Below you'll find our best practices for setting up CultureBot for success inside your team.
Installing CultureBot and other mandatory steps.
CultureBot is a bot for Slack to automate various tasks to improve the health and culture of your team.
Click the "Add to Slack" button below. This will bring you to the Slack website where you'll then select an initial channel to install CultureBot to. Select the channel, and hit 'allow'. The bot should then redirect you to Slack for more setup.
The first thing to you'll want to do after installing CultureBot is to invite it to all of the Slack channels you want it to post to. Use the command /invite @CultureBot
in the channel(s) of your choosing to do this. For example, we like to setup the channels "#water-cooler" for water cooler topics to post to and "#health-tips" for weekly health messages.
To configure a feature, simply select the one you'd like from the dropdown in the 'overview and set up' section (seen below).
After you've gotten a few features of CultureBot setup, head over to our best practices guide for some helpful tips and tricks on how to optimize your setup for maximum engagement across your team.
Configuring the birthday messages section
The birthday message feature allows you to collect the birthdays from everyone on your team and send out celebratory birthday notifications automatically (on someone's birthday). To use the birthday messages feature you'll need to set each of the following in the image shown below:
Configuring the work anniversary messages section
The work anniversary feature allows you to collect the work anniversaries from everyone on your team and send out celebratory notifications automatically (on the day of someone's work anniversary). To use the work anniversary messages feature you'll need to set each of the following in the image shown below:
Configuring the custom celebrations section
The custom celebration feature enables you to setup celebrations around meaningful days across multiple cultures and geographies. Setup messages to notify your teammates of holidays, awareness and diversity days, etc. To get started, click the 'view/add celebrations' button seen below.
Configuring the shoutouts section
Shoutouts are positive feedback given to one or more members of your team in a public channel. Shoutouts are always sent one-off, but you can configure a recurring reminder to the team on a weekly basis to encourage them to give feedback (the button that says 'enable shoutout day').
To send a shoutout, click the "give shoutout" button in the UI seen below. You can optionally set a monthly "allowance" of points for each member of your team to give away as "peer rewards". Rewards are created by you (the admin) and can be redeemed by employees at any time.
Peer rewards can be setup so that employees can turn shoutout points in for gifts that you've setup. Gifts can be monetary (like gift cards) or non-monetary (like lunch with your CEO or time off of work). To setup peer rewards, click the button below:
You will be taken to the CultureBot web portal, where you can then click on the 'settings' tab to customize what types of gifts (e.g. gift cards, prepaid cards, custom rewards) are shown, and more.
Configuring the water cooler section
Water cooler topics are interesting and/or thought-provoking messages (so as to improve team bonding, team engagement, or employee introspection) sent at a specified frequency.
To use water cooler message you'll need to set up a 'water cooler instance' – these can be static topics that CultureBot has in 'topic banks' (e.g. photo challenges, pets, holidays, etc.) or AI-generated conversation starters based on topic categories you've added.
Start by clicking one of the following buttons:
Next, you'll see a new 'instance' of a water cooler appear, click 'edit/delete':
A modal will then appear, where you can:
Configuring the forms & surveys section
Setup of employee surveys is broken into two steps -- first you will setup a form, and second you will create a "campaign" that will use that form. Forms can be created from scratch to be whatever you desire, although we do provide templates for:
Configuring the employee intros section
Intro 'instances' allow you to setup connection pairings in different channels. For example, setup an intros channel for anyone who might want to meet new #interns, anyone who shares a certain hobby/interest (e.g. #football), or even a #mentors channel for those who might be interested in finding a new career coach. To use intros you'll need to set up an 'intros instance' -- start by clicking here:
Next, you'll see a new 'instance' of an intro appear, click 'edit/delete':
A modal will then appear, where you can:
Configuring the health tips section
The weekly health tips section is used to send mental and physical health tips (from peer-reviewed science journals) to your team on a recurring basis. CultureBot has tons of these tips ready to go, but you can also add your own if you'd like!
To use the health tips message you'll need to set each of the following in the image shown below:
Configuring a new game of trivia
Trivia is one of the features of CultureBot that can be started on-demand. To start a new game of trivia, just go to any Slack channel and type the following slash command (and hit enter): "/trivia"
Once you type the command the trivia configuration modal (shown below) will appear. You'll need to fill out the following options before starting your game:
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The first ever bot for Slack designed to make improving team culture easy and fun.