Getting started

Getting started

Welcome aboard! Here are a few pointers on how to get started.


There are two main ways of greeting new joiners with GreetBot: via direct messages and via channel messages. Depending on how many members are in your workspace, how many new teammates you expect to welcome in the future, and how busy your workspace typically gets you may choose to configure either just a direct message, one or several channel messages, or both.

The first thing GreetBot will ask after installation is which one of these two options you would like to configure. Generally speaking, direct messages are a great tool for sharing guidelines, contact information and resources, whereas channel messages help introduce new joiners to existing team members, and vice versa. Channel messages can also help provide context for the discussions taking place in each particular channel.

  • GreetBot
    Hi there @jimmy! Thank you for inviting me to your team ☺️ Would you like to set up your onboarding now? Say yes to continue or no if you prefer to do it later.

  • Jimmy
    yes

  • GreetBot
    Excellent! How would you like to welcome new members? You can type:

    Direct — to greet new members with a direct message

    Channel — to post a shoutout in a private or public channel

    Tip: direct messages are more suitable for larger communities (less noise), whereas channel shoutouts work decidedly better in smaller teams (more fun!)

You can configure GreetBot directly from Slack.

Changing your configuration

Once you complete the initial setup you can always configure additional messages or make changes to existing ones. You can add new channels, switch channels, re-write your messages entirely or disable messages that are no longer necessary. Just type the word settings in chat with GreetBot to get started.