Insights Boards have been created with Convenience@Workplace in mind. You can schedule Insight Boards to be mailed to you directly, simply set up with the following steps:
- Login to your OnlineSales.ai Account on apps.onlinesales.ai
- Navigate to ‘Insights’ tab on the top navigation bar
- Open a board by selecting it under ‘Board’
- Click on the ‘Schedule Insights’ icon
- This will open a box where you choose your preferred email frequency. E.g. ‘Weekly on Monday’ to receive your Board once a week on Mondays
- Add the email addresses that you want the Board to be mailed to, and Hit Schedule PD
- The Board will be emailed as PDF to the respective email addresses and on the selected frequency.