Dashboard

Create a Conversation

Click the blue '+' button on your dashboard. Enter Conversation Name (Note: Conversation Name is for internal use and participants will not be able to see this. This section can be used for P.O. numb…

Meghan Moore
Updated 3 weeks ago by Meghan Moore

What is the difference between a Name and a Title?

Name. A Name refers to the Conversation Name shown on the Conversation Card in your Remesh Dashboard. The Conversation Name is for internal use only so participants will not see this. This will only…

Jeffrey Stulmaker
Updated 8 months ago by Jeffrey Stulmaker

Move a Conversation

Note: You can only move Conversations between Teams that you have access to. Click ··· (menu dots) on the Conversation card. Click Move. Select the destination Team that you would like to move the Co…

Jeffrey Stulmaker
Updated 1 year ago by Jeffrey Stulmaker

Duplicate a Conversation

On the conversation card, click ··· (menu dots). Click Duplicate. A duplicate of the Conversation will be created and placed at the top of the dashboard.

Jeffrey Stulmaker
Updated 11 months ago by Jeffrey Stulmaker

What order are conversations sorted in the dashboard?

Conversations are sorted in a reverse chronological order based on their Start Time, with unpublished Conversations appearing first. For example, if you have created two Conversations that start on J…

Jeffrey Stulmaker
Updated 10 months ago by Jeffrey Stulmaker

Delete a conversation

On the conversation card, click ··· (menu dots). Click Remove. A popup will appear with a confirmation message. Click Confirm.

Laura Johnson
Updated 1 month ago by Laura Johnson

What is the "Purpose" of a Conversation?

When creating a Conversation, you will see three options for Purpose of Conversation: A billabe Conversation to get findings. A demo of the Remesh platform. Practicing or testing using Remesh. You ca…

Jeffrey Stulmaker
Updated 1 month ago by Jeffrey Stulmaker

Folders

Folders. You can organize conversations within your team using folders. Create a new folder by clicking the + icon in the top left of your dashboard and selecting "New Folder". Name your new folder a…

Meghan Moore
Updated 7 months ago by Meghan Moore

Getting Started - Learn How to Moderate

Getting Started - Learn How to Moderate. Use the " Getting Started " feature to access a practice environment with training walkthroughs.

Meghan Moore
Updated 2 days ago by Meghan Moore

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