Workplace Help Docs

All the articles you need to plan, build and launch Workplace bots

Syd Lawrence avatar Sophie Barfield avatar Melita Gandham avatar +2
52 articles in this collection
Written by Syd Lawrence, Sophie Barfield, Melita Gandham and 2 others
Building your bot

Deep links

How to quickly link to specific messages in your Workplace bot
Melita Gandham avatar
Written by Melita Gandham
Updated over a week ago

Message uploader

Upload a CSV of your bot structure to the platform to create messages
Franz Vitulli avatar
Written by Franz Vitulli
Updated over a week ago

How to build your welcome message

Getting the grips with your first Workplace bot message
Melita Gandham avatar
Written by Melita Gandham
Updated over a week ago

Message parts for Workplace bots

Understanding how message parts work
Melita Gandham avatar
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
Melita Gandham avatar
Written by Melita Gandham
Updated over a week ago

Anonymous bots

How to create a bot which allows you to collect data anonymously
Franz Vitulli avatar
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
Melita Gandham avatar
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
Melita Gandham avatar
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
Melita Gandham avatar
Written by Melita Gandham
Updated over a week ago

User attributes uploader

How to upload attributes into the CMS using a CSV
Franz Vitulli avatar
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
Tom Gibby avatar
Written by Tom Gibby
Updated over a week ago

Copy bot

How to duplicate the entire contents of your bot
Franz Vitulli avatar
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
Melita Gandham avatar
Written by Melita Gandham
Updated over a week ago

Transfer bot

How to transfer ownership of a bot to a teammate
Franz Vitulli avatar
Written by Franz Vitulli
Updated over a week ago

How do I include a video in my bot?

Learn all about videos within bots
Melita Gandham avatar
Written by Melita Gandham
Updated over a week ago

What is a Q&A message part?

Introducing the Q&A function
Melita Gandham avatar
Written by Melita Gandham
Updated over a week ago

Push the changes live

How to push changes to you bot
Melita Gandham avatar
Written by Melita Gandham
Updated over a week ago

Using keywords to create auto replies

How to create auto replies to written messages
Melita Gandham avatar
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
Melita Gandham avatar
Written by Melita Gandham
Updated over a week ago

Add delays in between message parts

How the delay function works
Melita Gandham avatar
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
Sophie Barfield avatar
Written by Sophie Barfield
Updated over a week ago

Emojis

How to add a bit of character to your conversations... easily!
Melita Gandham avatar
Written by Melita Gandham
Updated over a week ago

Manage attributes

How to keep track of all the attributes used with your bot
Melita Gandham avatar
Written by Melita Gandham
Updated over a week ago

Data sets

How to collect multiple sets of data within your bot
Melita Gandham avatar
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
Syd Lawrence avatar
Written by Syd Lawrence
Updated yesterday

What are Attributes?

A simple guide on how attributes work and how best to use them
Melita Gandham avatar
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
Melita Gandham avatar
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
Melita Gandham avatar
Written by Melita Gandham
Updated over a week ago

Quiz bot with leaderboard

Create a leaderboard and see the top five ranked users
Syd Lawrence avatar
Written by Syd Lawrence
Updated over a week ago

Disabling text input

Often it's better to just allow button navigation through bots
Syd Lawrence avatar
Written by Syd Lawrence
Updated over a week ago

Character limits

How many characters you can include per feature
Melita Gandham avatar
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
Tom Gibby avatar
Written by Tom Gibby
Updated over a week ago

Set Attribute

How to set a 'transparent' attribute on a message
Sophie Barfield avatar
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
Melita Gandham avatar
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.
Tom Gibby avatar
Written by Tom Gibby
Updated over a week ago

Group Triggers

Trigger a message to send when someone joins or leaves a Workplace group.
Sophie Barfield avatar
Written by Sophie Barfield
Updated over a week ago

Webhook message part

How to use the HTTP Post or webhook message part
Sophie Barfield avatar
Written by Sophie Barfield
Updated over a week ago

Workplace IDs

How to find the an individual's user ID
Melita Gandham avatar
Written by Melita Gandham
Updated over a week ago