Configure Igloo Digital Assistant

Info:

Your organization must purchase the Igloo Digital Assistant before it can be turned on in the digital workplace. To get this feature, contact your Customer Success Manager or email the Customer Success team. 

You can configure the Igloo Digital Assistant to drive engagement in your digital workplace through an intelligent digital assistant that unifies your enterprise tech stack into one digital destination.

Considerations

• User synchronization: When first turned on, all users in the associated workplace group are synced to Workgrid once. Ongoing updates (e.g., adding/removing a user, change of name, change of email) are pushed as they occur. The following profile fields from your digital workplace are pushed to Workgrid using SCIM (System for Cross-domain Identity Management):
  • Username
  • First Name
  • Last Name
  • Email
  • Configured field mappings
• Data storage: Data used in third-party apps is requested on the fly via API calls and displayed to the user. None of the data from the API calls is stored or cached. Workgrid stores only the user information detailed above.
• Authentication: Once a user signs in to their digital workplace, they can access the Igloo Digital Assistant and the information presented in it without authenticating with any additional services. However, if users select an option that takes them to an app's native website, they may be required to enter their authentication credentials.
• Service interruption: During a sync of the Igloo Digital Assistant, users who are currently being synced may not see it until synced.  

Who can do this?

• Workplace administrators

Turn Igloo Digital Assistant on in your digital workplace 

Your organization must purchase the Igloo Digital Assistant to turn it on. Contact your Customer Success Manager or email the Customer Success Team to get this add-on feature. 

After you purchase the Igloo Digital Assistant, the Igloo team will help you turn it on in your digital workplace and guide you through the configuration process. 

Configure Igloo Digital Assistant

Required information

The following information is required from Workgrid to configure your Igloo Digital Assistant: 

• Workgrid Organization ID
• Workgrid Company Code
• Workgrid SCIM token

Identifier	Where to find it
Workgrid Organization ID	To find the Organization ID in the Workgrid Console:  Select the collapsed menu icon in the top right corner.  Under Organization management, select My organization.  Copy the value in the Organization ID field to a text file for use later.
Workgrid Company Code	To find the Company Code in the Workgrid Console:  Select the collapsed menu icon in the top right corner.  Under Organization management, select My organization.  Copy the value in the Company Code field to a text file for use later.
Workgrid SCIM token	To find the Workgrid SCIM token in the Workgrid Console:  Select the collapsed menu icon in the top right corner.  Under Users, select User Provisioning.  Under Account Management API, select Create Credentials.  Copy the value in the Access Token field to a text file for use later.

Required information

Create a user group

Before setting up your Igloo Digital Assistant credentials, a group of users must be set up to be synced with Workgrid. If you do not have a group to use, follow these instructions: 

1. In the Top Bar, select Admin Settings. 
2. Under Administration in the left side panel, select Groups. 
3. Select Add New Group. 
4. Enter the following fields: 
   • Group Name: Enter a descriptive group name. 
   • Description: Enter a description that indicates that the group is used to sync with Workgrid and the Igloo Digital Assistant. 
5. Select Create Group. 

Configure your Igloo Digital Assistant sync

Once you have retrieved your Workgrid Console credentials and set up a group of users, follow these instructions to configure your Igloo Digital Assistant:

1. In the Top Bar, select Admin Settings.
2. Under Administration in the left side panel, select Digital Assistant.  
3. In the Digital Assistant Credentials section, enter your Workgrid credentials. If this section has previously been configured, select Edit.
   1. Enter the following fields (see the Required information section above for help finding this information):  
      • Add Organization ID: Enter your Workgrid Organization ID. 
      • Add Company Code: Enter your Workgrid Company Code.
      • Add SCIM token: Enter your Workgrid Workgrid SCIM Token.
   2. Select Add or Update.
4. In the Add workplace group section, add the group created in the User group section above. If this section has previously been configured, select Edit.
   1. Use the search box to find a group.
   2. Select Add or Update.
5. (Optional) In the Workplace to Digital Assistant field mapping section, add or update which fields will be synced from Workgrid. If this section has previously been configured, select Edit.
   1. Choose from the following options to update this section: 
      • (Optional) To add a new field: Select + Add field. 
      • (Optional) To update a field mapping: In the Workplace Fields dropdown, select a Flex-based value, and in the Digital Assistant Fields dropdown, select a Workgrid counterpart value to map it to. 
      • (Optional) To remove a field mapping: Beside the field mapping, select Delete.
   2. Select Add or Update.
6. In the Sync with Digital Assistant section, configure your sync settings. If this section has previously been configured, select Edit.
   1.  Select Sync to perform a first-time sync to Workgrid. The platform's performance may briefly be interrupted during this sync. 
   2. (Optional) After the first manual sync, toggle Enable live syncing to have workplace changes automatically sync with Igloo Digital Assistant, cascading changes gradually, preventing workplace interruptions. 
   3. Select Apply or Update. 
7. To display the Igloo Digital Assistant to users in the designated group, toggle Display Digital Assistant at the top of the page. 

Related to

• workplace administrator
• using flex
• integration
• admin settings