Setup

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

• Birthday Setup
• Work Anniversary Setup
• Company Setup
• Channel Setup
• Occasions Setup
• Badge Setup
• Certificates Setup
• Attributes Setup

Birthday Setup

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

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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:

• Navigate to the Birthday Post Setup section on the left side pane.

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• You'll see pre-defined default messages that the Converse bot can randomly select from.

• Choose the desired messages by selecting their checkboxes.

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2. Add a Custom Message:

• To create a personalized message, use the "Custom Message" field.

• Type your preferred birthday greeting into the text box.

• Click the "Add to list" button to include it in your message options.

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3. Select Graphics:

• Choose from available graphics like birthday cakes, team celebrations, and festive designs by clicking their respective checkboxes.

• You can select multiple graphics for randomized use.

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4. Add Hashtags:

• Enter relevant hashtags in the "Add Hashtags" section.

• Type new hashtags into the provided field and press Enter to include them.

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5. Notification to Admin:

• Enable notifications to the admin before birthdays.

• Choose notification timing (e.g., 1 day before) from the dropdown menu.

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6. Comments:

• Optionally, select "Disable comments" to restrict commenting on automated birthday posts.

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.

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.

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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:

• Navigate to the Work Anniversary Setup section on the left side pane.

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• You'll see pre-defined default messages that the Converse bot can randomly select from.

• Choose the desired messages by selecting their checkboxes.

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2. Add a Custom Message:

• To create a personalized message, use the "Custom Message" field.

• Type your preferred work anniversary greeting into the text box.

• Click the "Add to list" button to include it in your message options.

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3. Select Graphics:

• Choose from available graphics like anniversary celebrations, team gatherings, and festive designs by clicking their respective checkboxes.

• You can select multiple graphics for randomized use.

• You can also upload a graphic from your local system.

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4. Add Hashtags:

• Enter relevant hashtags in the "Add Hashtags" section.

• Type new hashtags into the provided field and press Enter to include them.

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5. Notification to Admin:

• Enable notifications to the admin before work anniversaries.

• Choose notification timing (e.g., 1 day before) from the dropdown menu.

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6. Comments:

• Optionally, select "Disable comments" to restrict commenting on automated work anniversary posts.

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.

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.

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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:

• Expand the Setup menu in the left-side pane.

• Select Company.

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• Fill in basic details: Company Name, Country, Preferred Timezone, Company URL, Theme Color, and Company Logo.

• Company Logo can be uploaded as a .png or .jpg from your local system.

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2. Define Company Values:

• Click the Add button to create a new company value.

• Enter the Value Name and a brief, clear Description.

• To modify a value, click the Edit icon; to remove it, use the Delete icon.

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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:

• You may set a single time for all automated posts or specify individual times for each type of automated message.

Thought for the Day Setup:

• Thoughts are automatically published at 9 AM daily unless there’s another event such as birthdays or anniversaries.

• Select the checkbox to enable Thought for the Day.

  

Manage Thoughts:

• Click the View and Edit button.

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• Select the desired month from the dropdown menu at the top.

• Filter and save your preference of Month(s) as needed.

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• The table displays each thought, date, and the author of the quote. You can select and deselect Thoughts as per your preference.

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• Click "More" under the Status column for detailed editing:

  • Activate or Disable the thought using the Status toggle.

  • Verify or modify the URL of the thought.

  • Specify the Link Type.

  • Click Save when complete.

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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).

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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:

• Expand the Setup menu in the left-side pane.

• Select Channel.

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• Click the "Create a Channel" button to begin.

• Optionally, click "Go to Chat" to directly access the Answers feature.

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2. Manage Existing Channels:

• Review your created channels in the displayed table, which provides details such as:

  • Channel Name

  • Weightage

  • Date Created

  • Number of Documents Uploaded

  • Audience to whom the channel has been published

• Toggle the Published status to control visibility.

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3. Channel Actions:

• Using the Actions column, perform channel operations using the appropriate icons:

  • Delete a channel

  • Edit channel details

  • Add documents

  • Access the Answers chat for the specific channel

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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.

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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:

• Navigate to Occasions setup using the left-side pane.
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• Select your desired country using the "Configure country" section. Click Add.

• Click Save to confirm your selection.

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2. Manage Occasions:

• View a list of predefined occasions along with details such as Occasion Name, Date, Category, Country, and Status.

• To disable any occasion, uncheck it from the list and save the setup.

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3. Add New Occasions:

• Click the "Add occasion" button.

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• Upload an image (1024px x 768px, max size 5MB).

• Enter Occasion Name, Date, and Country.

• Type your customized "Wish" message.

• Optionally add a resource link in the "Link URL" field.

• Click "Save" to confirm.

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4. Filtering Occasions:

• Click the "Filter" option to refine occasions based on Year, Month, Categories, Country, and Status.

• Set your filter preferences and click "OK."

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5. Detailed Editing of Occasions:

• Click "More" next to the Status column of an occasion.

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• Toggle between "Active" or "Disable" to control the posting status.

• Edit Occasion details including the Wish and resource URL.

• Click "Edit" for further modifications or "Save" to confirm changes.

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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.

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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:

• Navigate to the Badge Setup section on the left side pane.

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• Choose who can give badges:

  • Anyone can give a badge.

  • Only nominated users can give badges.

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2. View and Manage All Badges:

• Click "All badges" to view available badges categorized by type (e.g., Privileged, Motivation, Innovation).

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• Click the three dots on the bottom right of the badges to enable/disable badges

• Use the search function to quickly locate specific badge categories.

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3. Privilege Badge Setup:

• Click "Privilege badge setup" to manage privileged badges.

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• You can search for badges of a specific name using the search bar.

• Assign access for users to specific badges by selecting "Add" and searching for users/ using the dropdown.

• Remove access for users by selecting them from the dropdown menu and clicking "Remove."

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4. Edit Privileged Users:

• Click "Edit Users" next to any privileged badge to modify user access.

• Add new privileged users by searching their names.

• Remove users from the Privileged users list by clicking the delete icon.

• Click "Update" to save your changes.

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5. Upload Custom Badge:

• Click "Upload badge" to create a new custom badge.

• Upload a badge image (300px x 300px, max 30kb).

• Enter a "Badge name," provide a "Badge description," and select the badge category.

• Click "Save badge" to finalize.

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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.

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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:

• Navigate to the Certificate Setup section on the left side pane.

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• Here you can view all current certificates.
  

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• Click the three-dot icon on certificates for additional options to enable/disable certificates.

2. Privilege Certificate Setup:

• Click "Privilege certificate setup" to manage privileged certificates.

• Search for specific certificates using the search bar.

• Assign access to users to specific certificates by selecting "Add" and searching for users.

• Remove access to users by selecting them from the dropdown menu and clicking "Remove."

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3. Edit Privileged Users:

• Click "Edit Users" next to any privileged certificate to modify user access.

• Add new privileged users by searching their names.

• Remove users from the Privileged users list by clicking the delete icon.

• Click "Update" to save your changes.

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4. Upload Custom Certificate:

• Click "Upload certificate" to create a new custom certificate.

• Upload a certificate graphic according to the recommended dimensions.

• Enter a "Certificate Name," provide relevant details, and optionally assign specific users.

• Click "Save certificate" to finalize.

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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.

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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:

• Navigate to the Attributes Setup section on the left-hand side pane.

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• Provide basic user details including First Name, Last Name, Mobile Number, Date of Birth, Email Address, Hired On date, Country, State, City, Designation, and Manager Email Address.

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• Fields with the green eye icon are included in reports. Red-eye icons indicate fields not included in reports. Click on them to toggle as per your requirements.

2. Designation Management:

• Click the blue pen icon next to the Designation field to manage designations.

• Type the new designation and click "Add."

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• Existing designations can be deleted using the delete icon, provided there are no users mapped to them. To delete a designation, all mapped users must be reassigned to another designation. This can be done via User Management.

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3. Trainer and Coach Attributes:

• Assign Trainer and Coach email addresses from the dropdown menu.

• Click the blue pen icon to manage Trainers and Coaches.

4. Managing Trainers, Coaches, and Managers:

• Click the blue pen icon next to Trainer, Coach, or Manager fields to manage master data.

• Specific entries in the table can be found via the search bar.

• Add Trainers, Coaches, or Managers using the dropdown and click "Add."

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• View existing details including Name, Email, and Reportees. View reportees by clicking the "Eye" icon, visible by hovering over the reportees. 

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• Swap or delete existing entries using the action icons.

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".

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

• Swap all mapped users with another: Select "swap with" from the dropdown menu and proceed.

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• Delete all user mappings: Immediately remove all user associations.

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• Assign a temporary Trainer/Coach/Manager to all mapped users: Generate a temporary ID by typing a name and clicking "Generate," then click "Swap."

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6. Additional Attributes:

• To add custom attributes unique to your organization, click "Add.", found in the last section of the page.

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• Enter an Attribute Name.

• Select the Attribute Type from the dropdown:

  • Option: Add multiple selectable options by typing each and clicking "Add."

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  • Date (DD-MM-YYYY): For date-specific attributes.

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  • Text: For free text entry attributes.

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• Click "Confirm" to save the attribute. They will then appear under the "Additional Attributes" section.

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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.