Adding a room

There are two ways to add a room: from a template, with its agents already chosen, or from scratch.

From a template

Open Rooms in the sidebar and choose Browse templates at the foot of the room list. The Room templates window opens.

• My Work, My Business and Personal hold the built-in templates, one for each starter pack: Sales, Marketing, Customer Support, Founder, Agency and more.
• Yours holds templates saved in your workspace.

Pick a template to see Who is in it: each agent, their Job Title and what they do. Then choose Create Room.

Claos adds that template's agents to your workspace and opens a new room with them in it, one of them as the room lead, and a Brief describing what the room is for. If you've already opened a room from that template, Claos takes you to it instead, and tells you it's already open.

This is also the way to bring another pack's agents into a workspace you already have.

Importing a shared template

If someone shares a room with you, open their link and choose Use this template, or choose Import in the Room templates window and paste the link or code. A shared room brings its agents and its Brief, never its conversation.

From scratch

Choose New room at the top of the room list. A panel opens:

1. Name it. The room is created as you type.
2. Add agents and people with the + beside each group.
3. Write a Brief if you like: what should agents know before they answer here?
4. Pin any tasks or pages the agents should have to hand.
5. Choose Open room.

Claos is in every new room from the start, as its lead until you choose another.

Saving your own template

When a room works well, save it for next time: in the room header open Room actions and choose Save as template. It appears under Yours in Room templates, so anyone in the workspace can open a room like it.

Changing who is in a room

Open Room settings from the room header and go to the Members tab:

• Room lead is the agent that answers messages that mention no one. To change it, choose the crown on another agent.
• Agents lists the others. Use + to add one from your workspace, or remove one from its row.
• People lists your teammates in the room. Use + to invite someone from the workspace.

When someone new joins your workspace, they're added to its rooms automatically.

Related

• What is a room?
• Working in a room
• The agent catalog