By Alyssa, Oct 06th, 2022
Content list
-
Tutorials & FAQs
-
Set up instructions
-
Use Cases
-
Announcement Templates
-
Billing and Subscription related questions
-
Customer stories
-
Feature updates
1.Tutorials & FAQs
- Please visit https://www.lead.app/lead-bot-for-slack-tutorials/ for a list of videos on how to use each functions.
- For product or technical questions, please visit https://www.lead.app/faqs-lead-bot-for-slack/
- For pricing and subscription questions, please visit https://www.lead.app/lead-bot-for-slack-pricing/ scroll to the bottom
- For privacy and security questions, please email security@lead.app
Teams 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 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
2.Set up instructions
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.
LEAD will automatically create a channel called #coffee-matching as the dedicated Slack channel to use for LEAD employee matching.
LEAD supports mutli-channel matching. You can invite LEAD.bot to any channel, such as #ChicagoYoga or #Engineer-PM-meetups, and the bot will match people within those channels.
Access the Admin Dashboard for customization
- 1. go to the Slack Apps, find LEAD.bot (if anybody in your company has downloaded the bot, you will find it there. No need to install it again.)
- 2. Click the bot’s home tab, then click Go To Advanced Dashboard. Then click Allow, it is the Slack OAuth Process.
- 3. Dashboard
On Admin Dashboard, you can change schedules, introduction message templates, and review matching stats as well as to set up Watercooler topics channel-wide for your matching channels.
Other functions on the LEAD.bot home tab
2. Employees are able to see their personal matching data on the bot’s home tab too.
3. Use Cases
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.
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.
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.
Utilize Watercooler chat to send out polls, informal or formal discussion that related to certain teams in the Slack channels.
4. Announcement Templates
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 Slack, 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 channel is, the better! You can invite LEAD.Bot to multiple channels 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.
Below are announcement samples for your employees/co-workers; we also have some icebreaker topics here for them to use after they are matched.
By Email
Example 1-basic template
Subject: Great news: coffee and friends!
Hey Team,
We’re introducing a coffee buddy program over Slack, 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 intros via Slack on Mondays, and you can decide if you want to grab 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.
- If you’re not already on Slack, make an account and sign up.
- Log in @team-name.slack.com
- LEAD.bot will make a channel called #coffee-matching. You can join it by clicking “join channel” under “channels” on the left.
- LEAD.bot suports multi-channel matching. You can invite the bot to any other channels, and the bot will match people within the same channels.
If you need to pause matching for any reason such as going on vacation or having a busy week, just leave the channel and rejoin when you get back. 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.
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 Slack 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!
- Search our Slack channels for #coffee-matching and join it.
- Every Monday you’ll receive a DM introducing you to a new colleague.
- If you’d like to opt out for a bit, just leave #coffee-matching. You can rejoin it 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!
Hey Team,
We’re trying out a new Slack 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 channel.
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 channel 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 Slack 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 channel.
By Slack
People who frequently use Slack and are already signed in and are likely to join right away when they see the message, making Slack 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 channel.
Hey everyone!??
We’ve added a bot called LEAD.bot to our Slack to help us all get to know each other better. ???➡️?@LEAD.bot matches everyone in the #coffee-matching channel 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 channel. ?
We are so excited about this and hope you are too! ?
Do you like coffee? ☕️Do you like meeting new friends at work? ??Of course you do! ?
We just installed a new Slack 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 channel, 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! ??
? 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 Slack 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 channel to get started.☕️If you don’t enjoy the process you can opt out anytime by leaving the channel, so you may as well give it a try! You have nothing to lose and everything to gain, so join and let’s begin.
5. Billing and subscription related questions
Please visit https://www.lead.app/lead-bot-for-slack-pricing/ for our free plan, Standard Plan, get a quote from the pricing calculator, or check out the billing related FAQs.
