Agent block: What we heard

Show buyers that you actually listened. The "What we heard" block creates a personalized summary of everything the buyer shared about their goals, challenges, and priorities, and displays it directly in their sales room.

After your discovery or demo call, this block reads the transcripts (and any emails or notes from your CRM) to generate a concise, buyer-facing summary of highlights that include:

• The main goals the buyer wants to achieve

• The specific challenges or pain points they described

• Key context about their current situation or team

The buyer sees this in their room and immediately recognizes the conversation they had with you. It signals that you understand their situation AND makes them feel heard.

Here is an example of a "What we heard" block based on the configuration that follows below:

Buyers often receive generic follow-up materials after a demo. Seeing a personalized summary of their own words and priorities in the room creates an immediate "they get it" moment that builds trust and keeps the deal moving.

It also removes a common follow-up task for a sales rep of writing a custom recap email or slide after every call.

💡 Pro tip: This block works best when placed near the top of the room, right after your intro section. It sets a personalized tone before buyers scroll through your content.

After adding an agent block to your template:

1. Title the block "What we heard" (or something similar)

2. Add the agent instructions (see prompt below if you want to copy this exact one)

3. Hit Next

Review all available discovery sources, including call transcripts, notes, emails, and prior interactions.

Synthesize what the prospect has explicitly said or clearly implied about their business challenges, goals, and decision drivers.

Output requirements:
Put content into 3 sections:

• The main goals to achieve

• The specific challenges or pain points described

• Key context about their current situation or team

For each section

• Formant the information in each section as concise bullet points (one short sentence per bullet).

• Include up to 3 bullets maximum.

• Do not invent, exaggerate, or infer beyond what the prospect has actually communicated.

The goal is a clear, credible “you said this” snapshot that the prospect would recognize as accurate and fair.

Tell the agent when to run (either at creation or ANYTIME there are new updates in the CRM)

And, tell the agent when to make changes (with or without your approval)

In this example, we want the agent to only run when the room is first created after the initial demo call and to automatically add the content without our approval needed

When your room is created, you'll see the Agent blocks get to work.

And because we have auto-approval on, the content will automatically be added