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Step-by-step guides for setting up and running IvaBoard.
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74 articles
74 articles
Start here
- Getting started with IvaBoard A step-by-step first hour, from your first sign-in to a portal your customers can use.
- Workspaces, products, boards and your portal How workspaces, products, boards, your team and your portal fit together.
- Your setup checklist and the workspace chooser Find out what your setup checklist asks for, and how to open or accept a workspace from the…
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Hold posts that match keyword rules
New
Hold new ideas and comments that contain phrases you choose, so your team reviews them before they appear.
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See who is on a waitlist
New
Open a waitlist's People tab to see who is on it, where each person came from, and how to search and filter the list.
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Your setup checklist and the workspace chooser
New
Find out what your setup checklist asks for, and how to open or accept a workspace from the workspace chooser.
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Share an idea on a board
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Post a new idea from the Share an idea form at the top of a board, and see what happens after you post.
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Rename, leave or hand over a workspace
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Rename your workspace, hand ownership to another member, or leave the workspace.
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AI help for your team
New
Turn on release-note drafts, reply drafts, thread summaries and possible duplicates for a product, and check every AI text before you use it.
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Connect an AI provider
New
Connect your own OpenAI or Anthropic key so IvaBoard can help your team with drafts, summaries and possible duplicates.
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Ask your customers with surveys
New
Updated
Ask short NPS, CSAT, CES and other surveys on your portal, in your app or by link, and turn answers into ideas.
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Show your portal in other languages
New
Let visitors read your portal, widget and emails in 27 languages, and name your boards and statuses once per language.
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Connect toSend
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Connect toSend so IvaBoard sends your users' emails through your toSend account.