Congratulations! You’ve created an engagement and you’re ready to send it out to your participants or manage it more generally. (Click here if you need some help with that part of the process.)  When your engagement is live you will be able to find all the tools you need to manage it in the “Grapes” menu (it looks like three vertical dots on the righthand side of the engagement card).

Manage Tools

Edit - Make changes to the content of your exchange. Click here to learn about creating an exchange.

Present - Run an exchange live with a group of participants using graphics that update in realtime and interactive discussion features. Click here to learn how it works.

Slides - View and download a customizable slideshow summarizing the results of your Exchange in the Discover Dashboard.

Invite - Get the shareable link or code that you will send to participants to grant them access to the exchange. Click here to view example invitation email text.

Duplicate - Copy the Exchange to create a new (editable) Draft Exchange (this is great for topics you’ll run Exchanges on more than once ex. 360 reviews, check-ins, etc.).

Move - Move the Exchange to another Room.

Archive - Move the Exchange out of Draft, Active, or Complete and into the Archived Exchanges view.

Change Leader - Change the Leader role for the exchange over to another person in your organization (useful if you are going to be away on vacation or if someone else will be taking over the management of the exchange).

Delete - Permanently delete your Exchange.

Close - Manually close your exchange if you have not set a deadline.

Preview - Enter the participant view in a mode that does not save your activity. Click here to learn more.

Participate - Enter the Participant view to participate in your own exchange.