Conversation Starters & Introductions

Modified on Wed, 15 Feb 2023 at 03:57 PM

Conversation starters and introductions are a way to automate the onboarding of new users and clients. These two features work hand in hand when included in an invitation. 

Conversation starter is the pre-composed message from a designated user or group that will be sent in Lochbox once a user has accepted their invitation to join.

Introductions are a grouping of Conversation Starters and can be added to an invitation so that when a new user joins a Lochbox organization, they are welcomed with conversations relevant to them.

Conversation Starter

1. Select 'New Conversation Starter' in the upper right corner

2. Fill the form out. Conversation Name, Description (optional), and the message you would like to have sent when attached to an invitation

3. Next select which user or conversation this Conversation Starter will be attached to. Who should this message be sent from?

4. When complete, click 'Save'


1. Select 'New Introduction' in the upper right corner

2. Enter an introduction name. This name will help to identify the set of conversation starters that will grouped together 

3. Click + to add Conversation Starters to the Introduction

4. Click the checkbox next to the Conversation Starter that should be added to this Introduction. Select 'Add'. If more than one conversation starter needs to be added, repeat this process until all are added

5. When complete, click 'Submit'

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