Messaging
Every room has a built-in chat so you can have contextual conversations without leaving the room. This keeps all deal-related communication in one place, so nothing gets buried in email threads or lost in Slack. Messages appear in the social bar on the side of the room. All room viewers can read and reply, and your team gets notified based on their settings.To send a message:
1
Open a room
Navigate to the room you want to message in.
2
Click the chat icon in the sidebar
This opens the messaging panel.
3
Type your message and send
Use @mentions to tag specific people and send them a direct notification.
You can disable conversations in the room’s share settings if you want a one-way, no-chat experience.
Annotations
Add notes, comments, or video messages directly on content inside a room — great for leaving feedback in context. This is especially useful for flagging key sections for your champion to share internally, or for leaving async feedback on a proposal without scheduling another call.1
Select the content or action you want to annotate
Click on any piece of content in the room.
2
Click the annotation icon in the sidebar
This opens the annotation editor.
3
Add your comment, note, or video message
The annotation is saved and immediately visible to other room viewers.
Each annotation shows the date it was added, so it’s easy to track when notes were left.
Add contributors
Bring team members into a room to collaborate on content, track tasks, or manage the deal together. This is particularly useful during handoffs — your CS team can be added before a deal closes, so they have full context from day one.Add contributors to a room you own
1
Open the room
Navigate to the room you want to add people to.
2
Click Contacts on the right panel
This opens the contributors list.
3
Click +Add to add contributors
Search by name or email to find and add team members.
Add contributors to an action
1
Open the room
Navigate to the room with the action.
2
Click +Add Assignee in the top right of the action
This opens the assignee search.
3
Search and add team members by name or email
They’ll be notified and added as contributors automatically.
When team members are assigned to actions, they’re automatically added as contributors to the room.
How to use the room with customers
1
Share early, share often
Don’t wait until everything is perfect. Share the room as soon as it has value — you can always add more content later.
2
Guide them through the room
When you share, point customers to the most relevant section. Use the share message to set context and expectations.
3
Use actions to drive next steps
Add actions with clear owners and due dates. This creates accountability and keeps the deal moving forward.
4
Monitor engagement
Use analytics to see who’s viewing the room, what they’re engaging with, and where they might be stuck. Follow up based on real data, not guesswork.