I Signed Up for a Trial. Now What?

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Introducing Kaito, the RFP response automation platform. Try Kaito now!

Maybe you were looking into private Q&A software that could support your organization in capturing and sharing knowledge internally, or you were just browsing for collaboration tools to include in your employee engagement plans.

No matter how you got to us, if you pushed that sign up button, one minute later your domain is created and you’re ready to go. Now what?

Many of the people testing Quandora ask for best practices once they start their trial. Each use case is different and only you can fix priorities, but we put together some tips organized in three cardinal steps that will support you in better understand how the solution works. The purpose of the trial is to determine the usefulness of the tool in accordance to your needs, making sure this is the productivity solution you were looking for.

There are three main aspects related to setting the system: content, administration settings and users onboarding.

Step 1: Get familiar with the platform.

The core action of Quandora is asking questions, but feel free to check all buttons and just get comfortable with where everything is located. In the right corner, right under your name, you have the administration panel. Take a first look at all the settings, but don’t spend too much time with that from the beginning.

After the “what does this button do” process, it’s a good time to start asking a few questions. Don’t just ask general questions, remember this is a knowledge resource, not just a conventional Q&A. Think about the last issue someone approached you about and use it as an inspiration.


The purpose of this first step is to create some seed content that will make a good intro for future users.

Which takes us to Step 2: Invite your first users.

A good pilot team is a team that’s already cemented, meaning people that have been working together for some time, whose expertise is compatible and that usually collaborate on different projects or everyday tasks.

You’ll want to start by making sure the access policy is appropriately set, so that the login process will be smooth. Do that by accessing the Manage Domain section. Choose an authentication provider that’s popular within the members of your organization – this will help with users adoption. Don’t go into branding just yet, the access settings should be enough for managing the initial frame.

access control 1

Invite them to ask questions from their area of expertise, topics that people usually address them for support. Play with different actions that a user can have, like answering, accepting answers, voting, commenting, follow each other or only specific tags, set the notification system and so forth.

Once you get friendly with the platform and its functionalities, it’s time for…

Step 3: expand the use at organizational level.

This is a good time to go deeper with the settings. Like personalizing the look and feel – upload your company’s logo and choose a theme that goes well with your company’s colors. This will make it easier for users to assimilate it and adopt it as an internal tool. If you use other tools we are integrated with (like Yammer, Hipchat or Camfire), go to the Activity Sharing tab to enable the distribution of the content you’re building.

If you are Google Apps users, you can synchronize all users by pushing only one button. There’s also an option of bulk creating profiles.


 Some last notes:

  • Users onboarding is a step that’s usually personalized by each company, according to their internal culture and their users behavior. But we’d be more than happy to assist you in this process with lessons we already learned from our customers.
  • Whilst more users join, different questions may arise – our support team is available anytime you have any inquiries, steps above included.
  • The 30 days free trial gives you enough time to get to know the tool and test all its functionalities in order to make sure it aligns with your defined goals.Make the best of it!

Happy Knowledge Sharing!

Looking for a great way to ask questions and build knowledge with your co-workers? Quandora enables simple, efficient knowledge sharing with your team, way more fun than a mailing list or a forum. Try Quandora

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