Create and share a Beagle Room

Why a room, not a form

Every deal starts with the same ritual: your contact 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 contact gets a private space where your Beagle answers the questions they’d never bother putting in an email. They can ask 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 × 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 contact 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 contact, whether that’s email, LinkedIn, or 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

Welcome, Ava. What would a smooth rollout look like for your team?

Quick, with little lift from our team. How long does setup take?

A

Most teams are set up within two weeks. Here's how it works, step by step.

Context saved for your team

Your Beagle answered 7 questions overnight

What your contact experiences

They open the link, sign in, and land in a chat with your Beagle. Good rooms get used because you set 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.” Contacts who share context like team size, timeline, and must-haves get sharper answers and a faster first call.

The recap: walk in starting in the middle

As the room gets used, 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 provider’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

Where does the decision stand on your side?

Budget's approved for a team of 40, and we decide by end of September. A quick setup is a must. Can you onboard everyone at once?

A

Onboarding guide

Yes. Whole teams onboard together, usually within two weeks.

Your recap before the call

Budget approved for a team of 40

A quick setup is a must

Decision by end of September

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.