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