Skip to main content
Quickstart for Workplace bots

How to build and connect up your first Workplace bot

Syd Lawrence avatar
Written by Syd Lawrence
Updated over a week ago

Creating your first Workplace bot is super easy. Here's a handy video to show you how to build your first Workplace bot:

For text instructions, carry on reading below

1) Log in to The Bot Platform

If you don’t have a login for The Bot Platform, make sure you contact our sales team

2) Create a bot

Click the ‘Create a bot’ button in the top right corner. You will then be taken to a page where you can choose whether you want to create your bot from a selection of our templates, or start from scratch:

3) Name your bot

Once you've chosen, it's time to name your bot! Don't worry if you haven't got a final name for your bot yet - the actual name of your bot will be added when you connect your bot to Workplace later on:

You can also choose to make your bot anonymous - this allows the bot to create data anonymously. You can find out more about anonymous bots here. Once you've named your bot, you will be taken to the dashboard.

4) Start building and editing your bot

You will then be taken to your bot homepage. Click on "Edit your welcome message" to start editing your first message:

Add text into your welcome message. Make sure you keep it personalised by adding in {{first_name}}, so the user has a message addressed to them.

Make sure you connect up your messages - the most common way is by using a button. You can add your button(s) to a textbox by clicking "Add a button", then configuring the button setting by clicking the cog. Select "Send a message" and create a new message to connect to. This message will then show up in your message list once you've saved your current message:

5) Plan and build out the rest of your bot

Carry on building your messages. We recommend planning out your bot flow before you start - you can find out more about how to do that here. You can also use out bot planning worksheet to help you establish audiences, KPIs etc.

There are plenty of features to help you build out your ideal bot flow - you can learn more about message parts here.

If you haven't connected up your bot yet, you can preview your bot flow using navigation mode.

6) Connect up your bot

Once all your messages are built, click the "Connect to Workplace" button to start setting up your integration:

Note before starting this step - you will need to make sure you are an integrations Administrator on your Workplace instance. You can find out more about that here.

Sharing access to your bot

You can give other people access to edit your bot through the "Share bot access" function. To find out more on how to do this, click here.

Launching your bot

Once you've completed those steps, you've officially launched your Workplace bot! Why don't you go and schedule a broadcast to your organisation to officially launch it and tell your team about the bot you've just made.

Feel free to go back in and edit and add any new messages, and keep an eye on your analytics to see how your bot is performing. Our help centre is full of handy tips and tricks, so have a little look around and pick up ways to make your bot even better. 

Did this answer your question?