Create and share a Beagle Room

Why a room, not a form

Every deal starts with the same ritual: the prospect has twenty questions, you have a calendar, and the first call burns thirty minutes on facts your website almost answered. A Beagle Room flips that. Your prospect gets a private space where your Beagle answers the questions they’d never bother putting in an email — at 10pm, on a Sunday, in whatever order they want — and you get a recap of everything that happened.

Create the room

1. 1

   Pick the right Beagle

   The room inherits its Beagle’s knowledge, so choose the one that matches this deal’s motion — enterprise deal, Enterprise Beagle.
2. 2

   Create and name it

   In the Beagle’s Rooms page, create a room and name it for the deal — “Acme × The Beagle” reads better on both sides than “Room 7.” You can also just ask the assistant to create it.
3. 3

   Add room-level context

   Before your prospect arrives, drop in what makes this deal specific: the proposal you sent, their industry, notes from your first exchange. Thirty seconds here is the difference between a room that feels custom and one that feels canned.

Share the link

Every room has one private link. Send it however you already talk to your prospect — email, LinkedIn, a calendar invite. The access model is deliberately simple: the URL is unguessable, and opening it requires signing in. Private, but no invitation-list ceremony; your champion can forward it to their security lead without asking you to provision anyone.

Room link

thebeagle.ai/rooms/fetch-waggleCopyCopied

AAva Nguyen opened the room

We’re rolling out to 40 seats — SSO is a must, and we decide by end of Q3.

A

SAML SSO is included on the Team tier — here’s how a 40-seat rollout works.

Context saved for your team

Your Beagle answered 7 questions overnight

What your prospect experiences

They open the link, sign in, and land in a chat with your Beagle. Good rooms get used because the seller sets the frame when sharing the link — try: “Ask it anything you’d ask me, and tell it what matters on your side so our first call skips the basics.” Prospects who share their context — team size, timeline, must-haves — get sharper answers and a faster first call.

The recap: walk in starting in the middle

As the room gets used, The Beagle composes a summary of what happened: what was asked, what matters to them, what to bring to the call. Both sides get the shared picture, and you additionally get a seller’s view that stays on your side of the table. The first meeting stops being a fact-finding mission and starts in the middle of the deal.

Fetch & Co. × Waggle

Your Beagle, gathering context

Live

Budget’s approved — we’ve got 40 seats to roll out.

A

Noted! What’s driving the timeline on your side?

We decide by end of Q3 — and SSO is non-negotiable.

A

Recap for you — before the call

Budget approved — 40 seats

SSO is non-negotiable

Decision by end of Q3

Your meeting starts in the middle

Qualify without calendar time

Not every deal deserves a meeting, and the room finds that out for you. When the questions reveal a mismatch — budget, timeline, a requirement you don’t meet — it shows up in the recap instead of in a thirty-minute call you can’t get back. A room that disqualifies a bad-fit deal earned its keep too.