasks are unique to each Segment, so when you complete or snooze a task, it only relates to Contact or Organizations within that Segment. This doc outlines how to use the task view in your Contact Segments. - [Actions - Statuses](https://www.commonroom.io/docs/using-common-room/segments/segment-statuses/): This section covers how to track and organize Contact cohorts and programs by applying, editing, and creating statuses in a Segment. - [Manage - Settings and Log](https://www.commonroom.io/docs/using-common-room/segments/segment-management/settings-and-log/): The settings tab lets you automatically manage Segments, Organizations, and their statuses. - [Manage - Share and Notify](https://www.commonroom.io/docs/using-common-room/segments/segment-management/sharing-and-notification/): You can share a Segment with team Contacts who are collaborating with you on the Contacts and Organizations in the Segment. - [Manage - Default Columns](https://www.commonroom.io/docs/using-common-room/segments/segment-default-columns/): Input default columns that will be used in all segments created. Ensure your segments show the most valuable signal each time one is created. If desired, users can still over-ride the defaults but this feature allows you to ensure the starting point matches your preferences. - [Team Segments](https://www.commonroom.io/docs/using-common-room/segments/team-segments/): Team segments allow users to create a centrally controlled and managed segment that they can assign team members to. When a team member uses the team segment, their view of the contacts and orgs within the segment will be personally tailored to them. ### Workflows - [Overview](https://www.commonroom.io/docs/using-common-room/workflows/): Workflows enable you to create automated workflows to track, engage, and organize Contacts and Organizations with customizable logic. - [Templates](https://www.commonroom.io/docs/using-common-room/workflows/templates/): Common Room provides pre-built workflow templates to help get you started. ### Contacts - [Contacts](https://www.commonroom.io/docs/using-common-room/contacts/): Contacts in Common Room reflect real people in the real world —- not just someone who exists in a database. Using Person360™, we can auto-magically enrich and merge signals from any connected signal like social, community, data warehouse, CRM and more into one unified Contacts profile. - [Profiles](https://www.commonroom.io/docs/using-common-room/contacts/contact-profiles/): A Contact profile is created for every individual Contact who's part of your data sources and integrations. Contact profiles surface details about the Contact, including their role, title, location, contact information, unified engagement & activity across your sources, activity timeline, and content they’ve shared. - [Teammates](https://www.commonroom.io/docs/using-common-room/contacts/managing-team-members/): This article provides step-by-step instructions for how to add or remove someone as a team member. - [Contact Tags](https://www.commonroom.io/docs/using-common-room/contacts/contact-tags/): Contact tags allow you to filter for community Contacts with certain attributes, and can be used to filter Contacts on the Contacts, Activity, and Organizations pages. - [Add or Update](https://www.commonroom.io/docs/using-common-room/contacts/add-contacts/): This article covers how to add individual Contacts and add or update Contacts in bulk. - [Filter and Sort](https://www.commonroom.io/docs/using-common-room/contacts/filter-and-sort-contacts/): This article is an overview of using filters, filter groups, and sorting. Filters enable you to explore, narrow down, and learn more about your Contacts. While the Contacts page is the focus of this article, filters can be applied in other areas of Common Room like Segments, Workflows, Activity, and Reporting. - [Merge Contacts](https://www.commonroom.io/docs/using-common-room/contacts/proposed-merges/): When a new source is integrated into Common Room, we'll automatically work to merge any Contacts that match those already in Common Room using our Person360™ identity resolution engine. However, if we don't have 100% confidence in a match, we'll propose Contacts for you to review and merge. You can also merge any two profiles from the Contacts page. - [Bulk Messaging](https://www.commonroom.io/docs/using-common-room/contacts/bulk-messaging/): Bulk messaging is a lightweight way to send direct Slack messages to your Contacts from your own personal Slack account. While you are able to select multiple people at a time, each message will be sent as an individual direct message to every Contact you've selected. - [Impact Points](https://www.commonroom.io/docs/using-common-room/contacts/impact-points/): Impact points help you quickly understand which Contacts are driving the greatest impact within your community. To calculate Impact points, different Contact activities are weighted based on their significance within your community. For example, a LinkedIn comment may have a higher weight for Impact points compared to a LinkedIn reaction. ### Activity - [Activity overview](https://www.commonroom.io/docs/using-common-room/activity-page/): Activity shows the types of engagement happening across your community - joins, comments, replies, retweets, RSVPs - anything you can monitor within a given signal. Activity is essentially your community newsfeed. It gives you a complete look at who’s saying what and where, whether it’s with other Contacts or to your organization directly. - [Contact Initiated](https://www.commonroom.io/docs/using-common-room/activity-page/contact-initiated-activity/): Common Room provides precise insights about Contact engagement in your community by differentiating between activities that are Contact initiated and those that are received by Contacts. We make this distinction because activities taken by a Contact are better indicators of intent and provide more actionable data for you to use. - [Filter, Tag, and Delete](https://www.commonroom.io/docs/using-common-room/activity-page/activity-filters-tags-and-deletion/): Activity filters allow you to surface activity based on different attributes, including signals, Contact tags, activity tags, sentiment, whether the activity is from an internal teammate, and auto-categories such as Bug/issue, Product question, and Content attached. - [Sentiment](https://www.commonroom.io/docs/using-common-room/activity-page/sentiment/): Common Room surfaces sentiment from activity to help your teams get a pulse on how Contacts are feeling, especially during events which significantly impact the community. - [Auto-Categories](https://www.commonroom.io/docs/using-common-room/activity-page/auto-categories/): Common Room analyzes activity to best approximate what a Contact is saying, sharing, or feeling. We automatically group together and surface categories of activity that may be most relevant for your team through the following preset categories: Product complaint, feature request, product appreciation, bug / issue, product question, content attached, and account support. This way you know exactly what follow-up actions to take based on the activity category. In the case of conversations, we’ll even tag multiple categories when applicable, to provide you with an idea of where the conversation may be heading. - [Detecting Viral Content](https://www.commonroom.io/docs/using-common-room/activity-page/detecting-viral-content/): Common Room enables you to monitor and alert on activities that have gone "viral" in your community. We currently support detecting viral content across Reddit posts and Dev.to articles. You can filter for activities that have gone viral and also set up team alerts and workflows to fire when viral content is detected. ### Organizations - [Overview](https://www.commonroom.io/docs/using-common-room/organizations-page/): An organization reflects real organizations (and the Contacts within them) in the real world—not just how they may appear in someone’s database. This means if you have multiple accounts and opportunities from Salesforce related to a single company, or if you have multiple domains related to a company for product usage, all of these will be merged into a single organization profile. - [Profiles](https://www.commonroom.io/docs/using-common-room/organizations-page/organization-profiles/): Each organization has an organization profile page. You can customize what information is surfaced at the top of every organization profile page in your Common Room with key fields, such as revenue, opportunity stage, account owner, or location. - [Tags](https://www.commonroom.io/docs/using-common-room/organizations-page/organization-tags/): Organization tags allow you to filter for organizations with certain attributes, along with the Contacts who work at those organizations. Organization tags can be used to filter on the Contacts, Activity, and Organizations pages. - [Filters and Sorting](https://www.commonroom.io/docs/using-common-room/organizations-page/filters-and-sorting/): Filters on the Organizations page enable you to explore, narrow down, and learn more about your organizations and their Contacts. You can filter the list of organizations by organization filters (shown below), as well as Contact, activity, and signal-specific filters. You can apply one or more filters at a time using AND, OR, and NOT operators to help identify specific organizations based on certain attributes. ### RoomieAI™ - [RoomieAI Spark](https://www.commonroom.io/docs/using-common-room/roomie-ai/roomie-ai-spark-alerts/) - [Organization Research](https://www.commonroom.io/docs/using-common-room/roomie-ai/organization-research/) - [Message Snippets](https://www.commonroom.io/docs/using-common-room/roomie-ai/message-snippets/) ### Reporting - [Room Overview](https://www.commonroom.io/docs/using-common-room/reporting-page/room-overview/): Room overview gives you tools to show the impact of community to your business, measure the health and growth of your community programs, and easily save and share reports with stakeholders. Our goal is to help you measure the impact of community - without all the setup and discovery on what metrics to use - so we start with pre-built reports that were designed in collaboration with industry-leading community teams. - [Business Overview](https://www.commonroom.io/docs/using-common-room/reporting-page/business-overview/): The Business Overview section contains reports that help you understand how your teams activities are directly contributing to the business outcomes you care about such as meetings booked, pipeline generated and closed won opportunities. - [Team Usage](https://www.commonroom.io/docs/using-common-room/reporting-page/team-usage-overview/): The Team Usage Overview section contains reports that help you understand how your team is leveraging Common Room. - [Teams, Managers, and Manager Reporting (Beta)](https://www.commonroom.io/docs/using-common-room/reporting-page/teams-managers-and-manager-reporting/): Teams, Managers, and Manager Reporting give front-line sales managers an org structure in Common Room and a reporting view scoped to it, so a manager can see how their team is doing in one place. - [Activity Summary Emails](https://www.commonroom.io/docs/using-common-room/reporting-page/community-summary-emails/): Common Room offers the ability to set up a recurring email that provides a summary of the activity in your room. - [Save and Share Reports](https://www.commonroom.io/docs/using-common-room/reporting-page/save-and-share-reports/): On the community health at a glance report, you can save and customize your report. To view your community’s metrics based on different filters, set your preferred filters and click Run query. Find all of your saved reports in the ‘Saved reports’ section in the left navigation menu. - [Exporting Data with S3](https://www.commonroom.io/docs/using-common-room/reporting-page/exporting-data-with-s3/): You can export Contact, Organization and Activity data from Common Room into your data warehouse using a shared AWS S3 bucket. ### Accounts - [Accounts](https://www.commonroom.io/docs/using-common-room/accounts/): Manage and analyze your Salesforce Accounts in Common Room, enriched with real-time customer signals. - [Profiles](https://www.commonroom.io/docs/using-common-room/accounts/account-profiles/): View a complete, real-time picture of an account—combining Salesforce data with engagement signals, contacts, and AI-powered insights. - [Filters and Sorting](https://www.commonroom.io/docs/using-common-room/accounts/filters-and-sorting/): Find, prioritize, and monitor the right accounts by combining Salesforce data with real-time signals. ### Prospector - [Prospector](https://www.commonroom.io/docs/using-common-room/prospector/): With Prospector, you can easily pull in the profiles and contact details of any non-engaged ideal personas for target accounts, including decision-makers and economic buyers who may be inactive in your product or community and not tracked in your CRM. - [Boolean Search](https://www.commonroom.io/docs/using-common-room/prospector/boolean-search/): Use Boolean search to create precise, powerful queries in Prospector. Combine keywords with operators to find exactly the contacts and organizations you're looking for. ### Set Preferences - [Account](https://www.commonroom.io/docs/set-preferences/account/): An overview of information and answers to common questions about your Common Room account. - [App Settings](https://www.commonroom.io/docs/set-preferences/app-settings/): You can access app settings by clicking the settings gear icon at the bottom of the left navigation menu. Your settings allow you to configure a number of options for Common Room. - [Tags](https://www.commonroom.io/docs/set-preferences/tags/): The tags setting page allows you to manage your Contact, Organization, and Activity tags. You can also see basic stats on tags such as how many times they have been used or when they were created. Common Room provides a set of default tags, but you can also create your own custom tags here in the settings page. - [Scores](https://www.commonroom.io/docs/set-preferences/scores/): Room admins can create custom scoring models for Contacts and Orgs using all fields available in Common Room. - [Fields](https://www.commonroom.io/docs/set-preferences/fields/): Fields allow you to define custom properties to track on Contact or Organization profiles. Fields can be configured from the settings page by Common Room users with Owner permissions. - [Team Access](https://www.commonroom.io/docs/set-preferences/team-access/): The team access settings page allows you to manage roles and permissions and allow access for your team, including the full list of users and their role type. - [Hidden](https://www.commonroom.io/docs/set-preferences/hidden/): This settings page lets you view and manage all members and topics that are hidden from search results and activity. - [API Tokens](https://www.commonroom.io/docs/set-preferences/api-tokens/): Create new API tokens to use with the Common Room API. - [Webhooks](https://www.commonroom.io/docs/set-preferences/webhooks/): Webhooks enable you to send member, organization, and activity data to external services based on what's happening in Common Room. You can connect directly with services that support webhook triggers (like Zapier), or even build your own tools to consume and route your webhooks. - [Notifications](https://www.commonroom.io/docs/set-preferences/notifications/): Notifications enable you and your teams to stay on top of what's happening with the members, organizations, and segment you follow. The notifications page in settings allows you to view and manage all of your notifications. - [General](https://www.commonroom.io/docs/set-preferences/general/): The general settings tab allows you to update several pieces of information about your room.