2. Build & Launch Your First Room
Build your first room and share it with confidence.
Add Content to Your RoomLearn how to add and organize content in your Room to give your customer one clean, guided place to explore.
Add Actions to Your RoomAdd tasks like forms, uploads, bookings, or signatures to your Room. Set due dates and track everything in a shared action plan.
Control Visibility in Your RoomDecide exactly who sees what, and when.
Save Your Room as a TemplateYour first Room is ready. Now, turn it into a template so you never have to start from scratch again.
Room Building Best PracticesThis guide shows you how to create effective Rooms and how to use them throughout the customer journey.