Upcoming capability

Smart Share

Share a document, proposal, or deck and see who engaged — without standing up a full customer workspace. Get notified when tracked content sharing is available.

Get notified

Most customer sharing still happens as an email attachment. You lose the thread, you cannot see who opened it, and the next step is another file. Smart Share is the lightweight entry into SmartRoomsXP: tracked, branded sharing that can grow into a workspace when the relationship needs one.

•Send a branded, trackable share instead of a bare attachment.
•See who opened, viewed, and came back — without a full room.
•Keep access controlled with secure links.
•Graduate the same content into a customer workspace when the conversation needs more than a file.

[Placeholder Image – Smart Share Preview]

Add public/images/**/smart-share-preview.png and register in marketing-images.ts

Tracked sharing

Share files and links with visibility into opens and engagement, so follow-up is based on what actually happened.

Secure access

External recipients get a controlled experience — not an unmanaged attachment sitting in someone’s inbox.

A path into workspaces

When a share needs a mutual plan, stakeholders, and ongoing collaboration, it can become a SmartRoomsXP workspace.

Smart Share is rolling out as an additional sharing capability. The SmartRoomsXP platform — customer workspaces, account intelligence, and AI — is available to try now.

Get notified about Smart Share

Smart Share is an upcoming capability on the SmartRoomsXP platform. Tell us how you would use tracked content sharing and we will email you when it is ready. Customer workspaces, account intelligence, and AI are available to try now.

Need the full platform now?

Customer workspaces, account intelligence, and AI are available today. Start a free trial while Smart Share is in rollout.

Start free trial