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

        • This mobile number has been marked spam. Please contact support.

          Hi Support, Can you tell me why number was marked as spam. I have having difficult to add my number as you keep requesting i must use it. My number is +63....163 Or is Zoho company excluding Philippines from their services?
        • Zoho Creator customer portal users

          Hi, I'm in a Zoho One subscription with our company. I'm running a project now that involves creating a Zoho Creater application and using the Zoho Creator Customer Portal.  At most we need 25 customer portal users. In our Zoho One plan we only get 3
        • Zoho CRM Portal Field Level Permission Issue

          Hi Support Team, I am using the Zoho CRM Portal and configuring field-level editing permissions. However, we are unable to restrict portal users from editing certain fields. We have created a portal and provided View and Edit (Shared Only) access for
        • How to restrict user/portal user change canvas view

          Hi , I would like to restrict user / portal user change their canvas view because I hide some sensitive field for them. I dont want my user switch the canvas view that do not belong to them But seems Zoho do not provide this setting?
        • Function #11: Apply unused credits automatically to invoices

          Today, we bring you a custom function that automatically applies unused credits from excess payments, credit notes, and retainer payments to an invoice when it is created. Prerequisites: Create a Connection named "zbooks" to successfully execute the function.
        • Edit Contact Roles in the Potentials Mod

          New to ZOHO so I need some help.  I work the same people on different projects concurrency. Their contact info remains the same but their role changes from project to project.  In the Potential Mod you can pick contacts and assign a Role to them.  I know how to edit the roles. What I want to do is add some fields. Specifically I want to add the following "Expectation" "Requirements" and "Communication "Requirements." This will allow me to look at a Potential and see information associated with this
        • Duplicating report but custom layout does not

          Dear Zoho Creator, I need to duplicate a report into 10 copies, but unfortunately the custom layout (detail view) doesn’t copy along with it. I tried exporting and importing the custom layout, but the field mappings are incorrect. I believe everyone are
        • Credit Card Readers?

          We would like to use our commerce website at conferences (and eventually in store) to swipe credit cards to pay for orders. How would we accomplish this? Does Zoho have anything available for a developer write code to integrate something like Stripe Terminal
        • 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
        • Stock count by bin location

          Is there a configuration to make a stock count by bin or area and not by product. these is useful to manage count by area Regards
        • Add Prebuilt "Partner Finder" Template with Native Zoho CRM Integration in Zoho Sites To: Zoho Sites Product Team

          Hi Zoho Team, We hope you're doing well. We would like to request a prebuilt "Partner Finder" template for Zoho Sites, modeled after your excellent implementation here: 🔗 https://www.zoho.com/partners/find-partner-results.html ✅ Use Case: Our organization
        • How Do I Refund a Customer Directly to Their Credit Card?

          Hi, I use books to auto-charge my customers credit card. But when I create a credit note there doesn't seem to be a way to directly refund the amount back to their credit card. Is the only way to refund a credit note by doing it "offline" - or manually-
        • Can we generate APK and IOS app?

          Dears, I want to know the availability to develop the app on zoho and after that .. generate the APK or IOS app  and after that I added them to play store or IOS store.. Is it possible to do this .. I want not to use zoho app or let my customers use it. thanks 
        • Limitation with Dynamic Email Attachment Capture

          I've discovered a flaw in how Zoho Creator handles email attachments when using the Email-to-Form feature, and I'm hoping the Zoho team can address this in a future update. The Issue According to the official documentation, capturing email attachments
        • Why is Zoho Meeting quality so poor?

          I've just moved from Office 365 to Zoho Workplace and have been generally really positive about the new platform -- nicely integrated, nice GUI, good and easy-to-understand control and customisation, and at a reasonable price. However, what is going on
        • Zoho Learn Course Completion Notifications/Triggers/API

          Zoho Learn works great and will suit our course creation needs, but it appears to be lacking a bit when it comes to integration with other Zoho services (creator etc.) when it comes to course completion. 1) Is there an API or Zoho Flow trigger for when
        • Sorting a list of record acquired from the zoho.crm.searchRecords function.

          This is something for which I'm trying to figure out a straightforward way to do. The searchRecords does a great job fetching me the records that I want. However, in some cases, where it returns multiple records, I want it to sort the returned list by date of creation of that record, so that when I do records.get(0), I get the most recent record.  As an example, here's my sample pseudo code: records = zoho.crm.searchRecords("Clients", "Office_Number:equals:123456"); Now the "records" list above contains
        • Enhanced Recording Permission Controls for Zoho Cliq Meetings (Similar to Zoom)

          Hello Zoho Cliq Team, We hope you are doing well. We would like to request an enhancement to the recording permission functionality in Zoho Cliq Meetings. Current Limitation: in Zoho Cliq Only hosts and co-hosts can record a meeting. Participants cannot
        • Phone Connection

          When on a call the person on the other end complains that there is static, I am cutting in and out or they can't hear me all. This happens on the cell connection as well.
        • Can't add a sender adress from zoho campaigns

          hi, I need to change the sender address for a campaign.  When i try to add it i get a message to say 'duplicated email address found while adding your sender address'.  This is the first campaign i'm sending so I don't understand why this message is displayed? Thanks Jane 
        • Admin asked me for Backend Details when I wanted to verify my ZeptoMail Account

          Please provide the backend details where you will be adding the SMTP/API information of ZeptoMail Who knows what this means?
        • This domain is not allowed to add. Please contact support-as@zohocorp.com for further details

          I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is the
        • This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

          Hello, Just signed up to ZOHO on a friend's recommendation. Got the TXT part (verified my domain), but whenever I try to add ANY user, I get the error: This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details I have emailed as well and writing here as well because when I searched, I saw many people faced the same issue and instead of email, they got a faster response here. My domain is: raisingreaderspk . com Hope this can be resolved.  Thank you
        • Export History timeline

          Hi, I have an idea, bout zoho desk history of the ticket it would be great if the agent or admin of the zoho desk can export the timeline of the ticket history for agent report or on other matter.
        • Desk fails to create a new ticket on Reply email

          When I send a direct email to support@mysite.com, Desk will create a new ticket as expected. When I REPLY to an email sent from support@mysite.com, Desk will NOT generate a new ticket. This is very bad. How can I fix this? Use case: In a separate system
        • Condition based aggregate fields in subforms

          Hello everyone, We're excited to inform you about the latest enhancements made to our aggregate field capabilities in subforms; create aggregate fields based on conditions! An aggregate field is a column on which a mathematical function has been applied.
        • Ask the Experts 25: Experience the full spectrum of Zoho Desk’s autumn and spring releases for 2025

          Hello Everyone, We’re on the 25th episode of our ATE series! It's a true milestone in our live community interactions! It’s been an amazing journey since we started in October 2018. Zoho Desk has come a long way, evolving with the support of a wonderful
        • Printing Multi-Page Reports (PDF Export)

          Hi, I am moving a report from Google's Looker Studio to Zoho Analytics and trying to reproduce the Looker page by page dashboard editing experience. With Google, what you see is what you get when you print to PDF. But I can't seem to create the same experience
        • Addin Support in Zoho Sheet

          Is there any addin support available in zoho sheet as like google marketplace to enhance productivity by connecting with other apps, providing AI data analysis, streamlining business processes, and more?
        • Mass Update of Lookup Fields not possible

          Hello List I've created a custom field for Leads and Contacts 'Current Campaign'. This is very Handy as I can filter leads and then related them to a campaign. Everything ready, but then I realized that mass update doesn't work for lookup fields... a
        • Zoho Books | Product updates | November 2025

          Hello users, We’ve rolled out new features and enhancements in Zoho Books. From translating email notification templates to the new transaction locking restrictions, explore the updates designed to enhance your bookkeeping experience. Making Tax Digital
        • Function #61: Automatically add free item to the invoice based on item quantity

          Hello everyone, and welcome back to another Custom Function Friday! During holiday seasons or special promotions, businesses offer deals like BOGO (Buy One, Get One), Buy 3 Get 1 Free, Buy 2 at 50% off, and much more to attract customers. These promotions
        • Notes for Items for Future Purchase Order

          Next time when I order an item, tau have to make some changes in it, that order has to be placed after 4-5 months, I want to save those changes or points somewhere in the item, how will that be possible..
        • Schemes of different tyoe

          How can easily apply hourly, day wise or month wise  schemes on Bill, Quantity, and other schemes. Like I want to apply a scheme  Form today to next 7 days .where i can mention in zoho books so scheme will implement automatically to all customers and
        • Alphabetically

          How can i arrange alphabetically - (Manage Manufacturer) Field in Item Master 
        • Clients not receiving emails

          I've been informed that my emails are not being received. Is there anything that I should look into to rectify this? Many thanks!
        • Double opt-in notifications and customizable confirmation messages for your webforms

          Dear CRM Community, We are excited to announce a major upgrade to our Webforms feature. You can now customize the confirmation message shown to your users who double opt-in from your webform and also customize your confirmation emails when they submit
        • Enterprise subscription support

          My organization sells subscription services to enterprise customers, which is a different model from the consumer subscription model that Zoho Billing has been designed to support and I beleve this capability should be added. An enterprise subscription
        • Recruit paid support?

          Hi all, Could anyone who has paid support package advise if it provides value for money with regards to support response times? Exploring the idea as unfortunately when we have faced issues with Recruit it has been a 7+ day timescale from reporting to
        • Free Plan mail accounts details

          In the zoho mail pricing there's a free plan that includes: FREE PLAN Up to 25 Users 5GB* /User, 25MB Attachment Limit Webmail access only. Single domain hosting. I need to make sure that I'm able to create multiple email accounts in the form of: name@domain.com
        • Next Page