Creating a Conversation and Programming Details
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      1. Knowledge Base
      2. Preparing for Your Remesh Conversation
      3. Creating a Conversation and Programming Details

      Create a Conversation


      Overview

      Creating a conversation is the first step to conducting your Remesh conversation. Learn how to 

      Included in this Article

      1. How it Works
      2. Frequently Asked Questions
      3. What's Next?

      How it Works

      1. Click the blue '+' button on your dashboard.
      2. Select your conversation type. Our primary conversation types are Live and Flex and this guide will focus on these . You can read more about the difference between Live and Flex here. For more information about our other options, check out our Quick Start Guides here.
      3. 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. numbers for easy tracking of projects)
      4. Select the purpose of your Conversation
        Billable: when you are utilizing the platform for research and you intend to analyze your findings. Billable conversations indicate that you will be billed for the conversation and help our Customer Success team follow up and provide assistance when needed.
        Non-Billable: A Non-Billable conversation can be used to demo, practice or test the Remesh platform. There is not a limit to the number of Non-Billable conversations you can create. Non-Billable conversations have a maximum of 25 participants.

      You are able to change your Conversation's purpose between Billable and Non-Billable after creating your Conversation from the schedule page.

      1. Select the location for your conversation to live from the drop-down menu.
        Private: Default conversations will be created as Private (meaning for your eyes only) for testing and drafting. You can easily move them to a team folder if and when you’re ready to share them with your teammates.
        Teams: Any team that you’re a member of will appear on the list and can be selected.
      2. Select your use case from the drop-down menu. (optional)
      3. Click Create
        Create a Conversation

      Frequently Asked Questions

      • When I create my conversation, do I need to program my conversation and discussion guide at the same time?
        No, you can create your conversation and come back over time to program your conversation details and discussion guide.

      What's Next?

      Keep programming your Conversation by completing your Basic Details and Schedule, then get started on your Discussion Guide!