SymBot - your Symphony personal assistant

SymBot helps users subscribe to Symphony events and news, find a list of firms currently present on Symphony and get help using the platform. If you are enabled to chat externally on Symphony, simply connect with the bot to get started:

 

  1. Search for SymBot in the Global Search Bar (Symbot will be listed as an external user)
  2. Send a connection request to the bot to automatically connect
  3. SymBot will send you a message with guidance on how to leverage the bot
  4. You are now ready to receive updates and use the admin support functionality!

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Figure 1 SymBot

 

Once connected, you ca choose what you’d like to subscribe to from the bot. Write @SymBot in a 1-1 chat, then click Subscriptions from the menu displayed. Select your subscription choices and hit Submit. The content for subscription includes:

  • Events & Training (Symphony webinars, user training, tips, and resources)
  • Community News (Community and product announcements, bots, and workflows)
  • Developer Updates (Developer resources, training and events)

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Figure 2 Subscriptions

 

And there’s more! Click on Support to search through Symphony’s Help Center directly in a chat with the bot. Select a topic from the list or type in a keyword to access Knowledge Articles for your question:


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Figure 3 Support

 

You can also click on Firms to search for other firms and partners on Symphony and click on Feedback to submit feedback on the bot at any time.

 

Finally, authorized Zendesk users for Symphony can use SymBot to file and track their service requests plus add, remove and list other authorized Zendesk users at a firm:

 

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Figure 4 Zendesk Functionality