Obvio Weekly Q&A – August 19, 2026

Summary

This week’s Obvio Q&A focused on advanced dashboard strategies, managing user access tiers, setting up sales lobbies, and optimizing home studio lighting for virtual events. Grant and Justin helped users map out how to use tags and visibility rules to create customized client portals within Obvio, along with best practices for integrating GoHighLevel as the single source of truth for user data. The session also provided a clear breakdown of the difference between Obvio's event delivery model and Obie's AI outcome delivery platform. Later discussions covered how to link separate public and private dashboards together seamlessly, how to effectively manage a live sales lobby using Zoom breakout rooms and a concierge, and in-depth advice on improving virtual event lighting and stage presence without overcomplicating the tech.

Key Topics Covered

• Dashboard Visibility Rules & Tags – Using "includes" or "does not include" rules to show or hide buttons, resource sections, and blog posts based on a user's assigned tag, creating unique experiences for different tiers (00:06:00).
• CRM Tag Integrations & Single Source of Truth – Explaining how platforms like GoHighLevel will overwrite manual Obvio tags; users must ensure the CRM remains the primary manager of attendee data to prevent sync issues (00:09:46).
• Previewing Tagged Dashboards – How to use the dashboard preview tool to inject a specific tag (e.g., "Alpha") to test exactly what attendees in that specific group will see (00:18:28).
• Single vs. Multiple Dashboards – A strategic debate on whether to use one heavily rule-based dashboard for all users, or create completely separate events/dashboards to protect client content and simplify duplication for future events (00:19:17).
• Obvio vs. Obi Explained – Grant outlines the difference using a hotel analogy: Obvio is the lobby attached to the Zoom ballroom used for event delivery, while Obi is a separate outcome delivery platform for courses and frameworks (00:23:00).
• Linking Dashboards Together – How to grab the unique URL from one Obvio event's settings and place it into a dashboard button on a different event to seamlessly route clients between public and private hubs (00:45:00).
• Sales Lobby & Concierge Setup – Strategies for handling live support after an offer launch by utilizing a separate Zoom area where a "concierge" greets attendees in the main room before assigning them to available sales reps (00:51:00).
• Zoom Breakout Rooms for Sales – Technical best practices for manually assigning attendees to specific breakout rooms based on their needs, such as sending someone to a dedicated "finance" or "tech support" room (00:55:00).
• Obvio YouTube Walkthroughs – Highlighting the hidden Obvio YouTube channel, which contains detailed tutorials on dashboard design matching and full event-build walkthroughs (01:05:00).
• Virtual Event Studio Lighting – Extensive feedback on fixing home studio lighting, including bouncing ring lights off ceilings to avoid harsh circles, using cheap desk lamps for fill light, and using depth of field (bokeh) to make the presenter pop (01:08:45).
• Creating Shared Attendee Experiences – Grant shares an anecdote about having attendees bring candles to a virtual session, demonstrating how simple physical elements can instantly build warmth and community across a digital space (01:29:00).