iDeals Help

Get an overview of the setup process and Q&A activation for your project

Initial Q&A setup

Available roles in the Q&A workflow and what are their capabilities

Available Q&A roles

How to change workflow settings, assign users to Q&A roles, set the team question limits, and create question categories

Q&A settings

How to create a new question team, assign users to available Q&A roles, and set the question limit for the team

Creating new question teams

How to change the Q&A roles for users and available options; what happens with questions if the user’s access is changed

Changing user's Q&A role

How to limit the number of questions asked by the specific question team; available settings and how it works

Team question limits

How to create and update question categories; how it affects the Q&A workflow depending on settings

Question categories

How to create a new question; who can create and submit questions; how to link questions and data room documents

Creating a question

How to edit proposed questions; who can do it and when

Editing proposed questions

How to submit question drafts to the answer side in bulk or a single one

Submitting proposed questions

How to assign and reassign questions to the selected experts; auto-assign and manual assign of questions

Assigning questions to experts

How to import questions in bulk on behalf of the question team and who can do it

Importing questions

How to send a follow-up question in the thread; who and when can do it

Follow-up questions

Available answer options depending on the Q&A role

Answering questions

Learn about the flow of rejecting and approving submitted answers from the point of view of the Answer approver

Approving and rejecting answers

How to add frequently asked questions in the Q&A; who can create and see it

Creating FAQ

How to close the question or change its status back to the discussion

Closing and reopening questions

How to delete proposed questions, submitted question threads, and FAQ; who can do it and when

Deleting questions

How to download the Q&A discussions report

Exporting questions

How to edit the rejected answer and who can do it

Editing rejected answer

How to edit a submitted answer and who can do it

Editing submitted answer

Available hot-filters based on the Q&A role; search and sorting options

Navigation in Q&A

How to enable or disable Q&A notifications, and what kind of notifications are sent out

Q&A notifications

Secure communication and collaboration between involved parties in the project

Watch a tutorial

Contact us

Find answers and get help from Intercom Support and Community Experts

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