Workplace Help Docs

Quickstart for Workplace bots

Build your first Workplace bot and create a custom Integration

Written by Syd Lawrence
Updated over a week ago

Workplace Bots - Best Practices

Our top tips on how to create the best Workplace bot

Written by Melita Gandham
Updated over a week ago

Surveys - Best Practices

Ten tips on how to get a high engagement and completion rate on your company surveys on Workplace

Written by Tom Gibby
Updated over a week ago

What is the tone of voice?

Perfect the voice of your bot to make it more engaging

Written by Melita Gandham
Updated over a week ago

Planning your bot flow

How to plan and map your bot using flowchart software

Written by Melita Gandham
Updated over a week ago

Workplace Bot Planning Worksheet

Here's a template for you to complete to help you plan your Workplace bot

Written by Melita Gandham
Updated over a week ago

Workplace Persistent Menu

How to build a constant menu of top features in your chat

Written by Melita Gandham
Updated over a week ago

Deep links

How to quickly link to specific messages in your Workplace bot

Written by Melita Gandham
Updated over a week ago

Message uploader

Upload a CSV of your bot structure to the platform to create messages

Written by Franz Vitulli
Updated over a week ago

Get from spreadsheet - pull data from a spreadsheet into a bot

Create a message to query a data source on Excel, and retrieve results in a carousel

Written by Melita Gandham
Updated over a week ago

How to build your welcome message

Getting the grips with your first Workplace bot message

Written by Melita Gandham
Updated over a week ago

Message parts for Workplace bots

Understanding how message parts work

Written by Melita Gandham
Updated over a week ago

Tagging a user in a Workplace group

How to tag and notify a user that they have been mentioned in a Workplace group via a bot

Written by Melita Gandham
Updated over a week ago

Anonymous bots

How to create a bot which allows you to collect data anonymously

Written by Franz Vitulli
Updated over a week ago

How to share access to a bot

How to add and invite users to your bot

Written by Melita Gandham
Updated over a week ago

Image and Video Specifications for Workplace bots

All the information you need to create assets for your Workplace bot

Written by Melita Gandham
Updated over a week ago

Bot to human handover

How to use the "New Group Chat" message part to connect users from the bot to a person

Written by Melita Gandham
Updated over a week ago

User attributes uploader

How to upload attributes into the CMS using a CSV

Written by Franz Vitulli
Updated over a week ago

Using the Jump functionality in your bot

The advantages of adding a Jump into your message journey

Written by Tom Gibby
Updated over a week ago

Copy bot

How to duplicate the entire contents of your bot

Written by Franz Vitulli
Updated over a week ago

Store and retrieve data in the bot database using Attributes

By assigning data an Attribute, you can store and retrieve data for personalised and targeted messaging

Written by Melita Gandham
Updated over a week ago

Transfer bot

How to transfer ownership of a bot to a teammate

Written by Franz Vitulli
Updated over a week ago

How do I include a video in my bot?

Learn all about videos within bots

Written by Melita Gandham
Updated over a week ago

What is a Q&A message part?

Introducing the Q&A function

Written by Melita Gandham
Updated over a week ago

Push the changes live

How to push changes to you bot

Written by Melita Gandham
Updated over a week ago

Using keywords to create auto replies

How to create auto replies to written messages

Written by Melita Gandham
Updated over a week ago

Posting to groups on Workplace

How to create a post on Workplace by triggering a message through the bot

Written by Melita Gandham
Updated over a week ago

Add delays in between message parts

How the delay function works

Written by Melita Gandham
Updated over a week ago

Send a message to another Workplace user

How to trigger a message to a user's manager (or other Wp user) once a task has been completed

Written by Sophie Barfield
Updated over a week ago

Emojis

How to add a bit of character to your conversations... easily!

Written by Melita Gandham
Updated over a week ago

Manage attributes

How to keep track of all the attributes used with your bot

Written by Melita Gandham
Updated over a week ago

Data sets

How to collect multiple sets of data within your bot

Written by Melita Gandham
Updated over a week ago

Adding a default reply

How to reply to user messages that haven't been programmed with autoreplies

Written by Syd Lawrence
Updated over a week ago

What are Attributes?

A simple guide on how attributes work and how best to use them

Written by Melita Gandham
Updated over a week ago

Building a Workplace bot from a template

How to build the basic structure of your Workplace bot instantly

Written by Melita Gandham
Updated over a week ago

Write your first message

How to create a message and add a user's name to a conversation

Written by Melita Gandham
Updated over a week ago

Quiz bot with leaderboard

Create a leaderboard and see the top five ranked users

Written by Syd Lawrence
Updated over a week ago

Disabling text input

Often it's better to just allow button navigation through bots

Written by Syd Lawrence
Updated over a week ago

Character limits

How many characters you can include per feature

Written by Melita Gandham
Updated over a week ago

Open your messages in navigation mode to check the bot journey flow

Switch from edit mode to navigation mode and follow your bot journey

Written by Tom Gibby
Updated over a week ago

Set Attribute

How to set a 'transparent' attribute on a message

Written by Sophie Barfield
Updated over a week ago

Message Variations

Show an alternative message to a user based on their journey (attributes) so far in the bot

Written by Melita Gandham
Updated over a week ago

Quiz Templates

Questions and answer messages built for you. Just add your content for a quiz of up to 10 questions.

Written by Tom Gibby
Updated over a week ago

Group Triggers

Trigger a message to send when someone joins or leaves a Workplace group.

Written by Sophie Barfield
Updated over a week ago

Webhook message part

How to use the HTTP Post or webhook message part

Written by Sophie Barfield
Updated over a week ago

Workplace IDs

How to find the an individual's user ID

Written by Melita Gandham
Updated over a week ago

Driving adoption to your Workplace bot

You've built a bot for Workplace, now how do you drive users to it?

Written by Syd Lawrence
Updated over a week ago

Maintaining development and production versions of a bot

How best to continue with development after "go live"?

Written by Syd Lawrence
Updated over a week ago

Switching Workplace Instances

How to switch instances on Workplace

Written by Tom Gibby
Updated over a week ago

Editing the logo, name and description of your Workplace bot

How to edit your Workplace bot icon/profile image, name and description

Written by Sophie Barfield
Updated over a week ago

Automatically message your new starter

Use People sets to automate the first message to your new starter

Written by Tom Gibby
Updated over a week ago

Locking a Workplace bot down to a group

Sometimes, during testing, or for other reasons you only want certain people to be able to access the bot

Written by Syd Lawrence
Updated over a week ago

Who can connect a bot to a Workplace instance?

Not everyone can connect bots to their Workplace instance, you need the correct role

Written by Melita Gandham
Updated over a week ago

Download Data

How to store, organise and download data stored within your bot

Written by Melita Gandham
Updated over a week ago