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A Roundtable is a shared online space for a single deal where you and your buyer work side by side. You invite the buyer to a private link, they join in seconds, and from then on both sides see the same plan, the same files, and the same conversation. Doris does the machine work behind it — remembering, tracking, and nudging — so the deal moves on a surface you both trust. The agent stays in the deal, never in the conversation. Doris never sends automated messages to your buyer — every reminder and mention is a person deliberately choosing to reconnect with another person.

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What it is

Each deal gets its own Roundtable: a focused room that brings everything that matters into one place.
  • One shared link per room — You invite your buyer with a single link. There’s no separate account to create and no password to remember.
  • Buyers join by verifying their email — When a buyer opens the link, they confirm a code sent to their inbox. That’s it. They’re in the room as a member, with no software to install.
  • One source of truth — The action plan, files, recordings, links, and chat are the same for everyone in the room. No more chasing the latest version across email threads.
You stay in control of the link. Rotate it at any time and the old link stops working — useful if a room link has been shared too widely.

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Mutual action plan

The heart of the Roundtable is a shared plan of who owes what — in both directions. It tracks the commitments your team has made and the ones the buyer has made, all the way to completion.
  • Both sides, one board — Your commitments (send the proposal, arrange the demo, deliver the POC) sit alongside the buyer’s (loop in the decision maker, send data, give feedback).
  • Buyers mark their own items done — When the buyer completes a task, they tick it off in the room, and the update flows straight back to the deal in your console.
  • Progress everyone can see — Each item shows its owner, due date, and status, so there’s never ambiguity about what’s next or who’s holding it.
Roundtable commitments are the same commitments Doris captures from your conversations, so the plan stays in sync with the deal. For the full picture across your pipeline, see Commitments.

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Chat with mentions

Both sides can message directly in the room — questions, updates, quick answers — without leaving for email.
  • Mention a member — Type @ and pick anyone in the room to call their attention to a message.
  • A gentle email nudge — When you mention someone, they get an email letting them know, with a link straight back to the room.
  • No inbox spam — Mentions are batched. A flurry of messages becomes a single “mentioned you” email rather than a stream of notifications — at most about one email per person every few minutes.

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Reminders

Every action-plan item has a Remind button. One click sends a friendly email nudge to whoever owns that task — your teammate or the buyer.
  • You choose to send it — Nothing is automated. A reminder only goes out because a person decided to send it.
  • A built-in cooldown — Each item can only be nudged once a day, so reminders never turn into pestering.
Use a reminder when a task has been sitting too long. Because the nudge comes from a real person inside the deal, it lands as a helpful prompt — not a robotic chase.

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Files and recordings

Share what the buyer needs to see, all in one place.
  • Documents — Drop proposals, pricing, security docs, or anything else into the room. The buyer finds them in a single, organized list instead of scrolling through old emails.
  • Meeting recordings — Share recordings of your calls into the room so the buyer (and anyone they bring in) can revisit what was discussed and catch up at their own pace.
Beyond files, you can curate a small set of useful links for the buyer — pricing, help docs, a shared drive, anything that lives elsewhere. They appear as a tidy list in the buyer’s view, so the key resources are always one click away. Buyers can’t edit the list; you curate exactly what they see.

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Your branding

The room feels like your company, not a generic tool. Your logo appears in the buyer’s view — tuned for both light and dark — so the Roundtable reads as a natural extension of your brand.

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For reps: the cockpit

You manage everything from the deal’s Roundtable tab in your console. From there you can:
  • Build and update the mutual action plan
  • Add and organize files and recordings
  • Invite and manage members
  • Read and send chat messages
  • Curate useful links
  • Control the room link and your branding
Everything you do in the cockpit is reflected instantly in the buyer’s view, so the two sides never drift apart.

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How buyers join

Joining is deliberately frictionless and private:
  1. The buyer opens the link you shared.
  2. They enter their email and confirm a one-time code sent to their inbox.
  3. They’re in — no account, no password, no install.
Buyers only ever see what’s been shared into the room. The deal intelligence, scores, and internal notes in your console stay private to your team. And throughout it all, Doris never reaches out to your buyer on its own — every nudge is a person choosing to reconnect with a person.
The Roundtable is the “people connect” surface. Doris handles the remembering and the follow-through; you and your buyer do the human work of moving the deal forward.