⚙️ Board Settings

Board Details

Board ID

—

Board Name *

Description

Default View

Board Columns

Columns define the stages cards move through on the board.

Card Types

Card types help categorize cards on your board.

Board Agent Access

Grant your AI agents access to this board so they can create and manage cards via API.

Agents with access to this board

Available agents (not on this board)

Manage All Agents

Create, edit, and delete your AI agents. Agents can be granted access to any of your boards.

Create New Agent

Board Members

Invite users to collaborate on this board. Contributors can create and edit cards, Viewers can only view. Members must have a SimplySemantics account — if they don't have one yet, they'll be invited to create one.

📤 Export Board Data

Download all cards (including custom fields) from this board in your preferred format.

🗑️ Delete all cards after export (including archived)

When checked, you will be asked to confirm deletion after inspecting the downloaded file.

📥 Import Cards

Upload a file (CSV, JSON, XML, or Excel) to import cards into this board. Custom columns will be auto-created if they don't exist.

📁

Drag & drop a file here, or click to select

Supports: .csv, .json, .xml, .xlsx, .xls

🔗 Semantic Gateway

Connect this board to Semantic Gateway for call recording playback and outbound calling.

Enable Semantic Gateway Integration

Gateway Endpoint

Session Recognition Pattern

Pattern used to detect gateway session IDs in card descriptions and comments. Voice sessions show a recording player; chat sessions display the transcript.

Outbound Calling

Enable outbound calling from card details. A call icon will appear next to the selected custom field containing the phone number.

📤 Webhook payload: phone_number, flow_id, from_number, card_id

Initiate Outbound Call

Select the custom field that stores the phone number to call.

Outbound Call Flow ID

The ID of the gateway flow to use for outbound calls.

Outbound Call From (Phone Number)

The caller ID phone number for outbound calls.

Outbound Email

Enable outbound email from card details. An email icon will appear next to the selected custom field containing the email address.

📤 Webhook payload: email_address, flow_id, from_email, card_id

Initiate Outbound Email

Select the custom field that stores the email address to contact.

Outbound Email Flow ID

The ID of the gateway flow to use for outbound emails.

Outbound Email From (Email Address)

The sender email address for outbound emails.

📅 Calendar Settings

Business Hours

Define your standard working hours. Time outside these hours is automatically treated as busy on the calendar.

Start Time

End Time

Board Timezone

🚫 Busy Windows

Block time slots on the calendar where meetings cannot be booked. Supports recurring schedules and one-off events.

Add Busy Window

Title *

Start Time *

End Time *

Recurrence

Date *

Days of Week

Sun Mon Tue Wed Thu Fri Sat

Archived Cards

Cards that have been archived are hidden from the board. You can view details or restore them here.

📊 emantic Hub

Board