# Dealwize

> Dealwize is the AI Sales Agent for B2B revenue teams that turns customer conversations into closed revenue by automating Mutual Action Plans, detecting deal risks early, extracting pristine MEDDPICC data, and calculating objective Deal Health scores.

## Core Platform & Capabilities
- [Homepage](https://dealwize.co/): Overview of the Dealwize AI Sales Agent for B2B revenue teams.
- [Platform Overview](https://dealwize.co/product): Comprehensive breakdown of Dealwize features, multi-agent AI workflows, and CRM integrations.
- [Pricing Plans](https://dealwize.co/pricing): Transparent pricing details for Starter, Growth, and Enterprise plans.
- [AI Health Score](https://dealwize.co/health-score): Objective 0–100 deal health scoring measuring uncertainty reduction and verified buyer commitments.
- [Mutual Action Plans](https://dealwize.co/mutual-action-plan): Living buyer-seller dealboards with balanced ownership and real-time engagement telemetry.
- [Deal Qualification](https://dealwize.co/deal-qualification): Continuous extraction of MEDDPICC, BANT, and deal risks from call transcripts.
- [Remote Model Context Protocol (MCP)](https://dealwize.co/mcp): Native Remote MCP server connecting Dealwize directly into Claude, ChatGPT, and custom AI agents.
- [Documentation Hub](https://dealwize.co/docs): Official technical product guides and setup documentation.

## Product Documentation
- [Buyer Engagement Analytics: Real-Time Telemetry & Reciprocity Tracking](https://dealwize.co/docs/deal-boards/buyer-engagement-analytics): How Dealwize tracks buyer dealboard sessions, tab views, collateral consumption, and task completions to measure objective deal momentum.
- [Content & Document Management: Uploads, Categories & Milestone Linking](https://dealwize.co/docs/deal-boards/content-and-document-management): How to upload sales collateral, organize documents into custom categories, preview files in-browser, and link assets directly to Mutual Action Plan milestones.
- [Interactive Q&A Module: Contextual Buyer Objections & Resolution](https://dealwize.co/docs/deal-boards/interactive-qa-module): How to use Dealwize's Deal Board Q&A module to resolve buyer objections in context, organize questions by asset, and accelerate decision-making.
- [External Stakeholder Access: Read-only vs. Collaborate Permissions](https://dealwize.co/docs/deal-boards/stakeholder-access-and-permissions): How to invite prospect buying committee members, configure external access levels (Read-only vs. Collaborate), and manage passwordless client magic links.
- [Automating Deal Qualification: MEDDIC, BANT & CHAMP Frameworks](https://dealwize.co/docs/deals/qualification-meddic-bant-champ): How Dealwize unifies BANT, CHAMP, and MEDDIC qualification into a single canonical model, automates field extraction from calls, and computes weighted completeness.
- [Managing and Resolving Deal Risks: The Deal Risk Matrix](https://dealwize.co/docs/deals/risk-detection-and-matrix): How Dealwize detects hidden deal blockers early, categorizes risks by severity, and recommends actionable, collaborative mitigation steps.
- [Understanding Deal Health & Scoring Mechanics](https://dealwize.co/docs/deals/understanding-deal-health): How Dealwize calculates objective Deal Health scores (0–100) by measuring uncertainty reduction, verified buyer commitments, and milestone velocity rather than rep optimism.
- [Signing In: Google OAuth, Work Email & Team Workspaces](https://dealwize.co/docs/getting-started/account-creation-and-login): Learn how to authenticate with Dealwize using Google SSO or email, and how corporate email domains automatically route you into your team's workspace.
- [Generating Deal Health One-Pagers: Via Email or Web](https://dealwize.co/docs/getting-started/generating-deal-health-one-pager): How to generate comprehensive Deal Health One-Pagers using Dealwize. Step-by-step instructions for generating reports via email forwarding or the interactive web analyzer.
- [5-Minute Quickstart: Turn Call Transcripts into Closed Deals](https://dealwize.co/docs/getting-started/quickstart): Get started with Dealwize in 5 minutes. Learn how to forward call transcripts, review Deal Health diagnostics, and share your first collaborative Deal Board.
- [Managing Team Access: Roles, Permissions & Workspace Seats](https://dealwize.co/docs/getting-started/team-access-and-roles): How to invite internal colleagues, configure workspace roles (Admin vs. Member), assign team milestone owners, and manage billable user seats in Dealwize.
- [Workspace Settings & Administration: Profile, Integrations, Organization & Billing](https://dealwize.co/docs/getting-started/workspace-settings-and-administration): A comprehensive guide to managing your Dealwize account, personal profile, MCP API keys, company branding, custom domains, and subscription billing.
- [Connecting Dealwize to Web-Based AI Accounts (Claude Web, ChatGPT & IDEs)](https://dealwize.co/docs/llm-and-ai-integrations/connecting-with-claude-desktop): Connect your Dealwize workspace directly into Claude Web, ChatGPT, Claude Desktop, and Cursor via remote MCP with one-click in-chat OAuth.
- [Connecting Dealwize via Remote Model Context Protocol (MCP)](https://dealwize.co/docs/llm-and-ai-integrations/model-context-protocol-mcp): Configure the cloud-hosted Dealwize Remote MCP server for Claude Web, ChatGPT, Cursor, and custom agentic sales workflows with zero local installation.
- [Creating & Sharing Collaborative Mutual Action Plans](https://dealwize.co/docs/mutual-action-plans/creating-and-sharing-maps): How to manage Mutual Action Plans in the Deal Board, preview and share client-facing stakeholder views, and track real-time buyer engagement.

## Full Context Reference
- [Full Documentation Reference](https://dealwize.co/llms-full.txt): Complete concatenated documentation and methodology guides for LLMs.