Creating a Customer Room in Filo in Under 5 Minutes
Matt Compton avatar
Written by Matt Compton
Updated over a week ago

Filo Rooms are a great place for seamless, value focused customer collaboration. Give your customers a single source of truth, ensure no one is left off an email, and everyone knows where to find the file or information that has been shared. Easily add your other tools, meet live on Zoom (with real-time recording access), or share information and ask questions asynchronously. Simply set up your Room and invite them in! We'll show you how to create an amazing customer room in less than 5 minutes.

Here is how to build out the room above.

One you have created your new room, follow these instructions to customize the template to match the customer room above.

Your new room already comes with a Zoom, Updates, Files & Links, and Action items tiles. We just need to:

Upload a Room Icon

  1. Hover over the rounded room icon in the top left and click the camera.

  2. Upload your image and crop it to your desired dimensions

  3. Click "Set Cropped Image" and your new image will appear in the room.

Have any issues, check out the following article.

Add two custom embed tiles for the metrics dashboards

  1. Click the ellipsis at the right of the room header and select "Add a Tile"

  2. Select "Custom Embed" (For these metrics widgets, we are going to use Google Data Studio. We have built out the widgets for you.)

  3. Turn off the "Show Title" option.

  4. Select "Half Width" tile layout.

  5. Paste the Google Data Studio embed URL in the "Embed URL field. Here is an example you can use:

  6. Click "Add Tile" at the bottom of the screen.

To add another, repeat the steps above using the following example dashboard URL:

To learn more about leveraging Google Data Studio with Filo, see this article (ADD LINK);

Add a section header

  1. Click the ellipsis at the right of the room header and select "Add a Tile"

  2. Select "Section Header" and enter the text "Results"

  3. Click "Add Tile"

  4. Now we have a section header. But we need to move it above the metrics widgets we added above. To change tile order, click the ellipsis in the room header and select "Edit Tile Order." Drag the Results Section at the bottom above the two Embed tiles.

Insert our content

Now comes the fun part! We can add in our content.

  1. Post an update! In the room header, click "Post an update." Type out your message for the update. Our sample text is at the bottom of this article if you want to simply copy and past it in the "Content" box. Be sure and select "Room Updates" in the delivery options and click "Post Update" at the bottom. You should see the room updates tile display the message you just sent. Want to know more about posting updates,? See this article. (ADD LINK)

  2. Upload your links and files! On the Files & Links tile, click "Add" to add your links to online documents and resources or upload the files you want to share with the room. Note: You can also drag and drop files directly over the tile! Want to know more about Files & Links? See this article (ADD LINK).

  3. Add action items! In the Action Items tile, click "Add" to quickly add action items, tasks, or scheduled next steps for your project. If desired, you can give each a due date and an owner as well.

Share your room

Now it's time to share your room with others.

  1. Add room members! Room members can see everything in the room, post messages, join meetings, and collaborate fully. To add room members click the Share icon in the header. Type in the email addresses of your desired members in the "Add people" box and click "Done."

  2. Create a public room link (optional)! Public room links allow you to use your Filo room Zoom meeting in calendar invites, without worry about whether or not your attendees are members or are logged in. Anyone with the link can quickly join any active Zoom meeting. To create the public room, click the share icon in the header and turn on "Public Access." Click the "Copy Link" button and add that link to your meeting invites. Voila!

Filo rooms can be customized and configured to serve any number of use cases, and customer rooms can take many forms. I hope this has been helpful. If you have lingering questions, don't hesitate to reach out via a support message directly! We would love to hear from you.

If you need any assistance with setting up your customer rooms please contact us at and we'll be happy to help!

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