Get started with Pactto

How Pactto works

Pactto is built around rooms. A room is a lasting space for one project or client: it holds a shared canvas with your files, a video call, chat, comments, and transcripts of the meetings held in it. Everything stays in the room between meetings, so the next session starts where the last one ended.

The usual flow

1. Create an account. Sign up at live.pactto.com with Google or an email address. See Create a Pactto account.
2. Create a room. On the Your rooms page, click Create new room and give it a name. See Create a room.
3. Invite people. Open the room's Share dialog, add email addresses, and choose their role (Can edit, Can review, or Can view). See Invite people to a room and Roles and permissions.
4. Add your files. Click Add asset in the toolbar (or press 1) to upload images, videos, and PDFs, or drag files onto the canvas. You can also import from Google Drive or Adobe Frame.io, or create a Pactto Doc or a table. See Add assets to a room.
5. Organize them into boards. A board is a named container on the canvas, and it is also your presentation deck. See Create a board.
6. Present. Select a board and click the play button, then turn on Spotlight me so everyone follows. See Present in a room.
7. Collect feedback. Leave comments on any item, including a moment in a video or a page in a PDF, and set review statuses such as Needs changes or Approved. See Comments and Review statuses.

Good to know

• People can work in a room without a meeting running: comments, files, and statuses are there whenever someone opens it.
• AI assistants such as Claude and ChatGPT can read and write your rooms through the Pactto MCP server. See Connect an AI assistant.