AI sections let you create Room content with AI, from the AI sections tab in the section picker. Aligned offers two kinds of AI sections.
AI Smart Sections build a custom, interactive section from a prompt or a file, such as an ROI calculator, a pricing table, a competitive comparison, an FAQ, or any other section you describe.
AI content sections turn your calls, notes and documents into a Business Case, Executive Summary, Meeting Recap, POC Plan, Onboarding Plan or Project Plan.
An AI Smart Section is visible in the Room as soon as it is created, while an AI content section is added to the Room only after you review it.
Which AI section should I use?
AI Smart Sections and AI content sections are created, edited and limited differently. Use this table to choose:
AI Smart Sections | AI content sections | |
What it builds | A custom, interactive section: ROI calculator, pricing table, competitive comparison, FAQ, or any section you describe | A text section (Business Case, Executive Summary, Meeting Recap, POC Plan) or a Next Steps section (Onboarding Plan, Project Plan) |
Where you create it | In the AI seller agent chat | In a drawer that opens from the section picker |
Sources | Your prompt, plus one optional file | Free text, PDF uploads, Library files and Gong recordings |
Review before it reaches the Room | No. The section is added and visible immediately | Yes. You review and refine the draft, then click Add to room |
Mobile | Supported | Not supported |
Save to a Template | Not available yet | Available |
Prerequisites & Requirements
Plans, permissions and device support for AI sections depend on which kind of AI section you use:
Plans for AI Smart Sections: Free and Basic plans can create 3 AI Smart Sections per account. Pro and Enterprise plans can create unlimited AI Smart Sections. Editing or regenerating an AI Smart Section does not count toward the limit.
Plans for AI content sections: availability depends on your plan. See the Aligned pricing page.
Permissions: any Room member with edit access can create both kinds of AI section. Once added, an AI section behaves like any other section, so anyone with edit access can change it.
Mobile: AI Smart Sections can be created on desktop and mobile. AI content sections are not supported on mobile, so generate them on desktop.
How can I get there?
All AI sections are in the AI sections tab of the section picker:
In your Room, click Add Section (+).
Open the AI sections tab.
Pick the section you want. The tab shows the Need a custom section? banner and the AI Smart Section rows first (AI Smart section, ROI Calculator, Pricing Table, Competitive Comparison, FAQ), followed by the AI content section rows (Business Case, Executive Summary, Meeting Recap, POC Plan, Onboarding Plan, Project Plan).
How to create an AI Smart Section
An AI Smart Section is created by the AI seller agent, which builds the section from your description. AI Smart Section is part of the AI Seller Agent beta.
From the section picker
Click Add Section (+) and open the AI sections tab.
Choose how to start: AI Smart section, or Create with AI on the Need a custom section? banner, lets you describe any section in your own words. ROI Calculator, Pricing Table, Competitive Comparison or FAQ opens the agent with questions that are relevant to that section type.
Answer the agent and, optionally, attach one file as source material.
Wait for the agent to generate the section.
From the AI seller agent chat
Open the AI seller agent in the Room.
Describe the section you want, for example "Add an ROI calculator."
Answer any clarifying questions and wait for the section to generate.
The new AI Smart Section appears in the Room immediately and is visible to anyone who can view the Room. If the Room is already shared with your client, review the section right after it is created.
How to edit an AI Smart Section
You can edit an AI Smart Section in two ways:
Edit text directly: click any text in the section and type your change.
Edit with the AI seller agent: open the AI seller agent and describe the change, for example "Change background color to light blue." Use this for changes to structure, layout or colors.
⚠️ The AI seller agent applies changes right away, without asking first, and a change can replace text you edited manually. There is no undo. We recommend making changes with the agent first and your manual text edits last.
How to generate an AI content section?
Step-1: Click Add Section (+), open the AI sections tab and choose the AI content section you want to generate.
Step-2: Add your sources in the drawer
Add a mix of source types for the strongest results. A call plus a deck beats either alone.
Free text: paste notes, key points, or context
PDF upload: up to 4 files, 10MB each
Library files: you can reuse PDFs already in your Content Library
Gong recordings: up to 3 calls per generation
Step-3: Set Client Type and Length
Client Type: SMB, Mid-Market, or Enterprise. Default: Mid-Market.
Length: Concise, Regular, or Detailed. Default: Regular.
One option per category.
Example: Choose Detailed for a business case going to a CFO; Concise for something a client will skim.
Step-4: Generate
Click Generate and wait for the draft.
Review the draft in the drawer and click Refine to adjust it.
Once you’re done, click Add to room and the content will appear in its new dedicated section.
After you add an AI content section to the Room
An AI content section works like any other section once it is in the Room:
The section is fully editable, like any other Room section.
It is no longer connected to the generator. To regenerate, create a new section.
You can comment on it, attach tasks and files, and include it in a Template for future deals.
Clients see the finished section only. They never see the generator or your sources.
Limitations
AI Smart Sections
Source file: one file per request, up to 10 MB. Supported types are PDF, DOCX, PPTX, XLSX, CSV and TXT. You can upload up to five files at a time to the AI seller agent, but only one is used to build the section.
Not supported: HTML files and images (PNG, JPG) as source material, saving an AI Smart Section to the library or as a Template, undo for changes made by the AI seller agent, and tracking client interaction with an AI Smart Section in Room analytics.
AI content sections
Refreshing or duplicating the page closes the drawer, and your progress isn't saved.
You can generate from multiple browser tabs at once. Each tab creates its own section.
Next Steps sections arrive with stage names and steps only. Add assignees and due dates in the Room.
Editing the generated section happens in the Room, not in the drawer, once the section is added.
Troubleshooting & FAQ
An AI Smart Section fails to generate, or I reached my plan's limit
The AI seller agent reports the problem directly in the chat. AI Smart Section has no separate error message. Follow the instructions the agent gives in the chat.
Why isn't my AI Smart Section displaying correctly?
If an AI Smart Section looks broken in the Room, first ask the AI seller agent to regenerate the section. If the problem continues, contact Aligned Support with the Room link and the prompt you used.
Will my client see an AI Smart Section before I finish it?
Yes, if the Room is shared. An AI Smart Section is visible in the Room as soon as it is created, so review it right away in a Room your client already has access to.
Does editing an AI Smart Section count toward my plan's limit?
No. Editing or regenerating an AI Smart Section does not count toward the Free and Basic limit of 3 AI Smart Sections per account. Only creating a new section counts.
Can I reuse an AI Smart Section in other Rooms?
You cannot reuse an AI Smart Section in other Rooms yet, because saving an AI Smart Section to the library or as a Template is not available.
Tips for AI content sections
Combine multiple input types for richer output.
Match Length to who's reading: execs skim, champions read.
Save a strong output as a Template so the next rep starts from your best version.