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15 public notes - 11 guided tour steps
Shared board tracking developments in Zelica demo.
👋 Welcome to Zelica
Thanks for checking this out. This board is a short interactive tour of what Zelica is and how you can use it to share your work. The board is an infinite canvas. You can zoom in and out using the blue buttons at the top of the screen. Click and drag anywhere outside a note to pan around the board (like moving a map), or use the grey arrows that appear to scroll towards notes that are off-canvas. You can scroll inside notes, and you can drag and resize them too — but during this tour the notes will snap back into place so everything stays readable.
😵💫 The usual way we share proposals
Most complex proposals and projects still get shared as: Slide decks PDFs or long docs Notion/Confluence pages They work, but they’re not great when you need a buying committee or steering group to actually understand the plan, explore details, and ask questions on their own time. Here’s the trade-off: ```json [ { "Format": "Email + attachments", "Good_for": "Pushing assets to a stakeholder", "Pain_points": "Attachments get ignored or buried, zero insight into engagement" }, { "Format": "Slide deck / PDF", "Good_for": "Polished presentations", "Pain_points": "Static, linear, no easy exploration" }, { "Format": "Docs / Notion", "Good_for": "Detailed documentation", "Pain_points": "Overwhelming, hard to skim, no guidance" } ] ``` Zelica is an alternative: an interactive tour board people can click through, explore, and question.
🧭 What Zelica gives you instead
Zelica is an interactive board with a built-in tour and chatbot. It’s especially useful when you’re sharing a complex proposal or project plan with several stakeholders who all care about different parts of the story. You lay out your notes, images, tables, and videos on a visual board. Then you pick a sequence of notes to create a guided tour people can click through. Viewers can: Follow your steps Open supporting notes and media Ask questions via an AI assistant that uses this board and its library as context 🎬 A quick demo – a short look at Zelica in action: (You can keep clicking through the tour while it plays.)
🖼️ A board at a glance
Below is what a Zelica board can look like once it’s filled with ideas. Each note can contain: Rich text Images and screenshots Tables and checklists Embedded videos and links You can drag notes around, resize them, and connect related notes so patterns are easy to see. Example of a Zelica board with notes, media, and connections:
🗺️ How this board works for you
You’re already seeing Zelica from a viewer’s perspective: This is a shared board, created from a larger workspace A subset of notes has been arranged into this tour Some notes are text only, others include media (table, image, video) The chatbot in the corner can answer questions about this board and its library Behind the scenes, Zelica ties a few things together: ```json [ { "Piece": "Board", "What_you_see_as_a_viewer": "A canvas of notes you can click and zoom" }, { "Piece": "Tour", "What_you_see_as_a_viewer": "Next/Back buttons + highlighted note" }, { "Piece": "Chatbot", "What_you_see_as_a_viewer": "Q&A about this board and library" }, { "Piece": "Analytics", "What_you_see_as_a_viewer": "(Invisible here) – views, tour starts, questions asked" } ] ``` This is what you can create for your own content: a board + tour + Q&A in a single link. One more thing to try: 💬 Open the chat bubble in the bottom-right corner and ask something like: “Summarise this board in two sentences” or “Who is Zelica for?” The chatbot only uses this board (and the app's FAQs) as context, so its answers are specific to what you’re seeing here. The board's creator can also add documents and webpages to the board's library (and the chatbot will have access to these), but none have been added to this demo board.
🧩 How this helps in a real deal
Let’s make this concrete. Imagine you’re pitching a 6-figure custom software project to a client with 5–7 stakeholders: A champion who understands the details A CFO who cares about risk and ROI A CTO/architect who cares about integration and trade-offs One or two business leaders who just want to know “what changes and when” How this usually goes: You send a deck / PDF / Notion doc. Your champion understands it, but the rest skim and park it. You get pulled into multiple follow-up calls and email threads, repeating the same explanations in slightly different language. A couple of weeks disappear in “clarifying the plan” rather than moving the deal forward. How it works with a Zelica board: You send one interactive explainer link as the “source of truth” for the opportunity. Stakeholders follow a short guided tour of the proposal: goals, scope, architecture, timeline, commercials. Anyone who wants more detail can zoom around supporting notes, diagrams, and videos instead of digging through attachments. Questions go into the board’s AI Q&A, which answers from this board and its library – and you see what people are asking. What this changes: Fewer “can we hop on another call to walk through this again?” moments Less dependence on your champion to re-explain the plan in their own words A clearer record of what people cared about and what they struggled with This demo board is generic, but your version would be built around a specific live opportunity – your project, your diagrams, your language – then shared as part of the proposal.
🎯 When to use a tour board
Zelica is useful any time you need multiple stakeholders to truly understand a complex plan – not just skim a deck. A few examples: Sharing a complex B2B proposal with extra context, trade-offs, and FAQs Walking a buying committee through how your product will be implemented across teams Giving internal stakeholders a guided overview of a new strategy or change programme Explaining a technical architecture or workflow to both business and technical audiences Instead of sending a PDF, slide deck, or Notion dump, you send one board link where people can: Follow your curated sequence of notes Explore side notes (deep dives, appendices, edge cases) at their own pace Ask questions in context via the board’s AI assistant
✏️ Build your viewer tour
Choose which notes you want to include in the tour and set their order in a few clicks:
🔗 Share your board with a link
Once your tour is ready, sharing is as simple as copying a single read-only link:
📊 See how people use your board
When you share a board, Zelica tracks how people interact with it so you’re not guessing. In your analytics panel, you can see: Page views – how many times your shared board was opened Tour starts & completions – who started the tour, who finished it Drop-off points – which step people reached if they didn’t finish Chatbot questions – what viewers are asking your AI assistant Feedback – any feedback submitted by viewers, along with their email address if they supplied it All of this is broken down by unique anonymous users, so you can spot patterns without tracking personal identities. 🔒 Privacy: only IP addresses are visible; no personal data is collected. Example analytics from a shared board (dummy data):
🚀 Create your own tour board
If you’d like to try this yourself: 👉 Click on the “Board” button in the menu. A simple way to start: Pick one live proposal or project you’re already explaining to stakeholders Create a handful of notes for: overview, problem, solution, implementation, risks/FAQ Add any key diagrams or tables you already have as images or embeds Set the tour order and share the link in your next stakeholder email or RFP response Zelica is currently free to use while we refine the product. If you do create a board, I’d love to see it — feel free to DM the link (https://www.linkedin.com/in/scher1/). There’s also a feedback button in the bottom right hand corner of the homepage if you have any comments.
🔍 Search & instant tours
Use the search tool (green 🔍 button in the top right hand corner) to filter your board by keyword. On your own boards you can also filter by highlighted text or by any notes you've toggled as private (meaning the chatbot cannot access them). Non-matching notes are hidden, and you can start a tour that walks you through just the matching notes — great for big boards.
🌎 Connections
You may notice that three notes have a 🚀 emoji in their bottom left hand corner - this is an example of how you can connect notes together. Try clicking on one of the emojis. Connecting notes helps our AI — and your viewers when you share a board — understand how different notes are related. A single note can be part of multiple different connections. Also, as your board gets busier, clicking on an emoji to display all notes in this connection (while hiding all other notes) is a very useful tool for managing complex relationships. The emoji used for each connection is chosen randomly.
Example Spreadsheet
📎 PDFs & supporting documents
You can attach PDFs and other supporting docs to this board without cramming them into a tiny scrolling window. How it works: Open the chat widget and click 📎 Save to board library → Documents. Upload your PDF / DOCX / TXT / JPG there. Click the copy icon next to the file to copy its link, then paste that link into any note. Viewers can open the full document from the note, and the board’s AI will also use anything in the library as extra context when answering questions. This keeps the board readable while still giving stakeholders access to the original files. Example PDF (https://storage.googleapis.com/glyde-demo-v1-uploadedfiles/9b765f3a-3f07-4ff7-84a3-6982f456bd60_Using-Zelica-to-Explain-Complex-Software-Proposals.pdf)