Building your first Workplace bot? Let's walk you through your first time.

Like any new venture, the first time we try something can be intimidating. Lucky for our customers, our easy-to-use and no-code platform means you can quickly build and launch your Workplace bot. To help get you started, we’ve written down how we would go about building our first bot.

Before starting this tutorial, you’ll need an account on The Bot Platform. If you don’t have an account yet, make sure you contact us at hello@thebotplatform.com or fill out the form at the bottom of this page to start your free trial.

Create your bot

By clicking The Bot Platform logo in the bottom left corner, an interactive wizard will pop up to walk you through the following steps:

In The Bot Platform app, click the ‘Create a bot’ button in the top right corner.

You will then be taken to a page where you can choose whether you want to create your bot from a selection of our templates, or start from scratch.

bot on workplace

Once you’ve chosen, it’s time to name your bot! Don’t worry if you haven’t got a final name for your bot yet – the actual name of your bot will be added when you create your integration on Workplace later on.

Once you’ve named your bot, you will be taken to the dashboard. Click on the “Edit your welcome message” button to start building your bot.

Create your welcome message. Make sure you keep it personalised by adding in {{first_name}}, so the user has a message catered to them.

Save this message and build the rest of your messages. These will all appear in your message list. Once all your messages are built, click the “Connect to Workplace” button to start setting up your integration.

Note before starting this step – you will need to make sure you are an integrations Administrator on your Workplace instance. If you aren’t one, you can share bot access with one.

You can connect your bot to Workplace by selecting the Launch button in the upper left hand corner, or by slecting the “Connect to Workplace” button within the orange banner at the top.

You will then see a page that explains how you need to be a Workplace admin to launch your bot. If you have the necessary permissions, select the “I am a Workplace admin” button.

Now we need to give the bot Workplace permissions for everything to work correctly. Within this page, you can see which permissions are required or optional, so you will have to tick off the boxes next to the permissions needed by your bot or organization. For this example, we will be ticking off all of the boxes. When you’re finished, click Next.

You will now be taken to the integration page. Here you can see all the details you need to know about the integration, and you are given the option to update the name and description of the bot by selecting the customize button. You can also review all the Workplace permissions The Bot Platform needs, and you change which group the bot has permissions for. Once you’re happy with everything, select Add to Workplace.

Your bot will now appear under the Launched Bots page. Go ahead and test out your new bot within Workplace to ensure everything is working correctly. You now officially launched your first bot on Workplace!

Want To Learn More?

Let’s talk about how your business or organization can benefit from bots on Workplace by Facebook.