Introducing the Organization Grid

DailyBot allows you to have separate DailyBot organizations that are connected to the same Slack or Google Chat workspace, Microsoft Teams tenant, or Discord server, each DailyBot organization maintaining independent users, data and billing plan.

✂️ When it's the right thing for you

It's directed at more complex setups where there are different privacy or hierarchical concerns between teams, but most importantly billing differences (independent billing).
They're all basically different organizations under a convenient "grid" that makes the distinction between one org and the other so the bot can function properly at all times. You must still create teams, check-ins, and invite users independently inside all of them, and everything will remain isolated.
Users from one organization cannot interact with the users from the other, even though it might appear that it's the same bot. (it's not)

⚓ Introducing: The Organization Grid

The Organization Grid is the extra layer that will allow users, teams, and companies to create and manage multiple organizations in DailyBot, without interference, from a single chat environment.

As companies get more and more complex, managing independent teams can pose a challenge. The Organization Grid is DailyBot's solution for that, allowing your team to work independently while being connected to the same chat platform you know and love.

Organization Grid is a paid feature for Enterprise. Compare plan features and pricing here.

🛠️ How to set it up

Now you can go to Settings > Change organization > “See more options” to create new organizations (or click here) — users can go to “Settings > Change organization as well to switch from one organization to another, if they participate in multiple ones.
Each independent team/department should create a new DailyBot organization to run autonomously. You have to invite users and configure the check-ins from scratch.

🔍 Context: The new term to keep an eye on

Even though you'll still see one DailyBot in your chat platform, the bot will only understand what you're saying depending on the organization that you have active at the moment.
DailyBot will let you know through the chat each time you switch to a different organization from the web app, so you know from the beginning what kind of commands or information you can retrieve when you use the bot.
Keep in mind that DailyBot will automatically switch to the organization that you have open on the web app in the chat as well.

Note: Type context in a direct chat with the bot to see the organization you're on right now and the ones available to switch.

💬 Chat usage: Same old, same old

Chats are still the same, as usual, that includes the way your information is portrayed, and the way our commands (and yours) work. The only thing you have to notice is the alert message that will indicate the last session you opened. That's how you know what organization you have active right now.
```
Bot session changed to "Your Company" Organization.
```

How do I create a new organization from the web app?

💡 To follow these steps, your organization must support Organization Grid

If you're on the web app, you'll conveniently find a new "Change organizations" option in the sidebar, above "Log out". Use this option to manage all your organizations under the grid:

Select the option then to see the state of your grid. If you're new to the feature or this is your first time creating new organizations, you'll find a modal window with your active organization (current) and an option below to create new ones:

Select "See more options" to see the Organization Grid window. In here you can see a summary of all the current organizations under your grid plus a quick option to add a new one under it. Select the option "Create new organization" to start a new onboarding process as you normally would.

The system will automatically append this new org to your grid.

How can I join another organization from the "Change Organizations" option

💡 To follow these steps, your organization must support Organization Grid

If you're on the web app, click on the settings wheel to reveal the options. Inside your settings, you'll find the "Change organizations" option.

Click on "Change organizations" to unlock a modal window showing the account you're logged in. Then click "See more options" link in blue text.

Clicking this link will take you to another window with a detailed summary of all organizations under your grid.