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Engaging with New Hires via the Bot

  • September 28, 2023
  • 0 replies
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Brian Drivas
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Hi everyone! As part of your strategy to increase bot adoption, one of the best practices we recommend is the use of a new hire welcome message. This can be configured as part of your initial implementation or with the support of your Customer Success Manager post-launch.

So what does an effective outreach look like? And how has your organization approached bot promotion for new members of the team to gain early buy-in?

  • Consider a phased approach where the initial message is sent in the first few days post-hire, followed by touch points at day 7 and day 30. These timeframes should be adjusted based on your organization’s onboarding process.
  • Determine which content you would like to include for each message. For the initial message, highlight the immediate actions that users should take, such as setting up their email/calendars or completing HR tasks such as benefits enrollment and payroll. For later messages, highlight the top capabilities that are enabled for your bot, such as resetting passwords, checking the status of tickets, or requesting software. You’ll want to keep these messages concise and action oriented. Also be sure to link out to resources that new hires should review, such as policy and procedure documentation.
  • Grab the user’s attention by using imagery and branding. Include an image of your bot avatar or an example interaction between the bot and end user, as shown here: