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Chatting in Buzz

 

Important: When referencing this page outside of Knowledge Base, use this link: http://knowledge.domo.com?cid=chatbuzz

Intro

Chatting with coworkers in Buzz is easy. All you do is decide whether you want your conversation to center around people or a data element (a card, page, or project). If your message centers around people, you just open Buzz and write a message to the person or people you want (or add to the conversation if one already exists). If your message centers around a data element, you locate that element in Domo, and a Buzz conversation window opens for the element automatically. You then decide who you want to see it, then post away.

You have many options available when posting. You can attach files; reference cards, users, or projects; invite new users to a conversation; add emojis; and so on.

You can also interact with others' messages in a variety of ways, such as adding them to favorites, "liking" them, quoting them in replies; etc.

Training Video - Starting Conversations in Buzz

Learn how to join existing conversations or start new conversations in Buzz.

 

Training Video - Viewing Conversations in Buzz

Learn different ways to view and interact with conversations around data and people in Buzz.

 

Training Video - Sharing Domo Data with Buzz

Learn how to share Domo data with anyone using Buzz.

 

 

Note: The product training videos are for Domo customers and clients only.

Starting or Opening a Conversation

You can start a new Buzz conversation or open an existing conversation. 

Starting a Conversation

You start a Buzz conversation using the Add Conversation option, which is available either by clicking the buzz_highnoon_new_message.png icon in the top right corner of Buzz or the  icon next to "Conversations" in the navigation pane. This opens a dialog in which you select the users and/or groups you want to converse with. (You can also open existing conversations from this dialog.) Once you find the user or group you want to start a conversation with, you indicate whether you want to begin a new topic of conversation or join an existing one. If the topic is new, you are prompted to enter a title for the topic as well as set privacy options. Finally, you can compose your message.

To start a Buzz conversation,

  1. (Conditional) If Buzz is not open, open it by clicking buzz_icon_2018.png in the toolbar in the top right corner of Domo.

  2. Click buzz_highnoon_new_message.png, which appears in the black bar above Buzz in the top right corner.
    Alternatively, if you are in the navigation pane, you can click  next to "Conversations." 

    The New Message dialog opens.

  3. In the People, Groups, or Conversations field, enter the name of a person or group you want to start a conversation with.
    This adds the name of the person or group to the field.

  4. (Optional) Repeat step 3 to add more users and groups to this conversation, if desired.

  5. Turn on the New Topic toggle. 

  6. Enter a name for the new topic in the Conversation Topic field.

  7. (Optional) Specify whether this conversation is to be private or public.
    If it is private, only the users whose names you have added to the filter box will be able to see it. If it is public, anyone in your company will be able to see it.

  8. Enter your initial message for the conversation in the Write a message field at the bottom of the dialog. 
    For more information about writing messages, see Posting to Buzz.

  9. Hit Enter when done.

The conversation is added to Domo and appears in the Conversations tab in your Inbox so you can access it easily. For more information, see Posting to Buzz.

Opening an Existing Conversation

You can open an existing People conversation in one of several ways. The most straightforward way is to open it from the Conversations list in the Buzz navigation pane (or the Favorites list, if you have added it as a Favorite). If the conversation does not appear here, you can find it easily by searching in the Search Buzz dialog. You can also open it from the Discover pane, though it may be harder to find the specific conversation you want. On top of this, you can open a conversation from the Add Conversation dialog.

Opening a Conversation from the Conversations or Favorites List

You can open an existing conversation from the Conversations or Favorites list in the Buzz navigation menu.

To open a conversation from the Conversations or Favorites list,

  1. (Conditional) If Buzz is not open, open it by clicking buzz_icon_2018.png in the toolbar in the top right corner of Domo.

  2. Locate the desired conversation by doing any combination of the following:

    • Navigating through the list of recent conversations in the Conversations list.

    • Navigating through conversations you have favorited in the Favorites list.

    • Searching for the desired conversation by clicking in the Search field to open the Search Buzz pane then entering a keyword into the search box. This search returns results for titles, users, and message content.

  3. Click the conversation to open it in the conversation pane.
    You can now read it, reply to it, etc.

Opening a Conversation from the New Message Dialog

You can open a conversation from the New Message dialog (the same dialog you use when starting a conversation, as explained above). 

To open a conversation from the New Message dialog,

  1. (Conditional) If Buzz is not open, open it by clicking buzz_icon_2018.png in the toolbar in the top right corner of Domo.

  2. Click buzz_highnoon_new_message.png, which appears in the black bar above Buzz in the top right corner.
    Alternatively, if you are in the navigation pane, you can click  next to "Conversations." 

    The New Message dialog opens.

  3. In the People, Groups, or Conversations field, enter the name of the user, group, page, card, or project that your desired Buzz conversation is centered around.

  4. (Conditional) If you want to open an existing one-on-one conversation, select the name of the user in the People & Groups list. Otherwise select the conversation in the Existing Conversations list (which opens below People & Groups). 

    The conversation opens in the pane on the right.

  5. Enter your message in the Write a message field.
    For more information about writing messages, see Posting to Buzz.

Opening a Conversation from the Discover Pane

You can open conversations from the Discover pane; however, if you are searching for a specific conversation, it is recommended you use one of the previously discussed methods. 

To open a conversation from the Discover pane,

  1. (Conditional) If Buzz is not open, open it by clicking buzz_icon_2018.png in the toolbar in the top right corner of Domo.

  2. Click Discover
  3. Scroll through the pane until you find the conversation you're looking for.

  4. Click the conversation to open it in the conversation pane.
    You can now read it, reply to it, etc.

Posting to Buzz

Once you have started or opened a conversation, you can post by entering your message in the Write a message field at the bottom of the conversation pane.  

You can do all of the following when posting to Buzz:

  • Enter carriage returns using Shift+Enter.

  • Copy and paste text from other sources, including web pages. 

  • Reference users, groups, cards, pages, and projects by entering the @ symbol followed by the item you want to reference. In a conversation centered on a card, page, or project, if you attempt to reference a user or group without access to that card, page, or project, you are given a warning and the option to grant access, as shown here:

    buzz_grant_access_2018.png

    If you click Grant Access, the user or group members are given access to the card, page, or project. For more information about access sharing, see Sharing and Removing Access to Content.

    When you reference a card, you can open a preview of the card with different options. This is discussed later in this list.

  • Enter URLs. These appear as working hyperlinks when posted. You do not need to include "http://" in a URL for it to be converted into a hyperlink.

  • Attach files to your message by clicking the buzz_add_attachment_2018.png button, selecting Upload a file, and browsing to the desired file on your computer.

    In the interest of preventing users from uploading malicious files into Domo accounts, Domo allows a specific set of file types to be uploaded. If you attempt to upload a file not within this list, an error message appears. For more information, see Permitted File Types for Attachments.

    Files belonging to any of the following formats can be previewed within Domo: PDF, DOCX, DOC, XLSX, PPTX, PPT, TXT, PNG, JPG, and BMP. When you attach files of these types to your message, they appear as thumbnails under the conversation pane. Files that do not belong to any of these formats but that are permitted within Domo appear as generic blue rectangles containing the file extension. In the following screenshot, the first image shows an example of a supported but unpreviewable file type, and the second image shows a thumbnail for a previewable file type. 



    You can remove an attached file by clicking the red "x" to the left of it.

    If you click an attached file with a previewable file type either before or after sending your message, a preview of the file opens. You can then download the file or navigate through it if it consists of multiple pages. For more information about this preview mode, see Previewing a Document. If you click an attached file with an unpreviewable file type, the standard "What would you like to do with this file?" dialog opens.

  • Reference cards in your message by clicking the buzz_add_attachment_2018.png button, selecting Add a card, and searching for the card using the Search box. (You can also reference cards using @, as described previously.) You can only attach cards you have access to. As with attached files, referenced cards appear as thumbnails under the conversation pane and can be removed by clicking the red "x." If you attempt to reference a card in a discussion with a user without access, you are given the option to grant them access.   

    If you click a referenced card either before or after sending your message, a preview of the card opens. The preview provides options for jumping to the Details view, adding the card to a page, or adding the card to your Favorites.

  • Add an emoji to your message by clicking buzz_reaction_2018.png and selecting the desired emoji.

  • Use special commands using "/." The following table lists some of these:

Command

Description

/invite [someone@domain.com]

Can be used to invite anyone to a Buzz conversation, even if they do not have a Domo account. Domains in invited users' email addresses must be authorized in the Company Settings tab in Admin Settings for this to work. For more information, see Specifying Authorized Domains for Invited Users.

/giphy [text]

Lets you insert an animated GIF in a message based on text inserted afterward. For example, if you said /giphy sasquatch,a GIF image of a sasquatch would appear in your Buzz. You can select from available GIFs after entering the giphy command, or you can insert a random GIF by pressing Enter after entering the command.

/roll

"Rolls" a random number between 0 and 100. 

/support [description]

Lets you send a ticket containing the specified text to your support team. For specific information about creating a ticket, see Getting Help

/todo [text] Creates a personal task and adds it to your personal tasks list in Projects & Tasks. For more information, see Projects and Tasks.

If you have NLQ Bots enabled, you can also communicate with these Bots using natural language to retrieve information from connectors right in Buzz. For more information, see Adding a Bot to Buzz.

Working with Messages

When you mouse over any message in a conversation, a toolbar pops up with a number of options for that message:

buzz_conversation_options_2018.png

The three most commonly used options appear here; you can also click the ellipsis icon (...) to view several more. The following table describes the available options:

Option

Description

Like icon buzz_like_2018.png

Lets you "like" this message. 

Reaction icon

Lets you include a reaction icon after this message and sets the value to 1. 

Quote reply icon buzz_quote_message_2018.png

Lets you reply to this message specifically. When you do this, the message is "quoted" in your reply so users understand the context. 

Favorite icon 

Adds this message to your Favorited Messages listing for in the details pane for this conversation. 

Flag for follow-up flag_for_followup_icon.png Adds this message to your Flag for follow-up pane, allowing you to revisit it later. 

Create thread icon buzz_new_topic_icon_2018.png

Lets you create a new thread using this message as a starting point. 

Create task icon 

Lets you create a task based on this message. For more information, see Creating and Assigning Project Tasks.

Edit icon Lets you edit a message you have already posted.

Delete icon 

Lets you delete this message from Buzz. Only appears if you wrote the message or you have an "Admin" security profile.  

Favoriting a Message

When you "favorite" a message, the message appears with an orange star to indicate the "favorite" status, and it appears in your Favorited Messages in the Details pane for this conversation. You can access Favorited Messages by opening the Details pane for the conversation and expanding the Favorited Messages tab. Favorited Messages are specific to users in a conversation; if two users in the same conversation add different messages as favorites, each will see only the specific messages he favorited, not those of his coworker.

To favorite a message in Buzz,

  1. Mouse over the message you want to favorite.

  2. Click the ellipsis icon (...). 

  3. Select Favorite

The message is added to your Favorited Messages. You can see it anytime by opening the Details pane for this message and expanding the Favorited Messages tab. 

To "unfavorite" a message you've added as a Favorite,

  1. Do one of the following:

    • Click the orange star before the time stamp in the conversation thread.

    • Open the Favorited Messages tab in the Details pane for the conversation and click the orange star.

Liking a Message

You can like a message in a conversation by mousing over the message and clicking the buzz_like_2018.png icon. If the message has not yet been liked, a  icon appears after the message and the value is set to 1. If another user then clicks the toolbar icon or the thumbs up icon, the value is raised by 1. 

If a user clicks the toolbar icon or thumbs up icon a second time, his/her "like" is removed and the value decreases by 1.

You can see all of your liked items in Domo in your Profile page. For more information, see Viewing a User's Liked Items.

To like a message in Buzz,

  1. Mouse over the message you want to like. 

  2. Click the like icon buzz_like_2018.png. (If the message has already been liked by another user, you can also click the  icon.)

If this is the first time the message has been liked, a  icon appears and the value is set to 1. Otherwise the value of  is raised by 1.

To "unlike" a message you have already liked,

  1. Click the  icon. (You can also mouse over the message and click the buzz_like_2018.png​ icon in the toolbar.)

The value of  decreases by 1. If the value was already set to 1, the  icon disappears. 

Adding a Reaction to a Message

You can select a "reaction icon" to appear after a message. When you do so, the value of the icon is set to 1. If another user then clicks the reaction icon, the value is raised by 1. If a user clicks the reaction icon a second time, his/her reaction is removed and the value decreases by 1. If the icon is clicked a second time when the value is already set to 1, it disappears. 

To add a reaction icon to a message,

  1. Mouse over the message you want to add a reaction to.

  2. Click .

  3. Select the desired reaction emoji from the library.

The icon you selected is added after the message and the value is set to 1.

To agree with another user's reaction to a message,

  1. Click the reaction icon.

The value of the icon is raised by 1.

To retract your reaction to a message,

  1. Click the reaction icon you have already clicked.

The value of the icon decreases by 1. If the value was already set to 1, the icon disappears. 

Creating a New Thread Based on a Message

You can create a new thread based on an existing message by mousing over the message, clicking the ellipsis icon, and selecting buzz_new_topic_icon_2018.png. This icon appears only for top-level conversations; you cannot create threads of threads (subthreads). When you add a thread for a private conversation, you can choose whether to make the thread available to all members of the conversation or those you specifically add to the thread. You do this by toggling the Private switch. You can also add new members to the thread, in which case a message appears stating that access will be granted to new individuals and/or groups.

For example, in the following screenshot, access is granted to the original members of the conversation, along with the "Development.UI" group and user "Ben Green," both of which are not part of the original group with access. However, now that they have been added, they are considered members of the thread and will continue to receive notifications.

buzz_new_channel_topic_2018.png
 

For information about finding a thread in the Buzz menu, see Buzz Layout.

Changing the Privacy Status of a Thread

You can switch private threads to public so that everyone included in the conversation has access. You cannot switch public threads back to private.

To switch a private thread to be public,

  1. Click the thread title to open the thread in its own view in the conversation pane.

  2. Click the ellipsis (...) to open the details view.

  3. Click Make Public.

Deleting a Thread

You can delete a thread if you have an "Admin" security profile or you started the thread.

To delete a thread,

  1. Click the thread title to open the thread in its own view in the conversation pane.

  2. Click the ellipsis (...) to open the details view.

  3. Click Delete.

  4. Click Delete to confirm.

Quoting a Message in a Reply

When replying to a conversation, you can quote a message from earlier in the conversation. When you do this, the message is "quoted" in your reply so users understand the context.

To quote a message in a reply,

  1. Mouse over the message you want to quote.  

  2. Click buzz_quote_message_2018.png.
    Your cursor appears in the "New message" field and the quoted message appears under the field to indicate that you are referencing it.

Creating a Task based on a Message

You can create a task based on a message, specify it as a personal task or part of a project, assign it to someone, and/or specify a due date and tags. For more information, see Creating and Assigning Project Tasks.

Deleting a Message

Lets you delete this message from Buzz. When you delete a message, it is replaced with the text "This message has been deleted" so viewers know a piece of the conversation is missing. You can delete a message only if you wrote it or you have an "Admin" security profile. For more information about security profiles, see Security Role Reference

To delete a message from Buzz,

  1. Mouse over the message you want to delete.

  2. Click .