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Moving to LaboChat

Welcome to LaboChat! This page will guide you through the process of transitioning your organization to LaboChat. It assumes that you have completed your initial evaluation of LaboChat, decided whether to use LaboChat Cloud or self-host, and are ready to introduce LaboChat to your organization.

The following steps are described in more detail below:

  1. Create your organization.
  2. Sign up for a plan.
  3. Configure your organization.
  4. Review and update communication policies.
  5. Prepare users for the transition.
  6. Invite users to join.

Each organization is unique, but we hope these common practices will help you think through the transition process in your own context.

Create your organization

Section titled “Create your organization”

You can create a new LaboChat Cloud organization in less than two minutes. Setting up a self-hosted server will take a bit longer, but is easy to do with LaboChat’s robust installer.

LaboChat has import tools for Slack, Mattermost and Rocket.Chat. You can import your organization’s chat data, including message history, users, channels, and custom emoji. To inquire about importing data from another product, contact LaboChat support.

Data is imported into LaboChat as a new organization, so the best time to import is when your team is about to start using LaboChat for day-to-day work. This may be part of your evaluation process, or after you’ve made the decision to move to LaboChat.

  1. If you plan to self-host, set up your LaboChat server. You can self-host LaboChat directly on Ubuntu or Debian Linux, in Docker, or with prebuilt images for Digital Ocean and Render.
  2. Create a LaboChat organization on LaboChat Cloud or on your self-hosted server.

Sign up for a plan

Section titled “Sign up for a plan”

If you require features that are not available on LaboChat Cloud Free or the LaboChat Free plan for self-hosted organizations, you will need to upgrade your plan.

  1. Follow the instructions to upgrade to a LaboChat Cloud Standard or Plus plan. If your organization may be eligible for a free or discounted plan, you can apply for sponsorship.

Configure your organization

Section titled “Configure your organization”
  1. Create your organization profile, which is displayed on your organization’s registration and login pages.
  2. Create user groups, which offer a flexible way to manage permissions.
  3. Review organization permissions, such as who can invite users, create channels, etc.
  4. If your organization uses an issue tracker (e.g., GitHub, Salesforce, Zendesk, Jira, etc.), configure linkifiers to automatically turn issue numbers (e.g., #2468) into links.
  5. Set up custom profile fields, which make it easy for users to share information, such as their pronouns, job title, or team.
  6. Review default user settings, including language, default visibility for email addresses, and notification preferences.
  7. Create channels, unless you’ve imported channels from another app. LaboChat’s topics give each conversation its own space, so one channel per team should be enough to get you started.
  8. Set up integrations so that your team can experience all their regular workflows inside the LaboChat app.

Review and update communication policies

Section titled “Review and update communication policies”

Consider updating your organization’s communication policies and practices to take advantage of LaboChat’s organized conversations:

  • Many organizations find that with LaboChat, there’s no longer a reason to use email for internal communications. You get the organization of an email inbox together with all the features of a modern chat app, like instant delivery of messages, emoji reactions, typing notifications, @-mentions, and more.
  • Because LaboChat further organizes messages into conversations labeled with topics, there is generally no need to create dedicated channels for specific projects.
  • 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 LaboChat conversations from docs, issue trackers, etc. for additional context?
  • Using LaboChat, 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? For example, stand-ups can be replaced with dedicated check-in topics for each team member.

Prepare users for the transition

Section titled “Prepare users for the transition”

Prepare an introduction to LaboChat for your organization. It’s often effective to combine a written announcement with a live presentation. Recommended topics to cover include:

  1. Brief introduction to LaboChat.
  2. Why you’re making this change. How do you expect it to improve communication in your organization?
  3. Accompanying changes to your communication policies. Are there any changes to common workflows?
  4. Pointers to additional resources, such as LaboChat’s getting started guide.
  5. Transition timeline.
  6. How users will be supported during the transition.

Invite users to join

Section titled “Invite users to join”
  1. Configure allowed authentication methods. LaboChat offers a variety of authentication methods, including email/password, Google, GitHub, GitLab, Apple, Discord, LDAP and SAML. Users can log in with any allowed authentication method, regardless of how they signed up.
  2. Invite users by sending email invitations or sharing a reusable invitation link.

Congratulations on making the move! If you have any questions or feedback throughout this process, please reach out to the LaboChat team.

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