Question 1

Setting Up CoffeePals in Microsoft Teams

Accepted Answer

How to Install the CoffeePals App

To find the CoffeePals app in the Microsoft Teams store, you can search for CoffeePals in the app tabs. Alternatively, you can click this link which will open the app right in Teams.

||| If you can't find the CoffeePals app in the Teams store, contact your IT administrator to get permission to view the app within Teams.

Create a CoffeePals Team

We recommend creating a new CoffeePals team in MS Teams. Choose a new name for your team. We've seen it be called "Introductions", "Coffee Buddies", "Random Chats", "Coffee Chats" or, our favourite, "CoffeePals".

Add the CoffeePals App to the Team

Find the CoffeePals App in the Teams Store or by clicking this link. Once you find the app, click the dropdown next to Open/Add then click Add to a team. Add the app to the team you just created.

Add to Team

|| Once the app is in a team, all users in the team will be automatically opted-in. Any new users that join the team will automatically be opted-in.

Configuring CoffeePals for Your Team

To configure your CoffeePals team, you'll need to access the dashboard. Send the CoffeePals app in a personal message with the command "Dashboard". This will return a secure login link to authentic

Question 2

How to Ensure CoffeePals is a Success in your Organization

Accepted Answer

Looks like your team is ready to start building connections. Whether you're introducing casual coffee chats or starting a mentorship program, we recommend following these steps to make sure it's a success.

Create a CoffeePals Team

Make a dedicated CoffeePals team in Microsoft Teams. This will ensure that the program is opt-in and people can join and leave the team. We've found that there are higher rates of actual meetings taking place when users are expecting matches to be sent to them.

Announcing CoffeePals to Your Team

It's important to set clear expectations around how the program works and how often they should expect to meet new people. Ensure that participants of CoffeePals know that it's encouraged to take time out of their day to meet with their match. This should come from a leader of a team or company. Also, if there is a set purpose to the meeting, you should let people know this in advance. Don't forget to share with users that they can opt-out of matching using the command "disable-matching" or by leaving the team.

Example Introduction Message

Add members you think would enjoy this directly into the team or try posting our recommended join message in your team's general chat:

"Hi everyone, Do you like drinking coffee and making new friends ☕? Because we just installed a new Teams bot called CoffeePals that lets you do just that. Join the CoffeePals team and you'll get paired with a

Question 3

How do I access the dashboard?

Accepted Answer

Get Started

To access the dashboard, send a personal message to the CoffeePals app in Microsoft Teams with the command "Dashboard". This will send you a login link to the dashboard.

What can I do in the dashboard?

The dashboard is where you can manage your CoffeePals teams and get insights on how your team is connecting. In the dashboard, you will see the following menus:

Dashboard: These are the combined matching statistics of all the teams in your organization.
Team Settings: Manage each team that has CoffeePals installed.
Organization Settings: Make changes to the organization name and Profile Icon.
Personal Settings: Change your name and profile picture.
Billing: Manage your billing account settings.
Logout

Who can access the dashboard?

Anyone in your organization can access the dashboard. We use a passwordless, secure login link to authenticate your CoffeePals account. This automatically syncs with your Microsoft Teams account and allows you to log in directly from the app in Teams.

Are there administrative permissions?

Anyone in the organization can access the dashboard. There are granular permissions for both the teams and the billing accounts.

Teams

Teams have their own permission system. This allows anyone in your organization to create their own and manage it. Once a user adds the CoffeePals app to a team, they become the team owner. Team owners can add additional admins to manage the team. Th

Question 4

How can I opt out of matching?

Accepted Answer

If matching isn't for you or you just need a break, here are your options:

I'd like to opt-out of matching but remain on the team

You might want to stay on the team to continue seeing CoffeeMaker prompts. To disable matching but stay on the team, send a personal message to the CoffeePals app with the command "disable-matching". This will ensure that you don't receive any more matches until you send the command "enable-matching".

I'm on vacation and I need to pause matching 🌞

We're still working on the ability to pause matching for a set period of time. For now, send the command "disable-matching" and create your own calendar event or reminder to "enable-matching" when you return from vacation 🏝.

I'm no longer interested in receiving matches and I don't need to be on the team

To stop matching, you can simply leave the team in Microsoft Teams. We may ask you one final time if you've had the chance to meet up with your match. After that, you won't receive any more notifications from the CoffeePals App.

Please let us know why it wasn't for you. We're always eager to hear feedback from our users to improve the product in the future. Send us a message using the purple button at the bottom right of the screen.

Question 5

CoffeePals for Onboarding

Accepted Answer

Starting a role at a new company can be very intimidating. More specifically when it's a remote organization, meeting people on your team is incredibly difficult. CoffeePals can be used to introduce new hires to existing employees and make joining a new team much less unnerving.

Get Started with CoffeePals for Onboarding

You can configure CoffeePals to pair new hires with existing employees. CoffeePals will introduce company new-joiners with seasoned employees to get them better acquainted with their team.

To get started with CoffeePals for onboarding, you'll need to create an onboarding team in Microsoft Teams. You can call this team "Onboarding meetups" or "New Hire Meetups". Once you've created the team, add the CoffeePals app to the team. Next follow these steps:

Open the dashboard by sending a personal message to the app with the command "Dashboard.
Click Team Settings from the left side menu
Find the team you just added and then click Manage Team.
Open the Match settings and scroll down to Match Type.
Select Cross-group matching and create two groups: "Old Hires" and "Existing Employees".
Click save.

This will send a message to all users on the team asking them if they are a new hire or existing employee. All new joiners of the team will also be asked this question. You can also configure the match day, frequency and time.

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Question 6

CoffeePals CoffeeMaker: Get Started

Accepted Answer

Just like standing around the coffee maker in the office kitchen, CoffeeMaker sparks light conversation within your team. The CoffeePals app will post thought-provoking questions in your team for participants to answer in text form. Example: "What's your favourite quote and what makes it so good for you?". This is a great asynchronous way for your team to get to know one another.

Get started

To get started with CoffeeMaker follow these steps:

Add the CoffeePals app to the team where you want questions to be posted in. Click here to find it in the Teams Store.
If you only want CoffeeMaker without matching, access the dashboard by sending a personal message to the app with the command "Dashboard" or click here.
Click Team Settings in the left sidebar menu.
Find the team you want to modify and click Manage Team.
Click the Match Settings tab from the top menu.
Click the slider to the off state next to "Enable Matching". This will ensure that only CoffeeMaker is enabled on this team.

Disable Matching

Configuring CoffeeMaker

By default, CoffeeMaker sends topics to your channel at 10AM PST on Wednesdays and Fridays. To configure Coffeemaker, follow steps 2 - 4, then click the CoffeeMaker Settings tab to open

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