help: Rearrange and expand user onboarding guidelines.

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Alya Abbott 2025-10-31 14:45:16 -07:00 committed by Tim Abbott
parent ec2557e93a
commit 62a086b60f

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@ -4,6 +4,7 @@ title: Moving to Zulip
import {Steps, TabItem, Tabs} from "@astrojs/starlight/components";
import ZulipTip from "../../components/ZulipTip.astro";
import HowToInviteUsersToJoin from "../include/_HowToInviteUsersToJoin.mdx";
Welcome to Zulip! This page will guide you through the process of transitioning
@ -18,9 +19,9 @@ The following steps are described in more detail below:
1. [Create your organization](#create-your-organization).
1. [Sign up for a plan](#sign-up-for-a-plan).
1. [Configure your organization](#configure-your-organization).
1. [Review and update communication policies](#review-and-update-communication-policies).
1. [Prepare users for the transition](#prepare-users-for-the-transition).
1. [Invite users to join](#invite-users-to-join).
1. [Update your guidelines](#update-your-guidelines).
</Steps>
Each organization is unique, but we hope these common practices will help you
@ -138,45 +139,50 @@ you will need to upgrade your plan.
move your integrations when migrating an organization from Slack to Zulip.
</Steps>
## Review and update communication policies
Consider updating your organization's communication policies and best
practice recommendations to take advantage of Zulip's organized
conversations:
* Many organizations find that with Zulip, theres no longer a reason to use
email for internal communications. You get the organization of an email
[inbox](/help/inbox) together with all the features of a modern chat app,
like instant delivery of messages, emoji reactions, typing notifications,
@-mentions, and more.
* Using Zulip, you can discuss complex topics and make decisions with input
from all stakeholders, without the overhead of scheduling meeting. Are
there standing meetings you might not need?
* With conversations organized by topic, you can review prior discussions to
understand past work, explanations, and decisions — your chat history
becomes a knowledge base. Should it be standard practice to link to Zulip
conversations from docs, issue trackers, etc. for additional context?
## Prepare users for the transition
Prepare an introduction to Zulip for your organization. It's often effective to
combine a written announcement with a live presentation. Recommended topics to
cover include:
<Steps>
1. Plan how you will introduce users to Zulip. You may want to:
* Share Zulip's [getting started guide](/help/getting-started-with-zulip).
* Prepare a live demo / training session. Consider recording it for
future use!
1. Inform users about the transition, including why you're moving to Zulip, the
timeline, and what they'll need to do.
1. Brief introduction to Zulip.
1. Why you're making this change. How do you expect it to improve communication
in your organization?
1. Accompanying changes to your communication policies. Are there any changes
to common workflows?
1. Pointers to additional resources, such as Zulip's [getting started
guide](/help/getting-started-with-zulip).
1. Transition timeline.
1. How users will be supported during the transition.
</Steps>
## Invite users to join
<HowToInviteUsersToJoin />
## Update your guidelines
<Steps>
1. Update any links and login instructions to point to your Zulip organization.
1. Share basic instructions for getting started with Zulip. You can refer users
to Zulip's [help center](/help), [getting started
guide](/help/getting-started-with-zulip), and any onboarding content you've
created.
1. Consider updating your organization's communication policies and best
practice recommendations to take advantage of Zulip's organized
conversations:
* Many organizations find that with Zulip, theres no longer a reason to use
email for internal communications. You get the organization of an email
[inbox](/help/inbox) together with all the features of a modern chat app,
like instant delivery of messages, emoji reactions, typing notifications,
@-mentions, and more.
* Using Zulip, you can discuss complex topics and make decisions with input
from all stakeholders, without the overhead of scheduling meeting. Are
there standing meetings you might not need?
* With conversations organized by topic, you can review prior discussions to
understand past work, explanations, and decisions — your chat history
becomes a knowledge base. Should it be standard practice to link to Zulip
conversations from docs, issue trackers, etc. for additional context?
</Steps>
<ZulipTip>
Remember to update links and login instructions to point to Zulip.
</ZulipTip>
Congratulations on making the move! If you have any questions or feedback
throughout this process, please [reach out](/help/contact-support) to the Zulip