> ## Documentation Index
> Fetch the complete documentation index at: https://docs.shiftupai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Manage the Engagement Roadmap

> Start, work, and close the engagement roadmap in the Engage tab with ShiftUp AI.

Quick reference for managing the [engagement roadmap](/product/engage-tab#engagement-roadmap) in the Engage tab.

The engagement roadmap lays out the AI-recommended steps that move the deal through each sales stage until it closes. You work each step with ShiftUp AI in chat. After you confirm what happened, ShiftUp prepares your next step.

<Note>
  The engagement roadmap is in preview for select customers. If your org doesn't have it, Engage shows the [conversation roadmap](/product/engage-tab#conversation-roadmap) instead.
</Note>

Watch the video or read the written instructions below.

<video src="https://mintcdn.com/shiftup/EzXlmRFn5ovJYwyg/videos/Managing_Sales_Engagement_Roadmaps_with_ShiftUp.mp4?fit=max&auto=format&n=EzXlmRFn5ovJYwyg&q=85&s=d2c6ef67b0eeca307a96c290e46b3c41" controls data-path="videos/Managing_Sales_Engagement_Roadmaps_with_ShiftUp.mp4" />

## Prerequisites

* An active Sales Strategy
* Edit access to the strategy to start or change a roadmap
* Optional: an Opportunity in progress, so the roadmap starts from the deal's current stage

## Quick reference

| Action | Where | Steps |
| :- | :- | :- |
| Start the roadmap | **Secured a meeting?** milestone | Click **Start roadmap** → confirm attendees → link an Opportunity (optional) → **Generate roadmap** |
| See what a stage is about | Current stage milestone | Click the information button |
| Get ideas for a step | Current recommended step | Expand **Need help getting started?** → click a conversation starter |
| Work a step | Current recommended step | Click the step's action button, such as **Work with ShiftUp AI** |
| Revise a step | Step chat | Ask ShiftUp AI to change the step → approve **Update the current roadmap step?** |
| Complete a step | Step chat | Tell ShiftUp AI what happened → approve the outcome |
| See upcoming steps | Upcoming steps line | Expand the line |
| Close the roadmap | Step chat | Tell ShiftUp AI the deal closed → approve **Close this roadmap as Won** or **Lost** |

## Start the roadmap

You can start the roadmap at any stage of the deal. You don't need to finish Prospecting or have a completed meeting first.

<Steps>
  <Step title="Click Start roadmap">
    Open a Sales Strategy, switch to the **Engage** tab, and click **Start roadmap** on the **Secured a meeting?** milestone at the end of the Prospecting timeline. ShiftUp opens a chat for the strategy.
  </Step>

  <Step title="Confirm the meeting details">
    If you secured a meeting, ShiftUp asks **Who will attend the secured meeting?** Select the attendees and click **Confirm attendees**.
  </Step>

  <Step title="Link an opportunity (optional)">
    Search open opportunities by name or stage, click **Create opportunity**, or click **Continue without linking**. If you link an Opportunity in progress, the roadmap starts from that stage. ShiftUp never changes the Opportunity's stage.
  </Step>

  <Step title="Review the starting point">
    On the **Review starting point** card, expand **Starting direction** and **Supporting evidence** to check the facts. Click **Generate roadmap** to approve, or cancel to revise the starting point.
  </Step>
</Steps>

Once you approve the roadmap, Prospecting becomes read-only and stays visible as history.

## Work the roadmap

<Steps>
  <Step title="Review the current step">
    The current recommended step shows its title, instructions, and timing, such as **Today** or **Within 3 days**. Click the information button on the current stage milestone to see what the stage is about.
  </Step>

  <Step title="Work the step with ShiftUp AI">
    Expand **Need help getting started?** and click a conversation starter, or click the step's action button. ShiftUp opens a new chat for the step. Use it to prepare, keep working, or revise the step.
  </Step>

  <Step title="Revise the step (optional)">
    Ask ShiftUp AI to change the step's title, recommended action, stakeholder focus, success criteria, or timing. When ShiftUp asks **Update the current roadmap step?**, approve the change to save it.
  </Step>

  <Step title="Record what happened">
    Tell ShiftUp AI what happened. ShiftUp can suggest relevant meeting evidence from the last 30 days. Correct or ignore any suggestion.
  </Step>

  <Step title="Approve the outcome">
    Review the approval card. It shows whether you completed the step, the effect on the deal, the buyer's response and commitment, who attended, and your notes. Approve the card to save the outcome. ShiftUp shows **Preparing your next step** while it generates the next recommendation.
  </Step>
</Steps>

## Close the roadmap

When the deal ends, tell ShiftUp AI it closed. Approve **Close this roadmap as Won** or **Lost**. The roadmap shows a **Closed Won** or **Closed Lost** badge, and its completed steps stay readable.

## Tips

* ShiftUp AI can't advance the roadmap until you explain what happened and approve the outcome.
* Closing the linked Opportunity in Salesforce doesn't close the roadmap. Record Closed Won or Closed Lost in chat.
* Chats on the current step reopen in the chat sidebar. Chats on completed steps open as read-only transcripts.

For full details, see [Engage tab](/product/engage-tab#engagement-roadmap).


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