Help Center

Verlo is an infinite visual workspace where your team can draw, plan, talk and get AI help — all in the same place.

What you'll need

• A Verlo account — sign up with email and password, phone one-time code, Google, GitHub, Microsoft, or your company's SSO (SAML/OIDC, Azure AD, Okta, Google Workspace, OneLogin).
• A modern desktop browser (Chrome, Edge, Firefox or Safari) for full authoring — Windows, macOS or Linux.
• A microphone and camera if you plan to try voice, video or Talkreel recording.
• The Verlo mobile app (iOS or Android) if you want to browse and join boards on the move.

Signing in

1. Go to the Verlo sign-in page.
2. Choose a method: email + password, a one-time code sent to your phone, or a social/SSO provider (Google, GitHub, Microsoft, or your company's identity provider).
3. If your organization uses enterprise SSO, you may be redirected to your company's login page — sign in there and you'll be returned to Verlo automatically.
4. First-time users land on the Dashboard once signed in.

Tip: if you're joining a board someone shared with you, you don't need an account at all — open the link and enter a display name to join as a guest.

✓ Try it yourself

• ☐ Sign in using your preferred method.
• ☐ Confirm you land on the Dashboard after signing in.
• ☐ Sign out, then sign back in to confirm your credentials are remembered correctly.
• ☐ If you have SSO configured, confirm it redirects and returns you to Verlo.

Understand the dashboard

Your Dashboard is home base: recent boards, starred boards, spaces, trash, recordings, notifications, integrations and team settings all live here.

1. Sign in and land on the Dashboard.
2. Use the sidebar to switch between Recent, Starred, Spaces, Trash and Recordings.
3. Switch between list and grid view using the view toggle near the search bar.
4. Use the search bar to find a board by title or topic.

Create, rename and organize a board

1. Click New board, then choose Blank board or pick a template.
2. Rename the board from the board menu (top left of the canvas), or by double-clicking its title on the Dashboard.
3. Duplicate a board from the board menu or from its card on the Dashboard.
4. Star a board (click the ☆ icon on its card) to pin it under Starred.
5. Set a custom thumbnail from Board details in the board menu.
6. Move a board to Trash from its card menu, and Restore it from the Trash view before it's permanently deleted.

Create a team and invite members

1. Open Team settings from the sidebar and give your team a name, description and logo.
2. Click Invite members and enter an email address, or click Bulk invite and upload a spreadsheet of emails using the downloadable template.
3. Choose a role for each invitee: Admin, Editor, Commenter or Viewer.
4. People already on Verlo are added instantly; everyone else receives an invitation email to accept.
5. Confirm seat usage against your plan's seat limit in Team settings.

Organize boards with spaces

1. Click Create space and name it — one per project or client works well.
2. Move a board into a space from the board menu's Move to team/space option.
3. Rename or delete a space from the Spaces view.
4. Filter the Dashboard by space to see only that project's boards.

Set up Brand Center

1. Open Brand Center from Team settings.
2. Upload your team's logo and set a primary and accent color.
3. Choose a default font for new boards.
4. Save — new boards created by your team will now use these brand defaults.

Manage your personal account & billing

1. Click your avatar → Profile settings to update your name, organization, industry and interface language.
2. Update notification preferences, password and security settings.
3. Open Billing & usage to review your plan and see AI credits used vs. remaining this month.
4. Check per-member usage if you're a team admin, and click Upgrade plan if you need a higher tier.

✓ Try it yourself

• ☐ Create a new board, rename it, and star it.
• ☐ Duplicate that board, then move the duplicate to Trash and restore it.
• ☐ Invite a teammate to your team with the Editor role.
• ☐ Create a Space and move a board into it.
• ☐ Set a brand logo and primary color in Brand Center.
• ☐ Check your AI credit usage under Billing & usage.

Core tools

The left toolbar holds the tools you'll use most: Select (V), Hand/pan (H), Pen (P), Sticky note (S), Text (T), Frame (F) and Comment pin.

1. Press V to select and move elements.
2. Press H, or hold Space, to pan around the board; scroll or pinch to zoom.
3. Press P to draw freehand with the pen tool.
4. Press S to place a sticky note, then type directly into it.
5. Press T to place a text box anywhere on the canvas.
6. Press F to draw a frame around a group of elements.
7. Click the Comment pin tool, then click anywhere to leave a comment at that exact point.
8. Use the Eyedropper to pick an exact color from anything already on the board.
9. Use the Laser pointer during a live session to draw attention without leaving a mark.

Shapes and connectors

1. Select a shape tool — rectangle, ellipse, diamond, line or arrow — and drag on the canvas to draw it.
2. Draw an arrow from one shape to another; it becomes a smart connector that stays attached as you move either shape.
3. Open the Shape Library to browse hundreds of icons — flowchart, UML, BPMN, cloud architecture, Kubernetes and DevOps sets — and drag one onto the canvas.
4. Upload your own SVG into My Shapes from the Shape Library panel.

Editing and arranging

1. Use Ctrl+Z / Ctrl+Y to undo and redo.
2. Cut, copy, paste and duplicate with Ctrl+X / Ctrl+C / Ctrl+V / Ctrl+D.
3. Select multiple elements by dragging a selection box, then Ctrl+G to group and Ctrl+Shift+G to ungroup.
4. Lock an element (Ctrl+Shift+L) so it can't be accidentally moved; Unlock all releases every lock at once.
5. Right-click a selection to bring it forward, send it backward, or move it to front/back.
6. Use Flip horizontal (Shift+H) or Flip vertical (Shift+V) on a selection.
7. Use the Format Painter to copy a shape's style and apply it to another element.
8. Copy the canvas to your clipboard as an image, vector, or plain text from the Edit menu.

Media and links

1. Drag an image from your desktop onto the canvas, or use the board menu's Import → From device.
2. Set a custom board background image or color from the board menu.
3. Select an element and press Ctrl+K to add a hyperlink to it.
4. Right-click an element and choose Copy link to object to get a deep link that scrolls straight to it.
5. Select an element and Add to library to reuse it on other boards.

Navigation and view

1. Use Ctrl+ / Ctrl− to zoom, Ctrl+0 to reset to 100%, and Ctrl+Shift+H to fit everything on screen.
2. Open the Minimap to orient yourself on a large board.
3. Open the Layers panel to see and reorder every element by its stacking order.
4. Open the Frames panel to jump between frames instantly.
5. Press Ctrl+F to open Canvas search and find text anywhere on the board.
6. Press Ctrl/Cmd+K to open the Command Palette and trigger any action by typing its name.
7. Press Alt+Z for Zen mode, or use Full screen for a distraction-free view.

Board appearance

1. Open board settings and choose a background style: plain, dots, lines or grid.
2. Pick a background color from the presets, or set a custom color.
3. Toggle Snap-to-grid on or off.
4. Switch between light and dark interface theme from your account menu.

✓ Try it yourself

• ☐ Draw a rectangle, a sticky note and a text box, using their keyboard shortcuts.
• ☐ Draw an arrow connecting two shapes, then move one shape and confirm the arrow follows.
• ☐ Drag a shape in from the Shape Library.
• ☐ Select two elements, group them, then ungroup them.
• ☐ Use the Command Palette to trigger an action by typing its name.
• ☐ Switch the board background to a dot grid and toggle snap-to-grid on.

Widgets go beyond drawing — they're structured, interactive objects that live on your board.

Task Table, Kanban and Timeline

1. Insert a Task Table widget from the Insert menu.
2. Click Add row and fill in a title, description, assignee, start/end date, priority and status.
3. Switch the same widget to Kanban view to see items as draggable columns (Not Started, In Progress, Complete).
4. Switch to Timeline view to see the same items laid out across a date axis.
5. Use Filter, Sort, Group and Hide fields from the widget's toolbar.

Data Table

1. Insert a Data Table widget.
2. Add columns and set their type (text, number, date, etc.).
3. Rename a column by double-clicking its header.
4. Export the table as CSV from its menu.

Chart, Document & Slides

1. Insert a Chart widget and pick a type: bar, line, pie or donut, then add or edit data points, labels and colors.
2. Insert a Document widget, type a heading, add bullets, and format text as you would in a rich text editor.
3. If Confluence is connected, link the document to a Confluence page to keep them in sync.
4. Insert a Slides widget to hold a self-contained slide deck inside the board.

Poll & Planning Poker

1. Insert a Poll widget, type a question and at least two options.
2. Click Launch poll — participants vote, and results appear live as bars. Click End poll to lock in results.
3. Insert a Planning Poker widget for the item you're estimating.
4. Each participant picks a card privately, then Reveal shows every card at once — the widget calculates the average.

Timer & Embed

1. Insert a Timer widget, set a duration, and click Start. Use Pause and Reset as needed.
2. Insert an Embed widget and paste a link — YouTube, Vimeo, Loom, Figma, or a Google Docs/Sheets/Slides URL — it renders live on the canvas.

Cards, notes and mind maps

1. Insert a Card for lightweight capture, or open the board Note panel for standing context.
2. Open the Mind Map builder to create a structured node tree directly, without going through AI generation.

✓ Try it yourself

• ☐ Add a Task Table, create a row, and switch it to Kanban view.
• ☐ Add a Data Table, create a column, and export it as CSV.
• ☐ Add a Chart and edit a data point.
• ☐ Launch a Poll with two options and vote on it.
• ☐ Run a Planning Poker round and reveal the average.
• ☐ Start a Timer, pause it, then reset it.
• ☐ Embed a YouTube or Google Docs link and confirm it renders.

Invite someone and edit together

1. Click Share (top right of the board), then either copy the invite link or turn on public access.
2. Send the link to a teammate — if they have an account they join instantly; guests just enter a display name.
3. Watch their cursor and any edits appear on your screen instantly, in their own color.
4. Check the presence avatars (top right) to see everyone currently on the board.

Comment on the board

1. Select the Comment pin tool and click anywhere on the canvas to drop a pin.
2. Type your comment; @mention a teammate to notify them directly.
3. Reply inside the thread to keep a conversation attached to that exact spot.
4. React to a comment with an emoji.
5. Click Resolve once the comment has been handled — it collapses but stays in the log.
6. Use comment search to find a specific comment, and Export comments as CSV or plain text.

Mentions, reactions & board chat

1. Open the notification bell to see your notification center; filter by Unread or Mark all read.
2. Open Notification preferences to choose which events notify you, and through which channel — in-app, email or push.
3. Click the Reactions icon and pick an emoji — it floats up over the canvas for everyone to see.
4. Open Board chat to send a text message attached to the board, visible to everyone with access.

Activity, catch-up and version history

1. Open the Activity panel to see a log of what's happened on the board and who's been involved.
2. Click Catch up to see a summary of what changed since your last visit.
3. Open Version history to browse previous saved states.
4. Click Save named checkpoint to pin a version with a label you'll recognize later.
5. Select an earlier version and click Restore to roll the board back to that state.

Guest access and offline handling

1. Share a guest link — recipients join by typing a display name, no account required.
2. If your connection drops, watch for Verlo's offline banner — it reconnects automatically once you're back online.

✓ Try it yourself

• ☐ Copy your board's invite link and open it in a private/incognito window to join as a guest.
• ☐ Add a comment pin, @mention someone, and mark the thread resolved.
• ☐ Export the comment log as CSV.
• ☐ Save a named checkpoint, make a change, then restore the earlier checkpoint.
• ☐ Send a reaction and a board chat message.
• ☐ Open Catch up and confirm it summarizes recent changes.

Talk while you work

1. Click Voice chat (top right) to join audio on the board.
2. Click Video chat to add your camera — a floating tile appears over the canvas.
3. Use Mute/Unmute and Camera on/off from your own tile.
4. Watch the speaking indicator light up on whoever is currently talking.
5. Click Leave voice (or Leave) to disconnect.

Use voice commands

1. Open the Voice Command panel and click Start voice command.
2. Speak your instruction — “add a rectangle”, “draw an arrow to the login box” — and watch the live transcript.
3. Confirm the shape or diagram appears on the canvas as described.
4. Check your remaining free minutes or AI credit quota for voice commands in the panel.

Record a Talkreel

1. Open the Recordings panel and click Start recording.
2. Talk through the board as you would in a meeting — your voice and screen are captured.
3. Click Stop when finished.
4. Open Trim to cut the start or end of the clip.
5. Rename the recording and set its visibility: private, shared with the board, or a public watch link.
6. Once processing finishes, open the recording to check the transcript, auto-generated captions, and AI summary.
7. Leave a timestamped comment at a specific moment in the video.
8. Open View analytics to see how many people watched it and for how long.
9. Open the Recordings library from your Dashboard to browse every recording across your account.

✓ Try it yourself

• ☐ Join voice chat, then mute and unmute yourself.
• ☐ Join video chat and confirm your camera tile appears.
• ☐ Try a voice command like “add a rectangle” and confirm it appears on the canvas.
• ☐ Record a short Talkreel, trim it, and set its visibility to “board.”
• ☐ Open the finished recording and confirm a transcript and AI summary were generated.
• ☐ Leave a timestamped comment on the recording.

Talk to the Sidekick

1. Open the Sidekick panel from the side toolbar (or the AI icon).
2. Type a request in plain language — “add a rectangle labeled Login”, “summarize this board”, “change the owner of the Design task to Priya” — and press Enter.
3. Review the shapes it creates or edits, and the short explanation it gives of what it did.
4. Select an element or a Table/Kanban row first if you want Sidekick to focus on it.
5. Ask a follow-up in the same conversation — Sidekick remembers the thread.

Generate content from a topic

1. Open Sidekick and choose the Sticky Notes generator. Describe your topic, choose how many notes you want, and toggle Group by category if you want them clustered. Pick a color theme, click Generate, and Place on Canvas.
2. Select an existing cluster of stickies and choose Organize stickies — Verlo clusters them into labeled themes automatically.
3. Choose Mind Map, enter a topic, set branches and depth (2 or 3 levels), Generate, then Place on Canvas — use Re-sync after manual edits.
4. Describe a process, system or flow in words (or voice) to generate a connected Diagram — Re-sync it if the description changes.
5. Ask Sidekick to “turn this into a roadmap” or “build a project plan from this board.”

Summarize, gap-check and ask questions

1. Ask Sidekick to “summarize this board” or “summarize this meeting.”
2. Run Gap check to flag what's missing or inconsistent, and ask it to fix the gaps it finds.
3. Ask for Proactive questions to surface assumptions the board doesn't answer yet.
4. Start a board from a template, then use Template auto-fill and describe your topic.

Run a one-click canvas action

1. Select part of the board, or select nothing to target the whole board, and open the AI actions menu.
2. Under Organize: Suggest actionable tasks, Design workshop agenda, Summarize team update, or Cluster and rank feedback.
3. Under Tone: Make formal, Make casual, or Simplify language.
4. Under Translate: English, Spanish, French or German.
5. Under Edit: Expand, Condense, or Rephrase.

Selection-aware toolbar & work-item intelligence

1. Select a cluster of elements — a floating AI toolbar appears with actions scoped to just that selection.
2. Ask Sidekick to change an owner, priority or due date on a specific Table/Kanban row by name.

Connect your own AI tools (agent access)

1. Open Account settings → Agent access.
2. Click Generate token and copy it immediately — it's shown only once.
3. Add the token to Claude Desktop or Cursor's MCP configuration for Verlo.
4. Confirm the external tool can read your boards, and check Last used to see recent activity.
5. Revoke the token at any time from the same settings page.

AI features run on a monthly credit allowance that scales with your plan. Check remaining credits any time under Billing & usage.

✓ Try it yourself

• ☐ Ask Sidekick to add a labeled shape, then ask a follow-up question in the same conversation.
• ☐ Generate a cluster of sticky notes from a topic and place them on the canvas.
• ☐ Generate a mind map with 4 branches and 2 levels.
• ☐ Run a one-click action (e.g. “Make formal”) on some text.
• ☐ Run Gap check on a board and confirm it lists missing items.
• ☐ Generate an access token under Agent access and confirm it's shown only once.

Verlo extracts durable facts and decisions from your team's AI interactions and feeds them back into future requests — so you don't re-explain context every time.

1. Have a few AI conversations on a team board — ask Sidekick to do a few different things over a couple of sessions.
2. Open a different board that belongs to the same team and ask Sidekick a related question.
3. Confirm it references context from the earlier board without you repeating it.
4. Open AI memory status (from board or account settings) to see what your team's accumulated memory currently holds.

✓ Try it yourself

• ☐ Have an AI conversation that establishes a fact (e.g. a naming convention).
• ☐ Switch to a different board owned by the same team.
• ☐ Ask a related question and confirm the assistant recalls the earlier context.
• ☐ Open AI memory status and review what's stored.

Manage work items

1. Add a Task Table (or Kanban/Timeline) widget to a board.
2. Create an item with a title, description, assignee, start/end dates, priority and status.
3. Switch the same set of items between table, Kanban and timeline views — nothing needs re-entering.
4. Use Filter, Sort and Group to control what's visible.

Import your real backlog & estimate

1. Open the Integrations panel on a board and import issues from Jira, GitHub, Azure DevOps, Asana or Confluence.
2. After planning, create new issues back in the source tool directly from the board.
3. Run a Planning Poker round for each item you're estimating.
4. Use a Poll for quick decisions, and a shared Timer to keep a ceremony on schedule.

Check board analytics and digests

1. Open Board analytics to see engagement — who's been active and how the board has been used.
2. Open Notification preferences and enable the periodic digest to get a rollup by email.

✓ Try it yourself

• ☐ Create a work item and view it in all three layouts (table, Kanban, timeline).
• ☐ Import at least one issue from a connected integration.
• ☐ Run a Planning Poker estimate on an item.
• ☐ Open Board analytics and review engagement.

Present the board

1. Turn frames into slides, then click Present (top right).
2. Use arrow keys, or the on-screen controls, to move between frames.
3. Open Presenter view for speaker notes and a preview of the next frame.
4. Click Bring everyone to your view so the room follows you automatically.
5. Watch live audience reactions stream in as you present, and export speaker notes if you need them outside Verlo.

Control the room

1. Toggle Lock canvas so nobody can edit while you're talking.
2. Turn on Private mode so participants work without seeing each other's contributions until you reveal them.
3. Use Hand raise — participants raise their hand, and you can Lower all hands at once.
4. Use the Laser pointer to draw attention to a specific spot.

Breakout groups & interactive activities

1. Open Breakout groups and split participants into groups; let each work independently for the set duration.
2. Broadcast a message to every group at once, then click End breakout to bring everyone back together.
3. Launch a Poll and watch results update live.
4. Open Q&A mode — participants submit and upvote questions; mark them Answered as you go.
5. Run a Planning Poker round, and send Emoji reactions during the session.

Async walkthroughs & wrap-up

1. Record a Talkreel walkthrough of the board for anyone who couldn't attend.
2. Ask Sidekick to generate a session summary and extract action items as a task list.
3. Export the board in whatever format your audience needs.

✓ Try it yourself

• ☐ Turn a frame into a slide and enter Presentation mode.
• ☐ Toggle canvas lock on, then off.
• ☐ Raise your hand, then lower all hands from the facilitator side.
• ☐ Start a breakout session and end it.
• ☐ Open Q&A mode, submit a question, and mark it answered.
• ☐ Generate a session summary and an action list with Sidekick.

1. From the Dashboard, click New board → Browse templates.
2. Filter by category — Strategy, UX & Product, Agile, Planning, Brainstorming, Engineering, Process, Organization, HR & Team, Marketing, Presentations, Getting Started.
3. Click a template to preview it, then Use this template to create a board from it.
4. Star a template (click the ☆) to save it to Favorites.
5. Build a board the way you want it, then choose Save as template from the board menu to create your own.
6. Share a custom template with your team as a team template.
7. Browse Community templates for options beyond the built-in set.
8. Use Template auto-fill to have AI populate a template with content for your topic before you start.

✓ Try it yourself

• ☐ Create a board from a built-in template in a specific category.
• ☐ Star a template so it appears in Favorites.
• ☐ Save one of your own boards as a custom template, then create a new board from it.
• ☐ Use Template auto-fill on a fresh template.

1. Use the Dashboard search bar to find a board by title or topic.
2. On a board, press Ctrl+F to open Canvas search and find text anywhere on it.
3. Press Ctrl/Cmd+K to open the Command Palette and jump to any action by name.
4. Search the comment log on a board, and export it as CSV or text.
5. Search your team by name or email when inviting or assigning.
6. Open the Recordings library and search across transcripts and summaries.
7. Open Version history to find and restore an earlier state of a board.
8. Instead of searching, just ask Sidekick what a board says or what was decided — it reads the board and your team's accumulated context.

✓ Try it yourself

• ☐ Search the Dashboard for a board by a partial title.
• ☐ Use Canvas search to find a piece of text on a board.
• ☐ Search the comment log for a specific comment.
• ☐ Ask Sidekick a question instead of searching manually.

1. Click Share on a board to open sharing settings.
2. Toggle Public access on to generate a link anyone can use, or keep it off to stay private.
3. Send a guest invite link — recipients join by entering a display name, no account needed.
4. Move a board to a team so everyone in that workspace can reach it, or remove it again.
5. Assign each collaborator a role: Editor, Commenter or Viewer.
6. Open Granular permissions and control exactly who can edit the canvas, comment, export, invite others, use voice, record Talkreels, and present.
7. Click Reset to defaults at any time to undo custom permission changes.
8. If your organization uses SSO, confirm sign-in works through SAML/OIDC or your identity provider.
9. As an admin, open Automated provisioning to confirm users and groups sync from your identity system.
10. Open Administrative visibility (admin only) to review centralized usage, analytics and audit records.

✓ Try it yourself

• ☐ Turn public link sharing on, then off again.
• ☐ Change a collaborator's role from Editor to Viewer and confirm they can no longer edit.
• ☐ Turn off export permission for Viewers and confirm the Export option disappears for them.
• ☐ Reset permissions back to their defaults.
• ☐ If SSO is configured, sign in through it end to end.

1. Open Dashboard → Integrations and pick the tool you want to connect.
2. Follow the authentication prompts — most use a standard sign-in flow with that provider.
3. Open a board's Integrations panel to import content or push new items back out.
4. If a connection expires, click Reconnect and re-authenticate.
5. Disconnect an integration at any time from the same settings area.

✓ Try it yourself

• ☐ Connect one integration end to end.
• ☐ Import an item from that tool onto a board.
• ☐ Confirm the connection shows “Connected” with a healthy status.
• ☐ Disconnect it and confirm it returns to “Not connected.”

Export your work

• Image (PNG) — Board menu → Export → Image (high resolution on paid plans)
• Vector (SVG) — Board menu → Export → Vector
• PDF (true vector) — Board menu → Export → PDF
• PowerPoint — Board menu → Export → PowerPoint (one frame per slide)
• Speaker notes — Board menu → Export → Speaker notes
• Spreadsheet / CSV — Board menu → Export → Spreadsheet, or a widget's own Export CSV
• Comment log — Comments panel → Export (CSV or text)
• Board file (.excalidraw) — Board menu → Export → Board file
• Clipboard copy — Edit menu → Copy as PNG / SVG / text

Import content

1. Open the board menu → Import → From device to upload an image.
2. Choose Import → From Google Drive to pull in an image or file.
3. Choose Open board from Drive (.excalidraw) to reopen a saved board file.
4. Import a spreadsheet directly into a work-item widget.
5. Import your own SVG shapes into the Shape Library.

✓ Try it yourself

• ☐ Export the board as a PDF and confirm it downloads correctly.
• ☐ Export the board as a PowerPoint file.
• ☐ Import an image from your device onto the canvas.
• ☐ Copy the canvas to your clipboard as PNG and paste it into another app.
• ☐ Export a Data Table widget as CSV.

1. Use the full authoring experience in a desktop browser on Windows, macOS or Linux.
2. Install the Verlo mobile app (iOS or Android) to sign in, browse boards, join a shared board and view work on the move.
3. Connect an external AI assistant (Claude Desktop, Cursor) using an Agent access token.
4. Switch your interface language between English, Spanish and French from Profile settings.
5. Use the AI Translate action to convert board content into English, Spanish, French or German in place.
6. Join a board as a guest through a link — no account or app install required.
7. Set notification channels — in-app, email and mobile push — from Notification preferences.

✓ Try it yourself

• ☐ Open Verlo on the mobile app and confirm you can view a board.
• ☐ Switch your interface language and confirm the UI updates.
• ☐ Run the Translate action on some board text.
• ☐ Confirm a mobile push notification arrives for an event you're subscribed to.

The most useful shortcuts for working quickly on the canvas. Open the in-app Keyboard Shortcuts panel any time for the complete list.

If something isn't covered here, reach out to your team's Verlo administrator, or contact support from the Help menu in the app.