How to set default bots for your organization and teams in Zoho Cliq

How to set default bots for your organization and teams in Zoho Cliq

Zoho Cliq allows organization admins and team admins to set default bots that users will automatically be subscribed to. This ensures that all users have access to essential bots from the start.

For Organization Admins: Setting Default Bots for the Entire Organization  

Organization admins can configure default bots for all users. To do so:
  1. Access the Admin Panel:
    1. Navigate to the Admin Panel in Zoho Cliq.
    2. Under the Organization section, select Configurations.
  1. Configure default bots:
    1. Go to Integrations and click Configure under the Set Default Bots section.
    1. Choose the bots you want to set as default for your organization.
    2. Additionally, enable or disable the option for team admins to modify these default bots for their respective teams.
  1. Save your settings:
    • Once you’ve made your selections, click on Save to apply the changes.
NotesNote: Organization admins can set up to 5 default bots.

For Team Admins: Setting Default Bots for Your Team  

Team admins can also set up default bots for their teams. To do so:
  1. Access Team Settings:
    1. Go to the Org module in the navigation sidebar.
    2. Select the team you want to configure.
  1. Edit Team Settings:
    1. Click on the Settings tab and select Edit Settings.
    2. Choose the Default Bots option.
  1. Configure and save default bots:
    1. Select the bots you want to make default for the team.
    2. Click Save to apply these settings.
NotesNote: Team admins can set up to 5 default bots.