Get your first Room up and running in minutes. You can start from a template or copy a Room a teammate already built. Then add your personal touch, check how it looks, and share it with your customer.
Prerequisites & Requirements
Plan: All plans.
Permissions:
To use Team Templates, you need access. Your Admin can give it to you.
To copy a teammate's Room, they need to invite you as a member or send you a view link.
How to create a Room from a template
Go to Templates → All Templates.
Check Team Templates first. These are the ones your company recommends.
Not much there? Switch to Aligned Templates for ready-made options.
Pick the one that fits your role or need, then click + Use Template.
Type your customer's name under Company Name.
Search for their logo, or click Upload if you can't find it.
Click Create.
Your new Room is ready to edit!
How to copy a teammate's Room
Look under Recent Activity, or search for a teammate, to find a Room you like.
Open it and click Duplicate.
You now have your own copy to edit.
For more details, see Duplicating the room of a colleague.
How to personalize your Room
Add a welcome message at the top.
Add or remove files, links, and videos in each section.
Move, hide, or delete sections using the ⋯ menu.
Optional: add a timeline to show next steps and who's doing what.
How to preview and share your Room
Click Preview at the top to see exactly what your customer will see.
Click Share in the top right corner.
Choose how to share:
Invite by email, which works best for people you already know.
Copy link to paste into your own email.
Pick the right permission level. See Sharing my room with prospects and customers for more.
Click Share!
What the Buyer sees
Buyers only see the finished Room: your welcome message, content, and branding. They don't see templates, how the Room was made, or any Room stats.
FAQ
Where do I find templates?
Where do I find templates?
Templates → All Templates. Use Team Templates first; fall back to Aligned Templates.
Can I brand the Room for the customer?
Can I brand the Room for the customer?
Yes—enter the Company name, pick/upload a logo, and (optionally) add a banner.
What if the logo isn’t found?
What if the logo isn’t found?
Choose Upload during setup to add a local file.
Can I reuse my new Room later?
Can I reuse my new Room later?
Yes—open your Room → … → Save as template.
Who sees analytics?
Who sees analytics?
Internal members. External visitors don’t see analytics.
Security & Operations
Only you and your teammates can see Room stats. Buyers never do.
When sharing by link, you can ask visitors for their name and email, or add a password for extra safety.
Pick the right permission level for each person you invite.
Pro-Tips
Use a template when your team builds the same kind of Room again and again.
Love how your Room turned out? Click ⋯ → Save as template to reuse it later.
Always click Preview before sharing so there are no surprises.