Sections
Sections are the structural building blocks of a Room. They group related content and actions into logical steps or themes. Use sections to:- Organize the room into clear phases (e.g., Overview, Review, Next Steps)
- Guide customers through a process in the right order
- Keep the room easy to scan and understand
Content
Content provides information and context to the customer. Examples include:- Files and documents (PDFs, slides, proposals)
- Videos and embedded links
- Text blocks with explanations or instructions
- Calendars for scheduling meetings
- Forms for data collection
Actions
Actions drive progress and engagement. Examples include:- Scheduling a meeting
- Filling out a form
- Completing a task or confirming a step
- Signing a document
- Downloading a file
How They Work Together
| Element | Purpose |
|---|---|
| Sections | Define structure and organize the journey |
| Content | Inform and provide context |
| Actions | Prompt progress and track completion |