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Managing Audiences

Once an Audience exists and members have been invited, the Audience detail page is where you keep tabs on it day-to-day. This page covers the Members and Adoption tabs and how to delete an Audience.

For creating an Audience in the first place, see Creating Audiences.

Open the Audience detail page

  1. Sign in as an org admin or as an owner of the audience, then open Audiences from the sidebar.
  2. Pick the Audience you want to manage from the audiences list. On desktop the list sits in a column to the left of the detail, grouped into Team workflows and Product knowledge; on mobile it's the full screen you land on, and selecting an Audience opens its detail (use the back arrow to return). Switching Audiences keeps you on whichever tab you were viewing.

The Audience page has a header with the Audience name, an Add members button, and an overflow menu (Source preferences, Delete audience). Below the header is a row of tabs: Playbook, Glossary, Questions, Members, and Adoption. Create a new Audience with the + at the top of the audiences list.

The Glossary, Playbook, and Questions tabs are covered in Curating Glossaries, Curating Playbooks, and Curating Questions. The rest are below.

Adoption

The Adoption tab shows how this Audience's members are progressing through the Audience's content. On desktop it's a matrix — members as rows, Concepts and Processes as columns, with a check / partial / not-started marker in each cell:

  • Read across a row to see whether a member is stuck or ahead, with their total in the Overall column.
  • Read down a column (and the Adoption summary row) to see how widely each Concept or Process has been completed — the items landing poorly are the ones to revisit in your curation.

On phones the matrix becomes a per-member card list. See Monitoring Progress for more on reading it.

Members

The Members tab shows everyone assigned to this Audience, split into Owners and Learners, plus any pending invitations. Owners curate the Audience (glossary, playbook, questions, persona, adoption, and this roster); Learners receive its content. See Roles.

From here you (an owner or org admin) can:

  • Add members with the header button (or the empty-state button) — one dialog where you pick a role (Owner or Learner), search for existing organization members to add, and type any email to invite someone new, in a single step. Anyone in your org can be added. See Inviting Members
  • Change a member's role between owner and learner. (An audience keeps at least one owner once it has any, so you can't remove or demote the last owner.)
  • Remove a member from the Audience (their progress is retained but they lose access; previously generated articles and SOPs are kept but no longer accessible to them)
  • See pending invitations that haven't yet been accepted, each labeled with the role the person will get

Pending invitations expire automatically after the window shown in the product; expired invites are removed from the list. Resend a fresh invite if someone missed the window.

Source preferences

Open Source preferences from the audience overflow menu to rank which sources this Audience should favor when its content is generated and when members ask questions. The sources you have connected appear in the list, alongside Research reports — the reports your team generates inside Mention, which always appear and default to the highest priority. Drag them into the order you want (higher means more preferred) and Save order. Sources you have not connected stay at default priority behind your ranked list.

The preference is a soft signal, applied per Audience. When several sources contain overlapping material, Mention favors the higher-ranked providers; when a lower-ranked source is clearly the best match for a question, relevance still wins. Leaving the order untouched keeps the default behavior (relevance only), so you only need to set this when an Audience should lean on one source over another — for example, an engineering Audience that should prefer GitHub over support tickets.

Changing the order re-applies to newly generated Glossary articles, Playbook SOPs, and answers from then on; it does not retroactively rewrite existing content until that content is next refreshed.

Deleting an Audience

You can delete an Audience from the audience overflow menu. It cannot be deleted while it still has:

  • Members — remove them first
  • Pending invitations — let them expire or remove them first

Deleting an Audience removes its Glossary and Playbook, and its members lose access to that Audience's content.