Overview

The Conversation tab on an opportunity is where you draft deal communications with ContextIQ. You pick a sales play — a guided template such as Economic Buyer Outreach or Competitive Battle Card with Win Tactics — describe what you need, and ContextIQ writes a draft grounded on that deal’s details, notes and framework gaps.

Every message needs a play. You pick a play first, then send. The send button stays unavailable until a play is selected and you have typed a message.

Opening the Conversation tab

There are three ways in, all from an opportunity:

The tab: open an opportunity from Deals → Opportunities and select the Conversation tab, the last tab in the tab strip.
The header button: select Ask ContextIQ in the opportunity header. This opens the same tab.
From a next best action: on the Cockpit tab, select Draft with ContextIQ on any card under Next best actions. The Conversation tab opens with that action written into the message box as a starting prompt, and a notice reads Suggested next step loaded followed by the action’s title and “Pick a play and send when you’re ready.” Select the × to dismiss the notice.

The tab has its own address, /crm/opportunities/<id>?tab=conversation, so you can bookmark it.

What you see

Before you send anything, the tab shows the play gallery at the top and an empty conversation headed Move this deal forward. The message box (the composer) sits at the bottom of the tab.

The play gallery

The gallery is headed Sales plays and groups the plays into two sets:

Sales Follow-up — short, deal-moving messages such as Discovery Questions, Economic Buyer Outreach, Champion Development, Stakeholder Re-engagement, Objection Handling, Closing Plan and Check-in.
Enterprise Sales — longer strategy pieces such as Discovery Call Planner with Personalized Questions, Stakeholder Mapping & Influence Strategy, Value-Driven Proposal Builder with ROI Framework, Competitive Battle Card with Win Tactics and Proactive Deal Risk Review (Pre-Mortem).

To find a play:

Use the filter buttons All plays, Sales Follow-up and Enterprise Sales.
Type in Search plays… to match on a play’s name or description. Press / anywhere on the tab (when you are not typing in a field) to jump to the search box. If nothing matches, you see No plays match followed by your search.
Select a play card to choose it. The selected card is highlighted.

Once a conversation has started, the gallery collapses to a single row with a few quick-pick play chips. Select the chevron button (Browse all plays) to expand it again, or Collapse plays to fold it away.

The composer

From top to bottom, the composer shows:

The selected play — the play’s name and its group, for example Closing Plan · Sales Follow-up. Select the × (Clear play) to deselect it.
Review before sending — appears when the play needs details that Summit53 could not fill from the deal. Each detail is a small chip with its own text field. Empty chips are highlighted and show add…; type a value to fill them.
Grounded on — chips showing the deal context the draft will draw on (see below).
The message box — placeholder Ask anything about this deal, or pick a play above…. Describe what you want the draft to do. The box grows as you type. Send with the arrow button, or press ⌘ + Enter (Mac) or Ctrl + Enter (Windows).
The Enhanced search toggle and a keyboard hint on the bottom row.

Grounded on

The Grounded on chips tell you what ContextIQ knows about this deal before you send:

Notes: the number of recent notes summarised (for example 5 notes summarised), or No notes yet when the deal has no notes summary.
Frameworks: MEDDPIC: <component> gap when a MEDDPIC component is weak, otherwise Frameworks reviewed.
Stage: the deal’s current stage.
Close: the deal’s close date.

Behind these chips, Summit53 also passes the opportunity’s name, amount, probability and description, the account and organisation descriptions, whether the deal is marked strategic, and a summary of your MEDDPIC, BANT and SPICED scores and evidence. The richer those records are, the more specific the draft.

Enhanced search (Ultimate plan)

Enhanced search adds live web research to a draft. It is available on the Ultimate plan. On other plans the toggle is greyed out and reads Ultimate · live web + 10-K research.

On the Ultimate plan, Enhanced search switches on automatically when you pick a play that benefits from research, such as many of the Enterprise Sales plays.
While it is on, the composer shows Deep research model engaged.
When a draft used web research, its card shows an Enhanced pill and its Grounded on line lists the web sources used.
Searches count against your plan’s monthly search quota.

Working with a draft

Your message appears in the conversation, tagged with the play you used. ContextIQ’s reply appears as a card titled with the play’s name. While the draft appears, the card shows AI · drafting and lists the deal inputs it is drawing on. When it finishes, the pill changes to AI draft. The model used is shown in the card header.

Each finished draft has a Grounded on line and these actions:

Copy — copies the draft to your clipboard. You see Draft copied to clipboard.
Save as note — adds the draft to the deal as a note, named after the play and today’s date, so it appears in the deal’s activity. You see Saved to deal as a note.
Email draft — opens a new email in your default mail app, with the draft as the body and the play and account name as the subject. You see Opening draft in your mail client….
Regenerate — re-runs your last message and replaces the reply with a new draft.
Good draft / Needs work (thumbs up and down) — marks the draft for your own reference in this browser.

You can keep the conversation going: pick the same or a different play, add a follow-up instruction and send again. Earlier turns in the conversation are included as context.

Where your conversation is kept

Your conversation history for a deal is kept in this browser. When you come back to the same deal in the same browser, your earlier messages and drafts are still there. Teammates do not see them, and they do not follow you to another browser or device. To keep a draft on the deal for everyone, use Save as note.

Step by step

Draft with a play

Open the opportunity and select the Conversation tab.
Check the Grounded on chips. If you see No notes yet, consider adding a note to the deal first.
Choose a play from Sales plays, using the filters or Search plays….
Fill any highlighted chips under Review before sending.
Describe what you need in the message box: the audience, the goal and anything said in the last meeting.
Press ⌘/Ctrl + Enter or select the send arrow.
Read the draft, then Copy, Email draft or Save as note. Use Regenerate or send a follow-up to refine it.

Turn a next best action into a draft

On the opportunity’s Cockpit tab, find the action under Next best actions.
Select Draft with ContextIQ. The Conversation tab opens with the action, why it matters now and its recommended steps in the message box.
Pick a play that fits the action, edit the message if you need to, and send.

Example scenarios

A stakeholder has gone quiet

Filter to Sales Follow-up and select Stakeholder Re-engagement.
In the message box, name the person and their role, say when you last spoke and what you want from them next.
Send and review the draft, then select Email draft to open it in your mail app and personalise it before sending.

A competitor has entered the deal

Filter to Enterprise Sales and select Competitive Battle Card with Win Tactics.
Fill any highlighted chips under Review before sending.
Describe what you know about the competitor’s position in this deal, then send.
Select Save as note so the battle card stays on the deal for your team.

Checking a late-stage deal for risk

Select Proactive Deal Risk Review (Pre-Mortem) from Enterprise Sales.
Check that the Grounded on chips show the current stage and close date.
Ask for the most likely reasons this deal could slip or be lost, and the steps to address each one, then send.
Use the reply to plan your next actions, and save it as a note if you want to review it with your manager.

Messages and errors

Pick a play before sending. — you tried to send without a play selected. Choose a play first.
Failed to load play details — the selected play could not be loaded. Select it again or reload the page.
Failed to load conversation data — the deal context could not be loaded. Reload the page.
Search enhancement requires the Ultimate plan. Upgrade to access real-time market intelligence.
Search quota exceeded. You have used all your searches this month.
Could not save note — the draft was not saved to the deal. Try again, or copy it and add the note yourself.

Troubleshooting

The send button is greyed out. Pick a play and type a message; both are required. You also cannot send while a draft is still being generated.
The draft is generic. Check Grounded on. Add notes to the deal, keep the opportunity and account descriptions up to date, and fill every highlighted chip. Be specific in your message.
My earlier conversation has disappeared. History is kept per browser. If you switched browser or device, or cleared your browser data, the earlier conversation is not available. Notes you saved remain on the deal.
Enhanced search is greyed out. It is only available on the Ultimate plan.
Email draft does nothing. Your computer needs a default mail app. Otherwise, use Copy and paste the draft into your email.
Always review before sending. Drafts are a starting point. Check names, figures, company details and commitments against the deal before anything reaches a customer.

Opportunity Conversation: Draft with ContextIQ