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The Home page is your starting point when you open Doris. It shows your most important actions and a snapshot of what’s happening across your pipeline.

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What’s on the Home page

AI Chat

Start a new conversation with Doris right from the home page. Ask about deals, prep for meetings, or create content.

Outbox

Jump to your outbox to review deal updates, CRM pulse suggestions, and items waiting for your attention.

Deals

Go straight to your pipeline — see all active deals with qualification scores and risk indicators.

Library

Browse your files, artifacts, offers, and other content in one place.
A commitments widget shows your open and overdue commitments at a glance, and your upcoming calendar helps you see what’s next. The sidebar gives you direct access to everything in Doris:
  • Deals — Your full pipeline with list and board views
  • Commitments — Cross-deal view of all open commitments
  • Companies — Account profiles with contacts, deals, and meeting history
  • Meetings — All recorded conversations and transcripts
  • Offers — Commercial proposals linked to deals
  • Files — Uploaded documents and knowledge base content
  • Artifacts — Presentations, documents, and generated content

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How data flows in

Doris builds your workspace automatically from three sources:
  1. CRM sync — Companies, contacts, and deals from HubSpot, Salesforce, Attio, or Affinity
  2. Meeting transcripts — Insights extracted automatically from every recorded conversation
  3. Email tracking — Email conversations linked to contacts and deals via Outlook Email
After every meeting, new evidence appears automatically in the relevant company and deal profiles — pain points, objections, value drivers, decisions, and stakeholder roles.
Everything in Doris is searchable. Use the search bar to find anything across companies, contacts, deals, and meeting content.