Question 1

Setting Up CoffeePals in Microsoft Teams

Accepted Answer

How to Install the CoffeePals App

To find the CoffeePals app in the Microsoft Teams store, you can search for CoffeePals in the app tabs. Alternatively, you can click this link which will open the app right in Teams.

||| If you can't find the CoffeePals app in the Teams store, contact your IT administrator to get permission to view the app within Teams. We have a helpful article on how to do that here.

Create a CoffeePals Team

We recommend creating a new CoffeePals team in MS Teams and inviting people to join this team. This way, people are only matched with other people who want to be matched. This makes it more likely that the meetings actually happen. You can however add it to an existing team.

Click Join or create a team at the bottom of the team list in Microsoft Teams.

Click Create Team.

Click From scratch and select Public (recommended) or Private.

![](https://storage.crisp.chat/users/helpdesk/website/6c82af1ac79a200/screen-shot-2022-

Question 2

Onboarding for Participants

Accepted Answer

CoffeePals connects users in your Microsoft Teams team for periodic coffee chats. Once your team admin adds the CoffeePals app to your team, you will receive a personal message from the CoffeePals app with an introduction message. If at any point you get lost, just send a message that says "help" to get a list of things you can do.

Welcome Message

Your team admin can set the frequency (1 per week or once every 2 weeks ect), the time matches get sent out and how large the match groups are (1 - 5 people). You can see when matches get sent by sending a personal message to the CoffeePals app that says Settings. In the settings, you can also pause matches until a certain date (in case you are too busy or go on vacation), or pause matches indefinitely.

You can also belong to multiple CoffeePals teams. Maybe you have CoffeePals installed on your immediate team to become closer with those you work closely with. You may also be apart of an organization-wide team where you get to meet people from all over. In both cases, you can manage settings for all of these teams by sending a personal message to the app that says settings.

Settings in Teams

How do I see who my match is?

By default, we send out matches on Tuesday at 10 AM. At this t

Question 3

How to set up Automated Match Scheduling

Accepted Answer

Automated scheduling eliminates the need for participants to go through the process of finding a suitable meeting time with their match.

How does it work?

With automated scheduling, CoffeePals will automatically schedule a calendar event for each match group as soon as they are matched. This process considers the availability, working hours, and scheduling preferences of each user to find a suitable meeting time for them. Once the event is scheduled, users have the option to reschedule directly within the match card. In the event that CoffeePals cannot find a suitable time, it will utilize the "Connected Calendar" as a fallback option.

Enabling Automated Scheduling

To enable automated scheduling, we need permission from your IT admins to access the calendar information of participants. Once we have this permission, setting up automated scheduling becomes a straightforward process.

Go to the Match Settings in the dashboard and find the Meeting Scheduling preferences.
Select Automated Scheduling from the list of scheduling options.

Once you choose the Automated Scheduling option, you will be prompted to authorize CoffeePals either by granting access through Microsoft or by sending an email to your IT admins to request access.

![](https://storage.crisp.chat/users/helpdesk/website/6c82af1ac79a200/screenshot-2023-05-16-at-81321_1mh

Question 4

How to drive more engagement in CoffeePals 📈

Accepted Answer

10 Tips Keeping Your Team Buzzing with CoffeePals ☕🌟

Hey there, awesome team leaders and managers! So, you've taken the first sip of greatness by choosing CoffeePals, the swankiest employee engagement platform around. But, just like a cup of premium roast, it's not enough to just have CoffeePals—you've got to brew it right to get the full aroma and flavor! 😉

Here are some tips to increase engagement in your organization!

Tip 1: The CoffeePals Selfie Contest 📸☕

Unleash your inner selfie artist with our monthly "CoffeePals Selfie Contest"! It's time to break out those Instagram-worthy poses, eye-catching backgrounds, and of course, your best coffee mugs.

Actions to Take:

Find the most enthusiastic CoffeePals users and meet with them to kick off the contest
Announce the selfie contest to your team. The photo posted to the channel with the most reactions (likes) wins!
(optional) provide a prize such as a free lunch to the winning selfie. This can help drum up engagement
Celebrate the winners by showcasing their selfies during your monthly team meeting, or post them in a "Hall of Fame" channel on your internal communications platform.

Tip 2: Set the Stage—CoffeePals is Optional, but also Essential! ☕

When you introduce CoffeePals, let your team know this isn't another optional 'perk' that they can overlook. It's an integral part of your company culture. Schedule an all-hands meeting or a virtual coffee kickoff event, complete with real coffee deli

Question 5

How to add emojis 🥸☕️🎉

Accepted Answer

Adding Emojis to your Bio and CoffeeMaker questions is easy. Here's a guide to help you do that:

Adding emojis on a PC

Position your cursor where you want to add the emoji.
Press the Windows key + the period (.) key to open the emoji keyboard.
Scroll through the available emojis and click the one you want to use. It will be inserted at your cursor's position.

Alternatively, you can also use the touch keyboard to access emojis on a PC. To do this:

Open the touch keyboard by clicking the keyboard icon in the bottom right corner of the taskbar.
Click the smiley face icon in the bottom left corner of the keyboard.
Scroll through the available emojis and click the one you want to use. It will be inserted at your cursor's position.

Adding emojis on a Mac

Position your cursor where you want to add the emoji.
Press Control + Command + Space to open the Character Viewer.
In the Character Viewer, click the Emoji tab.
Scroll through the available emojis and click the one you want to use. It will be inserted at your cursor's position.

Wondering how you can create a great Bio?

Check out our guide on making a great bio to introduce yourself to your match.

Question 6

How can I opt out of matching?

Accepted Answer

If matching isn't for you or you just need a break, here are your options:

I'd like to opt-out of matching but remain on the team

You might want to stay on the team to continue seeing CoffeeMaker prompts. To disable matching but stay on the team, send a personal message to the CoffeePals app that says "disable-matching". This will send you personal settings for each team. Here, you can select Enabled or Disabled under the "Do you want to receive matches from this team?" field.

I'm on vacation and I need to pause matching 🌞

You can pause matching for each team by sending a personal message to the CoffeePals Bot that says: settings. This will send you match settings options for each team you belong to. Under the "Pause matching until…" field, you can select the date you want to pause matching until. Once you select a date, click save.

I'm no longer interested in receiving matches and I don't need to be on the team

To stop matching, you can simply leave the team in Microsoft Teams. We may ask you one final time if you've had the chance to meet up with your match. After that, you won't receive any more notifications from the CoffeePals App.

**Please let us know why it wasn't for you. We're always eager to hear feedback from our users to improve the product in the future. Send us a message using the purple button at the

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