Using Dialogue
A collection of guides to help you get the most out of Dialogue.
16 articles
Managing your Dashboard
Navigate and use the loop dashboard - filtering, sorting, and getting a bird's-eye view of all your loops in one place
Groups
How to create & manage groups within Dialogue
- Creating a group using Microsoft Active DirectoryHow to create a reusable group of recipients in WorkBuzz Dialogue by importing from Microsoft Azure Active Directory via the Graph API. This also covers how to share that group…
- Creating a Group by Uploading a CSV FileThis article explains how to create a group in Dialogue by uploading a CSV file. Use this method when you want to define your group manually - either from an…
- Creating a Group ManuallyThis article explains how to create a group in WorkBuzz Dialogue by entering contacts manually, one by one. Use this method when you do not have a CSV file to…
- Sharing GroupsHow to create a group in Dialogue, share it with other creators in your organisation, and manage visibility after the group has been created.
- Selecting a group when scheduling email invitesHow to invite contributors to a Loop by selecting from pre-created groups. This covers navigating between personal & shared groups, selecting one or multiple groups, customising your invitee list, and…
Creating a loop
Guides on how to create a loop
- How to Create a LoopThis article explains how to create a Loop and how to share it. It covers recording your video question, configuring Loop settings, previewing the contributor experience, and scheduling automated emails…
- Updating Loop expiry date and remindersHow to update the expiry date and time of a Loop that has already been created and scheduled, and how to adjust your email reminders to reflect the new closure…
Closing the Loop
How to close out your loop once all contributions are in and the loop has expired.
- Close the Loop - Distributed by emailThis article walks through how to close a feedback Loop in WorkBuzz Dialogue by recording a personalised video response and distributing it to contributors via a pre-built email template. Use…
- Close the Loop - Distributed via open linkThis article walks through how to close a feedback Loop in Dialogue by recording a personalised video response and sharing it with contributors via a copied open link. This method…
- Closing the Loop via Openlink — Uploading a Video (Add Later)This article explains how to close a feedback loop that was shared via Openlink in Dialogue using the Upload File (Add Later) option. Rather than recording a video reply live,…
Managing an existing loop
Make changes to a specific loop after it's live
- Editing reminder dates and timesHow to adjust the date and time of your scheduled reminder emails in Dialogue. This covers navigating to your scheduled invites, opening the reminder details, selecting a new date using…
- Scheduling email invites and remindersHow to share a Loop by inviting contributors via email. It covers how to add invitees, customise the invitation and reminder email subjects, body text, and how to schedule the…
- Quick reactionsHow to respond to colleague contributions in the Contribution hub using quick reactions. It covers selecting an emoji reaction, editing the pre-populated message to personalise it, sending your reaction, and…
- Viewing and filtering contributionsHow to view, search, and filter contributions in Dialogue, including navigating to the Contributions page, filtering by sentiment, searching by name, filtering by topic, sorting by relevancy or username, and…