Set up a new room with the Get this room going checklist
In a room you just created, the Get this room going card at the bottom left walks you through four steps (upload an asset, run an AI action, invite a reviewer, get a first comment) and adds AI credits as you finish them.
The four steps
When you create a room, a card titled Get this room going sits in the bottom-left corner of the canvas. It shows how many steps you have done (for example 1 of 4) and a progress bar. Only you, as the room owner, see it.
| Step | What finishes it |
|---|---|
| Upload an asset | You upload a file to the room. Click Add asset in the toolbar (or press 1), or drop a file on the canvas. |
| Run an AI action | You ask the AI Assistant for something in the room, such as a summary, a doc or an image. See Use the AI assistant in a room. |
| Invite a reviewer | Someone you invited by email from Share joins the room. Sending the invitation is not enough. See Invite people to a room. |
| Get a first comment | Anyone, you included, leaves a comment or a reply in the room. Pick Comment in the toolbar (or press K), then click the board. See Comments. |
The current step is expanded with a one-line hint, and a yellow ring with a short label points at the button to click. The ring goes away as soon as you click that button. You can finish the steps in any order.
Earn AI credits
Each step shows a badge with the AI credits it adds (for example +5), and a line under the title adds up what is left, in the form "N steps left to unlock X AI credits". When you finish a step, a message confirms the credits added. Each step pays out once per account: in your next new room, steps you already earned for still count toward setup but add no credits.
Skip, minimize or hide
- Click Skip on the current step to move to the next one. A skipped step shows Do it, which brings it back. Doing the action later still completes it and still earns its credits.
- Open the ... menu (Checklist options) and click Minimize to shrink the card to a small Get this room going pill. Click the pill to open it again.
- Click Hide checklist in the same menu to remove it from the room right away. To bring it back, open Help & support inside the room (the ? next to the zoom controls) and click Show on the Room setup checklist row.
If you come back to a room where you finished some steps but not all, the card starts minimized and a message names the next step, with Show me to open it.
When you finish
After all four steps, the card shows how many AI credits were added (or Your room is set up. if your account had already earned them). Click Dismiss to close it for good in that room.
Good to know
- The checklist appears only in rooms created after it launched. The Welcome room, duplicated rooms and older rooms do not have it.
- It is not shown on phones, in focus mode, while presenting, or in conversation mode.
- While the room tour from How to use Pactto? runs, the card is hidden and comes back when the tour ends. See What do I do in an empty room?.
For AI agents: a plain-text version of this guide.