Deal pages

A deal page is the seller’s operating view for a buyer thread. It brings together the history Yuzu has for one buyer context, even when the data came from different tools. Deal pages are internal workspace pages. They are where your team reviews history, assigns calls, searches context, and copies the right public link when something should be shared.

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Deal thread

The thread is ordered by activity. It can include:

• Meeting transcripts
• Generated TLDR videos
• Public Yuzu Links
• Email threads and draft suggestions
• LinkedIn posts and engagement
• Captured quotes and indexed insights
• Searchable moments from previous calls
• Manual events, notes, and uploaded files

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Next actions

The next action cards are generated by the deal agent. They explain the recommended move, why it matters, and which surface to use. The first two cards normally keep the buyer package in view:

• Review or generate the TLDR recap.
• Review the business-case page.

The third card is the contextual move, usually an email draft or a LinkedIn post when there is a reason to publish. Business-case cards can also draft the short send email from the deal page, so the seller does not need to hunt through Studio to share the package. Previous actions stay visible below the cards so the current recommendation does not lose the trail of what already compounded. Click Regenerate when new evidence arrived and the agent should re-evaluate the deal.

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Search inside a deal

Yuzu indexes both extracted insights and full-call chunks. That means a deal page can answer narrower questions like:

• “Who asked for the implementation timeline?”
• “Where did they mention security review?”
• “What objections came up before pricing?”

Search uses the deal grouping. After a merge, the destination deal gets the combined context.

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Public links, business-case pages, and standalone links

A Yuzu Link or business-case page is the public URL you can send to a buyer. A deal page is the internal workspace thread. When a link belongs to a deal or buyer account, Library opens the deal page so you can see the surrounding context. Standalone links still open their link-management page because there is no buyer thread to resolve. For buyer-facing links, see Business-case pages.

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Generated work and history

When new calls enrich a deal, Yuzu can generate newer versions of recaps and deal pages. Previous artifacts remain available in the thread so you can inspect or reuse older outputs. Older videos, link entries, and generated drafts stay attached to the thread instead of becoming separate navigation destinations. This keeps the customer history in one place.

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Emails on a deal

Deal pages show email threads that Yuzu can tie to that deal: sends created for the deal and replies linked back to those sends. When Zu creates an email draft for a next action, you can review it in deal context before sending. Edit the recipient, subject, and body, then send through the connected Gmail account. Use People when you need the broader email history with a contact. You can also schedule reviewed email drafts from the deal editor. The schedule stays attached to the draft until it sends or you clear it.

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LinkedIn on a deal

Deal pages can show LinkedIn draft assets when the agent has a reason to prepare a post. Open the asset to edit the copy, hashtags, and media, then approve, publish, or schedule it. After publishing, LinkedIn engagement can return to the deal thread when Yuzu can match the actor to a saved person.