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

    • How to update "Lead Status" to more than 100 records

      Hello Zoho CRM, How do I update "Lead Status" to more than 100 records at once? To give you a background, these leads were uploaded or Imported at once but the lead status record was incorrectly chosen. So since there was a way to quickly add records in the system no matter how many they are, we are also wondering if there is a quicker way to update these records to the correct "Lead Status". I hope our concern makes sense and that there will be a fix for it. All the best, Jonathan
    • Bigin’s 2025 Evolution: Highlights from 2025 and What’s Ahead in 2026

      Dear Biginners, Wishing you a very happy New Year! As we stand at the cusp of endless possibilities in 2026, we would like to take a moment to reflect on what we achieved together in 2025. Your continued support, thoughtful feedback, and kind words of
    • Send Supervisor Rule Emails Within Ticket Context in Zoho Desk

      Dear Zoho Desk Team, I hope this message finds you well. Currently, emails sent via Supervisor Rules in Zoho Desk are sent outside of the ticket context. As a result, if a client replies to such emails, their response creates a new ticket instead of appending
    • Zoho Desk - Change Time Zone for all users and set default for new user

      Hi,   Is there a way to set a default time zone so that when user creates an account via the Zoho Desk invitation, they don't need to select the time zone via the hundreds of choice?   And, for already created users, can we edit the incorrect time zone selected by the user at the account creation ?   Thanks ! Fred
    • Introducing WhatsApp integration in Bigin

      Greetings! In today's business landscape, messaging apps play a significant role in customer operations. Customers can engage with businesses, seek support, ask questions, receive personalized recommendations, read reviews, and even make purchases—all
    • Allow Manual Popup Canvas Size Control

      Hello Zoho PageSense Team, We hope you're doing well. We would like to request an enhancement to the PageSense popup editor regarding popup sizing. Current Limitation: Currently, the size (width and height) of a popup is strictly controlled by the selected
    • Why does Zoho’s diff viewer highlight parts of unchanged lines?

      Hi everyone, I’ve noticed something odd in the Zoho editor’s diff view. When I delete a single line, the diff doesn’t just mark that line as removed. Instead, it highlights parts of the next line as if they changed, even though they are identical. Example:
    • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

      Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
    • Passing the CRM

      Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine when
    • Automating Employee Birthday Notifications in Zoho Cliq

      Have you ever missed a birthday and felt like the office Grinch? Fear not, the Cliq Developer Platform has got your back! With Zoho Cliq's Schedulers, you can be the office party-cipant who never forgets a single cake, balloon, or awkward rendition of
    • Zoho Survey reminder settings are extremely confusing

      Hi, I just want to set 3 reminders, one week apart from the first email out. Your form is too confusing and I don't understand. Can you simplify and be more specific regarding the language used on the form ?
    • Add deluge function to shorten URLs

      Zoho Social contains a nice feature to shorten URLs using zurl.co. It would be really helpful to have similar functionality in a Deluge call please, either as an inbuilt function or a standard integration. My Creator app sends an email with a personalised
    • form data load issue when saving as duplicate record is made

      Hello. I have a form with a lookup when a value is selected the data from the corresponding record is filled into all of the fields in the form. But the form is loaded in such a state that if any value is changed it will take all of the values pre loaded
    • Recurring Tasks and Reminders in Projects

      Recurring tasks are tasks that are created once, and then recreated automatically after a designated time period. For example, the invoice for your billable tasks is due every week. You can set that task to recreate itself every week. Also, the future
    • Unable to remove the “Automatically Assigned” territory from existing records

      Hello Zoho Community Team, We are currently using Territory Management in Zoho CRM and have encountered an issue with automatically assigned territories on Account records. Once any account is created the territory is assigned automatically, the Automatically
    • Google Fonts Integration in Pagesense Popup Editor

      Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to enhance Zoho Pagesense’s popup editor with Google Fonts support. Current Limitation: Currently, Pagesense offers a limited set of default fonts. Google Fonts
    • Improved Contact Sync flow in Google Integration with Zoho CRM

      Hello Everyone, Your contact sync in Google integration just got revamped! We have redesigned the sync process to give users more control over what data flows into Google and ensure that this data flows effortlessly between Zoho CRM and Google. With this
    • Improved Functionality PO Bill SO Invoice

      Hello, I need to enter over 100 items, it's frustrating to scroll a few item rows and wait for more to load, then scroll again. It would be nice to have buttons that scroll to the top or bottom with one click. Furthermore, these items I'm adding are VAT
    • Wishes for 2026

      Hello, and a happy new year 2026! Let's hope it's better for everyone. I'd like to share some thoughts on Zoho One and what could be useful in the short, medium, and long term. Some things are already there, but not applied to Zoho One. Others seem like
    • How to Integrate Zoho Books with Xero (No Native Connection Available)

      Hi everyone, I’m currently facing an issue with integrating Zoho Books invoices with Xero, as I’ve noticed Zoho does not provide a native integration with Xero at this time. I would like to ask: What are the common or recommended solutions for syncing
    • How to install Widget in inventory module

      Hi, I am trying to install a app into Sales Order Module related list, however there is no button allow me to do that. May I ask how to install widget to inventory module related list?
    • error while listing mails

      I can't access email in any of my folders: Oops, an error occurred - retry produces the second error response: error while listing mails (cannot parse null string). I've signed in and out of Zoho, restarted my iMac.
    • Unlocking New Levels: Zoho Payroll's Journey in 2025

      Every year brings its own set of challenges and opportunities to rethink how payroll works across regulations and teams. In 2025, Zoho Payroll continued to evolve with one clear focus: giving businesses more flexibility, clarity, and control as they grow.
    • MCP no longer works with Claude

      Anyone else notice Zoho MCP no longer works with Claude? I'm unable to turn this on in the claude chat. When I try to toggle it on, it just does nothing at all. I've tried in incognito, new browsers, etc. - nothing seems to work.
    • Ability to Edit YouTube Video Title, Description & Thumbnail After Publishing

      Hi Zoho Social Team, How are you? We would like to request an enhancement to Zoho Social that enables users to edit YouTube video details after the video has already been published. Your team confirmed that while Zoho Social currently allows editing the
    • Free Webinar : Unlock AI driven business insights with Zoho Inventory + Zoho Analytics

      Are you tired of switching between apps and exporting data to build customized reports? Say hello to smarter & streamlined insights! Join us for this exclusive webinar where we explore the power of the Zoho Inventory–Zoho Analytics integration. Learn
    • Critical Issue: Tickets Opened for Zoho Support via the Zoho Help Portal Were Not Processed

      Hi everyone, We want to bring to your attention a serious issue we’ve experienced with the Zoho support Help Portal. For more than a week, tickets submitted directly via the Help Portal were not being handled at all. At the same time no alert was posted
    • Hide/Show Subform Fields On User Input

      Hello, Are there any future updates in Hide/Show Subform Fields "On User Input"?
    • Cloning Item With Images Or The Option With Images

      Hello, when I clone an item, I expect the images to carry over to the cloned item, however this is not the case in Inventory. Please make it possible for the images to get cloned or at least can we get a pop up asking if we want to clone the images as
    • Custom validation in CRM schema

      Validation rules in CRM layouts work nicely, good docs by @Kiran Karthik P https://help.zoho.com/portal/en/kb/crm/customize-crm-account/validation-rules/articles/create-validation-rules I'd prefer validating data input 'closer to the schema'
    • Adding Default Module Image into mail merge field

      As with most people finding their way to these forums i have a specific requirement that doesn't seem to be supported by Zoho I have created 2 custom modules to suit my purpose 1 is an inventory type module that lists aluminium extrusions, and all relevant
    • Is it possible to roll up all Contact emails to the Account view?

      Is there a way to track all emails associated with an Account in one single view? Currently, email history is visible when opening an individual Contact record. However, since multiple Contacts are often associated with a single Account, it would be beneficial
    • Free Training - Explore What’s New in Zoho One 2025

      Greetings! We hope you have all had a chance by now to get hands-on with the new features and updates released as part of ZO25. Yes, we understand that you may have questions and feedback. To ensure you gain a comprehensive understanding of these updates,
    • Good news! Calendar in Zoho CRM gets a face lift

      Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activities
    • Quick way to add a field in Chat Window

      I want to add Company Field in chat window to lessen the irrelevant users in sending chat and set them in mind that we are dealing with companies. I request that it will be as easy as possible like just ticking it then typing the label then connecting
    • How to create a two way Sync with CRM Contacts Module?

      Newbie creator here (but not to Zoho CRM). I want to create an app that operates on a sub-set of CRM Contacts - only those with a specific tag. I want the app records to mirror the tagged contacts in CRM. I would like it to update when the Creator app
    • Zoho Sheet for Desktop

      Does Zoho plans to develop a Desktop version of Sheet that installs on the computer like was done with Writer?
    • Develop and publish a Zoho Recruit extension on the marketplace

      Hi, I'd like to develop a new extension for Zoho Recruit. I've started to use Zoho Developers creating a Zoho CRM extension. But when I try to create a new extension here https://sigma.zoho.com/workspace/testtesttestest/apps/new I d'ont see the option of Zoho Recruit (only CRM, Desk, Projects...). I do see extensions for Zoho Recruit in the marketplace. How would I go about to create one if the option is not available in sigma ? Cheers, Rémi.
    • How to import data from PDF into Zoho Sheet

      I am looking to import Consolidated Account Statement (https://www.camsonline.com/Investors/Statements/Consolidated-Account-Statement) into zoho sheet. Any help is appreciated. The pdf is received as attachment in the email, this document is password
    • Zoho Projects Android app: Integration with Microsoft Intune

      Hello everyone! We’re excited to announce that Zoho Projects now integrates with Microsoft Intune, enabling enhanced security and enterprise app management. We have now added support for Microsoft Intune Mobile Application Management (MAM) policies through
    • Next Page