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.
Break your project into short term goals called Sprints and connect them to channels.
Under a sprint create tasks to complete the goal. These tasks are called as Work Items.
Then assign the work items to their respective users, and set up questions to ask them on specific days.
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?
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
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
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
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
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
hi, my zoho writer on windows has menu fonts too large. where do i find the settings to change this option? my screen resolution is correct and other apps/softwares in windows have no issues. regards
hi, everytime i open the zoho writer i have to change the default page settings to - A4 from letter, margins to narrow and header and footer to 0. I cannot set this as default as that option is grayed out! so I am unable to click it. I saved the document
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.
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
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
Hello I use that : po = zoho.books.updateRecord("purchaseorders",XXXX,purchaseorder_id,updateCustomFieldseMap,"el_books_connection"); c_f_Map2 = Map(); c_f_Map2.put("label","EL ORDER ID"); c_f_Map2.put("value",el_order_id); c_f_List.add(c_f_Map2); updateCustomFieldseMap
Dear Customers, 2025 was an eventful year for us at Zoho CRM. We’ve had releases of all sizes and impact, and we are excited to look back, break it down, and rediscover them with you! Before we rewind—we’d like to take a minute and sincerely thank you
Hi team I would like to implement a CCTV service for our branches, with the aim of passively detecting both the entry and exit of personnel enrolled in Zoho Peeple, but my question is: It is possible to integrate Zoho People with Zoneminder, I understand
Every product has its learning curve, and sometimes having a guided path makes the learning experience smoother. With that goal, we introduce a dedicated learning space for Zoho Projects, a platform where you can explore lessons, learn at your own pace,
I want to set up an automation where, whenever a Quote is created in Zoho Books, a Deal is automatically created in Zoho CRM with the Quote amount, customer details, and some custom fields from Zoho Books. Additionally, when the Sales Order is converted
Not sure why invoices are showing the org name not the branch name? I can insert the branch name using the ${ORGANIZATION.BRANCHNAME} placeholder, but then it isn't bold text anymore. Any other ideas?
Hello, CRM Wizards! Here is what we are improving this week with Kaizen. we will explore the new ZRC (Zoho Request Client) introduced in Widget SDK v1.5, and learn how to use it to build a Related List Widget that integrates with Zoho WorkDrive. It helps
Hi, guys. How to set in parameter "connection" a variable, instead of a string. connectionLinkName = manager.get('connectionLinkName').toString(); response = invokeurl [ url :"https://www.googleapis.com/calendar/v3/freeBusy" type :POST parameters:requestParams.toString()
We are making some big changes on our CRM so we are testing it out in CRM's Sandbox. We also have a Zoho Creator app that we need to test. Is it possible to connect Zoho CRM's Sandbox to Zoho Creator's Sandbox so that I can perform those tests?
I added my Zoho desk portal to Google Search Console, but since i do not have access to the html code of my theme, i could not verify ownership of my portal on Google search console. I want you to help me place the html code given to me from Google search
Hi Team, I am currently using Zoho Creator – Blueprint Workflows, and I would like to know if there is a way to track a timeline of the approval process within a Blueprint. Specifically, I am looking for details such as: Who submitted the record Who clicked
If you add an additional contact to a Zoho Billing Customer record, and then mark this new contact as the primary contact, will both the new primary and old primary still receive notifications? Can you stop notifications from going to the additional contacts
Hello, do I miss something or is there no space import option inside of this application? In ClickUp, you can import from every common application. We don't want to go through every page and export them one by one. That wastes time. We want to centralize
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
In Zoho Projects, the Tasks module provides multiple views, including List, Gantt, and Kanban. Additionally, users can create and switch to their own custom views. During project review meetings, this flexibility creates confusion because different users
Hello everyone, Wishing you all a wonderful new year! May 2026 and the years ahead bring more opportunities, growth, and learning your way 🙂 We’re excited to kick off the 2026 edition of the Learning Table Series and Creator Tech Connect Series ! Learning
Hi everyone! We're excited to bring to you a couple of new features that'll make your sprint process simpler. A cloud application brings with it an array of social media features that can be efficiently used in your organizational setup. As an agile scrum
I’m wanting my employees to be able to utilize the Zoho CRM Lookup field within Zoho Forms. For them to use lookup field in Zoho Forms it is my understanding that they need to be licensed for Forms and the CRM. However, I don’t want them to be able to
Good evening, Within my business, I can have multiple customers, who have multiple mobile assets. When I set these assets up, I enter information such as vehicle registration, Vehicle identification number (VIN), Unit number, YOM, in addition to others.
Unfortunately, we've been having problems with Zoho Click, where essentially the line cuts off after about a minute's worth of conversation every time we are on VPN. Is there a way we can change this within the settings so it does not cut the line off
a) does the clanender in zoho project allow you to see the name of the event in the celnder view, it currently says either "Task (1) or "Milestoen (1)" b) Alternatively does the calender in Zoho project integrate with zoho calender?
Our company has recently integrated ZOHO Payments into our system. This seemed really convenient at first because our customers could pay their account balance by clicking on a link imbedded in the emailed invoice. Unfortunately, we can't figure out how
Would love to motivate, engage and encourage our team with our social media posts. Would like to include Gamification features of Social Media in Zoho Social or Marketing Automation. And also bring in Social Advocacy tools/tracking/management to these,
Hello Everyone, We’re thrilled to announce a powerful set of enhancements to Kiosk Studio in Zoho CRM. These new updates give you more flexibility, faster record handling, and real-time data capture, making your Kiosk flows smarter and more efficient
Hello Everyone, We’ve rolled out enhancements to the Zoho Creator and Zoho CRM integration to align with recent updates made to the Zoho Creator platform. With enhancements to both the UI and functionality, This update also tightens access control by
Hello, I'm setting up work types and have noticed, a limitation on the parts area to 10 lines. Can this be increased to 20 or greater? In addition to this, when I attempt to add the work type to a work order, the correct labour hours doesn't flow through.
I have set up my email to work from within Bigin using IMAP. I am using IMAP so I can sync my email across multiple devices - phone / laptop / desktop / iPad / etc. I want all my emails to populate my email client (outlook & iphone email) whether or
As we wrap up 2025, we would like to take a moment to reflect on what we set out to achieve this year, what we’ve delivered, and where we’re headed next. What we focused on in 2025 This year was all about strengthening the core of engagement and AI, making