Setting Up Ideas
This article explains how to use the Ideas feature in Agility.
Ideas is a request management system that can be integrated into Digital.ai Agility (Ultimate Edition only). It gives your organization a platform to capture, collaborate on, and prioritize customer feature requests (called ideas), providing more and deeper insight into the needs of the community you serve.
Getting Started with Ideas
Follow these steps to add and configure Ideas into your Digital.ai Agility instance (Ultimate Edition only).
Step 1. Request Ideas
Step 2. Activate Ideas
Step 3. Add Terms of Use and Privacy Policy (Recommended)
Step 4. Brand and Customize Your Customer Ideas Site (Optional)
Step 5. Add Internal Ideas Administrators
Step 6. Configure Ideas Notification Emails (Optional)
Step 7. Set Up the Initial Forum and Add Ideas
Step 8. Invite Users
To setup Ideas, your Admin Privileges role must be set to "System Administrator".
Step 1. Request Ideas
Contact your Digital.ai Agility account representative to request that Ideas be activated within your Digital.ai Agility instance. When you receive the activation confirmation email from support, follow the steps below to configure Ideas.
Step 2. Activate Ideas
For On-Demand (V1 Hosted) Instances...
On-Demand (V1 Hosted) Digital.ai Agility instances do not require any additional setup actions. Skip to Step 3. Add Terms of Use and Privacy Policy below for further instructions.
For On-Premise Instances...
- Click the hamburger menu
> Admin > Ideas > Ideas > Activation. - Select the Enabled check box, and then enter the URL and Activation Code you received in the activation confirmation email from Digital.ai Agility.
- Click Test Connection to make sure the systems can successfully communicate, and then click Save.
Step 3. Add Terms of Use and Privacy Policy (Recommended)
Add Terms of Use
By default, Ideas users are not required to agree to your Terms of Use policy before using Ideas. If your users are external to your company, we recommend that you enable and set up this feature so that they accept the policy as part of the registration process. Note that the Terms of Use policy displays in a pop-up window on the sign up page and in all of the page footers.
Add the Privacy Policy
In addition to the Terms of Use, you can also add your Privacy Policy. A link to your privacy policy will display in the page footer.
Step 4. Brand and Customize Your Customer Ideas Site (Optional)
If you want to customize the look and feel of your customer-facing Ideas site, you can do so by changing the logo and content in the headers and footers.
Refer to Branding and Customizing Ideas for details.
Step 5. Add Internal Ideas Administrators
Now, you can specify the members in your organization who will be Ideas Administrators. Ideas Administrators will be able to see the Ideas menu options so they can manage and delegate forum management tasks to other members.
Access to the Ideas menu options are only visible to members who have been assigned the Ideas Administrator role.
Step 6. Configure Ideas Notification Emails (Optional)
You can set up your Ideas system to send email notifications to users to keep them informed of new developments on the ideas they submitted or commented on.
Step 7. Set Up the Initial Forum and Add Ideas
New Ideas systems are populated with one default public forum and one category. We suggest that you start by modifying the default forum and category, and then add more as needed. To get discussions started, you can seed your new forums by adding ideas that product owners have submitted in the past or from upcoming roadmap items. This must be done manually as there is no option to generate Ideas forum entries from within Digital.ai Agility.
For instructions, see:
- Managing Ideas Forums
- Managing Ideas
To keep new a new forum under wraps prior to launching, you can change the forum security to Private and leave the text area blank so that no can access the forum.
Step 8. Invite Users to the Forum
That's it! Now you can send your customers invitations to sign up. If you have created any private forums, it's helpful to remind them that they will not be able to submit or vote on ideas until the registration process is complete.
Related concepts
Related tasks
Using the Customer-Facing Ideas Site