Konveio Knowledge Center & FAQs
Konveio Basics: Learn the core features and essential tools to help you confidently navigate and setup your Konveio projects.
Site Setup & Branding (6min) - Quick overview of the site homepage and settings. This is a great place to start if you are new to Konveio and are ready to start your first project with us.
User Management Roles & Permissions (3min) - Learn the difference between the internal admin and manager roles.
Document Setup (min) - Adding your first document
Document Overlay Splash Screen Features (5min) - AI Search & Assist, Summery, Guided Tour & User Tracking
Document Pins (2min)
Managing Comment Setup
Comment Reporting & Analysis
Dot Voting (2min)
User Tracking Splash Screen (4min)
Mastering Comment and Visibility Settings (8min)
AI Auto-Tagging and Auto Theming (8min)
Transcribe & Comment Import (2min)
Form Builder (9min)
Konveio Advanced: Learn about setting up teams and creating unique standalone projects with a team or enterprise plan.
Page Builder (10min) - Use Pages to create and customize projects, highlighting key topics across sections by bundling content into a single or multiple overview pages.
Project Configuration & Teams (6min) - Learn about setting up teams and creating unique standalone projects with a team or enterprise plan.
Plan Library Introduction (7min) - Konveio's plan library can be used to consolidate your guiding plans and policies into a single AI-connected framework, giving user access to ask questions across documents.
Discussion Boards (9min) - A discussion-based tool that presents a question, image, or map, with responses displayed in either an interactive or static format, allowing for optional participant interaction.
Simulator Surveys for Tradeoffs, Budgets & Scenarios
- Enter a site title, tagline & logo or hide one or all components.
- Edit the homepage sidebar text (may add a link to create a new button)
- Commenting:
- Update comment types
- Site settings to require registration or allow anonymous commenting.
- Advanced:
- Enable Google Translate (optional)
- Set time zone (highly recommended)
- Add Google Analytics tracking code (optional)
User Management Roles & Permissions
Step by Step Guide: Permissions
Adding your First Document
Step by Step Guide: Adding Documents and Overlay Pins
Splash Screen Features
AI Search & Assist, Summary, Guided Tour & User Tracking Splash Screen
Dot Voting
Step by Step Guide: Document Dot Voting
User Tracking and Splash Screen
Step by Step Guide: User Tracking
Mastering Commenting and Visibility Settings
Step by Step Guide: Comment Management
AI Auto-Tagging and Auto-Theming
Step by Step Guide: Comment Reporting and Analysis
Auto-Tagging can assist with creating a qualitative analysis of comments on a document. Within specific Konveio plans you can enabling the auto-tagging feature and add predefined tags to a document to allow the AI assistant to assign tags to comments. This feature will allow you to efficiently identify specific categories and trends within the commenting which can then be sorted out for a more in depth review.
- Up to three categories of tags can potentially be identified on a comment by the system with the system assigning between 0-3 tags.
- Additional tags can be manually added or removed.
- Ability to then filter by tag when reviewing comments.
Auto Theming will then find cross cutting themes within the tags assigned to the comments. Generate a summary that will highlight and summarize common themes. Download the theme report in Word or PDF.
AI Search & Assistant - Engage a personal document assistant, powered by AI. Users can ask questions and AI will review the document to provide a summary, and answers with page references. Answers will be generated from document references. Enable only the Search function to populate most relevant page sources.
Transcribe & Comment Import
Step by Step Guide: Konveio Transcribe
Form Builder
Step by step guide: Building Webforms
Page Builder
Step by step guide: Building Pages
Project Configuration & Teams
Step by step guide: Projects
Plan Library Introduction
Step by step guide: Plan Library
Discussion Boards
Step by step guide: Discussion Boards
Discussion Boards with ArcGIS
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