Setup

In this section, we will discuss about the various aspects setting the of Team Engagement system.

Birthday Setup

Birthday Post Setup allows you to customize automated birthday messages and graphics sent by the Bsharp Converse bot.


 

Getting Started 

What is Birthday Post Setup?

Birthday Post Setup helps you manage and personalize automated birthday greetings and graphics sent to team members, enhancing employee engagement with thoughtful and customized celebrations.

Step-by-Step Guide: Setting Up Birthday Posts

1. Select Messages:
2. Add a Custom Message:
3. Select Graphics:
4. Add Hashtags:
5. Notification to Admin:
6. Comments:

Finalize your settings by clicking "Save & exit." Messages, graphics, hashtags, and notification settings chosen will be used by the Converse bot to send personalized greetings on team members' birthdays.

image.png

FAQs

1. Can I add my own personalized birthday messages?

Yes, use the “Custom Message” field to add personalized birthday greetings.


2. How many custom messages can I add?

You can add multiple custom messages by typing each message and clicking “Add to list.”


3. Can I select multiple graphics for birthday posts?

Yes, you can select multiple graphics, and Converse will randomly use them in birthday posts.


4. Can I use my own graphics for birthday messages?

Yes, you can upload custom graphics to include them as options for birthday posts.


5. How do I manage hashtags for birthday posts?

Type desired hashtags into the “Add Hashtags” field and press Enter to include them.


6. Is it possible to disable comments on automated birthday posts?

Yes, simply check the “Disable comments” box to restrict comments on birthday posts.


7. Can the admin be notified before a team member’s birthday?

Yes, select the desired notification period (e.g., 1 day before) from the dropdown menu under “Enable notification to admin.”


8. Can I deselect default messages or graphics?

Yes, simply uncheck the box next to any default message or graphic you wish to exclude.


9. Are hashtags mandatory for birthday posts?

No, hashtags are optional but help increase engagement and visibility.


10. How do I save my birthday post preferences?

Click the “Save & exit” button after configuring your preferences.

Work Anniversary Setup

Work Anniversary Setup allows you to customize automated work anniversary messages and graphics sent by the Bsharp Converse bot.


Getting Started 

What is Work Anniversary Setup?

Work Anniversary Setup helps you manage and personalize automated work anniversary greetings and graphics sent to team members, enhancing employee engagement with thoughtful and customized celebrations.

Step-by-Step Guide: Setting Up Work Anniversary Posts

1. Select Messages:
2. Add a Custom Message:
3. Select Graphics:
4. Add Hashtags:
5. Notification to Admin:
6. Comments:

Finalize your settings by clicking "Save & exit." Messages, graphics, hashtags, and notification settings chosen will be used by the Converse bot to send personalized greetings on team members' work anniversaries.

image.png

FAQs

. Can I create my own custom work anniversary messages?

Yes, you can enter your personalized messages in the “Custom Message” field and add them to the list.


2. How many custom work anniversary messages can I add?

You can add as many custom messages as you wish.


3. Can multiple graphics be selected for work anniversary posts?

Yes, select multiple graphics, and Converse will randomly choose among them for each post.


4. Am I able to upload my own graphics for work anniversaries?

Yes, you can upload custom graphics to use for anniversary posts.


5. How do I add hashtags to work anniversary posts?

Enter relevant hashtags in the “Add Hashtags” section and press Enter after typing each hashtag.


6. Can I disable comments on automated work anniversary posts?

Yes, simply select the "Disable comments" option to restrict commenting.


7. Can the admin be notified before a team member’s work anniversary?

Yes, enable the notification feature and set your desired advance notification time from the dropdown menu.


8. Can default messages or graphics be deselected?

Yes, simply uncheck any default message or graphic you wish to exclude.


9. Are hashtags mandatory for automated anniversary posts?

No, hashtags are optional but recommended to enhance engagement.


10. How do I save my settings for work anniversary posts?

Click "Save & exit" after configuring all your preferred settings.

Company Setup

Company Setup helps define essential company attributes like its name, country, logo, URL, timezone, theme, and values.


Getting Started 

What is Company Setup?

Company Setup allows administrators to configure foundational company details and establish core values, ensuring consistency and alignment across the organization.

Step-by-Step Guide: Setting Up Your Company

1. Enter Basic Company Information:
2. Define Company Values:

Automated Posts

What are Automated Posts?

Automated Posts are messages automatically published by the Converse bot to your company’s feed on specified dates and times, including birthdays, work anniversaries, and daily motivational quotes.

How to Configure Automated Posts:

image.png

Thought for the Day Setup:
Manage Thoughts:
FAQs

1. What file formats are supported for uploading a company logo?

Company logos can be uploaded in .png or .jpg formats from your local system.


2. Can I modify company values once added?

Yes, you can modify company values anytime by clicking the Edit icon next to the value.


3. How can I delete a previously added company value?

Simply click the Delete icon next to the respective company value to remove it.


4. What types of automated posts can Converse publish?

Converse publishes automated posts such as birthdays, work anniversaries, and daily motivational quotes (“Thought for the Day”).


5. Can automated posts be set to different times?

Yes, you can either set one common time for all automated posts or specify individual times for each type.


6. How can I enable the ‘Thought for the Day’ feature?

Select the checkbox under Thought for the Day setup to enable automatic posting at 9 AM daily.


7. How do I manage and customize Thoughts for the Day?

Click the “View and Edit” button, select your preferred month(s), and filter or select/deselect thoughts from the displayed table.


8. Can I activate or disable specific Thoughts individually?

Yes, click “More” under the Status column next to each thought and toggle the Status option to activate or disable individual thoughts.


9. How do I link a specific URL to a Thought for the Day?

Under “More,” you can verify or modify the URL and specify the link type associated with each thought.


10. Do automated posts publish even if another event is scheduled for the same day?

No, the Thought for the Day is only posted if there are no other automated events (like birthdays or anniversaries) scheduled on that day.

Channel Setup

Channel Setup allows you to set up and manage your Bsharp Converse Answers channels along with your knowledge base(s).


Getting Started 

What is Channel Setup?

Channel Setup provides tools for creating, managing, and organizing your Answers channels, ensuring easy access to structured, topic-specific information for your team.

Step-by-Step Guide: Setting Up a Channel

1.  Create a Channel:
2. Manage Existing Channels:
3. Channel Actions:

For detailed guidance on managing channel setups, refer to Bsharp Converse Answers.

FAQs

1. How do I create a new Answers channel?

Expand the Setup menu, select Channel, and click the “Create a Channel” button.


2. Can I directly access Answers chat after creating a channel?

Yes, after setting up a channel, click the “Go to Chat” button to directly access Answers chat.


3. How can I view details of my existing channels?

Channel details such as name, weightage, creation date, documents uploaded, and publishing audience are displayed in the channel table.


4. What does the weightage of a channel indicate?

Weightage prioritizes responses if multiple channels are queried simultaneously (Low: 1, Medium: 5, High: 10).


5. Can I toggle the visibility of my channel?

Yes, use the Published toggle to manage whether the channel is visible to your audience.


6. How do I edit an existing channel?

Use the Edit icon under the Actions column next to the desired channel.


7. Can I delete a channel?

Yes, use the Delete icon under the Actions column to remove a channel.


8. How do I add documents to an existing channel?

Click the Add Documents icon under the Actions column next to the respective channel.


9. Can I see who a channel has been published to?

Yes, the publishing audience is clearly displayed within the channel details table.


10. Where can I find more detailed instructions on channel management?

For comprehensive guidelines, refer to the provided link for managing channel setups.

Occasions Setup

Occasion Setup allows you to configure and manage special occasions for automated postings by the Bsharp Converse bot.


Getting Started 

What is Occasion Setup?

Occasion Setup enables the scheduling, management, and customization of automated posts for various special occasions, enhancing team engagement and celebration.

Step-by-Step Guide: Setting Up Occasions

1. Configure Country:
2. Manage Occasions:
3. Add New Occasions:
4. Filtering Occasions:
5. Detailed Editing of Occasions:
FAQs

1. How do I add a new occasion?

Click the “Add occasion” button, enter the required details, upload an image, and save.


2. What image specifications are needed for occasions?

Images must be 1024px x 768px and smaller than 5MB.


3. Can I disable occasions from being automatically posted?

Yes, simply uncheck any occasion in the Occasions list and save your changes.


4. How can I filter occasions by specific criteria?

Use the "Filter" option to filter by Year, Month, Categories, Country, and Status.


5. How do I edit details of an existing occasion?

Click "More" under the Status column, then use the "Edit" button to modify details.


6. Is there a way to temporarily deactivate an occasion without deleting it?

Yes, toggle the occasion’s status from "Active" to "Disable" under detailed editing.


7. Can I link external resources to occasions?

Yes, enter the desired URL in the "Link URL" field when creating or editing an occasion.


8. How do I ensure an occasion is set only for a specific country?

Select the desired country from the dropdown when creating or editing the occasion.


9. Can I add customized wish messages for each occasion?

Yes, you can enter a customized wish message in the "Wish" field for each occasion.


10. Where can I view all details about a specific occasion?

Click "More" under the Status column to view detailed information about any occasion.

Badge Setup

Badge Setup allows you to customize and manage automated recognition badges sent by the Bsharp Converse bot.


Getting Started 

What is Badge Setup?

Badge Setup helps you define, manage, and personalize digital recognition badges awarded to team members, enhancing employee motivation and celebrating achievements.

Step-by-Step Guide: Setting Up Badges

1. Select Who Can Give Badges:
2. View and Manage All Badges:
3. Privilege Badge Setup:
4. Edit Privileged Users:
5. Upload Custom Badge:

Badges configured here will be available to recognize team members' achievements through personalized and meaningful recognition.

FAQs

1. Can anyone give badges, or can this be restricted?

You can choose whether anyone can award badges or restrict it to nominated users only.


2. How do I enable or disable specific badges?

Click the three-dot icon on a badge in "All badges" and choose enable or disable.


3. Can I upload my own custom badges?

Yes, you can upload custom badges with the recommended dimensions (300px x 300px, max 30kb).


4. How do I manage who has access to privileged badges?

Go to "Privilege badge setup," click "Add," and select users to grant or remove access.


5. How can I quickly find a specific badge?

Use the search function in the "All badges" section to quickly locate badges by category or name.


6. How do I edit privileged user access to badges?

Click "Edit Users" next to the badge to add or remove users from privileged access.


7. What information do I need to create a custom badge?

You’ll need a badge name, a brief description, a badge image, and to select a badge category.


8. Can I remove a user’s privileged badge access?

Yes, use the "Privilege badge setup" section to select the user from the dropdown and click "Remove."


9. What categories of badges are available by default?

Default badges are categorized as Privileged, Motivation, Innovation, among others.


10. How do I save my custom badge once it’s created?

After entering all badge details, click "Save badge" to finalize and save it.

Certificates Setup

Certificate Setup allows you to customize and manage automated recognition certificates sent by the Bsharp Converse bot.


Getting Started 

What is Certificate Setup?

Certificate Setup helps you define, manage, and personalize digital certificates awarded to team members, enhancing employee motivation and celebrating achievements.

Step-by-Step Guide: Setting Up Certificates

1. View and Manage All Certificates:
2. Privilege Certificate Setup:
3. Edit Privileged Users:
4. Upload Custom Certificate:

Certificates configured here will be available to recognize team members' achievements through personalized and meaningful recognition.

FAQs

1. How do I view existing certificates?

Navigate to the Certificate Setup section on the left pane to see all current certificates.


2. Can I temporarily disable a certificate?

Yes, click the three-dot icon on the certificate and select disable to temporarily stop its use.


3. How do I grant privileged access to certificates?

Go to "Privilege certificate setup," select "Add," search for users, and grant them access.


4. How can I remove privileged access from a user?

In "Privilege certificate setup," select users from the dropdown menu and click "Remove."


5. Can I edit which users have privileged access to certificates?

Yes, click "Edit Users" next to a privileged certificate to add or remove users.


6. How do I add a new privileged user to a certificate?

Within the "Edit Users" section, search for the user’s name and add them to the Privileged list.


7. Is it possible to upload my own certificate design?

Yes, click "Upload certificate," upload your custom graphic, and complete the required fields.


8. What are the recommended dimensions for certificate graphics?

Recommended graphic dimensions are displayed clearly in the upload area when creating the certificate.


9. Can I assign specific users to a custom certificate at the time of creation?

Yes, when uploading a custom certificate, you can optionally assign specific users immediately.


10. How do I finalize and save a new custom certificate?

After entering details and uploading the certificate graphic, click "Save certificate" to finalize.

Attributes Setup

Attributes Setup allows you to manage and customize team member information fields used by Bsharp Converse.


Getting Started 

What is Attributes Setup?

Attributes Setup helps you define, manage, and personalize basic information, trainer, coach, and additional attributes relevant to your organization.

Step-by-Step Guide: Setting Up Attributes

1. Basic Information:
2. Designation Management:
3. Trainer and Coach Attributes:
4. Managing Trainers, Coaches, and Managers:
5. Swapping and Deleting Trainers, Coaches, and Managers:

When swapping a Trainer, Coach, or Manager, click the swap icon, and accordingly select a new one from the dropdown. Then click "Next".

image.png

When deleting a Trainer, Coach, or Manager, choose from:

image.png

6. Additional Attributes:

Attributes configured here help personalize employee information management and streamline reporting processes.

FAQs

1. How can I include or exclude attributes from reports?

Click the eye icon next to each attribute—green includes it, while red excludes it.


2. What should I do if I cannot delete a designation?

Ensure all users mapped to that designation are reassigned using User Management before deletion.


3. Can I assign temporary Trainers, Coaches, or Managers?

Yes, when deleting, select "Assign a temporary…" and generate a temporary ID for reassignment.


4. How do I view reportees under a Trainer, Coach, or Manager?

Hover over the "reportees" and click the "Eye" icon to view details.


5. Can I swap a manager with another?

Yes, click the swap icon, select the new manager from the dropdown, then click "Next."


6. How can I add new options for a custom attribute?

Select the attribute type "Option," enter your option, and click "Add."


7. Can additional attributes be date-specific?

Yes, select the attribute type "Date (DD-MM-YYYY)" when adding an additional attribute.


8. How can I search for a specific Trainer, Coach, or Manager?

Use the search bar in the master data table to quickly find specific entries.


9. What happens when I delete all user mappings under a Trainer, Coach, or Manager?

All associated users will immediately lose their mapped relationship with that person.


10. Where can I see the newly added custom attributes?

Newly added attributes appear under the "Additional Attributes" section on the Attributes Setup page.