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Kaizala Actions

Kaizala Action is a 'unit of work' that helps users get work done within a conversation context inside Kaizala. Some of these Actions like Job, Survey and Poll are shipped out-of-the-box, and provide scoped functionality. Once you publish the Actions, users can find them in the Kaizala app, and then they can be used in a conversation context from the Action Palette.

You can design a custom Kaizala Action through the Action Designer interface within Kaizala management portal by building on the out-of-box Survey Action.

Create Kaizala Action

  1. To create a new Kaizala Action, navigate to Actions on the left navigation bar and click New Action on the top right of the page.

  2. Click on one of the available templates

    1. New Form - Use this template to collect form data from your group members. Form is available to be filled anytime

    2. New Survey - Use this template to request data from group members by creating a Survey Action with pre-filled questions. You can use this Action in the app to send this Actions at regular intervals

    3. Feedback - Use this template to collect any type of feedback from a group

    4. Announcement - Use this template to make key announcements and share updates to a group

  3. Fill out the information on the page, and click or tap Next.


    What it's for

    Action Name

    This will be the name of the survey or poll that users see in their Kaizala mobile app.

    Brief description

    This will be shown in Discover tab of Kaizala app to a user

    Customize icon

    Choose the icon for your Kaizala Action.

  4. For a selected template, enter relevant details.

    1. For Survey & Form Actions:

      1. Enter card title. This title is shown on the card view of the Action, after an action has been posted

      2. Enter question details and choose Answer types. You can add more questions by clicking on 'Add More Question'. You can even choose to add questions on a new page.

      3. After you are done with entering question details. Click or tap on Next.

      4. On the next page, Tap on check boxes to select, if you would want users to find:

        1. Action introduction page (where users would find details about the Action)

        2. Summary page (where users can review their submissions before submitting their response

        3. Request for user's location as part of response

    2. For Feedback & Announcement Actions, do relevant customizations on Response View, Immersive View and Chat view.

  5. Once you are done, click Submit. Users will now be able to see the new Action's detail page. Action is in draft state.

  6. You need to publish the Action. Read more here for details on the publishing process.

Add Kaizala Action to a group

You can publish a Kaizala Action to one or more groups. When you add a Kaizala Action to a group, all the group members will see the action in the Discover tab in the Kaizala phone app. The action only appears to users who are members of the group you selected.

In case of a group having managed Action palette, added Actions will be visible directly in the group's Action palette.

To add a Kaizala Action to a group:

  1. Select the selected group from the Groups page.

  2. Navigate to Action tab. Click or tap Add Action.

  3. Select the Action that you want to publish. Choose the user roles, for which you would like the Action to be published for.

  4. Click or tap Publish.

To remove a Kaizala Action from a group:

  1. Select the group from the Groups page, from which you want Action to be removed from.

  2. Navigate to Action Tab. Find the Action that you want to remove

  3. Click or tap on (...). Click Remove.

Activate or deactivate a Kaizala Action

Once you deactivate a Kaizala Action, the Action won't be available for publishing to any new groups. The action will continue to work for existing groups. An action may be removed from a group without re-activating it, however, once you remove an action, it can't be published to the removed group, unless you activate the action again.

Remove Kaizala Action

You can remove a Kaizala Action from the Actions list by selecting Remove. Removing an Action will unpublish the Action from all the groups to which it was published to before.

Need more information? If you need more information on Kaizala Actions such as how to customize or create new Action to your organization specific needs, please contact kaizalafeedback@microsoft.com.

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