Channels

A channel is a place where a team or an individual can create threads that allows them to interact with qbo (the bot) to work towards a common goal. Channel can be a project, activity, or topic. It can be set to either private or public, based on the channel author’s need.



qbo

qbo is the default channel that gets created with the installation of the qbo insights. The qbo channel allows the user to have private conversations with qbo (the bot), where the user can pose queries , get results, and create boards. Multiple threads can be created or deleted in this channel (as in any other channel).

../_images/qboChannel.png

Channel

qbo
Create
Add/Delete users
Update
Archive/Un-archive
Delete

Related Videos

Collaborate with your colleagues on qbo

x

To create a new thread, refer Create.

To delete a thread, refer Delete

Note

qbo channel cannot be deleted, updated, or archived unlike custom channels.

Create

Apart from the default qbo channel, qbo insights allows user to create a custom channel as per the user’s preferences. All the custom channels get listed below CHANNELS in the left pane. These custom channels are easy to recognize as they appear with a hashtag beside its name.

There are two approaches to create a custom channel.

1. CHANNELS > Browse channels > Create a new channel

2. Click Icon Plus > Create a new channel

Let’s see it in detail:

1. CHANNELS > Browse channels > Create a new channel

Step 1. Click CHANNELS in the left pane.

../_images/channels.png

Step 2. Browse channels dialog-box opens. The Browse channels dialog-box also allows user to search for other public channels and join it. The user also gets an option to leave a particular public channel.

../_images/browseChannelsOptions.jpg

Step 3. Click Create a new channel button.

../_images/browseChannels.png

2. Icon Plus > Create a new channel

Step 1. Click Icon Plus.

../_images/channelCreate.png

Step 2. Create a new channel dialog box opens.

../_images/createNewChannel.png

Step 3. Enter the Name and Description for the channel in the respective fields. Note that Name is a mandatory field.

Step 4. Click the button below Channel privacy to set the privacy of the channel as either Public or Private. By default the privacy of the channel is set to Private.

Step 5. Click the color box below Hashtag Color to change the color of the hashtag. By default the hashtag color is set to Black.

Step 6. Click the Members field to add users to the new channel and to create collaboration with qbo (the bot). The newly added users appear below Members field. By default, the user with which you are creating a new channel is the member of that channel. If you wish to delete a particular member, click the name and it will get deleted. (Refer: Add/Delete users)

Step 7. Click Save to create a new channel.

Step 8. Click Cancel to discard channel creation.

Add/Delete users

In qbo insights, user can add multiple users to an existing custom channel under Members field to create a collaboration between the users and the qbo (the bot). Users can be added while creating a new channel too. (Refer: Create)

To add users to an existing channel:

Step 1. Select a channel from the left pane.

Step 2. Click Icon Vertical > Update channel.

../_images/addMemberUpdateChannel.png

Step 3. In the Update channel dialog box, click the Members field and type the user name to select a user you wish to add.

../_images/addMembers.png

Step 4. Click Save.

  • Note that the number of members is increased by one number.

../_images/newAddMember.png

To delete users:

Step 1. Select a channel from the left pane.

Step 2. Click Icon Vertical > Update channel.

../_images/addMemberUpdateChannel.png

Step 3. In the Update channel dialog box under Members field, hover over the mouse on the user name and click to delete that user.

../_images/deleteMember.png

Step 4. Click Save.

  • Note that the number of members is decreased by one number.

../_images/deleteMemberUpdate.png

Update

To update or edit a custom channel:

Step 1. Click Icon Vertical > Update channel.

../_images/addMemberUpdateChannel.png

Step 2. In the Update channel dialog box, edit the fields such as:

  • Name

  • Description

  • Channel privacy

  • Hashtag color

  • Add or delete users from Members field. (Refer: Add/Delete users)

../_images/channelUpdate.png

Step 3. Click Save.

Archive/Un-archive

To archive a custom channel:

Step 1. Click Icon Vertical > Archive.

../_images/archiveChannel.png

Step 2. Click Archive button to confirm Are you sure you want to archive this channel? message box.

../_images/archiveMessage.png

  • Archived channels folder gets created in the left pane.

../_images/archivedFolder.png

Step 3. Click Archived channels folder to see archived channels.

../_images/archivedChannel.png

To un-archive a channel:

Step 1. Click the channel name under Archived channels.

Step 2. Click Icon Vertical > Un-archive.

../_images/unarchiveChannel.png

  • The channel will re-appear under the CHANNELS list.

../_images/channelReappear.png

Delete

To delete a channel:

Step 1. Click Icon Vertical > Delete.

../_images/deleteChannel.png

Step 2. Click Delete button to confirm Are you sure you want to delete this channel? message box.

../_images/deleteChannelMessage.png

  • The channel gets deleted permanently.

../_images/deletedChannel.png

Attention

All the channels that have been created will be visible in the admin panel.