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Rooms are built from three core elements: Sections, Content, and Actions. Together, they create a clear, guided experience for your customer.

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
Each section can contain multiple pieces of content and actions.
Learn how to configure visibility, locking, and automation rules in Sections.

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
Content answers questions, explains value, and supports decision-making. It is typically passive—meaning the customer consumes it.
Learn how to add files, videos, text, and interactive elements in Content.

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
Actions tell the customer what to do next and help move the process forward. They are interactive and outcome-focused.
Learn how to create tasks, assign owners, and track completion in Actions.

How They Work Together

ElementPurpose
SectionsDefine structure and organize the journey
ContentInform and provide context
ActionsPrompt progress and track completion
By combining these elements, rooms create a clear, guided experience that replaces scattered emails and links with a single, actionable space.