AI for deal rooms
An interactive deal room for every buyer. Built by AI, guided by you.
Walnut is digital sales room software that builds itself: describe the deal and Walnut’s AI assembles the room — demos, docs and a mutual action plan, personalized from your CRM.
You review, edit and publish.
Trusted by Leading B2B Revenue Teams. Closing Deals 34% Faster
Building the room
Describe the deal. Walnut builds the room.
Deal rooms only ever failed for one reason: nobody had time to build them. AI Mode lives in the deal room editor — ask for a room and it drafts the pages, writes the copy from your knowledge base, pulls the deal from Salesforce or HubSpot, infers the buyer’s palette and generates the mutual action plan. Undo, redo, or revert a whole agent run in one click.
The room
The digital sales room your buyer actually uses. Not another attachment.
Every digital sales room Walnut builds holds live demos they can click, every document in one place, and pages you reveal as the deal moves — with search across all of it.
Their logo and their colours, not your software’s. Your champion gets something they can forward to the people who never joined a call.
Mutual action plan
One plan, both sides of the deal. Drafted from the deal itself.
Stages, tasks, owners and dates — drafted from the deal by the agent, then refined by chat. Your buyer ticks items off; you watch it happen.
Call it whatever they call it: Your Next Steps, Onboarding Plan, Go-Live Checklist.
Mini-apps
Ask for an ROI calculator. Get a working one.
Describe it in chat and the agent codes it, running live in the room — sliders that move, numbers that recalculate, tiers that compare. Not a screenshot of a calculator.
It inherits the room’s colours, runs sealed off from the page, and saves to your library so the next deal reuses it instead of paying to build it again.
From your CRM
A room for every deal. Without a rep building one.
Rules spin rooms up automatically from CRM properties, on an approved template. And you no longer need an opportunity at all — start a room for early discovery, an ABM account, or a post-close handoff. Approved sections keep 200 rooms on message, and every edit sits in a private draft until you publish.
Deal intelligence
Know which deals are real. Before the forecast call.
Every view, share and return visit is a signal, read across every stakeholder — including the ones nobody logged. Engagement and risk sync to your CRM, and the deal owner or the account owner from your CRM hears about it by email.
Also in every room
The rest of it, without a section each.
Co-branding
Two logos in the banner
Your mark and theirs, side by side, so the room reads as a shared workspace.
Checklists
Things the buyer can tick off
Interactive checklists inside any text section, not a static list of bullets.
Documents
Excel, PowerPoint and Word inline
Opened in the room, not downloaded — so you still see who read what.
Deep links
Send them to the exact spot
A link to any page, section or item, so “where is it?” stops being a reply.
Search
Find anything across every page
A search box in the room’s top bar that matches every content item, on any page.
Branding
Gradients, not just flat colour
Multi-stop gradients on backgrounds and the player — and the agent can author them.
Fully integrated with your stack
Script, share, and analyze your Walnut.io demos at superspeed with powerful integrations.
Enterprise-grade security, and governed AI
Enterprise-grade security, and governed AI
SOC 2 Type II, SSO and role-based access as standard. The AI is governed the same way: the AI Center shows exactly what every agent run cost and who ran it, guardrails set what the agent may touch, and rooms can run on your own LLM keys so prompts stay inside the vendor contract your legal team already approved.
Frequently asked questions
A digital sales room is a centralized, online space where sales reps and buyers share content, track deal progress, and collaborate in real time. It replaces scattered email threads and file attachments with a single link both sides can access throughout the sales cycle.
A virtual data room is designed for secure document storage during due diligence or M&A. A digital sales room is built for active selling — it includes interactive demos, mutual action plans, engagement analytics, and CRM integrations to move deals forward.
At minimum: product demos, relevant sales collateral, a mutual action plan, and buyer engagement tracking. Walnut adds interactive demos, one-click room automation from your CRM, and 360-degree deal intelligence that flags at-risk deals early.
They eliminate back-and-forth by giving buyers self-serve access to demos and collateral on their own schedule. Reps get real-time engagement signals showing which stakeholders viewed what, so they can follow up at the right moment instead of guessing.
Yes. Walnut’s digital sales room tracks every interaction — who opened the room, which demos they viewed, how long they spent on each asset, and which stakeholders haven’t engaged yet. All signals sync to your CRM for accurate forecasting.
