Skip to main content

​
TL;DR

Pages are where you add content and actions to your room. Use them to share materials, media, and resources that inform your customer, alongside actions that drive them toward clear next steps — all in one place.

​
How to add content

1

Open your room in edit mode

Navigate to the section where you want to add content.
2

Click Add content within the section

This opens the content type selector.
3

Choose a block type

Select from the available options:You can also click Select from library to reuse existing assets, or See all blocks to browse integrations.
4

Configure the content

Add a title, description, and optional thumbnail to make it clear and recognisable.
5

Arrange as needed

Drag and drop to reorder content within the section.

​
Headings

Add a heading to any page to give it a strong first impression.
  1. In the room editor, select Add heading.
  2. Enter your heading text.
A new heading starts from the room theme, so headings look consistent across the room. If you style a heading yourself, it keeps its own style and no longer follows the theme.

​
Contact cards

A contact card makes it clear who visitors should reach out to.
  1. Add a Contact card block to the page.
  2. Click Add contact and choose who to show:

​
Edit a block with REX

Click the REX icon on the right-hand side of any block. REX opens with that block as context, so you only need to describe the change. REX proposes the edit and nothing changes until you approve it.

​
Reuse content from your Library

The Content Library lets you manage reusable assets across all your rooms. Why use the library:
  • Central updates — Change a file once and it updates everywhere it’s used
  • Fast reuse — Pull frequently used materials into new rooms quickly
  • Performance data — See how often content is viewed across rooms
  • Consistency — Make sure everyone is using the latest approved materials
To add content from the library:
  1. Click Add content in your room
  2. Select Add page from library
  3. Browse or search for the asset
  4. Add it to your section
Learn more about managing your Asset Library.

​
Moving a page to a different section

To move a page from one section to another, use the drag handle on the left side of the page in the sidebar.
1

Hover over the page in the left sidebar

The drag handle (⠿) appears to the left of the page title.
2

Click and hold the drag handle

Keep holding — don’t click the page title itself, just the handle.
3

Drag to the target section

Move it up or down in the sidebar until it’s positioned under the section you want.
4

Release to drop it in place

The page is now part of the new section.
You cannot add pages to the Welcome section — it acts as a cover page for the room and does not support additional content pages.

​
Best practices

  1. Keep it structured — Break content into clear, logical sections
  2. Guide action — Pair materials with clear instructions on what to do next
  3. Use embedded scheduling — Reduce back-and-forth with inline calendars
  4. Monitor engagement — Check analytics to see what resonates with viewers
  5. Keep it current — Use the library so content stays up to date automatically

​
Actions

Actions are the shared to-do list inside a page, visible to both your team and your customer. Unlike content (which informs), actions require completion — they’re how you move the process forward together. Actions help you:
  • Guide users through a process step by step
  • Collect input or confirmations from the customer
  • Track progress and completion rates
  • Trigger automated workflows
  • Create accountability with clear owners and due dates

​
How to add an action

1

Navigate to the page where you want to add an action

Open your room and go to the right section and page.
2

Click Add block

Click Add block on the page.
3

Select Action Plan

Choose Add Action Plan from the block options.
4

Configure the action

Click on the action and fill in the title, description, action type, assignee, and due date.

​
Types of actions

You can also mark any action as internal — hidden from your customer but visible to your team, for behind-the-scenes coordination without cluttering the prospect’s view.
For full details on action types, assignments, due dates, and automation, see the Actions overview.

​
Troubleshooting

​
Videos & media

Likely cause: File exceeds the 100MB size limit, or the format is unsupported.Fix: Compress the video below 100MB and ensure it’s in MP4 or MOV format. Alternatively, host it externally (YouTube, Loom, Vimeo) and embed the link instead.
Likely cause: Not all video platforms are natively supported as embed types.Fix: Use the Link asset type and paste the video URL. For Gong specifically, only full recordings can be embedded — snippets are not yet supported.

​
File uploads & documents

Likely cause: File format or size issue, or the upload area wasn’t correctly targeted.Fix: Ensure the image is JPG, PNG, or GIF and under the size limit. Click directly on the image upload zone and try again.
Likely cause: The file may have been removed, or downloads are disabled for that step.Fix: Check the step settings to confirm the file is still attached and that the Allow download option is enabled.
Likely cause: Uploaded PDFs are downloadable by default.Fix: Toggle off the download option within the content step settings for that file.

​
Embedding & custom assets

Likely cause: A browser extension (like an ad blocker) may be interfering, or the site being embedded blocks iframes.Fix: Disable browser extensions and try again. If the issue persists, the external site may block embedding (e.g. Airtable, Google Drive). Use a direct link instead.
Likely cause: Sites like Airtable, some Google products, and certain SaaS tools restrict iframe embedding via their own security policies.Fix: These cannot be embedded. Use a direct link button instead, which opens the content in a new tab.
Add an Embed block and choose Embed code. You can paste HTML, upload an HTML file, or have REX build it for you. See Embed code.
Likely cause: The default iframe height may not match your content.Fix: In the custom asset settings, find the height adjustment option and set it to match your content dimensions.
Likely cause: These aren’t listed as native integrations.Fix: Publish your Google Slides as a web page and paste the embed link. For PowerPoint, upload to Google Slides first then embed — or upload the file directly as a document.

​
E-signatures

Likely cause: You’ve hit the signature limit on your current plan.Fix: Upgrade your plan or contact support to increase your signature allowance. Check Settings > Billing to see your current limits.
Yes — when you add someone as a signer and send the document, they receive an email with a link to sign. If they didn’t receive it, ask them to check their spam folder or contact support.
Yes — you receive an email notification when the other party signs. If you’re not receiving these, check your notification settings and spam folder.
Likely cause: The email may have landed in spam, or the email address was entered incorrectly.Fix: Verify the prospect’s email address in the room. Ask them to check spam. You can also re-send the signature request from the room.
Likely cause: Plan confusion or a trial limitation.Fix: E-signatures are included on Pro and above. If you’re on Starter in trial mode, some features may appear listed but are only unlocked on upgrade.