Think Board - Step-by-Step Guide

Master your Custom Board of Advisors with this comprehensive guide

What is Think?

Think is your Custom Board of Advisors - an AI-powered tool that lets you create a team of virtual advisors with unique perspectives and expertise. Each advisor has their own personality, background, worldview, and communication style. When you need guidance on important decisions, your board deliberates together to provide multi-faceted insights.

Getting Started

Step 1: Access the Think Board

Click "Think" in the navigation menu to see three main sections:

  • Advisor Creation Area (top) - Where you build your advisors
  • Council Roster (bottom) - Your assembled board of advisors
  • Chat Interface (appears after deliberation starts)

Creating Your Advisors

You have three ways to create advisors:

Method 1: AI Forge (Conversational)

Best for: Quick advisor creation through natural conversation

  1. 1.Select "Forge AI" tab (default view)
  2. 2.
    Describe the advisor you want in the chat input

    "I need a ruthless sales executive who focuses only on metrics"

    "Create a compassionate therapist who specializes in conflict resolution"

  3. 3.Have a conversation with the AI to refine the persona
  4. 4.AI generates the complete advisor with name, expertise, worldview, and custom avatar
  5. 5.Advisor automatically added to your Council Roster

Method 2: Manual Creation (Detailed Form)

Best for: Complete control over every aspect of your advisor

  1. 1.Click "Manual" tab
  2. 2.
    Fill in all advisor details:
    • Identity Name (Required) - The advisor's name
    • Core Identity (Required) - Their fundamental role and archetype
    • Background & Expertise - Professional background and experience
    • Worldview & Philosophy - Core beliefs and values
    • Mode of Interaction - Communication style
    • Tasking Protocol - Their methodology and approach
  3. 3.Upload custom avatar (optional) or let AI generate one
  4. 4.Click "Forging into Reality" to create the advisor

Method 3: Archives (Pre-Designed)

Best for: Quick start with proven advisor templates

  1. 1.Click "Archives" tab
  2. 2.Browse pre-designed personas (The Machine, Dave, etc.)
  3. 3.Click the "+" icon to add them to your roster

Import & Export Advisors

Import Advisor

  1. 1. Go to Manual tab
  2. 2. Find "Import Persona" section
  3. 3. Paste text OR upload file (.txt or .json)
  4. 4. Click "Parse & Populate"
  5. 5. Review fields and click "Forging into Reality"

Export Advisor

  1. 1. Hover over advisor in Council Roster
  2. 2. Click download icon (two options):
  3. • Text file - All persona details
  4. • Avatar image - Separate image file
  5. 3. Files save to Downloads folder

Starting a Deliberation

Step 1: Assemble Your Board

Add 2-5 advisors to your Council Roster for best results

Step 2: Initiate Deliberation

Click "Initiate Deliberation" button at the bottom of Council Roster

Step 3: Ask Your Question

Type your question or scenario in the chat input. Be specific and include context.

"I have a difficult conversation with my CEO tomorrow about budget cuts. How should I approach this?"

"Should I accept this job offer? It pays more but requires relocation."

Step 4: Engage with Responses

Each advisor responds with their unique perspective. Ask follow-up questions, request clarification, or explore specific aspects deeper.

Session Management

Load Previous Session

  1. 1. Click "Load Session" (top right)
  2. 2. Browse your past sessions
  3. 3. Click any session to restore it
  4. 4. Full conversation and roster loads

💡 Sessions auto-save every 2 seconds

Download Transcript

  1. 1. During deliberation, click download icon
  2. 2. Readable transcript downloads with:
  3. • Session date
  4. • Council roster profiles
  5. • Full deliberation log
  6. 3. Upload later to restore session

Sharing Sessions

Create Shareable Link

  1. 1. Click "Share" button (top right)
  2. 2. Click "Copy Link"
  3. 3. Share with colleagues or team members

What Recipients See

  • Full board configuration (all advisors)
  • Complete conversation history
  • Read-only view (can't edit)
  • View counter tracks engagement

Manage Shares

Click "Share Analytics" to view all shares, track views, regenerate tokens, or revoke access

Best Practices

Building Effective Boards

  • •Mix perspectives: Combine analytical, emotional, and strategic advisors
  • •Optimal size: 3-4 advisors for balanced deliberation
  • •Scenario-specific: Create different boards for negotiations, career decisions, strategy

Crafting Better Questions

❌ Instead of:

"Should I take this job?"

✅ Try:

"I've been offered a VP role at a startup - $200K salary but 60-hour weeks and uncertain equity. I have a stable director role now at $150K with work-life balance. I'm 35 with two kids. Help me think through this decision."

Include specific details, constraints, priorities, and what you're uncertain about.

Need Help?

📧 Email: [email protected]

📅 Schedule a demo: Book a call