Valuecase

Learn how Valuecase works on mobile for customer-facing spaces and internal editors.

Using Valuecase on Mobile

Jan Niklas Wick

Learn how to use spaces to collaborate, automate progress, and guide your customers.

Create Spaces for customers

Create a space

Create new pages, edit existing ones incl. rename a page, delete a page and change the page order

Manage pages in a Space (or Template)

Activate a customised popup that greets your customers when visiting your Valuecase spaces for the first time

Welcome Popup

Space settings

info about how to copy, duplicate or clone a space

How to duplicate a Space

Create spaces for customers

Share a space with your customer

Email template to share a space

Guide on how to share spaces incl. restrict access to specific emails or domains & more.

Space access settings

How to add internal users as collaborators to your space.

Add co-workers to your spaces

How to copy links to specific blocks

Share a space

Notify and remind your customers about important tasks and changes

Stakeholder Email Notifications / Reminders

Stakeholder E-Mail Notifications FAQ

Showing or unlocking a new block or page when a task, milestone, action plan, or form is completed

Show a Block or Page When a Task or Form Is Completed

Hide milestones until a specific progress is reached

Show or Hide a Milestone When a Task or Form Is Completed

Creating Spaces via API

Email reminders, unlocking new content, and more

Automate your customers' journey

Overview of our commenting and chat functionality - incl. threading, mentioning and task comments

Intro to Comments & Chat

Details about Notifications, Mentions, Subscriptions & Unread status

Managing Comments incl. Notifications

Commenting Inside Tasks (Threaded Task Conversations)

Task Comments

Chat & Comments

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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