Getting started with the whiteboard

The Whiteboard is a live session where members of the same workspace draw and write on one shared board while they talk. When the session ends, AI turns what happened on the board and the recorded conversation into a time-ordered report.

The whiteboard screen describes it like this:

Create a session and share the link. Participants draw on one board while they talk, and the session becomes a time-ordered report.

Open the whiteboard

Select Whiteboard in the navigation rail. From there you can create a new session or reopen a past one.

Note

The whiteboard is available to a workspace’s members, admins and owner. In a workspace where you are a guest, Whiteboard doesn’t appear in the navigation rail. See Roles for what each role can do.

Create a session

1. Optionally, enter a title in the Session title (optional) field.
2. Click Create session. You can also press Enter in the title field.
3. When the share link appears, click the copy icon next to it (Copy link) and send the link to the people joining you.
4. Click Enter session to open the board.

The person who creates a session is its host (the person who opened the session). Only the host can record and end the session. See Recording and Ending the session and the report.

The share link is shown only right after you create the session

The link appears on this screen only right after creation. Once you leave the screen, you can’t see it again, so copy it right away.

If the link is lost, members of the same workspace can still enter the session without it from Recent sessions below.

• If copying fails, you’ll see Could not copy the link — please copy it manually. Select the address in the link field and copy it yourself.
• If the session can’t be created, you’ll see Could not create the session.

Join a session

Opening a share link joins you to the session right away and opens the board. There is no name to enter: your account’s display name is used as your participant name.

• Only members of the same workspace can join. The link is not an invitation; it is just the address of the session. People outside the workspace and guests can’t join, even with the link.
• If you belong to several workspaces, the session’s workspace must be the one currently selected. If another workspace is selected when you open the link, you’ll get an error saying the session can’t be found. Select the right workspace from your avatar at the bottom of the navigation rail (the account menu), then click Try again.
• Opening the link of a session that has already ended shows This session has already ended. Open the report of an ended session from Recent sessions instead.
• If joining fails for a temporary reason, you’ll see an error such as Could not join the session. with a Try again button.

Recent sessions

Recent sessions lists the sessions opened in this workspace, newest first. It includes sessions other members opened, not just yours. If there are none yet, it shows No sessions yet.

Each row shows the session title (Untitled session if it has none), when it started, the participant count ({count} participants) and its status. The participant count is the number of people who have joined the session at any point.

Selecting a row opens the screen that matches the session’s status:

Status	Meaning	Selecting it
Live	The session is open.	Opens the board and joins you as a participant.
Processing	The session has ended and the report is being built.	Opens the report-processing screen.
Ready	The report is ready.	Opens the report and the review screen.
Failed	The report could not be built.	Shows why it failed.

The session’s host and the workspace’s admins and owner see a delete icon at the right of each row. See Replay and save as a note for how deleting works.

Related articles

• Drawing and math
• Recording
• Ending the session and the report
• Connection issues and limitations