Tools
🔧

Tools

Managing interaction tools

🍿 Using interaction tools as pop-ups

Native tools explained

🛠️ Tools 101

🔧 Managing Tools

➕ Add a new resource

✍️ Rename a resource

❌ Delete resources

❌ Bulk actions: copy and delete

Open interaction tools as pop-ups:

Interaction tools (

,
❓
Questions
,
📝
Notes
,
🎯
Takeaways
 and
📄
Transcript
) can be opened as pop-up windows. This allows everyone involved to better customize their experience in-session experience.

  1. Open the interaction tool.
  2. Click the Window icon next to the Close button (❌) in the upper right corner of that tool.
  3. Click Detach window.
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👉 If you are the Host and want all your participants to see that tool as a pop-up:

  1. Click on Sync for everybody.
  2. Done. Now your entire audience will see the tool as a pop-up and can interact with it as such.

💡
As a pop-up, you and your audience can resize the pop-up window and move it around as you see fit.

🛠️ Native Tools 101

Tools is the space where you can find and manage all the resources that come from third-party apps integrated with Sessions (Airtable, Canva, Google Docs/Forms/Sheets/Slides, Miro, Mentimeter, YouTube, Vimeo, etc.) as well as tools native to the platform (Forms and Whiteboard by Sessions).

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💡
This is the place where you can preview, add or delete tools. This function simplifies managing and embedding resources in your online sessions whenever needed.  

Tools is available to all users who have a registered account. You can access it from Sessions Home’s left sidebar. To find a specific resource quickly, use the left search bar to type in its name.

To narrow down your search, click on the tool it belongs to (Google Docs, Pitch, YouTube, etc.). Type the resource's name in the search bar dedicated to that specific tool.

🔧 Managing Native Tools

➕ Add a new resource

  1. Find the category you want to add files to.
  2. Click on it.
  3. Click on New [Tool’s name]. 
  4. Give permissions - if prompted - or paste the link.
  5. The new resource will be added to the list dedicated to that tool.

✍️ Rename a resource

If you want to rename a resource:

  1. Click on the resource.
  2. Click on More actions (⋮).
  3. Click Rename.

❌ Delete resources

  1. Find the resource you want to delete. 
  2. Click on More actions (⋮).
  3. Click Delete.

❌ Bulk actions: copy and delete

Should you want to apply actions to more/all resources from a tool (e.g., YouTube):

  1. Check the boxes next to the resources you want to copy or delete.
  2. Click on More actions (⋮). 
  3. Select the action you want: Make a copy or delete.
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