Getting Started
Help Center Getting Started

The ultimate guide to setting up CultureBot

Below you'll find our best practices for setting up CultureBot for success inside your team.


 

First Things First

Installing CultureBot and other mandatory steps.

What is CultureBot?

CultureBot is a bot for Slack to automate various tasks to improve the health and culture of your team.

Installing CultureBot

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.

Add CultureBot to Slack

Adding to Channels

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.

Configuring Each Feature

To configure a feature, simply select the one you'd like from the dropdown in the 'overview and set up' section (seen below).

feature setup

Birthday Messages

Configuring the birthday messages section

Basic Setup

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:

  • Check the "Sends birthday messages to your employees on their birthday!" checkbox
  • Select a channel to post to
  • Select the hour of day to run send celebratory birthday messages (uses your local timezone)
  • Click the "Collect Birthdays" button to send a message out to anyone on your team who hasn't submitted their birthday yet (you'll be able to send collection messages to users one by one or all at once)
  • Create an optional gift (that will send to the user via direct message) by clicking the "Add Birthday Gift" button
birthday message setup

What does this message look like?

birthday message

Work Anniversary Messages

Configuring the work anniversary messages section

Basic Setup

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:

  • Check the "Sends celebratory messages to your employees on their work anniversary!" checkbox
  • Select a channel to post to
  • Select the hour of day to run send celebratory work anniversary messages (uses your local timezone)
  • Click the "Collect Anniversaries" button to send a message out to anyone on your team who hasn't submitted their anniversary yet (you'll be able to send collection messages to users one by one or all at once)
  • Create an optional gift (that will send to the user via direct message) by clicking the "Add Anniversary Gift" button
work anniversary message setup

What does this message look like?

work anniversary message

Custom Celebration Messages

Configuring the custom celebrations section

Basic Setup

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.

setup 1

Configuring your new celebration

  • Choose a preset template, or name your own
  • Decide what day of the year and time of day to post, as well as the channel to send the message to
  • Add an image to celebrate (optional)
  • Add a custom message with the meaning of the day to your team
  • Decide if you want to send this message every year, or just once
setup 2

Shoutouts & Peer Rewards

Configuring the shoutouts section

Basic Setup

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 checkbox at bottom of screen below).

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.

give shoutout button

What does this message look like?

shoutout message

Setting up recurring shoutout reminders

  • Check the "click to turn on shoutouts prompt" checkbox
  • Select a channel to post to
  • Select days of the week to send the message
  • Select the hour of day to send the message

Water Cooler Topics

Configuring the water cooler section

Basic Setup

Water cooler topics are interesting and thought-provoking messages (so as to improve team bonding) sent at a specified frequency. To use water cooler message you'll need to set each of the following in the image shown below:

  • Check the "send water cooler conversations" checkbox
  • Select a channel to post to
  • Choose which prompt topics you'd like to include
  • Select days of the week to send the message
  • Select the hour of day to send the message
water cooler setup

What does this message look like?

water cooler message

Employee Surveys & Questionnaires

Configuring the forms & surveys section

Basic Setup

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:

  • Onboarding
  • Team Health Score
  • eNPS
  • Employee Intros (Two Truths & A Lie)
To get started creating a form, go to the following section of the CultureBot home tab:

forms link

Once here, click the button that says "Create New Form": create new form

On the modal that appears, choose a template that fits your needs, or start from scratch: create new form two

Next, you'll want to create a campaign (that uses the above form). To do so, click the campaigns tab followed by the "Create New Campaign" button: create new campaign

This will then bring up the new campaign modal. Here, you'll first need to determine if you want to send out your survey once, or on a recurring basis. Options also exist to send reminders to users in Slack about the survey, who you want your audience to be, and much more: create new campaign two

Once your campaign runs, users will see a message like the one below, asking them to fill the survey/form out: survey form

When the survey campaign ends, you will also be notified in Slack. You will be taken to a page where you can view the results, download them, and more. The results are also viewable from the campaigns tab above before the campaign is over: campaign responses

Employee Intros

Configuring the employee intros section

Basic Setup

Employee intros help your team build better connections and camaraderie by pairing employees off in 1-on-1's or groups on a regular basis. It's easy to setup, let's dive in below.

To setup intros, the main things to setup are:

  • Check the "click to turn on employee intros" checkbox
  • Select a channel to pull employees from (for matching)
  • Select a frequency for pairing off employees, as well as a time of week and day to make new introductions
  • The "snooze" option allows you to prevent any new intros from sending until the date you've selected has passed (particularly helpful for holiday weeks)
  • Optionally, you can choose a conversation starter to kickstart intros between employees
setup employee intros

What does this message look like?

employee intros message

Weekly Health Tips

Configuring the health tips section

Basic Setup

The weekly health tips section is used to send mental and physical health tips to your team on a recurring basis. To use the health tips message you'll need to set each of the following in the image shown below:

  • Check the "send health reminders" checkbox
  • Select a channel to post to
  • Select the day of the week to send
  • Select an hour of the day to send
health tip setup

What does this message look like?

health tip message

Trivia

Configuring a new game of trivia

Basic Setup

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:

  • Select which categories of topics to include
  • Select the number of questions
  • Select the duration for each question
trivia setup

What does this message look like?

trivia message

Want Setup Help?

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