Boards

Popup Window - Add New Board

Under Name: We should provide a name to the Board. Eg: Sales Pipeline

Click on “Add Column” to add the First Column and let’s name it as New Lead

Now let's add the other 4 Columns required into the Board as mentioned above - the different stages in the Sales Pipeline.

Adding the other 4 Columns to the Board

• Contacted

• Demo Scheduled

• Proposal Sent

• Closed Won

After adding the 4 Columns, Click on Save Button.

Once we save the Board, we can see that the new Board has been created and all five Columns are created inside the Board.

On this Board Page, you can also create a New Column by just clicking the top right Button “New Column”

Name the Extra Column and Click the Save Button. Now we see the Extra Column added to the Board.

Here in this Board page, we can move the Columns from left to right or vice versa by dragging the Columns to left or to right and position them in a required Order.

We can also see 3 Dots on the top right of every Column. By clicking on it, we can Delete the Column or rename and save the Column.

Once you Click Confirm Delete, the Column will get deleted.

Below you can see we have deleted the 5th Column - Closed Lost

Using Boards

Now let’s see, how to use this Boards Section.

Visual Flow Builder

We shall show the Visual Flow Builder

We are just creating the Action Block and adding the Board function to it to test its functionality.

In the Action Block -> go to Advanced Actions -> Move to Board function

Next step -> Click on Edit Action in the Board Function.

You need to select the Topic to position the User at the end of a Process.

Now let's say, we are getting the user to the platform for the first time, so we are selecting the Topic New Lead.

You can also add a Note to the Action taken out of the 3 Options provided in the drop-down menu:

1. No Change

2. Update Note

3. Clear Note

Now let’s select Update Note under the Note Action. and Info under Note Type

Since we are adding the User as New Lead, let the note be as - {{First Name}} is our new Sales Lead

Now we can save the above Note Details in the Board.

Now let’s preview this Action Block with Board Function on the Pop-up Web Page.

We don’t see any action on the Web Page, as we are testing only the Action Block.

Now we close the testing Web page and open the Board and refresh the Page, you can see the Magic:

Under the New Leads Column in the Board, the Guest user has been added. Also you can see the Note: Guest is our New Sales Lead.

Now, You can have a look inside by clicking on the Guest User and you will be able to directly communicate with this User from within the NewAge AI Platform.

Now you can also drag them to the several stages manually from left to right and right to left.

We can also do Automation, where each time a user takes a certain action, you can move to the required Board. You can move them through all stages of the Board.

Now we have manually moved the Guest User from New Lead to Demo Scheduled.

For example, when we want to do Automation on this, if a Product demo has been scheduled with the Guest User, using the Calendly integration, we can also call an Action with the Board Function, where the following activity is done:

1. Topic or Stage - Sales Pipeline / Demo_Scheduled is selected.

2. Note Action: Update Note

3. Note Type: Info

4. Topic: Calendly booking is scheduled for Product demo with {{First Name}}