Changing behaviour is hard, ESPECIALLY when it comes to productivity and access to information. When introducing new technology to your organisation, getting everyone onboard is crucial. Introducing bots and automation is no different. We go through a few tips & tricks and things we've learnt over the years to help you to be successful with bots

1. Ensuring success
with bots
hello@thebotplatform.com

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83%
of org using
bots on a
monthly basis
23
bots built
by Marcos
Marcos Eleftheriou
Head of Cultural and Internal Communications
2100 employees located across NA and EMEA
“Bots have allowed people to work
smarter, faster and be more productive.
All with a bit of fun personality.”

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100%
of new hires
educated
80
hours saved
per month
across 100 staff
for one bot
Tim Zack
Chief Marketing Officer
100 employees located across North America
“Our previous onboarding process was entirely
manual and became a full time job. Using bots we’re
saving huge amounts of time and providing a better
onboarding experience.”

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We’re on this
journey together
We on a mission to help you to be
more productive at work. We are
with you, every step of the way.
Acquisition
Let us join you on your
journey to the future of work
Onboarding
Onboard us into your
organisation, let us train you
Implementation
Use our tools to build your own
automation tools
Adoption
Having as many people as
possible using automation
Advocacy
Encourage more people to use
automation in their workflow

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Build a core
coalition
Get everyone
on board
Generate
short-term wins
Set the
change in stone
Create a sense
of urgency
Form a
strategic vision
Remove barriers
& reduce friction
Sustain
acceleration
Dr Kotter's 8-Step Process
for Leading Change
John Kotter, leadership and change management professor at Harvard Business School

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Recruit
champions Align on plan
Get coalition to
provide feedback
Review
& iterate
Determine what
process should
be automated
Plan your bot &
success metrics
Build your bot Launch your bot
TBP’s 8-Step Process
for Bot Success

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Core coalition
Stakeholders Build team Comms team

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Process
owner
Users &
advisors
Internal
champions
Stakeholders

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Build team
Project
lead
Workplace
admin
Solutions
architect
optional
Bot
creative

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Project
lead
Company
comms
Internal
champions
Comms team

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Workplace bots help people be more productive at work
Daily
stand ups
Tasks
Assist new
starters
Task
tracking
Employee
handbooks
Marketing
integration
Submitting
expenses
Company
wide comms
FAQs
Planning
meetings
Training
& surveys
Booking
rooms &
equipment
Helpdesks
Appraisals
CRM
integration
Raising POs
FinanceSales HR Operations Teams

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https://help.thebotplatform.com/en/articles/1991134-bot-planning-worksheet
Planning
Target
audience
Benefit
to audience
Purpose
of bot
Benefit to
organisation
Required
functionality
Goals
& KPIs
Success
metrics
Tone of voice

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Implementation
process
How to build a
successful bot
Plan
Define the purpose & flow of
the bot with the core coalition
Implement
Build the bot using our
no-code platform
Test & refine
Broadcast to core
coalition & refine
Launch
Broadcast to
organisation
Review
Gather feedback &
refine experience
https://docs.google.com/document/d/1-0JfubL8B8Sraw8xyDJ6MbTQh56JtV9-6f_M3r-YWA8/edit

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Survey Bot Helpdesk Bot Event Bot Stand Up Bot
Ideas Bot Recognition Bot Mood Bot Job Board Bot
Use a template or build from scratch
Broadcast Bot
New Starter Bot

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We have a number of bot templates that you
can set up with minimal work required
SetUpTime
Updates Required
Stand
Up Bot
Mood Bot
Employee
Recognition
Survey Bot
New
Starter Bot
Ideas Bot
Event Bot FAQ Bot
Jobs Board Bot
Announcement Bot

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Set a
persistent menu
Give people quick
access to the most
common messages
Engaging tone
of voice
Create an engaging tone of
voice to give your bot some
personality
Randomize a
default reply
Use multi response
messages to make it
less repetitive
Use
rich media
Videos, gifs, audio,
images, emojis. Add
some spice to your botSend
broadcasts
Engage with everyone
all at once, but
use sparingly
Benefits
up front
Explain to the user upfront
what the purpose and
benefits of the bot are
No dead ends
Make sure you have
a nicely designed
flow of messages
Disable user
text input
If you’re using buttons,
you can disable text
input completely
Bot building
best practices
When building a bot, think
about the user experience of
the bot.
https://help.thebotplatform.com/en/articles/2003563-bot-checklist

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Plan
Describe what
success looks like
Recruit
champions
Develop comms plan
with champions
Prepare
Prepare launch
materials
Soft
launch
Broadcast to
coalition
Launch
Launch bot and
drive adoption
https://help.thebotplatform.com/en/articles/2420705
Launch strategy

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Driving adoption
Get champions on board to help
promote the vision
Recruit champions
Tell everyone about it by posting
a post onto Workplace itself
Workplace posts
Have a slide on it, or do a show
and tell with your org
On stage shoutouts
Share quick win success stories
with the organisation
Success stories
Pin a post to the top of a group
to share the vision
Pinned posts
Send a broadcast out to a
group to engage all at once
Group broadcasts
This might be a slightly old school way
of promoting bots, but it works
Posters / in house screens
Automatically send a message to someone
when they join a group
Group triggers
https://help.thebotplatform.com/en/articles/2420685

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Recruit
champions Align on plan
Get coalition to
provide feedback
Review
& iterate
Determine what
process should
be automated
Plan your bot &
success metrics
Build your bot Launch your bot
TBP’s 8-Step Process
for Bot Success

22. 22 Together,
we can always strive for awesome
https://thebotplatform.com