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Once you’ve built a room you’re happy with, save it as a template — so every new room you create starts from the same winning setup.

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Why use templates

Without templates, every rep builds rooms differently — which means inconsistent experiences for your customers and wasted time rebuilding from scratch. Templates fix both. Templates are the foundation of a scalable sales and onboarding motion:
  • Consistency — Every rep uses the same proven structure and content
  • Speed — Create new rooms in seconds instead of starting from scratch
  • Best practices — Capture what works and make it easy to replicate
  • Easy updates — Change the template once, and future rooms inherit improvements
  • Team alignment — Sales, CS, and RevOps all work from the same playbook

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Save a room as a template

1

Build your room

Create a room with all the sections, content, actions, and styling you want to standardise.
2

Open the [...] menu in the top right corner

This opens the room options dropdown.
3

Select Save as template

Choose this option from the dropdown menu.
4

Name your template

Give it a clear, descriptive name — for example, “Enterprise Deal Room”, “SMB Onboarding”, or “Renewal Template”.
Once saved, your template appears in the template gallery. Select it when creating a new room to start with that structure. Any variables in the template will populate automatically based on the new room’s company and creator.

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Create a room from a template

1

Go to Templates

In the main navigation, click Templates to open the template gallery.
2

Select a template

Find the template you want to use and click Use template.
3

Set the target company

Enter or select the company the room is for. This populates company variables like {{target_company_name}} and pulls in the company logo and branding.
4

Fill in any custom variables

If the template includes custom variables (such as a pricing tier, go-live date, or project name), you’ll be prompted to fill them in here.
5

Create the room

Click Create room. Your room is ready — follow the edit link to review and personalise before sharing.
If you’re connected to HubSpot, Salesforce, or Attio, you can also create rooms directly from a deal or opportunity record — the CRM data fills in automatically. Learn more about HubSpot, Salesforce, and Attio integrations.

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Manage templates

View all templates: Go to Templates in the main navigation to see all available templates. Edit a template: Open the template and make changes. Save to update it for future rooms — existing rooms already created from the template are not affected. This means you can improve your playbook over time without breaking anything already live with a customer.
Editing a template never touches rooms already created from it — you can safely refine your playbook at any time without disrupting live customer rooms.
Delete a template: Remove templates that are no longer needed. This won’t affect rooms already created from that template. Duplicate a template: Create a copy to make variations — for example, “Enterprise Deal Room - EMEA” based on “Enterprise Deal Room”.

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Template best practices

  1. Use variables — Include {{target_company_name}}, {{primary_contact_first_name}}, and {{room_creator_meeting_link}} for automatic personalisation
  2. Structure with sections — Organise templates into clear stages that match your process
  3. Include placeholder content — Add sample content that guides users on what to customise
  4. Keep it focused — Don’t try to cover every scenario; create multiple templates for different use cases
  5. Review regularly — Update templates based on what’s working in your actual rooms

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Troubleshooting

No — rooms and templates are independent after creation. Changes to a room don’t affect the template or other rooms. To update all future rooms, edit the template directly. Existing rooms are unaffected.
Likely cause: The duplicate option only shows “duplicate to another room.”Fix: Currently you can duplicate sections to other rooms but not directly into a template. Workaround: duplicate to a blank room, then save that room as a new template.
Likely cause: Only pre-defined variables (e.g. prospect name, company) are available by default.Fix: Custom variables may not be supported depending on your plan. Contact support to confirm available variable options.
Go to Library > Templates, find your template, and click Edit. Changes there will apply to all new rooms created from that template.
Yes — when editing a template, use the Add from Library option when adding a content block. This pulls in any saved asset from your library.