Rooms
A room is a shared collection of meetings with its own People, Companies, and Assistant tabs.
A Room groups meetings that belong together — a customer, a project, a hiring loop — so notes and people stay in one place.
My notes in the same sidebar section is not a room. It is your private completed notes.
Inside a room
| Tab | What it is for |
|---|---|
| Meetings | Conversations filed in this room |
| People | Participants tied to those meetings |
| Companies | Companies tied to those meetings |
| Assistant | Chat scoped to the room |
Open View All under Rooms to see the full list, or click a room name in the sidebar.
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