Find answers to frequently asked questions about how to add LEAD to Slack, how to use advanced LEAD settings, and how to access to LEAD’s admin dashboard.
How to install and set up the LEAD.bot for your Slack team:
To install LEAD, go to LEAD.app and click the “Add to Slack” button. Sign in to your Slack account. If you’re already signed into multiple Slack workplaces, you will need to choose a workplace.
Depending on your workplace’s settings, you may not be able to install bots if you’re not an admin for your workplace. If you are installing LEAD.bot without the right to create a channel in your workplace, the installation will fail. To avoid this, you will need to have an admin add LEAD, or add you as an admin.
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LEAD automatically creates a channel for LEAD.Bot
LEAD will automatically create a channel called #coffee-matching as the dedicated Slack channel to use for LEAD employee matching.
Configurable settings and access to Pulse Survey & Buddy/Mentorship Program
Email support@lead.app to set up a call for your customized needs. All services are configurable from LEAD’s admin dashboard. If you only need the basic FREE coffee/lunch matching function that’s available in Slack, please skip this step –no need to contact us.
Announce LEAD to your team!
Your team will participate in LEAD matching by joining the channel LEAD created, so now you just need to invite others to participate and let them know that they need to join the #coffee-matching channel in order to get matched. You can announce LEAD to your team via email and/or within Slack (most people tend to post it in the #general channel or #social channel). You can just copy and paste the blurb sent from LEAD.bot right into Slack (e.g. into #general or #social). If you need an email announcement template or need to send articles to your co-workers about why meeting others is good for them, please email support@lead.app or grab one from our resource page. (They are at the bottom of this page)
Matching by email is a premium service and you need to request access to LEAD’s admin dashboard. Contact support@lead.app to set up a meeting.
We can introduce coworkers one on one through group emails. Users also get notifications on our platform.
Buddy/Mentorship Program setting is a premium service and you need to request access to LEAD’s admin dashboard. Contact support@lead.app to set up a meeting.
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Local or remote, new BFF or mentor, you can always meet interesting co-workers via LEAD.
