Creating workspace from template
User selects sales room template, chooses account, configures roles dates and teammates through wizard steps, then publishes with shareable link
Preview these flows
User selects sales room template, chooses account, configures roles dates and teammates through wizard steps, then publishes with shareable link
Related user flows
User starts workspace creation from members settings, names workspace and chooses setup options in modals, then encounters quota limit paywall and error states blocking completion
User fills publish form in AI chat then monitors multi-step AI deployment of an e-commerce storefront with live preview
User configures link access, password protection, and embed options then copies the share link for a generated video via modal in HeyGen
Explore the full SaaS flow library
Browse the full SaaS flow library.
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