Introducing RoomieAI™ Capture: Cut account prioritization and personalization from 60 minutes to 60 seconds

There’s data you can buy and there’s data you have to hunt down yourself. The former can be helpful. The latter is what sets your go-to-market motion apart.

Lots of vendors sell standard datasets that help you fill in the blanks of account profiles. But the fastest-growing and most customer-centric organizations know it’s hyper-relevant, often niche data points that help you deliver a better customer experience than your competitors.

Think structured data—like product pricing and employee count info pulled from market research reports and business directories—and unstructured data, like cloud strategies highlighted in 10-Ks and business priorities revealed in podcast interviews.

These insights are the difference between chasing wrong-fit accounts and prioritizing ready-to-buy prospects. Between an email that gets sent to spam and one that inspires buyers to book a meeting.

Our customers told us that getting their hands on this data—whether for prioritization or personalization—is painful.

The burden is either punted to Ops (manual web scraping for structured data) or sales reps (manual research and interpretation for unstructured data).

We’re here to help.

Today we’re launching RoomieAI Capture—an agentic data and signal hunter that helps you cut account prioritization and personalization from 60 minutes or more to 60 seconds or less.

Data and signal capture is the first step on the pipeline journey. Not just to figure out which accounts to target, but who, where, when, why, and how.

It’s also foundational to our expanding suite of AI agents.

Data and signal capture is broken

Time-crunched reps try their best to dig up data specific to your customers, either by manually toggling between annual financial statements, job listings, and news articles or stitching together AI outputs, prompt after prompt after prompt.

The best do, at least. The rest skip research altogether or under-investigate, making every successive step in the sales process—choosing which accounts and prospects to go after first, building a compelling point of view, personalizing an outbound message—less effective.

Even if reps are using an AI copilot, the quality of the result is wholly dependent on their prompting prowess. Fine-tuning takes trial and error and the process must be repeated ad nauseam, across every account, rep by rep. It’s not a recipe that scales.

Then there’s the problem of undifferentiated outputs. LLMs are built on the same commoditized datasets every other organization has access to. They can save reps hours of time on manual research, but they can’t dig deeper than publicly available information.

Besides, the final output is copy-pasted to some doc or spreadsheet for SDRs and AEs to argue over during account planning—outside the stack, outside daily workstreams, and outside the point of action.

Reps still have to parse through reams of data, pick and choose which details matter most, identify high-fit prospects within accounts, and craft compelling messaging—all before taking action. The screen switching never stops.

How RoomieAI Capture helps

Our customers don’t want another siloed tool that promises to speed up tedious work. They want an AI colleague that will do the work itself.

One that’s tailored to their specific account planning methodology, trained on their unique signal data, and deeply embedded in their existing workflows.

RoomieAI Capture is fully integrated with your stack, always on, and ready to turn what was once a tedious time sink into a competitive advantage.

Auto-surface granular account insights from every corner of the web, automatically spotlight top contacts for outreach via signal-based scoring models, and deliver it all instantly in one rep-friendly UI.

And that’s just the start.

What sets RoomieAI Capture apart

Building an AI to fetch data from the web and deliver it to reps isn’t all that difficult.

Building an AI that activates your unique signal data via retrieval augmented generation—and surfaces insights from the public web tailored to your unique GTM motion—is.

The efficacy of any AI agent ultimately comes down to its data foundation. Quality in equals quality out.

And Common Room is uniquely positioned to deliver on quality.

No other technology offers the same level of data breadth, depth, and flexibility as our customer intelligence platform, thanks to our AI-powered signal capture, identity resolution, and waterfall enrichment capabilities.

From web visits, product usage, and CRM records to social engagements, open-source activity, and community interactions, all your first-, second-, and third-party data and signals are auto-captured and unified in one place.

Combined with out-of-the-box job-change, job listing, and news event tracking—and now deep research across the public web—RoomieAI Capture provides a full spectrum view of account dynamics across every available data source.

Just as importantly, we’ve made surfacing, organizing, and actioning on this information as easy as possible for reps by designing our always-on agent to be deeply embedded in their day-to-day workstreams.

Here’s how.

Seamlessly scale account prioritization and planning

Account research

Select accounts and topics to research

• Tell our capture agent which accounts to deep dive based on your unique criteria—firmographic fit, behavioral details, CRM records—via an easy-to-use UI built for RevOps and sales managers.
• Then tell it which topics to research and summarize to support your unique account prioritization and planning framework, from business initiatives and competitive analysis gleaned from the public web to prior interactions recorded in Gong to free trial sign-ups logged in your product usage data.
• Soon expand agentic data and signal capture to the contact level to conduct deep research on individual prospects.

Deliver insights to reps where they work

• Our agent will provide reps with brief summaries of research topics they can click into for more info or map to their CRM whenever they view an org’s profile in Common Room, no prompting or copy-pasting necessary.
• Every rep receives an up-to-date executive summary of the account, why it is or isn’t the right fit, and how to think about positioning right at the top of the page.

Instead of going down the rabbit hole in search of account context and wasting time trying to dig up relevant info, reps get ready-to-action insights delivered right where they work, right when they need them.

Research filtering

Create and automate research-based plays

• Slice and dice accounts and contacts in Common Room based on AI research, from recent activity and primary competitors to user sentiment and strategic priorities.
• Create highly granular account lists that match specific research findings—like SOC 2-compliant target accounts that are using competitive tech, undergoing leadership changes, and facing down new competitors in their industry.
• Automate next steps using fully customizable workflows and auto-generated messaging based on dynamic variables that pull from all signal data captured in Common Room.

Instead of prioritizing and personalizing account by account, reps can rapidly aggregate and action on insights across your entire prospect and customer base.

Agent customization

Customize agentic research

• Choose from out-of-the-box research topics or create custom topics that pull from internal data—like webpage views, LinkedIn engagements, and GitHub activity—as well as publicly available datasets.
• Organize how research summaries for org- and activity-level insights are delivered to reps and templatize how intel is shared across every account in a rep’s book of business.

Instead of hopping between data silos, parsing PDFs, and struggling with prompt-and-response workflows, reps can access deep research that matches your GTM motion and account planning framework instantly.

Playbook

Automate account research with agentic AI

Instantly scale deep research across every rep’s book of business.

Explore playbook

Effortlessly engage the right prospects with the right message

Suggested contacts

Auto-surface high-fit buyers

• Our capture agent automatically spotlights the best contacts to outreach at any account using signal-based scoring.
• These models, which provide our customers with a 2-3x lift in propensity-to-buy, are based on machine learning-enriched fit and behavioral insights pulled from all data and signals captured in Common Room.
• Soon our agent will tell reps exactly why certain contacts are ideal candidates for outreach via a brief summary of all available fit and behavioral data.

Action on contacts with one click

• Reps can action on insights from our capture agent—like adding contacts from an account to a personalized outbound sequence—directly from the same UI, no screen switching necessary.

Instead of struggling to figure out the best way to break into a target account and searching for right-fit contacts, reps get economic buyers served up on a silver platter.

RoomieAI Activate

Generate personalized messaging on the fly

• Combine our capture agent with RoomieAI Activate, an agentic outreach expert that auto-generates highly personalized, highly relevant messaging in real time for every contact using RoomieAI Capture research.
• Send or sequence auto-generated outbound with a single click—or automate the process from end to end using our fully customizable workflows.
• Soon let RoomieAI Activate suggest and build message snippets based on account- and contact-level research.

Instead of agonizing over email copy or stitching together signals, reps can go from signal to send lightning-quick—or on full autopilot.

Playbook

Scale personalized outbound with AI

Auto-generate messaging to reach out with relevance.

Explore playbook

Capture and activate every signal, everywhere

What separates revenue leaders from revenue laggards hasn’t changed.

Deep account research, clear pathing, and informed outreach are all still crucial.

What’s changed is how we accomplish these tasks.

Not with sales-unfriendly copilots that require a PhD in prompting. Not with AI spam cannons. But with an always-on coworker that will do the heavy lifting without being asked.

Our goal isn’t just to make your best reps better—it’s to help every rep perform like the best.

¹The first 5,000 orgs researched by RoomieAI Capture are free for all customers on all plan levels.

²Personalized messages created by RoomieAI Activate are free and unlimited to use on all plan levels.

Enter the era of agentic pipe gen with Common Room

Get started for free or get in touch to see how Common Room’s agentic AI shows you who to target, when to engage, and how to convert.