Room owner
Every room has an owner — the person responsible for the room and the first to receive activity notifications. In larger teams, clear ownership means that when a prospect reaches out, there’s never any ambiguity about who’s responsible. By default, the person who creates the room is the owner. Rooms created automatically via workflows set the owner based on the workflow configuration (for example, the opportunity owner in Salesforce).To change the room owner:
Reminder settings
Set up automated reminders so assignees don’t miss their deadlines.Available reminder type:
- Overdue task reminders — Notifies assignees when a task passes its due date
To configure reminders:
Overdue task reminders notify only the action’s assignee. If you need the wider team alerted, set up a Slack workflow triggered by an overdue action instead.
Room notification settings
Control which events trigger notifications and where those notifications are delivered. Timely notifications mean you can respond to buying signals in the moment — not hours later when the prospect has already moved on. See the full Notifications guide for channel options and org-wide settings.Events that can trigger notifications:
- Room viewed
- New stakeholder identified
- Comment added
- Task completed
- Form submitted
- Action overdue
Where notifications can be delivered:
- In-app notifications
- Slack (if connected)
- CRM activity logging (HubSpot / Salesforce)