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TL;DR

Sections are the stages of your room. They group content and actions into logical phases that guide your prospect through their journey — in the right order, at the right time. By controlling what buyers see and when, you can guide them through a complex process without overwhelming them all at once.

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Section visibility

Control how and when sections appear to room visitors. Every section can be set to one of four states.

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Visible

The default state. The section and all its content are visible to anyone viewing the room.

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Locked

The section title is visible, but the content and actions inside are hidden. Visitors can see that a phase exists — they just can’t access it yet. This is a powerful way to show buyers there’s a structured plan in place, which builds confidence even before they’ve reached those stages. Use locked sections to:
  • Show buyers there’s a plan without overwhelming them upfront
  • Keep later phases ready but hidden during early stages
  • Build anticipation for what’s coming next
To lock a section:
1

Click the visibility icon on the section

This opens the visibility options.
2

Select Locked

Visitors will see the section title but not its content.
3

Optionally add an unlock rule

Set it to auto-unlock when a previous section is completed.

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Hidden

The section is completely invisible to visitors. They won’t know it exists until you make it visible. Use hidden sections for:
  • Content that isn’t ready yet
  • Phases that only apply to certain prospects
  • Internal preparation sections
To hide a section:
1

Click the visibility icon on the section

This opens the visibility options.
2

Select Hidden

Visitors won’t see the section at all.
3

Optionally add a rule to make it visible later

Set it to appear automatically based on progress or an external event.

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Restricted visibility

The section is only visible to specific users — useful for sensitive content that shouldn’t be seen by all stakeholders. To restrict a section:
1

Click the visibility icon on the section

This opens the visibility options.
2

Select Restricted visibility

This opens the access control field.
3

Enter the emails of prospects who should have access

Everyone else won’t see the section.

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Auto-unlock when the previous section is completed

Set a section to appear automatically once the buyer finishes the section before it. To enable:
1

Click the visibility menu on the section you want to unlock

This opens the visibility options.
2

Enable Make this stage visible when previous stage is completed

The section will unlock automatically when your prospect completes the previous section.

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Automate sections with workflows

Use workflows to control section visibility based on external events — not just in-room progress. Examples:
  • Deal moves from “Proposal” → “Closed Won” → Unlock “Onboarding” section
  • CRM property updates to “Contract Signed” → Unlock “Implementation” section
  • A form is submitted → Reveal personalised next steps
Common CRM triggers:
  • Deal stage changes — Unlock the “Proposal” section when a deal moves to proposal stage
  • Property updates — Show the “Legal” section when contract status changes
  • Form submissions — Reveal next steps when a qualification form is completed
Learn more about workflow triggers and actions.

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Best practices for sections

  1. Keep each section focused — One clear purpose per section (e.g. “Introduction”, “Scheduling”, “Contract”)
  2. Lead with context — Start each section with brief instructions so prospects know what to expect
  3. Use progressive unlocks — Reveal sections as prospects move through the journey
  4. Leverage engagement data — Track which sections get attention to improve sequencing
  5. Name sections clearly — Use action-oriented names that guide the prospect

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Troubleshooting

Likely cause: A UI bug, or steps are locked due to a room setting.Fix: Try refreshing the page. If steps are still stuck, contact support — this may be a platform bug.