Josh Patton
Activity overview
Latest activity by Josh Patton
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Josh Patton created an article,
Building Historical Context for AI Assist
One of the most powerful benefits of AI Assist is its ability to turn years of board history into a searchable, conversational knowledge base, helping members quickly find the context they need to...
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Josh Patton created an article,
Managing User Profile & Settings (MOBILE)
Profile Overview Your Profile & Settings area in the OnBoard mobile app lets you view and manage personal profile details, update account and security settings, manage notification preferences, sav...
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Josh Patton created an article,
Resetting Passwords and Unlocking Accounts
If you forget your OnBoard password or get locked out, you can easily reset it yourself. This guide explains how to reset your password on both web and mobile, and how to unlock your account if it’...
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Josh Patton created an article,
OnBoard AI Security Overview
OnBoard’s AI features help organizations find information, prepare content, and understand meeting materials more efficiently. This article explains how OnBoard processes and protects customer con...
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Josh Patton created an article,
AI Minutes
AI Minutes is a powerful feature in OnBoard that saves time and improves accuracy by capturing meeting discussions, generating transcripts, creating structured meeting minutes, and providing editin...
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Josh Patton created an article,
AI Assist
What is AI Assist, and Why Should We Use It? AI Assist is a built-in chat experience in OnBoard (web and mobile). It helps all users ask questions in plain language and get meeting-related help in...
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Josh Patton created an article,
Complete Meetings
What is Complete Meetings? Every meeting is a chance to create a meeting record your board can trust, so nobody loses the thread over time. When the agenda, meeting materials, and minutes live in ...
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Josh Patton created an article,
Contributing to an Agenda
In OnBoard, when an administrator asks you to “contribute to the Agenda,” they are usually asking you to: Upload your document(s) to the Agenda section you own (for example, “Finance Report” or “...
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Josh Patton created an article,
Creating, Managing, and Sharing Annotations (Mobile)
Annotations in OnBoard allow you to mark up your Meeting Book with notes, highlights, and drawings. These tools help you collaborate, organize thoughts, and share insights with other meeting partic...
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Josh Patton created an article,
AI Agenda
Using AI AgendaWhat is AI Agenda?AI Agenda is an agenda builder that creates a draft agenda for a meeting based on: What you type in a prompt (plain-language instructions), and/or A document you up...
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