Say hello to your agile chatbot assistant — Scrum Bot

Say hello to your agile chatbot assistant — Scrum Bot

Hey everybody,

We've been working on cool integrations and extensions these past few months, and here is another one in line for you, waiting to be of service to your team—Scrum Bot.

Scrum Bot is a lightweight adaptation of the scrum framework, and it's designed to take up the role of a Scrum Master without the extra effort to implement and manage Scrum for your team.

Setting up Scrum Bot for your team

1. Like all extensions, Scrum Bot can be downloaded from Cliq Marketplace. Here's the direct link to get it now.

2. In the Scrum Bot's page, click on Install and proceed with the consent popups.

3. Then choose whether you want to install scrum for your entire organization or just for specific teams.
Do note you have to be the org admin to install Scrum for your entire org.

And it's done! You will be subscribed to the bot by default, and other members must look for the Scrum Bot under Bots in lhs and subscribe to it.
Tip: You can get the Scrum Bot's permalink and share it in the conversations for members to easily subscribe to it.


Decoding Scrum

Now before we dive in, let's see what is scrum. Scrum is a process designed for smaller teams to help solve problems and complete projects productively, by setting up goals and running time bound sprints to reach those goals on time.This is achieved with daily stand up meetings of 10 - 15 mins, where everyone outlines their progress and the ongoing work, allowing for transparency, inspection and improvement.

How does scrum work in Cliq?

Making Scrum work for your team is easy and simple. You just have to be consistent and the scrum bot will take care of the rest.
  1. Break your project into short term goals called Sprints and connect them to channels.
  2. Under a sprint create tasks to complete the goal. These tasks are called as Work Items.
  3. Then assign the work items to their respective users, and set up questions to ask them on specific days.
  4. The Scrum bot will ask the users these questions and post them in the channel connected with the Sprint.
Thus from baby steps to end goal, your projects will be easily tracked every step of the way and accounted for—making sure team members are aware of the work progress in the sprint.

Why digital stand up meetings?

Digital stand up meetings are a great way to collaborate when your team is spread across cubicles or even places. Your members will just have to answer to 3 questions that will cover what they worked on and what more they have to work for their item to be completed. The scrum bot will then post everyone's responses in the sprint channel. This allows the members of the sprint to see what each other is working on, and the progress rate of each item.
Take a look at the below video to get the gist of how scrum bot works in Cliq. 



Creating sprints
1. Click on the bot action Create a Sprint.
2. In the form that appears, fill in the sprint details, set a due date, then stand up questions to be asked and the days the bot has to ask the questions.
3. Then hit the Run Sprint button and continue with filling in work items and assigning them to users.
A quick tip: Ensure all the sprint members are subscribed to the bot, else the scrum bot won't be able to remind them of the stand up meeting. 



Running the sprint

Running a sprint is simple as the bot takes care of all the manual work! During the time of the sprint, you can edit and modify it based on your sprint progress. Just click on the bot action Active sprints and explore the actions provided. You can add more work items, and view the sprint details.
The sprint details view is the sprint board. You can see the progress of all the work items of the sprint - To do, In progress, Pending and Done and keep track of them.



Tick of your work items

As you progress through your work, just mark the same in the scrum board as well, so you know what you have to do next. To classify your work items, click on the bot action My work items - all your works will be displayed under the 4 categories. Click on the one you want to update and then click on the status button in the card to update your status on the work item. This will also be reflected in the scrum board!

To sum it up,
Break down your project into smaller end goals called sprints, and run it with the help of Scrum Bot in a dedicated channel. The bot will conduct stand up meetings and post the responses for everyone to know and work together on backlogs, leading to successful completion of the sprint and reaching the final touch line. 

You can get Scrum Bot for your team by clicking here. Let's us know how Scrum Bot works for you, will ya?

    • Sticky Posts

    • Communicate, collaborate, and drive projects to success with the Zoho Cliq - Zoho Projects integration

      Context switching between apps is a problem you shouldn't have to deal with. Let's say you find a new project issue or want to add a task in Zoho Projects. You should be able to do both of these tasks right from where you're already collaborating. Thanks to Zoho Cliq's new integration with Zoho Projects, you can now manage your project issues, tasks, and milestones from right inside your chat window. Steps to install the extension The Zoho Projects for Zoho Cliq integration is available for installation
      • Recent Topics

      • Is it really true that I can't set the default 'deposit to' account in 2025?

        I've been using Books for 7 years and the default account has never been a problem. I usually manually reconcile invoices and have never had a thought about which account. It has always been my account. However, I recently noticed that for the past 4
      • How do I see the total leads during a certain period?

        I understand I can get the count of leads and potentials but the total number of leads in a certain period should be equal to Leads+potentials because when we convert a lead it gets moved to potentials and no longer exists there. is there a way i could
      • Function #46: Auto-Calculate Sales Margin on a Quote

        Welcome back everyone! Last week's function was about displaying the discount amount in words. This week, it's going to be about automatically calculating the sales margin for a particular quote, sales order or an invoice. Business scenario Where there is sales, there's also evaluation and competition between sales reps. A healthy rivalry helps to better motivate your employees to do smart work and close deals faster and more efficiently. But how does a sales rep get evaluated? 90% of the time, it's
      • Where is the Global Search field?

        I am looking for an alternative to SF.com. Zoho CRM seems to be work fine, and be customizable in terms of the fields and reports. But there's one big thing missing and it's going to prevent us from using it: there's no global search box at the top of
      • API 500 Error

        Hello amazing ZOHO Projects Community, I get this message. How can we solve this? { "error": { "status_code": "500", "method": "GET", "instance": "/api/v3/portal/2010147XXXX/projects/2679160000003XXXX/timesheet", "title": "INTERNAL_SERVER_ERROR", "error_type":
      • In place field editing for candidates

        Wondering about any insight/best practices for efficiently updating candidate records while reviewing them in a Job Opening pipeline. We can do in-field editing (e.g. update job title or City) only when we have the full candidate record open, however
      • Audio/video quality issues with Zoho Meeting – Any roadmap for improvement?

        Hi Zoho Team, We’ve been using Zoho Meeting for both internal and external meetings, and unfortunately, the experience has been consistently poor. The video and audio quality are so unreliable that it often renders meetings ineffective—especially with
      • Default tax type for mileage?

        Where we are, mileage includes a government tax. Is there any way to set a default tax for the Personal Car Mileage category of expense? (Or any other way?)
      • Analytics Portal

        I have the "standard plan" and want to explore the portal option; I activated the 15-day trial but do not see the pricing for the add-on. How can I get the price under "Upgrade add-ons." Thanks Rudy
      • The Social Wall: October 2025

        Hello everyone, As we head toward the end of the year, we’re bringing you a few updates to help give your social media efforts a strong finish. This month, we’re rolling out new enhancements across both the web and mobile app. Post Preview Have you ever
      • Show price book list price

        When using price books, once you add products to the price book in the Products related list you can display the Unit price which is the default list price; however, there is no option to show the price book list price. To see the price book list price
      • Cliq File Upload

        While uploading large file like 500MB, it takes time, that fines. But if you resize window or move window in other screen, that uploading disappears. After upload complete & sent it will be visible
      • Resizing a Record Template Background Inage

        Hi everyone, I have an issue which I can't seem to resolve: Basically, I'm designing a record template in certificate form. I've specified A5 landscape. I've set my background image the same dimensions with total pixels at 443,520. Whatever I try, when
      • Zia Actions: AI-powered Workflow Automation for Faster and Smarter Execution

        Hello everyone, Workflows got a notch better with AI-based actions. Actions such as field extraction, prediction, auto reply, and content generation facilitate quick execution with improved speed and accuracy. Zia can intercept useful details in newly
      • Constant color of a legend value

        It would be nice if we can set a constant color/pattern to a value when creating a chart. We would often use the same value in different graph options and I always have to copy the color that we've set to a certain value from a previous graph to make
      • What's New in Zoho POS - October 2025

        Hello everyone, Welcome to Zoho POS's monthly updates, where we share our latest feature updates, releases, changes, and more. Let’s take a look at how October went. Process returns for refunds, exchanges, or offer store credit Returns and exchanges can
      • Loan and purchase

        My husband is lending me mobey to buy a vehicle intersst free ... I need to know how to record the cash receipt and how I pay it back... the money is for a vehicle do I just post the invoice for that as I normally would usung the loan money to pay for
      • Zoho Connect Module in Zoho Trident

        Hi I really like where Zoho Trident is going. Having Mail and Cliq in one place is especially powerful. However, Zoho Connect really needs to be included to make this a true communication and collaboration hub. I would like to request that Zoho Connect
      • Zoho FSM API Delete Record

        Hi FSM Team, It would be great if you could delete a record via API. Thank you,
      • Feature enhancement: Highlight rows based on a cell value

        Hello Sheet users, We're excited to announce a new feature enhacement, shaped directly by your valuable feedback! As you might know, conditional formatting is a great tool for anyone dealing with large data sets. Previously, if you’ve ever wanted to draw
      • File Field Validation

        Hello all, We are tracking our customer NDA agreements in our CRM and have created 2 fields to do so, an execution date field and a file upload field. I want to create a validation rule to ensure that when the execution date field is populated that the
      • 100 record view limitation

        I have just migrated from another CRM and am starting in ZOHOcrm with over 5000 contacts. It seems that my searches and sorts are limited to 100 live records....or am I missing something. This seems to be very limiting...in a lot of scenarios (mass email,
      • Fillable template with dynamic tables?

        Is there a way to build a fillable template so that users can add rows to a table? To describe what I'm trying to accomplish the table has 3 sections; a header row, some number of rows with custom information, and a summary row with totals. I can't figure
      • ZUG Meet-ups are back - Across India (December 2025)

        The Zoho User Group (ZUG) meet-ups are back, and this time, we’re travelling across India to reconnect with our amazing community! From Chennai to Delhi, Bengaluru to Mumbai, we can’t wait to meet you all in person and talk everything Zoho SalesIQ, automation,
      • Categorise Attachments

        We take ID, proof of address, right to work documentation and more.  I can upload a single file in to field, but we often receive multiple files for each category e.g. someone may send a separate file for the front and back of their national ID card.  My team don't have time to manipulate the files in order to upload them as a single file. The options, as far as I can tell, would be to create additional fields on attachments in order to categorise what the file is, or to be able to upload single
      • Scheduling a meeting for just a 1:1 phone call

        My business is B2C and many of my customer's don't want to engage in an online meeting for what can be handled in a regular phone call. I am trying to create a new meeting invitation, but there is no venue optoin for "phone call". How are other's handling
      • Need more details on API Usage Dashboard

        Hi Team, We have implemented Zoho Expense for a client and has done some integrations with well known third party ERP via api. Recently we have noticed a huge spike in the API consumption. But we couldn't get the root cause for the same. I accept there
      • Power of Automation:: Automating SLA Timelines for First Response & Resolution for Issues module.

        Hello Everyone, Ever wished SLAs could update automatically based on issue severity i.e no manual tracking, no missed timelines? That is exactly what one of our customers, Alex, wanted to achieve in the Issues module. So, we have setup a simple automation
      • Finding missing records

        I have a challenge and I am not really sure where to start with it. I can't find any similar threads on here, can anyone help: I have two forms, FormA and FormB. Both forms have records that contain a field called Job_Number. What I am trying to achieve
      • Power of Automation :: Quick way to associate your Projects with Zoho CRM

        A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate complex tasks and
      • Free webinar! Build smarter apps with Zoho Sign and Zoho Creator

        Hello, Bring the power of digital signatures to the apps you build in Zoho Creator! Connect Zoho Sign as a microservice and enable seamless e-signature workflows in your applications. This integration allows you to automate signing tasks using Deluge.
      • Tables improvement ideas / features

        Heya, I've been using Zoho Tables for a few months now and wanted to post some features that I think will be greatly beneficial for the tool: 1. Ability to delete a record in automation or move a record in automation. - Usecase: I move a record from one
      • Move orders scan ISBN

        Hi We have ISBN setup to be searched in items zoho but move orders dissent recognize the ISBN is there q missing configuration? regards, JS
      • What's New - October 2025 | Zoho Backstage

        Hey everyone! We’ve been busy rolling out a host of upgrades for Zoho Backstage. While some major features are still going through final rounds of testing to make your event experience smooth as butter, here’s what was new and improved in October 2025.
      • Zoho Analytics - Feature Request For Time Based Data Source Fetch

        Hi Analytics Team, I have a client using Zoho CRM and they want a weekly report at 4:30pm every Friday, emailed to the sales team showing a pie chart of Closed Won Deals for that week. This is easy to achieve in Analytics but not so easy to ensure the
      • Zoho People Attendance Regularization – Wrong Total Hours Displayed

        While using Zoho People, I observed that the attendance regularization is showing wrong total hours when applied to past dates. For example, if a check-in is added at 10:00 AM and check-out at 6:00 PM for a previous date, the system sometimes calculates
      • Add Flexible Recurrence Options for Meeting Scheduling in Zoho Cliq (e.g., Every 2 Weeks)

        Hello Zoho Cliq Team, We hope you are doing well. Currently, when scheduling a meeting inside Zoho Cliq, the recurrence options are limited to Daily, Weekly, Monthly, and Yearly. There is no ability to set a meeting to occur every X weeks — for example,
      • AI generated meeting notes associated to Account or Deal

        As our organization works to improve efficiency we are looking for a solution to leverage AI to generate meeting notes and then add those notes to a CRM record such as an Account or Deal. I see Zoho has a Notebook AI offering that talks about the ability
      • Subform Disabled Fields Should Remain Disabled on Edit/View

        Currently, when we disable a subform field using on user input or on add new row, it works perfectly during the initial data entry. However, when the record is saved and reopened for viewing or editing, these disabled fields become editable again. This
      • How do you print a refund check to customer?

        Maybe this is a dumb question, but how does anyone print a refund check to a customer? We cant find anywhere to either just print a check and pick a customer, or where to do so from a credit note.
      • Next Page