How Teams Use LEAD.bot

By Alyssa, April 27th, 2020

Companies use LEAD.bot for many different reasons. Whether you want to keep remote employees connected, have co-workers feel more welcome, or create meaningful friendships, LEAD.bot matches employees to help your business succeed. No matter why you specifically want to match employees, the effect is clear: workplaces where employees feel welcome, appreciated, and have friends are places with higher retention, more work done, and a better work culture overall. 

 

“One of the biggest factors that contribute to the success of any business is whether or not its employees are able to perform together as a team. With increasing competition, it has become extremely important to encourage creativity in the office, in order to improve productivity and promote healthy employee relationships.”

-Nutcache, The Importance Of Collaboration In The Workplace

Create matches

LEAD.bot will use technology to match two individuals to get coffee or lunch together on a bi-weekly or monthly basis, whichever you select. During these meetings, they can mentor each other, strengthen their sense of belonging at work, and more. 

Add the bot to a Team (public or private) LEAD supports multi-Teams matching. You can invite LEAD.bot to any Teams, such as #ChicagoYoga or #Engineer-PM-meetups, and the bot will match people within those Teams. 

LEAD.bot will introduce members to each other through cards for as long as they remain members of the matching Teams.
 
Schedule and Frequency: 
By default, LEAD.bot will send matches every Monday at 10:00 AM (PT) every other week, if you wish to change that, type dashboard to LEAD.bot at the chat window as the screenshot shown below: 
If you do not have access to the dashboard, please contact us at support@lead.app.

 

Multi-Team supported:

You can invite the bot to any other Teams, and the bot will match people within the same Teams automatically. 

 

Customizable greeting messages:

As an admin, you can log into the dashboard, and change the default greeting messages that LEAD.bot sends out to your employees. You can put your own meeting goals/purpose/guidelines in the greetings to fit into your programs. 

Collaborate Across Different Teams

Matching employees for coffee and lunch meetups connects people from different departments who would otherwise never get the chance to exchange ideas, collaborate, and create together. This improves productivity and cross-team collaboration.

Integrate New Hires and The Onboarding Process

LEAD.bot helps new people feel welcome and get to know their coworkers. Since LEAD.bot matches them with someone they would be interested in getting to know, they are more likely to stay, as making friends at work increases retention rates.

Keep Remote Employees Connected

Remote employees won’t feel as isolated if they are regularly matched with people from all across the company to do a “virtual hangout.” When they are matched with someone from any part of the office, they will feel more involved.

How Should I Tell My Team I’ve Installed LEAD.bot?

We know getting employees on board with something new, especially when it involves technology, can be difficult. Now that LEAD.bot is ready to go, you just need to get your employees ready to use it. 

 

Stuck on how to encourage people to sign up? Here are some suggestions whether you’d prefer to invite by Microsoft Teams, by email, or both. By using our sample message templates, you can have an easy, fun way to introduce LEAD.bot to your team. 

 

The bigger your Microsoft Teams is, the better! You can invite LEAD.Bot to mutiple Teams as well.  More people means more matching and opportunities to increase collaboration across your company, so be sure to be excited about this new opportunity and your team will be, too.

By Email

Example 1-basic template

Subject: Great news: coffee and friends!

Hey Team,

 

We’re introducing a coffee buddy program over Microsoft Teams, and you’re invited to participate! 

 

What is it?

Our new application, LEAD.bot, will match you for coffee meetups with your coworkers bi-weekly on Mondays at 10 am. This will help you get to know your teammates better AND get you extra coffee…who couldn’t use some of that?! LEAD.bot sends intro cards via Microsoft Teams on Mondays, and you can decide if you want to grab a virtual coffee, tea, or even lunch together. If you don’t love the face to face idea, you could set up a time to Hangout, FaceTime, or Skype.

How do I join the coffee buddy program?

  1. If you’re not already on Microsoft Teams, make an account and sign up your organization at //teams.microsoft.com.
  2. Log in to your account and make sure you have permission to install apps for your organization. Otherwise, ask your admin to add the bot for you.
  3. Then create a public or private team called “coffee matching” for example. Invite some members to it. And add the bot application to it by clicking the settings icon next to the Team name, and then manage applications, click add and search for LEAD.Bot and add it. 
  4. You can invite the bot to any other Teams, and the bot will match people within the same Teams automatically. 

If you need to pause matching for any reason such as going on vacation or having a busy week, just type in the desired team channel @LEAD.Bot disable matching for me and @LEAD.Bot enable matching for me when you’re back. You can also leave the team permanently. It’s that easy! We are looking forward to seeing everyone signed up and getting a ️coffee or chatting together soon.

We know that meeting new people can be intimidating, but in this situation, everyone is in the same boat! There doesn’t need to be any fear, because LEAD.bot is here to make everyone comfortable and welcomed. 

Example 2-for large, expanding companies

Subject: Getting To Know Your Coworkers From Afar

 

Hello team!

Our company’s expansions are so exciting, but the effects of that expansion means we have quite a lot of distance between our offices. Teammates across oceans are still teammates, and we still need to communicate well, learn from each other, and share ideas.

 

Although we love when people say hello and introduce themselves in the hallways, this tool, called LEAD.bot, will help make those introductions like those possible for teammates who are far away. 

 

LEAD.bot is a Microsoft Teams bot that will use technology to introduce you to a coworker every another Monday. Once you are matched up, you can take a walk, get a cup of coffee or tea, or just Skype over the computer for a “virtual hang” if you are too far away: whatever gets you chatting!

Ready to get started?

  1. Search the Teams named coffee-matching and join it.
  2. Every Monday you’ll receive a DM introducing you to a new colleague.
  3. If you’d like to opt-out for a bit, just leave the coffee-matching team or type
    @LEAD.Bot disable matching for me. You can rejoin by typing @LEAD.bot enable matching for me when you’re ready to receive another match.

 

It’s that simple! We can’t wait to get everyone started and making friendships across the globe. If you think about all you have learned from your coworkers right in your office, imagine what you can learn from someone halfway across the world!

Example 3-matching workers who work remotely

Hey Team,

 

We’re trying out a new Microsoft Teams bot named LEAD.bot that will randomly assign matches bi-weeklys on the Mondays. All you need to do is join the #SF-NYC-Meetups Teams,.

 

Why are we doing this? Glad you asked! Since we have so many employees who work remotely, meeting new people can be difficult. Setting up lunch buddies for new hires is great, but this is a way to help everyone past their hiring week and support them well into their time with us, even when they don’t come into the office every day. 

 

How do I join? Another easy question! Find the #SF-NYC-Meetups Teams and join it. Every Monday you’ll randomly be matched with a new buddy via DM. LEAD.bot finds teammates that don’t often interact via Microsoft Teams and matches them, so you know you’ll be matched with someone you don’t know very well. 

 

Let us know if you have any feedback. We can adjust how often it matches people if people want this service but not as frequently, so let us know if that is something you are interested in! If you ever want to opt out, you can do so any time by leaving the #SF-NYC-Meetups Team.

 

By Microsoft Teams

People who frequently use Microsoft Teams and are already signed in and are likely to join right away when they see the message, making Microsoft Teams a good way to introduce LEAD.bot if you want high sign up rates. Here are a few ideas for posts in your #general or main Team.

Example 1

Hey everyone!👋🏽

 

We’ve added a bot called LEAD.bot to our Microsoft Teams to help us all get to know each other better. 👩🏼‍💻➡️👯@LEAD.bot matches everyone in the #coffee-matching Team every two weeks on Mondays and encourages them to meet up and chat.☕️ You can opt in or out by joining or leaving #coffee-matching Team. 🚪

 

We are so excited about this and hope you are too! 💥

Example 2

Do you like coffee? ☕️Do you like meeting new friends at work? 👫👭Of course you do! 💥

 

We just installed a new Microsoft Teams bot named @LEAD.bot to make those coffee dates easier for you to execute, instead of just saying you’ll find new work buddies soon. If you join the #coffee-matching Teaml, you will randomly be matched with a teammate every other Monday. 👩🏼‍💻➡️👯

 

You don’t have to like coffee, either – you can take a walk, set up a Skype session, or do anything. Go skydiving, if you’d like! The purpose is to bond with coworkers and exchange ideas across our workplace. 🚶🏼🚶🏾‍♀️

 

This is a great way to introduce new hires to many people, get those who are feeling a bit lonely into making connections, help remote workers feel more welcomed, and more! If any of the above describes you, give it a try. You never know what you could learn! 🤓📚

Example 3

🥁 Drum roll please…

 

…and maybe give us a full band, guitars and all, because our newest news is something to celebrate! 🎊

 

We just installed a Microsoft Teams bot named @LEAD.bot to help us with communication and collaboration in the workplace! We are so excited to get out there to meet other people and share ideas. 👯‍♂️👯

 

LEAD.bot randomly introduces you to a new teammate via DM every other Monday, and you can join the #coffee-matching Team to get started.☕️If you don’t enjoy the process you can opt-out anytime by leaving the Team, so you may as well give it a try! You have nothing to lose and everything to gain, so join and let’s begin.