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

# Collaborating in rooms

> Work together with team members and customers using messaging, annotations, and shared access.

Rooms are a shared space — built for back-and-forth between your team and your customers. When everyone can work from the same room, handoffs are smoother and nothing gets lost between teams.

***

## 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:

<Steps>
  <Step title="Open a room">
    Navigate to the room you want to message in.
  </Step>

  <Step title="Click the chat icon in the sidebar">
    This opens the messaging panel.
  </Step>

  <Step title="Type your message and send">
    Use **@mentions** to tag specific people and send them a direct notification.
  </Step>
</Steps>

<video autoPlay muted loop playsInline src="https://mintcdn.com/flowla/qZSAEIVorJ2tsWR_/images/rooms/send_a_message.mp4?fit=max&auto=format&n=qZSAEIVorJ2tsWR_&q=85&s=2a74075ab6d56c4a9ee7c3309b23b305" data-path="images/rooms/send_a_message.mp4" />

<Note>You can [disable conversations](/rooms/room-sharing#disable-conversations) in the room's share settings if you want a one-way, no-chat experience.</Note>

***

## 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.

<Steps>
  <Step title="Select the content or action you want to annotate">
    Click on any piece of content in the room.
  </Step>

  <Step title="Click the annotation icon in the sidebar">
    This opens the annotation editor.
  </Step>

  <Step title="Add your comment, note, or video message">
    The annotation is saved and immediately visible to other room viewers.
  </Step>
</Steps>

<video autoPlay muted loop playsInline src="https://mintcdn.com/flowla/TmnjQuqPEAiABcEk/images/rooms/Annotations.mp4?fit=max&auto=format&n=TmnjQuqPEAiABcEk&q=85&s=625a95a4743c767ad3e7c0a389378a1d" data-path="images/rooms/Annotations.mp4" />

<Note>Each annotation shows the date it was added, so it's easy to track when notes were left.</Note>

***

## 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

<Steps>
  <Step title="Open the room">
    Navigate to the room you want to add people to.
  </Step>

  <Step title="Click Contacts on the right panel">
    This opens the contributors list.
  </Step>

  <Step title="Click +Add to add contributors">
    Search by name or email to find and add team members.
  </Step>
</Steps>

<video autoPlay muted loop playsInline src="https://mintcdn.com/flowla/TmnjQuqPEAiABcEk/images/rooms/add_contributors_to_room.mp4?fit=max&auto=format&n=TmnjQuqPEAiABcEk&q=85&s=d088b58072e1da5f2cae3d0440562ef0" data-path="images/rooms/add_contributors_to_room.mp4" />

<Tip>Learn more about [Room elements](/rooms/room-elements/overview).</Tip>

### Add contributors to an action

<Steps>
  <Step title="Open the room">
    Navigate to the room with the action.
  </Step>

  <Step title="Click +Add Assignee in the top right of the action">
    This opens the assignee search.
  </Step>

  <Step title="Search and add team members by name or email">
    They'll be notified and added as contributors automatically.
  </Step>
</Steps>

<video autoPlay muted loop playsInline src="https://mintcdn.com/flowla/TmnjQuqPEAiABcEk/images/rooms/Add_contributors_Actions.mp4?fit=max&auto=format&n=TmnjQuqPEAiABcEk&q=85&s=de028db75ca8e8064dac6d7a37e667e9" data-path="images/rooms/Add_contributors_Actions.mp4" />

<Tip>Learn more about [Action assignments](/rooms/room-elements/actions#action-assignments).</Tip>

<Note>When team members are assigned to actions, they're automatically added as contributors to the room.</Note>

***

## How to use the room with customers

<Steps>
  <Step title="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.
  </Step>

  <Step title="Guide them through the room">
    When you share, point customers to the most relevant section. Use the share message to set context and expectations.
  </Step>

  <Step title="Use actions to drive next steps">
    Add actions with clear owners and due dates. This creates accountability and keeps the deal moving forward.
  </Step>

  <Step title="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.
  </Step>
</Steps>