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Josh Patton

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Articles

Recent activity by Josh Patton

  • 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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    • 1 vote

  • 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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  • 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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  • 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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  • 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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  • Minutes Builder

    Overview of Minutes BuilderWhat is Minutes Builder and Why Should You Use It?Minutes Builder is a tool in OnBoard that helps Meeting Administrators create, manage, and publish meeting minutes in on...

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    • 5 followers
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    • 2 votes

  • Creating and Managing Tasks in OnBoard

    OverviewWhat is the Tasks Feature in OnBoard?The Tasks feature in OnBoard is a built-in tool for creating, assigning, tracking, and completing follow-up work. Any user, including non-administrators...

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    • 1 follower
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    • 1 vote

  • Creating and Managing Resources

    Resource Library OverviewWhat is the Resource Library in OnBoard?The Resource Library in OnBoard is a central place to store documents, links, images, and videos that are not tied to one specific m...

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    • 1 follower
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    • 3 votes

  • 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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  • 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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