Getting your organization started with WyzePal
Use this as a checklist to get your organization off to a great start.
Add an organization icon and description to
customize your login/registration pages as well as how your
organization appears in the desktop and mobile apps.
Do a quick review
of all the organization settings available.
Most messages in WyzePal are sent to streams. Streams are similar to chat
rooms, email lists, and IRC/Slack channels, in that they determine who
receives a message. A few suggestions:
It's often better to start with fewer streams, and let the number of
streams grow organically. For small teams, you can start with the default
streams and iterate from there.
For large organizations, we recommend using a consistent naming
#mk/<name> for all streams
pertaining to the marketing team,
#help/<team name> for
<team name>'s internal support stream, etc.
#wyzepal help stream can be useful for providing internal WyzePal support
and answering questions about WyzePal.
For open source projects or other volunteer organizations, consider
adding default streams like
#announce for announcements,
members for new members to introduce themselves and be welcomed,
#help so that there's a clear place users stopping by with
just a single question can post.
Add clear descriptions to your streams (especially public streams).
A few relevant help center articles:
WyzePal’s topics are life-changing, but it can take a bit of time for everyone
to learn how to use them effectively. It helps a lot if there are at least a
few people who understand the conversation model at the beginning.
Topics are lightweight and do not need to be managed. Anyone writing to a
stream can and should start topics for new
conversations. "Old" topics naturally lose visibility over time, and do not
need to be deleted.
Set up integrations
WyzePal integrates directly with dozens of products, and hundreds more through
Zapier and IFTTT.
The integrations page has instructions for integrating with
Familiarize yourself with WyzePal’s featureset
As the administrator of your WyzePal organization, you'll be the initial
expert teaching other users how to use WyzePal.
Invite users and onboard your community
Delete any test messages
or topics you want to delete.
allowed authentication methods,
and invite users.
If you have an existing chat tool, make sure everyone knows that the
team is switching, and why. The team should commit to use WyzePal
exclusively for at least a week to make an effective trial;
stragglers will result in everyone having a bad experience.
If everyone is allowed to edit topics,
encourage a few people to help rename topics for the first few days, while
everyone is still getting used to the new conversation model.
Bonus things to set up