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Workplace Help Docs
Workplace Help Docs
All the articles you need to plan, build and launch Workplace bots
+2
54 articles in this collection
Written by
Syd Lawrence,
Sophie Barfield,
Melita Gandham
and 2 others
Getting started
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
Planning and designing your bot
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
Building your bot
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
Launching your bot
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
Monitoring and improving your bot
Download Data
How to store, organise and download data stored within your bot
Written by
Melita Gandham
Updated over a week ago