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WeChat at Work
¹«Ë¾Î¢ÐÅƽ̨¸Å¹Û
Platform Overview
by Grata.co
Contents
I. What	is	WeChat	at	Work? ʲôÊǹ«Ë¾Î¢ÐÅ£¿ 3
II. Get	a	WeChat	at	Work	Account »ñÈ¡Ò»¸ö¹«Ë¾Î¢ÐźŠ11
III. Add	your	Team Ìí¼ÓÄúµÄÍŶӳÉÔ± 16
IV. User Management ³ÉÔ±¹ÜÀí 23
V. Internal	Chat ¹«Ë¾Î¢ÐÅÁÄÌì 28
VI. Additional	Account	Settings ¸ü¶àÕ˺ÅÉèÖà 35
VII. Basic	Apps »ù´¡Ó¦ÓÃ 38
VIII. WeChat	at	Work	Apps ¹«Ë¾Î¢ÐÅÓ¦Óà 49
IX. WeChat	at	Work	Developer APIs ¹«Ë¾Î¢ÐÅ¿ª·¢Õß½Ó¿Ú 53
X. Appendix:	Helpful	Numbers Ö÷¶¯µ÷ÓÃƵÂÊÏÞÖÆ 70
December 2017 www.grata.co 2
ÄÚÈÝ
What is WeChat
at Work?
ʲôÊǹ«Ë¾Î¢ÐÅ?
December 2017 www.grata.co 3Illustration by Sara Klementovic
?
Personal Users
¸öÈËÓû§
Download WeChat
ʹÓÃ΢ÐÅ
Chat with anyone
Ìí¼ÓÈκÎÅóÓÑ
Follow your Subscription
or Service Account
¹Ø×¢ÄúµÄ¶©ÔĺŻò·þÎñºÅ
Your Employees
ÄúµÄÍŶÓ
Download
WeChat at Work
ʹÓÃʹÓù«Ë¾Î¢ÐÅ
Chat with verified
employees
¹«Ë¾ÄÚ²¿Í¨Ñ¶Â¼ÁÄÌì
Follow your Work
Account
¹Ø×¢ÄúµÄ¹«Ë¾Î¢ÐźÅ
WeChat at Work is a separate app
¹«Ë¾Î¢ÐÅÊǶÀÁ¢µÄAPP
December 2017 www.grata.co 4
WeChat at Work is WeChat plus:
¹«Ë¾Î¢ÐÅÊÇ΢ÐÅ»ù´¡ÉÏÔö¼Ó£º
?
User Management
Óû§¹ÜÀí
Targeted Messaging
Ä¿±ê·¢ÏûÏ¢
Business Tools
¶Ô¹«¹¤¾ß
? ?
Company App Store
¹«Ë¾ÅäÖÃÓ¦ÓÃ
Enhanced Security
Éý¼¶°²È«¼°±£ÃÜ
Admin controls
Ç¿´óµÄ¹ÜÀí¹¦ÄÜ
December 2017 www.grata.co 5
Home screen | Ê×Ò³
December 2017 www.grata.co 6
Currently logged
into desktop
WeChat at Work
A group chat
5 items on
your to-do
list
1-to-1 chat
A WeChat at
Work App
WeChat at Work
Email App
Optional
security
watermark
¿ÉÑ¡°²È«Ä£Ê½
±³¾°ÓгÉÔ±ÐÅ
Ϣˮӡ
External
contacts
Single
contact
Department
folder
Total
number of
contacts
Number of
contacts who
haven¡¯t
followed
your account
yet
Contacts | ͨѶ¼
App layout | APP½çÃæ
¡°Workspace¡± | ¹¤×÷̨
December 2017 www.grata.co 7
Basic apps
from Tencent
ÌÚѶ»ù´¡Ó¦ÓÃ
Enterprise
assistant app
Add 3rd party
apps
Favorites
Folder
Your business
card
To-do list
¡°Me¡± | ÎÒ
Apps you
created
×Ô¼º´´½¨µÄÓ¦ÓÃ
Enterprise
admin app
Red packets
Settings
App layout | APP½çÃæ
WeChat at Work quick wins:
¹«Ë¾Î¢Ðűã½ÝÖ®´¦:
Tap to mute all work chats for ¡°lunch break¡± or ¡°off work¡±
Ò»»÷¡°Ð¡ÐÝ¡±»òÏ°àÁË¿ªÆôÃâ´òÈÅ
Out-of-office/away messages
Ò»»÷¸üй¤×÷״̬
Double-tap on a message to add to shared to-do lists
Ë«»÷ÏûÏ¢¿ìËÙÌí¼ÓÎҵĴý°ì
Optional message read-receipts
¿ÉÒÔ¿ªÍ¨ÏûÏ¢ÔĶÁ״̬
Group chats up to 2,000 users
ȺÁÄÁ¿¿ÉÒÔÀ©Õ¹µ½2,000Óû§
Better group chat admin controls
Ç¿´óȺÁĹÜÀí¹¤¾ß
Mute notifications for one hour,
or until 9am tomorrow
Tap a preset away message, or write a
custom out-of-office replyDecember 2017 www.grata.co 8
Get control over how your company uses WeChat
Ô±¹¤ÓÃ΢ÐÅ´¦Àí¹«Ë¾µÄÊ£¬ÄúÓ¦¸Ã¹ÜÀí
At a high-level, WeChat at Work applies your company structure to
your own version of WeChat, making segmentation and permissions
easy to apply to every aspect of the app. It gives the company a
configurable app store on employee¡¯s personal phones.
¹«Ë¾Î¢ÐÅ°ÑÄú¹«Ë¾×éÖ¯½á¹¹Ó¦Óõ½ÁË΢ÐÅÉÏ£¬ÕâʹµÃϸ·ÖºÍȨÏÞºÜÈÝÒ×Ó¦
ÓÃÔÚƽ̨µÄ¸÷¸ö·½Ã棬Ҳ¸øÔ±¹¤ÔÚ˽ÈËÊÖ»úÉÏÌṩÁËÒ»¸öÊôÓÚ¹«Ë¾µÄÓ¦ÓÃ
³ÌÐò¡£
It¡¯s free. Large companies pay 300RMB (US$50) per year to get a
verified account.
×¢²áÕ˺ÅÃâ·Ñ¡£ÈçÐèÈÏÖ¤Õ˺ÅÔòÿÄêÖ§¸¶300ÔªÈÏÖ¤·ÑÓá£
December 2017 www.grata.co 9
Your Organization
East China
Shanghai
Plaza 66 Boutique
Sales Associates
Back Office
Management
Xintiandi Boutique
WeChat at Work solves a lot of the pain points
companies find using WeChat:
¹«Ë¾Î¢ÐÅ»á½â¾öʹÓÃÆÕͨ΢ÐŹ«Ë¾µÄ¼¸¸ö·³ÄÕ:
Accidentally adding the wrong person to a sensitive group chat
ÔÚÄÚ²¿ÈºÁIJ»Ð¡ÐÄÌí¼Ó¹«Ë¾ÍâµÄÈË
Removing former employees from dozens of group chats, each with a different admin
ÓÐÔ±¹¤Àëְʱ£¬´ÓËùÓй«Ë¾ÈºÁIJ»Í¬¹ÜÀíÈËÐèÒªµ¥¶Àɾµô
Employees can¡¯t escape work chats when off-duty
Ô±¹¤Ï°àºó²»ÄܱÜÃâ±»¹¤×÷ÁÄÌì´òÈÅ
No out-of-office away messages
·Ç¹¤×÷״̬ʱµÄÐÅÏ¢
Personal WeChat use on company computers/devices
Ô±¹¤ÔÚ¹«Ë¾µçÄÔ/ÊÖ»úÉÏʹÓÃ˽ÈË΢ÐÅ
December 2017 www.grata.co 10
Get a WeChat at Work Account
»ñÈ¡Ò»¸ö¹«Ë¾Î¢ÐźÅ
December 2017 www.grata.co 11
Register an Account
×¢²á¹«Ë¾Î¢ÐźÅ
Login to your existing WeChat Service or
Subscription Official Account
µÇ¼ÒÑ´æÔÚµÄÈÏÖ¤¹ýµÄ΢ÐÅ·þÎñºÅ»ò¶©ÔĺÅ
In the side menu, find WeChat at Work
µã»÷²Ëµ¥µÄ¹«Ë¾Î¢ÐÅ
Click through the next page and have your
account admin scan the QR code
µã»÷¡°¿ªÍ¨¡±ºóÈùÜÀíԱɨ¶þάÂëÔÊÐí
1
December 2017 www.grata.co 12
Option 1
2
3
Register an Account
×¢²á¹«Ë¾Î¢ÐźÅ
Go to work.weixin.
´ò¿ª work.weixin.
Click on the top right button ¹«Ë¾×¢²á
µã»÷ÓÒÉϱäµÄ°´Å¥
Complete the registration form
Ìîдע²á±í¸ñ
1
December 2017 www.grata.co 13
Option 2
2
3
Account Verification
¹«Ë¾Î¢ÐÅÈÏÖ¤
If your organization has more than 1,000 employees, verify and
provide supporting documentation to increase your account size
Èç¹û³ÉÔ±ÈËÊý³¬¹ýһǧÈË£¬ÈÏ֤ʱÌṩ³ÉÔ±Ö¤Ã÷
Verification costs 300RMB and must be renewed annually
ÉóºË·þÎñ·ÑÓÃ300Ôª/Äê
Verification requires a Mainland China business license* and a
Chinese citizen admin**
ÐèÒªÖйú´ó½ӪҵִÕÕ*ºÍ×éÖ¯»ú¹¹´úÂ루»òÈýÖ¤ºÏÒ»£©ºÍÈËÃñ¹²ºÍ¹ú
¹«ÃñµÄ¹ÜÀíÔ±**
* Register and verify up to five accounts per business license
* ͬһ¸öÖ÷ÌåÖ¤¼þÄÜ×¢²á¼°ÈÏÖ¤Îå¸ö¹«Ë¾Î¢ÐÅ
** One person can register as the admin for up to five accounts; non-citizen admins can be
added after registration
** ͬһ¸öÉí·ÝÖ¤¿ÉÒÔ×¢²áÎå¸ö¹«Ë¾Î¢ÐÅ£»×¢²áºó¿ÉÒÔËæ±ãÌí¼Ó·Ç¹úÄڵĹÜÀíÔ±
14December 2017 www.grata.co
Verify your Account
ÈÏÖ¤ÄúµÄ¹«Ë¾Î¢ÐźÅ
Login to work.weixin.
怬 work.weixin.
Go to the ¡°My Company¡± (ÎҵĹ«Ë¾) page and click ½øÈëÈÏ֤ϵͳ
µã»÷¡°ÎҵĹ«Ë¾¡±È»ºóµã»÷¡±½øÈëÈÏ֤ϵͳ¡±
Complete the verification form
ÌîдÈÏÖ¤±í¸ñ
1
15
2
3
+
Add your team
Ìí¼ÓÄúµÄÍŶӳÉÔ±
December 2017 www.grata.co 16
Add your team
Ìí¼ÓÄúµÄÍŶӳÉÔ±
Manually add or batch upload your team to your company directory
µ¥¶ÀÌí¼Ó³ÉÔ±»òÅúÁ¿µ¼È빫˾µÄͨѶ¼
Send invitations to your users to download the app and sign in
ÑûÇë³ÉÔ±ÏÂÔع«Ë¾Î¢ÐŵǼ
Manage adoption within your company
¹ÜÀí¹«Ë¾ÄÚ²ÉÓÃ
1
Add user
Batch import/export contacts
Batch edit department members
Batch delete users
Your QR Code
Number of contacts who haven¡¯t
followed your account yet.
Filter on user
status
Resend invitation
to non-members
Export non-
member list
Add new
department
or tag
17
2
3
Adding contacts
Ìí¼Ó³ÉÔ±µ½Í¨Ñ¶Â¼
A mobile number or email address is required
ÐèÒª³ÉÔ±µÄÊÖ»úºÅÂë»òÓÊÏä
Users can belong to multiple hierarchical departments
and tags
³ÉÔ±¿ÉÒÔÊôÓÚ¶à¸ö²¿ÃźͱêÇ©
Designate users as normal (ÆÕͨ³ÉÔ±) or ¡°leaders¡± (Éϼ¶)
³ÉÔ±ÊÇÆÕͨ³ÉÔ±»òÉϼ¶
Batch import from a CSV file, Excel file, or Tencent
Enterprise Email directory; or synch Contacts via an API
integration
Ö§³ÖCSV»òExcel±í¸ñÅúÁ¿µ¼È룬´ÓÌÚѶ¹«Ë¾Óʵ¼È룬»òͨ
Ѷ½Ó¿Úͬ²½
December 2017 www.grata.co
Batch upload contacts
ÅúÁ¿µ¼Èë³ÉÔ±
Don¡¯t add, edit, or remove any of the column headers.
²»ÄÜÔÚ¸ÃExcel±íÖжԳÉÔ±ÐÅÏ¢Àà±ð½øÐÐÔö¼Ó¡¢É¾³ý»òÐÞ¸Ä
Columns in red are required; each user must have either a mobile phone or email address
ExcelÖкìÉ«×Ö¶ÎΪ±ØÌî×Ö¶Î,ºÚÉ«×Ö¶ÎΪѡÌî×ֶΣ¨ÊÖ»úºÍ¸öÈËÓÊÏäÐèÑ¡ÆäÒ»Ìîд£©
Account ID (Õ˺Å) must be unique, 1-32 alphanumeric characters, periods, dashes and underscores
Õʺţº³ÉÔ±µÄΨһ±êʶ£¬ÓÉ1-32¸ö×Öĸ¡¢Êý×Ö¡¢µã(.)¡¢¼õºÅ(-)»òÏ»®Ïß(_)×é³É¡¾ÕʺųõʼÉ趨ºóÔò²»Ö§³ÖÐ޸ģ¬
¹«Ë¾Î¢ÐÅϵͳ×Ô¶¯Éú³ÉµÄÕʺţ¬Ö§³ÖÐÞ¸ÄÒ»´Î¡£
Use a forward slash between nested departments, eg. ¡°Company/Region/City/OutletName¡±
²¿ÃÅ£ºÉÏϼ¶²¿ÃżäÓá®/¡¯¸ô¿ª£¬ÇÒ´Ó×îÉϼ¶²¿ÃÅ¿ªÊ¼£¬ÀýÈç"ÌÚѶ¹«Ë¾/΢ÐÅÊÂҵȺ/¹ãÖÝÑз¢²¿¡±
The country code is not needed for +86 numbers, otherwise enter country code, eg. ¡°+852*¡±
¹úÄÚÊÖ»úºÅÖ±½ÓÊäÈëÊÖ»úºÅ¼´¿É£»¹ú¼ÊÊÖ»úºÅ±ØÐë°üº¬¼ÓºÅÒÔ¼°¹ú¼ÒµØÇøÂ룬¸ñʽʾÀý£º¡°+85259****24¡±
Click on the import/export (ÅúÁ¿µ¼Èë/µ¼³ö) button to download the Excel template
µã»÷¡°ÅúÁ¿µ¼Èë/µ¼³ö¡±°´Å¥À´ÏÂÔظÃExcelÄ£°å±í¸ñ
19
Invite employees to your account
ÑûÇë³ÉÔ±¼ÓÈëÄú¹«Ë¾Î¢ÐÅ
Share QR Code Email Invitation Invite WeChat Contacts
·ÖÏí¶þάÂë ·¢ÓʼþÑûÇë ΢ÐÅÑûÇëͬÊÂ
December 2017 www.grata.co 20
Go to Admin Tools < Add Contacts
´ò¿ª ¹ÜÀí¹¤¾ß¡¶ ³ÉÔ±¼ÓÈë
Download hi-res QR
code in 8cm, 15cm, and
50cm sizes
Copy a shareable link
that opens to a page
with your QR code
Automate Invites
Enable to send weekly
invites to contacts who have
yet to join the account
Batch delete user
Send an SMS or email to
all contacts who haven¡¯t
added yet
Allow users who have not been
added to your company
directory to be invited?
Users not yet in your directory must first
be approved by admin before joining?
Employees can invite
other colleagues to
join after downloading
WeChat at Work
December 2017 www.grata.co 21
Install the app and login
³ÉÔ±°²×°¹«Ë¾Î¢Ðź͵Ǽ
Download WeChat at Work
ÏÂÔع«Ë¾Î¢ÐÅ
Invites include links to download WeChat at Work
¹«Ë¾Î¢ÐÅ·¢µÄÑûÇëÓÐÁ´½Ó¿ÉÒÔÏÂÔØAPP
-or- download from work.weixin.
»ò ´Ówork.weixin.ÏÂÔØ
-or- search ¡°¹«Ë¾Î¢ÐÅ¡± in the Apple or Android appstore
»ò ÔÚÆ»¹û»ò°²×¿Ó¦ÓÃÊг¡ËÑË÷¡°¹«Ë¾Î¢ÐÅ¡±
Employee will need to verify their identity by phone
or email by recovering a sign-in code
³ÉÔ±µÚÒ»´ÎµÇ¼ÐèÒªÑéÖ¤ËûµÄÊÖ»úºÅ»òÓÊÏä
December 2017 www.grata.co 22
User Management
³ÉÔ±¹ÜÀí
December 2017 www.grata.co 23
Go to My Company < Manage Contacts
´ò¿ª ÎҵĹ«Ë¾¡¶ ͨѶ¼¹ÜÀí
Contacts Management
Hide contacts
Designate departments or individuals to hide from display in the
company directory
Limited access
Designated users will only be able to see the contacts from their
own department and any other white-listed departments
Restricted access Designated departments or individuals cannot view any contacts
Contact profile details
Select which profile data is visible to other employees. You can
also designate some contacts as sensitive, with different profile
display rules than other employees.
Can users edit their own
profile?
Designate which fields employees are allowed to edit in their
own profile
Sort contacts by
Default is alphabetical; switch to sort by date added, each user
can drag and drop contacts as they like.
Export contact list
24
Example Contacts Configuration
Àý×Ó£¨Í¨Ñ¶Â¼ÉèÖã©
A hotel wants most employees to only see their
own team, as well as all department managers.
Ò»¼Ò¾ÆµêÏëÒªÉèÖóɴ󲿷ÖÔ±¹¤Ö»Äܲéѯ×Ô¼º²¿
ÃŵÄͬʺÍËùÓв¿Ãž­Àí¡£
Additionally, no one should see the hotel
owner¡®s information except the executive team.
ÁíÍ⣬³ýÁËÖ´ÐÐίԱ»áÒÔÍ⣬³ÉÔ±¿´²»µ½¾ÆµêÒµ
Ö÷µÄÐÅÏ¢¡£
The users above are only
allowed to
see:
their own team
and the users below:The users below are exempt
from this rule:
The users above
are hidden
from view by: all users
Except the users below:
Only managers should be able to see all
contacts.
½ö²¿Ãž­Àí¿ÉÒÔ²éѯËùÓеijÉÔ±¡£
25December 2017 www.grata.co
Add additional admin users
Ìí¼Ó¶à¸ö¹ÜÀíÔ±
Designate any contacts as admin users so they can login to the
WeChat at Work backend.
¸øÈκεijÉÔ±¹ÜÀíȨºó£¬ËûÃÇ¿ÉÒԵǼÄú¹«Ë¾Î¢Ðźǫ́
Each admin can have customized rights to only specific apps or teams.
¿ÉÒÔÖ¸¶¨¸÷¸ö¹ÜÀíÔ±ÔÚÄÄЩ²¿ÃÅ»òÓ¦ÓÃÓйÜÀíȨÏÞ
There are no limits on the number of Admin users.
¹ÜÀíÔ±ÈËÊýûÓÐÏÞÖÆ
You can also add external service providers as admin using their
email address and WeChat at Work Corp ID.
Ö§³ÖÌí¼ÓµÚÈý·½·þÎñÉÌ
December 2017 www.grata.co 26
Go to My Company < Manage Permissions
´ò¿ª ÎҵĹ«Ë¾¡¶ ȨÏÞ¹ÜÀí
Add/Edit Admin User
Admin User
Any admin user who has linked her WeChat account to her WeChat at
Work user can login to the WeChat at Work backend.
Admin type
Admin can be designated as Super Admin (³¬¼¶¹ÜÀíÔ±) with access to
all contacts and apps, or as limited Admin (·Ö¼¶¹ÜÀíÔ±) to restrict
access to specific contacts and apps.
Admin group
To make it easier to manage rights for admins, you can create an
admin profile that can be applied to multiple admin users.
User management
rights
Block admin access to contacts, or designate specific users each
admin can either view or view and make changes.
App management
rights
Block admin access to apps, or designate specific apps each admin
has rights to send messages to and/or make changes.
www.grata.co 27
Internal Chat
¹«Ë¾Î¢ÐÅÁÄÌì
December 2017 www.grata.co 28
Group Chat Highlights
¹«Ë¾ÈºÁÄÌØÉ«
Group chats up to 2,000 users
ȺÁÄÈËÊýÏÞ2,000ÈË
Designate which users have permission to create large group chats
Ö¸¶¨ÄÄЩ³ÉÔ±ÓÐȨ¿ªÆô´óµÄȺÁÄ
Enable group chats for your entire organization and each department that
synch as new employees join
¿ÉÒÔ¿ªÍ¨È«Ô±Èº¼°²¿ÃÅȺ£º ÐÂÈëÖ°Ô±¹¤×Ô¶¯¼ÓÈë´ËȺ£¬ÀëÖ°Ô±¹¤×Ô¶¯Í˳öȺ
Option to mute some or all group members so they can¡¯t send messages
ȺÁĹÜÀíÈË¿ÉÒÔÖ¸¶¨½ûÑÔµÄÈË
Option to allow users to add external WeChat at Work users to chats
¿ÉÒÔ¸ø¹ÜÀíÈËÌí¼Ó¹«Ë¾ÍâÁªÏµÈ˵ÄȨÏÞ
December 2017 www.grata.co 29
Go to My Company < Manage Chats
´ò¿ªÎҵĹ«Ë¾¡¶ ÁÄÌì¹ÜÀí
Chat Settings
Backup chat history to
the cloud
Select how many days, from 15-180 days
Group chat restrictions
by size
Set the limit for the size of group chats that any user can
create, from 5-2000 people
White list: Only designated users can create larger groups
Message read-receipt
Enable to allow users to see if their messages have been
seen or not by the recipient
Entire organization
group chat
If checked, a group chat for all members will be created
and automatically updated when new members are
added
Department group
chats
Check to automatically create and maintain chat groups
for each department
Save changes
December 2017 www.grata.co 30
Managing a Group Chat
ȺÁĹÜÀí
Group name
Members
Group notice
Group management
Mute notifications
Save group to
contacts
Sticky on top
Add colleagues
Add WeChat Friends
Search chat history
Start group call
Clear chat history
Chat files and images
Set chat background
image
Send email to group
Leave group
When enabled, only the
admin can edit the group
name, add/remove
members, and edit the
group notice.
Enabled by default for
groups of mixed
departments and groups
of twenty or more users.
Admin can block
all or some
members from
sending messages
Transfer admin role
Dissolve group
December 2017 www.grata.co
Example Configuration
Àý×ÓÉèÖÃ
December 2017 www.grata.co 32
A retail brand wants to move all of it¡¯s China staff onto WeChat at Work for internal messaging.
Ò»¼ÒÉݳÞÆ·ÅÆÏëËùÓÐÖйúµÄ³ÉÔ±¿ªÊ¼Óù«Ë¾Î¢ÐÅ¡£
1 The brand imports all of its contacts via an Excel doc, careful to consider
an appropriate department configuration.
¸ÃÆ·ÅÆͨ¹ýÒ»¸öExcelÎĵµµ¼ÈëËùÓÐÁªÏµÈË£¬×Ðϸ¿¼ÂÇÒ»¸öÊʵ±µÄ²¿ÃÅÅäÖÃ
2 The brand use the batch tag template to apply employee¡¯s position.
¸ÃÆ·ÅÆ¿ÉʹÓÃÅúÁ¿´¦Àí±êÇ©ExcelÄ£°åÀ´Ó¦ÓÃÔ±¹¤µÄְλ
Your Organization
East China
Shanghai
Plaza 66 Boutique
Sales Associates
Back Office
Management
Xintiandi Boutique
December 2017 www.grata.co 33
3
The brand sets all boutique folders to only be able to see contacts
in their own department.
¸ÃÆ·ÅÆÉèÖÃÁËËùÓеľ«Æ·µê²¿ÃÅ£¬Ö»ÓÐÔÚ×Ô¼ºµÄ²¿ÃŲÅÄÜ¿´µ½ÁªÏµ
ÈË
5 The brand gives admin rights to each boutique manager. The brand
admin can transfer group chat admin rights to each store manager.
È»ºó¸øÓèÿ¸ö¾«Æ·µê¾­ÀíÐÐÕþȨÁ¦¡£Æ·ÅƹÜÀíÔ±¿ÉÒÔ½«ÈºÁĹÜÀíȨת¸ø
ÿ¼ÒµêµÄ¹ÜÀíÔ±
4 The brand enables group chats for every department, so each
boutique has a group chat.
Æ·ÅÆ¿ªÆô×Ô¶¯´´½¨²¿ÃÅȺ¹¦ÄÜ£¬Ã¿¸ö¾«Æ·µê¶¼»áÓÐÒ»¸öȺ
6 The brand can set limits on group chat size, so users have
freedom to create their own groups within this limit.
Æ·ÅÆÒ²¿ÉÒÔÏÞÖÆÁÄÌìȺµÄÈËÊý£¬¿ÉÒÔÈÃÓû§ÔÚÏ´˷¶Î§ÄÚ×ÔÓÉ´´½¨×Ô
¼ºµÄȺÁÄ¡£
Go to
My Company < Manage Contacts <
Limited Access
ÎҵĹ«Ë¾¡¶ ͨѶ¼¹ÜÀí ¡¶ ÏÞÖƲ鿴ÍⲿÃÇ
My Company < Manage Chats <
Department Group Chats
ÎҵĹ«Ë¾¡¶ ÁÄÌì¹ÜÀí ¡¶ ×Ô¶¯´´½¨²¿ÃÅȺ
My Company < Manage Permissions
ÎҵĹ«Ë¾¡¶ ȨÏÞ¹ÜÀí
My Company < Manage Chats < Group
Chat Limits
ÎҵĹ«Ë¾¡¶ ÁÄÌì¹ÜÀí ¡¶ Ⱥ³ÉÔ±ÈËÊýÉÏÏÞ
Example Configuration
Àý×ÓÉèÖÃ
December 2017 www.grata.co 34
Example Configuration
Àý×ÓÉèÖÃ
With the right setup, the Brand now has an extensible framework to manage chat, internal messaging, and
deploy apps across thousands of users.
ÓÐÁËÕýÈ·µÄÉèÖú󣬸ÃÆ·ÅƾÍÓÐÁ˸ö¿ÉÀ©Õ¹µÄ¿ò¼ÜÀ´¹ÜÀíÁÄÌ죬ÄÚ²¿ÏûÏ¢´«µÝºÍÔÚÊýǧ¸öÓû§Ö®¼ä²¿ÊðÓ¦ÓóÌÐò¡£
Admin permissions are shared between brand-level and boutique-level admin so boutiques have the ability to
manage their own teams while allowing the Brand to leverage the same setup.
¹ÜÀíȨÏÞÊÇÔÚÆ·ÅƼ¶ºÍ¾«Æ·¼¶¹ÜÀíÔ±Ö®¼äÊǹ²ÏíµÄ¡£ÕâÑù¾«Æ·¼¶¿ÉÒÔ×ÔÖ÷µÄ¹ÜÀí×Ô¼ºµÄÍŶӣ¬Í¬Ê±ÔÊÐíÆ·ÅƼ¶Ê¹ÓÃ
ͬÑùµÄÉèÖá£
The Brand¡¯s product updates can be easily sent to all sales associates; a new CRM app can be deployed and
piloted first at select boutiques; weekly employee reports can be configured by position and collected across
the entire brand; weekly company newsletters can be scheduled and automated; internal customer service
apps can be deployed; external customers can be routed to anyone in the enterprise for assistance; HR
approvals could be centralized¡­
ËùÒÔÓвúÎï¸üÐÂʱ¿ÉÒÔºÜÈÝÒ׵ķ¢ËÍÖÁËùÓеÄÏúÊÛÖúÀí£»ÓÐеÄCRMÓ¦ÓóÌÐòʱ¿ÉÒÔÊ×ÏÈÔÚÖ¸¶¨¾«Æ·µêÊÔÔËÐУ»Ã¿
Öܱ¨¸æ¿ÉÒÔ°´Î»ÖýøÐÐÅäÖò¢ÔÚÕû¸öÆ·ÅÆÊÕ¼¯£»Ã¿Öܹ«Ë¾ÄÚ²¿Í¨Ñ¶¿ÉÒÔÈ˹¤ÉèÖûò×Ô¶¯ÉèÖ㻿ÉÒÔ²¿ÊðÄÚ²¿¿Í»§·þ
ÎñÓ¦ÓóÌÐò£»Íⲿ¿Í»§¿ÉÒÔ±»Â·Óɵ½¹«Ë¾ÖеÄÈκÎÈËÑ°Çó°ïÖú£»ÈËÁ¦×ÊÔ´ÉóÅú¿ÉÒÔ¼¯ÖС­¡­
Additional Settings
¸ü¶àÉèÖÃ
December 2017 www.grata.co 35
Go to My Company < Security & Privacy
´ò¿ª ÎҵĹ«Ë¾¡¶ °²È«Óë±£ÃÜ
Security & Privacy
External contacts
If enabled, employees can add non-company contacts,
who also use WeChat at Work, to their WeChat at Work
account.
Watermark group chats
If enabled, each employee¡¯s account name will be tiled
across the background of group chats to discourage
sharing screenshots of sensitive chats
Watermark user
profiles
If enabled, each employee¡¯s account name will be tiled
across the background of user profiles to discourage
sharing screenshots of contacts
Two-factor
authentication
If enabled, when a user follows the company account, they
can be re-directed to a company page to
login/authenticate
December 2017 www.grata.co 36
Go to My Company < Settings
´ò¿ª ÎҵĹ«Ë¾¡¶ ÉèÖÃ
Settings
App splash
screen
Customize the opening app screen. Option to link the
splash screen to another URL if user taps on image.
App screen
layout
Display apps in a list view or tile view.
Option to group apps together by type or use-case.
Contacts page Set each contacts page to display 20, 50 or 100 contacts
Notifications
If a user who has not installed WeChat at Work gets a
message, send a WeChat, SMS, or email alert to that user
Purge account
Click this if you dare. This will delete all message history
and remove all users from your account.
December 2017 www.grata.co 37
Basic Apps
»ù´¡Ó¦ÓÃ
Extend the capabilities of your WeChat at Work setup by
enabling some or all of these apps from Tencent.
ÌÚѶÌṩ¼¸¸ö»ù´¡Ó¦ÓðïÄú¹«Ë¾À©Õ¹¹«Ë¾Î¢ÐŵŦÄÜ
December 2017 www.grata.co 38
Announcements
¹«¸æ
Send out important notices to teams that won¡¯t get lost in
active group chats
µ¥¶À·¢ËÍÖØÒªµÄ֪ͨ£¬ÒÔÃâÉèÖÃÃâ´òÈųÉÔ±²»»á×¢Òâµ½
Send from your phone or the admin backend
´ÓÊÖ»ú»òÕß¹ÜÀíºǫ́·¢ËÍ
Designate who has rights to send announcements
¿ÉÖ¸¶¨ÓÐȨ·¢ËÍ֪ͨµÄÈË
Recipients receive a push notification
½ÓÊÕ·½»áÊÕµ½ÍÆËÍ֪ͨ
Option to set to ¡°confidential¡±, adding the username as a
watermark and removing all sharing options
Ñ¡ÏîÉèÖÃΪ¡°±£ÃÜ¡±, Ìí¼ÓÓû§Ãû×÷Ϊˮӡ£¬²¢É¾³ýËùÓй²ÏíÑ¡Ïî
December 2017 www.grata.co 39
Task Manager
ÎҵĴý°ì
Double-tap on any message to add to your list
Ë«»÷ÈκÎÏûÏ¢Ìí¼ÓÖÁ´ý°ìÁбí
Schedule reminders and add other colleagues
Ö¸¶¨ÌáÐѺÍÔö¼Ó²ÎÓë³ÉÔ±
Create a group chat from a task
Óë²ÎÓëÈË´´½¨ÈºÁÄ
December 2017 www.grata.co 40
Other people
working on
this task
Scheduled
task
Completed
tasks
Hide
completed
tasks
Create new
task
Open task
¡ð
Reports
ÈÕ±¨
Create multiple custom templates
´´½¨¶à¸ö×Ô¶¨ÒåÄ£°å
Schedule reporting dates
¸½±í±¨¸æÈÕÆÚ
Assign reports to departments or lists of users
Ö¸¶¨µÄ²¿ÃźÍÔ±¹¤
Automate reminders
×Ô¶¯ÌáÐÑ
Give employees feedback on reports
ÏòÔ±¹¤·¢Ëͱ¨¸æµÄ·´À¡
December 2017 www.grata.co 41
Company Moments
ͬÊ°É
An internal moments feed for your company
ΪÄãµÄ¹«Ë¾Ìṩһ¸öÄÚ²¿µÄ¡°ÅóÓÑȦ¡±
Super admin users can delete any unwanted post from within
the app
¹ÜÀíÔ±¿ÉÒÔÔÚÓ¦ÓÃÀïɾ³ýÈκÎÒ»¸ö²»ÐèÒªÁ˵ÄÌû×Ó
Option to enable anonymous posting and replies
ÔÊÐíÄäÃûת·¢ºÍÆÀÂÛµÄÑ¡Ïî
December 2017 www.grata.co 42
Payments
¹«Ë¾Ö§¸¶
Easy to send to any configuration of contacts, via WeChat at Work backend, file upload, or API integration.
Currently no transaction fee charged by WeChat. Export transaction history to Excel.
ºÜÈÝÒ×ͨ¹ý¹«Ë¾Î¢Ðźó¶Ë¡¢ÎļþÉÏ´«»òAPI¼¯³ÉµÈ·½Ê½·¢Ë͵½ÈκγÉÔ±¡£Ä¿Ç°Î¢ÐŲ»ÊÕÈ¡ÈκÎÊÖÐø·ÑÓ᣿ɵ¼³öÊÂ
ÎñÀúÊ·µ½Excel¡£
Red Packets: select any value from 1-200RMB; lots of custom design options including landing page, video,
audio messages, etc.; schedule delivery
¹«Ë¾ºì°ü: ´Ó1-200ԪѡÔñÈκμÛÖµ; ÓкܶඨÖƵÄÉè¼ÆÑ¡Ïî°üÀ¨µÇ¼ҳÃ棬ÊÓƵ£¬ÒôƵÐÅÏ¢µÈµÈ; ¿ÉÖ¸¶¨½»Ò×ʱ¼ä
Pay Employees: any value from 1-20K RMB, max daily company volume of 1M RMB; supports file upload for
bulk payment management
Ïò³ÉÔ±¸¶¿î£º1Ôª-2ÍòÔª£¬Ã¿ÈÕ×î´óÏÞ¶îΪ100ÍòÔª; Ö§³ÖÅúÁ¿Ö§¸¶¹ÜÀíµÄÎļþÉÏ´«¡£
Payments from Employees: transaction limits depend on the type of business license; upload file for bulk
invoicing
ÏòÔ±¹¤Êտ½»Ò×ÏÞ¶îÈ¡¾öÓÚÓªÒµÖ´ÕÕµÄÀàÐÍ£»ÉÏ´«µÄÅúÁ¿»õÆ·¼Æ¼ÛÎļþ¡£
December 2017 www.grata.co 43
Approval Requests
ÉóÅú
Use preset forms and create custom templates for
employees to request leave, reimbursement, overtime,
book a meeting room, etc.
ʹÓÃÔ¤Öõıí¸ñ»òΪԱ¹¤´´½¨×Ô¶¨ÒåÄ£°å£¬À´ÉêÇëÐݼ٣¬±¨Ïú£¬
¼Ó°à£¬Ô¤¶¨»áÒéÊÒµÈ
Setup your own internal approval process for each item
Ϊÿ¸öÑ¡ÏîÉèÖÃÒ»¸ö×Ô¼ºµÄÉóÅúÁ÷³Ì
Full-featured mobile and desktop backend for managers to
approve and manage requests
È«¹¦ÄܵÄÊÖ»úºÍ×ÀÃæ¹ÜÀíºó¶Ë£¬¹©¹ÜÀíÈËÔ±Åú×¼ÇëÇó
December 2017 www.grata.co 44
Clock in/out
´ò¿¨
Set rules for teams that work on regular or flexible hours.
ΪÔÚÕý³£»òÕßÁé»î¹¤×÷µÄÍŶÓÖƶ¨¹æÔò¡£
Pair with office punch card devices and/or office WiFi.
Óë°ì¹«ÊÒ¿¼ÇÚ»ú»ò°ì¹«ÊÒÎÞÏßÍø×öÁ´½Ó
Works in conjunction with the Approval Requests app for related
requests like holiday, business travel, overtime, etc.
ÅäºÏÉóÅúÓ¦ÓÃÈç¼ÙÆÚ£¬ÉÌÎñÂÃÐУ¬¼Ó°àµÈ
December 2017 www.grata.co 45
Email
¹«Ë¾ÓÊÏä
Link your company email to send and receive email in
WeChat at Work
¿ÉÒÔ½«¹«Ë¾ÓÊÏäÁ´½ÓÖÁÓ¦ÓóÌÐòÀÒÔ·½±ã·¢ËͺͽÓÊÕÓʼþ¡£
Supports IMAP, POP, and Exchange. Super easy setup if
you¡¯re using Tencent Enterprise Mail
Ö§³ÖIMAP, POPºÍExchange¡£Èç¹ûʹÓõÄÊÇÌÚѶÓÊÏäÊǷdz£
ÈÝÒ×½øÐвÙ×÷µÄ¡£
December 2017 www.grata.co 46
Company Phone
¹«·Ñµç»°
Allow employees to expense company phone calls from any device by making calls through
WeChat at Work
ÔÊÐíÔ±¹¤Ê¹Óù«Ë¾Î¢ÐÅÀ´²¦´òÈκÎһͨ¶ÔÓÚ¹¤×÷µÄµç»°
One-to-one and conference calls
Ò»¶Ôһͨ»°ºÍµç»°»áÒé
Enable for any outgoing phone call, or restrict to just company contacts for some or all users
¿ÉÔÊÐíÈκÎһͨ²¦³öµÄµç»°£¬Ò²¿ÉÏÞÖÆһЩ»òËùÓÐÔ±¹¤Ö»Ó빫˾ÁªÏµµÄͨ»°
Itemized call log allows the company to monitor usage
ÖðÏîµ÷ÓÃÈÕÖ¾ÔÊÐí¹«Ë¾¼à¿ØʹÓÃÇé¿ö
Top-up your balance with WeChat; set caps on monthly call volume
Óù«Ë¾Î¢ÐŽøÐгäÖµ£¬¶ÔÿÔÂͨ»°Á¿É趨ÉÏÏÞ
December 2017 www.grata.co 47
Cloud storage
ÎļþÅÌ
Shared cloud document storage accessible from WeChat at Work
¿ÉÔÚ¹«Ë¾Î¢ÐÅÖÐʹÓù²ÏíÔÆÅÌ
100GB free; pay to increase storage
100GBÃâ·Ñ£¬À©´óÐèÒª¹ºÂò
Designate who can read/write files; partition storage space by user
¿ÉÖ¸¶¨Ë­¿ÉÒÔ¶Á/дÎļþ£»°´Óû§»®·Ö´æ´¢¿Õ¼ä
December 2017 www.grata.co 48
?
WeChat at Work Apps
¹«Ë¾Î¢ÐÅÓ¦ÓÃ
December 2017 www.grata.co 49
WeChat at Work Apps
¹«Ë¾Î¢ÐÅÓ¦ÓÃ
Add your own apps or browse third-party apps and install from the
WeChat at Work app store
ÔÚ¹«Ë¾Î¢ÐÅÉÏ°²×°×Ô¼ºµÄÓ¦Óûòä¯ÀÀµÚÈý·½Ó¦Óá£
Most of the current apps are alternative or specialized versions of
WeChat¡¯s own basic apps
Ä¿Ç°´ó¶àÊýµÚÈý·½Ó¦Óö¼ÊÇ΢ÐÅ×Ô¼ºµÄ»ù±¾Ó¦ÓõÄÌæ´ú»òרÓð汾
You can also create your own apps. Each app is basically like an internal
WeChat Official Account: broadcast messaging, menus, auto-replies, etc.
Äú»¹¿ÉÒÔ´´½¨×Ô¼ºµÄÓ¦ÓóÌÐò¡£Ã¿¸öÓ¦ÓóÌÐò»ù±¾É϶¼ÏñÒ»¸öÄÚ²¿µÄ΢ÐŹ«
ÖںţºÍÆËÍÏûÏ¢¡¢×Ô¶¨Òå²Ëµ¥¡¢×Ô¶¯»Ø¸´µÈµÈ¡£
December 2017 www.grata.co 50
Third-party apps
¹«Ë¾Î¢ÐŵÚÈý·½Ó¦ÓÃ
Ó¦ÓÃÀàÐÍ Categories Examples
ÍŶÓЭͬ Collaboration Agile project management, ticketing/task systems, Teambition
Òƶ¯°ì¹« Mobile Office Meeting Assistant, internal press release, reporting
¿Í»§¹Øϵ CRM Client/Sales tracking, funnel management
ÈËÁ¦×ÊÔ´ Human Resources Payroll manager apps
²ÆÎñ±¨Ïú Reimbursements Expense claim apps
ÎÄ»¯½¨Éè Company Culture Activity planning, birthday/anniversary e-cards, annual party
¹«Ë¾Åàѵ Training E-learning, livestream classes, assessments, internal Q&A
Á÷³Ì¶¨ÖÆ Workflow Management Approvals, custom workflow apps,
December 2017 www.grata.co 51
Add your own apps
×Ô¼º´´½¨Ó¦ÓÃ
Ó¦ÓÃÀàÐÍ Feature Examples
·¢ËÍÏûÏ¢ Messaging
Broadcast a message to any segmentation of your contacts. Send text,
articles, images, audio, video and documents. Messages can be marked
confidential to prevent sharing.
Òƶ¯°ì¹« Callback URL
Forward events , user location, menu clicks, and inbound messages to
another server
Ó¦ÓÃÖ÷Ò³ Homepage
Set a URL to open as your app homepage, otherwise the default is to
open a chat screen like a WeChat Service Account
×Ô¶¨Òå²Ëµ¥ Menus
Open a URL, send a message, send location, open user¡¯s photo gallery,
open the camera, QR code scanner, etc.
¹«Ë¾Î¢ÐÅÊÚȨµÇ¼ WeChat at Work Login
Get users to login with their WeChat at Work user before viewing a web
page
ÍøÒ³ÊÚȨ¼°JS-SDK Web verification
Use OAuth2.0 or the Javascript API to get user¡¯s identity when opening
web content
December 2017 www.grata.co 52
?
WeChat at Work Developer APIs
¹«Ë¾Î¢ÐÅ¿ª·¢Õß½Ó¿Ú
December 2017 www.grata.co 53
WeChat at Work API Overview
¹«Ë¾Î¢ÐŽӿڸŹÛ
?
User Management
ͨѶ¼¹ÜÀí ?
App Management
Ó¦ÓùÜÀí
Synch to your existing company directory.
¹«Ë¾¿ÉÒÔ½«ÒÑÓеÄͨѶ¼¸ú¹«Ë¾Î¢ÐÅͨѶ¼ͬ²½£¬
±ÜÃâͬʱά»¤¶àÌ×ͨѶ¼¡£
Connect your company systems into WeChat at Work.
ÔÚ¹«Ë¾Î¢ÐÅÖд´½¨Ó¦Óú󣬹«Ë¾¿ÉÒÔ½«ÒÑÓеÄϵͳÒÔÓ¦
Ó÷½Ê½½ÓÈ빫˾΢ÐÅ£¬Îª¹«Ë¾Ìṩ·á¸»µÄ°ì¹«Ó¦Óá£
Messaging
ÏûÏ¢ÍÆËÍ ?
User Verification
Éí·ÝÑéÖ¤
Message any user or segmentation of users
across all of your apps.
¹«Ë¾µÄ֪ͨ¿ÉÒÔ¿ìËÙ´¥´ï³ÉÔ±£¬Ò²¿ÉÒÔ½ÓÊÕ³ÉÔ±·¢
À´µÄÏûÏ¢£¬ÈÃÐÅÏ¢´«µÝ¸ü¸ßЧ¡£
Users don¡¯t have to login to systems they access from
within WeChat at Work.
ͨ¹ýOAuth2ʶ±ðÓû§Éí·Ý£¬³ÉÔ±·ÃÎʹ«Ë¾Íøҳʱ¿ÉÒÔÃâ
ÃÜÂë×Ô¶¯µÇ¼¡£
Javascript SDK
Òƶ¯¶ËSDK
Build more full-featured web experiences inside
WeChat at Work.
JS-SDK¿ÉÒÔµ÷Óù«Ë¾Î¢ÐÅÔ­Éú¿Í»§¶ËµÄÄÜÁ¦£¬ÌáÉý
³ÉÔ±µÄʹÓÃÌåÑé¡£
www.grata.co 54
User Management APIs
ͨѶ¼¹ÜÀí½Ó¿Ú
³ÉÔ±¹ÜÀí | User Management
´´½¨³ÉÔ± Create user »ñÈ¡²¿ÃųÉÔ±ÏêÇé Get user by department
¶ÁÈ¡³ÉÔ± Get user openidתuserid Convert OpenID to UserID
¸üгÉÔ± Edit user useridתopenid Convert UserID to OpenID
ɾ³ý³ÉÔ± Delete user ¶þ´ÎÑéÖ¤ Two-factor authentication
ÅúÁ¿É¾³ý³ÉÔ± Batch delete
²¿ÃŹÜÀí | Department Management
´´½¨²¿ÃÅ Create department
¶ÁÈ¡²¿ÃÅÁбí Get department list
¸üв¿ÃÅ Edit department
ɾ³ý²¿ÃÅ Delete department
December 2017 www.grata.co 55
User Management APIs
ͨѶ¼¹ÜÀí½Ó¿Ú
±êÇ©¹ÜÀí | Tag Management
´´½¨±êÇ© Create tag Ôö¼Ó±êÇ©³ÉÔ± Add tag to users
¸üбêÇ©Ãû×Ö Edit tag name ɾ³ý±êÇ©³ÉÔ± Remove tag from users
ɾ³ý±êÇ© Delete tag »ñÈ¡±êÇ©Áбí Get list of tags
»ñÈ¡±êÇ©³ÉÔ± Get users of a tag
ͨѶ¼Òì²½ÈÎÎñ½Ó¿Ú | Contact synch
ÔöÁ¿¸üгÉÔ± Synch users È«Á¿¸²¸Ç²¿ÃÅ Deduplicate departments
È«Á¿¸²¸Ç³ÉÔ± Deduplicate users »ñÈ¡Òì²½ÈÎÎñ½á¹û Get synch results
December 2017 www.grata.co 56
App Management APIs
Ó¦ÓùÜÀí½Ó¿Ú
Ó¦ÓùÜÀí | Basic App Management
»ñÈ¡Ó¦Óà Get app details
ÉèÖÃÓ¦ÓÃ Edit app settings
»ñÈ¡Ó¦ÓÃÁбí Get app list
×Ô¶¨Òå²Ëµ¥ | App Menus
´´½¨²Ëµ¥ Create menu
»ñÈ¡²Ëµ¥ Get menu
ɾ³ý²Ëµ¥ Delete Menu
?
December 2017 www.grata.co 57
Messaging APIs
ÏûÏ¢ÍÆËͽӿÚ
½ÓÊÕʼþÍÆËÍ | Receiving Events
³ÉÔ±¹Ø×¢/È¡Ïû
¹Øעʼþ
User follows/un-follows the
account
Òì²½ÈÎÎñÍê³ÉÊÂ
¼þÍÆËÍ
User synch complete
½øÈëÓ¦Óà User opens app ͨѶ¼±ä¸üʼþ
When users, teams, or tags are
created, edited, or deleted
Éϱ¨µØÀíλÖà Report user location ²Ëµ¥Ê¼þ Various menu-related events
½ÓÊÕÆÕͨÏûÏ¢ | Receiving Messages
Îı¾ÏûÏ¢ Text message ÊÓƵÏûÏ¢ Video
ͼƬÏûÏ¢ Image λÖÃÏûÏ¢ Location
ÓïÒôÏûÏ¢ Audio Á´½ÓÏûÏ¢ Link Card
December 2017 www.grata.co 58
Messaging APIs
ÏûÏ¢ÍÆËͽӿÚ
±»¶¯»Ø¸´ÏûÏ¢ | Auto-Reply Messages
·¢ÏûÏ¢½Ó¿Ú | Send Messages
Îı¾ÏûÏ¢ Text message ÎļþÏûÏ¢ File
ͼƬÏûÏ¢ Image Îı¾¿¨Æ¬ÏûÏ¢ Text Card
ÓïÒôÏûÏ¢ Audio ͼÎÄÏûÏ¢ Article
ÊÓƵÏûÏ¢ Video
Îı¾ÏûÏ¢ Text message ÊÓƵÏûÏ¢ Video
ͼƬÏûÏ¢ Image ͼÎÄÏûÏ¢ Article
ÓïÒôÏûÏ¢ Audio
December 2017 www.grata.co 59
Content Management APIs
ËزĹÜÀí½Ó¿Ú
»ñÈ¡ÁÙʱËØ²Ä | Get Temporary Content
ÉÏ´«ÁÙʱËØ²Ä | Upload Temporary Content
ͼƬ Image 2MB, JPG or PNG
ÓïÒô Voice 2MB, 60 seconds, AMR file
ÊÓƵ Video 10MB, MP4
ÆÕͨÎļþ File 20MB
December 2017 www.grata.co 60
Payments API
¹«Ë¾Ö§¸¶½Ó¿Ú
ÏòÔ±¹¤¸¶¿î | Pay to Employee
¹«Ë¾ºì°ü | Red Packets
·¢·Å¹«Ë¾ºì°ü Send Red Packets ²éѯºì°ü¼Ç¼ View Red Packet History
ÏòÔ±¹¤¸¶¿î Pay to employee ²éѯ¸¶¿î¼Ç¼ View Payments History
ÏòÔ±¹¤ÊÕ¿î | Receive from Employee
Ç©ÃûËã·¨ | Signature Management
December 2017 www.grata.co 61
Digital Invoices API
µç×Ó·¢Æ±½Ó¿Ú
²éѯµç×Ó·¢Æ± Get invoices
¸üз¢Æ±×´Ì¬ Update invoice status
ÅúÁ¿¸üз¢Æ±×´Ì¬ Batch update invoice status
ÅúÁ¿²éѯµç×Ó·¢Æ± Batch get invoices
Save digital invoices (fapiao) to user¡¯s card wallet. The user can select
invoices from their wallet to claim expenses.
±¨Ïú·¢Æ±½Ó¿Ú¼°jsapiÓÃÓÚÔÚÓ¦ÓÃÖÐÑ¡Ôñ΢ÐÅ¿¨°üÖеĵç×Ó·¢Æ±ÊµÏÖµç×Ó»¯±¨Ïú£¬
¸Ã½Ó¿Ú½ö¶ÔÈÏÖ¤µÄ¹«Ë¾Î¢ÐÅÕ˺ſª·Å¡£
December 2017 www.grata.co 62
Third-party developer APIs
µÚÈý·½¿ª·Å½Ó¿Ú
An interface for developers to publish suites of WeChat at Work apps that an account
admin can easily install as a single plug-in.
µÚÈý·½Ó¦ÓýӿÚÖ¼ÔÚ·½±ã¹«Ë¾Î¢ÐŹÜÀíԱͨ¹ý¼òµ¥µÄ²Ù×÷À´Ê¹ÓõÚÈý·½·þÎñÉ̵ÄÔÆÓ¦Óá£
·þÎñÉÌ×¢²áÓ¦Óà Register third-party apps How to publish your product as a registered app suite
¹«Ë¾ÊÚȨӦÓà Third-party app plug-in
Allows account admin to easily install your app suite in
their WeChat at Work account
µÚÈý·½»Øµ÷ЭÒé Third-party callback URL
Notifications for when account enable/disable your apps
or add/edit/delete users, departments, and tags
ͨѶ¼ȨÏÞÌåϵ Contacts authorization
Third-party permission to access and edit a WeChat at
Work account¡¯s contacts
µ¥µãµÇ¼ One-click login Allow your WeChat at Work customers to login to your site
×¢²á¶¨ÖÆ»¯ Custom Registration Link
Users that have not registered a WeChat at Work account
yet can pre-authorize your apps by opening the link to
WeChat at Work from your system
December 2017 www.grata.co 63
Other APIs
ÆäËü½Ó¿Ú
»ñÈ¡´ò¿¨Êý¾Ý | Get clock-in/out data
»ñÈ¡ÉóÅúÊý¾Ý | Get approval request data
Éí·ÝÑéÖ¤½Ó¿Ú | Login API
¹«Ë¾Î¢ÐÅÄÚÍøÒ³µÇ¼ Login from WeChat at Work web browser
ä¯ÀÀÆ÷ÄÚÍøÒ³µÇ¼ Login from any web browser
¹«Ë¾Î¢ÐŵǼSDK WeChat at Work Login SDK
December 2017 www.grata.co 64
Javascript SDK
JS-SDK
ͼÏñÓëÎļþ½Ó¿Ú | Image/File API
ÅÄÕÕ»ò´ÓÊÖ»úÏà²áÖÐ
ѡͼ½Ó¿Ú
Select from Camera or
Image Gallery
Ô¤ÀÀͼƬ½Ó¿Ú Preview image
ÉÏ´«Í¼Æ¬½Ó¿Ú Upload image
ÏÂÔØͼƬ½Ó¿Ú Download image
Ô¤ÀÀÎļþ½Ó¿Ú Preview file
ÒôƵ½Ó¿Ú | Record Audio API
¿ªÊ¼Â¼Òô½Ó¿Ú Start recording
ֹͣ¼Òô½Ó¿Ú Stop recording
¼àÌý¼Òô×Ô¶¯Í£Ö¹½Ó¿Ú End voice recording
²¥·ÅÓïÒô½Ó¿Ú Play voice recording
ÔÝÍ£²¥·Å½Ó¿Ú Pause playback
Í£Ö¹²¥·Å½Ó¿Ú Stop playback
¼àÌýÓïÒô²¥·ÅÍê±Ï½Ó¿Ú End voice playback
ÉÏ´«ÓïÒô½Ó¿Ú Upload audio recording
ÏÂÔØÓïÒô½Ó¿Ú Download audio recording
December 2017 www.grata.co 65
Javascript SDK
JS-SDK
½çÃæ½Ó¿Ú | UI Controls
¼àÌýÒ³Ãæ·µ»Øʼþ User back navigation event
Òþ²ØÓÒÉϽDz˵¥½Ó¿Ú Hide top right menu
ÏÔʾÓÒÉϽDz˵¥½Ó¿Ú Show top right menu
¹Ø±Õµ±Ç°ÍøÒ³´°¿Ú½Ó¿Ú Close window
ÅúÁ¿Òþ²Ø¹¦ÄÜ°´Å¥½Ó¿Ú Hide all menus
ÅúÁ¿ÏÔʾ¹¦ÄÜ°´Å¥½Ó¿Ú Show all menus
Òþ²ØËùÓзǻù´¡°´Å¥½Ó¿Ú Hide all non-base menu items
ÏÔʾËùÓй¦ÄÜ°´Å¥½Ó¿Ú Show all non-base menu items
À­Æðµç×Ó·¢Æ±Áбí | Digital Invoices
À­Æðµç×Ó·¢Æ±Áбí Choose invoice
·¢Æ±Ç©Ãû·½·¨ Invoice signature
»ñÈ¡µç×Ó·¢Æ±ticket Get invoice ticket
December 2017 www.grata.co 66
Javascript SDK
JS-SDK
ÆäËü½Ó¿Ú | Other JS APIs
ͨѶ¼ѡÈË½Ó¿Ú Select WeChat at Work Contacts
´´½¨»á»°½Ó¿Ú Start a chat
»ñÈ¡¡°×ª·¢¡±°´Å¥µã»÷״̬¼°×Ô¶¨Òå·ÖÏíÄÚÈÝ½Ó¿Ú Content sharing in WeChat at Work
»ñÈ¡¡°Î¢ÐÅ¡±°´Å¥µã»÷״̬¼°×Ô¶¨Òå·ÖÏíÄÚÈÝ½Ó¿Ú Content sharing to WeChat
»ñÈ¡ÍøÂç״̬½Ó¿Ú Get device network type (3g, 4g, wifi, etc.)
ʹÓù«Ë¾Î¢ÐÅÄÚÖõØͼ²é¿´Î»ÖÃ½Ó¿Ú Open location
»ñÈ¡µØÀíλÖÃ½Ó¿Ú Get user location
´ò¿ªÏµÍ³Ä¬ÈÏä¯ÀÀÆ÷ Open URL in user¡¯s default browser (desktop)
µ÷Æð¹«Ë¾Î¢ÐÅɨһɨ½Ó¿Ú Open QR code scanner
»ñÈ¡jsapi_ticket Get JS API ticket
»ñÈ¡´ò¿¨Êý¾Ý Get clock-in/out data
December 2017 www.grata.co 67
Grata WeChat at Work Apps
GrataµÄ¹«Ë¾Î¢ÐÅÓ¦ÓÃ
Grata connects customers from your
WeChat service or subscription
account to your mobile workforce on
your WeChat at Work account. Learn
more at Grata.co
Grata¿É½«Äú΢ÐÅ·þÎñºÅ»ò¶©ÔĺŵÄÓû§
ÓëÄú¹«Ë¾Î¢ÐÅÉϵijÉÔ±ÁªÏµÔÚÒ»Æð¡£Ïë
Á˽â¸ü¶àÇë·ÃÎÊGrata.co
December 2017 www.grata.co 68
New Chat Notifications
лỰ֪ͨ Mobile Customer Service
ÊÖ»ú¶ËÈ˹¤·þÎñ
Try out Grata
ÌåÑéGrata
Register your own console
at grata.co and try it free
for 30 days
ÔÚgrata.co×¢²á×Ô¼ºµÄ¿ØÖÆ
̨£¬¿ÉÒÔÃâ·ÑÊÔÓÃ30Ìì¡£
Connecting your WeChat
account is as easy as
scanning a QR Code to
enable Grata
°ÑÄãµÄ΢ÐŹ«Õ˺ÅÁ¬½ÓÖÁ
Grata¾ÍÏñɨÃè¶þάÂëÒ»Ñù
¼òµ¥¿ì½Ý¡£
December 2017 www.grata.co 69
Appendix: Numbers to reference
Ö÷¶¯µ÷ÓÃƵÂÊÏÞÖÆ
www.grata.co 70
Total users
³ÉÔ±ÊýÉÏÏÞ
1,000 users to start; verify account to get more users based on your business license scope
ÈÏ֤ǰÈËÊý×î¶àÖ»Ö§³Ö1,000ÈË£¬ÈÏÖ¤ºó¿ÉÌá¸ß¹«Ë¾µÄʹÓÃÈËÊý
Monthly new users
´´½¨ÕʺÅƵÂÊ
Limited to growing no more than 3x the current total number of users per month
ÿ¹«Ë¾´´½¨ÕʺÅÊý²»¿É³¬¹ýÕʺÅÉÏÏÞÊý*3/ÔÂ
Admin users
¹ÜÀíÔ±
Unlimited
ûÓÐÊýÁ¿ÏÞÖÆ
Daily messages
·¢ÏûϢƵÂÊ
30x your total number of contacts, per user per day
ÿ¹«Ë¾²»¿É³¬¹ýÕʺÅÉÏÏÞÊý*30ÈË´Î/Ìì
Total apps
Ó¦ÓÃÊýÏÞÖÆ
Your total number of users divided by 100 (min. 30 apps, max. 300)
ÈËÔ±ÉÏÏÞ/100¸ö£¨×îµÍ30¸ö£¬×î¸ß300¸ö£©
Departments
²¿ÃÅ×ÜÊý
30,000
Tags
±êÇ©×ÜÊý
3,000
Hierarchical dept levels
²¿ÃŵÄ×î´ó²ã¼¶
15
Users per tag or dept
²¿ÃÅϵĽڵã×ÜÊý
30,000
December 2017

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What is WeChat at Work?

  • 2. Contents I. What is WeChat at Work? ʲôÊǹ«Ë¾Î¢ÐÅ£¿ 3 II. Get a WeChat at Work Account »ñÈ¡Ò»¸ö¹«Ë¾Î¢ÐźŠ11 III. Add your Team Ìí¼ÓÄúµÄÍŶӳÉÔ± 16 IV. User Management ³ÉÔ±¹ÜÀí 23 V. Internal Chat ¹«Ë¾Î¢ÐÅÁÄÌì 28 VI. Additional Account Settings ¸ü¶àÕ˺ÅÉèÖà 35 VII. Basic Apps »ù´¡Ó¦Óà 38 VIII. WeChat at Work Apps ¹«Ë¾Î¢ÐÅÓ¦Óà 49 IX. WeChat at Work Developer APIs ¹«Ë¾Î¢ÐÅ¿ª·¢Õß½Ó¿Ú 53 X. Appendix: Helpful Numbers Ö÷¶¯µ÷ÓÃƵÂÊÏÞÖÆ 70 December 2017 www.grata.co 2 ÄÚÈÝ
  • 3. What is WeChat at Work? ʲôÊǹ«Ë¾Î¢ÐÅ? December 2017 www.grata.co 3Illustration by Sara Klementovic
  • 4. ? Personal Users ¸öÈËÓû§ Download WeChat ʹÓÃ΢ÐÅ Chat with anyone Ìí¼ÓÈκÎÅóÓÑ Follow your Subscription or Service Account ¹Ø×¢ÄúµÄ¶©ÔĺŻò·þÎñºÅ Your Employees ÄúµÄÍÅ¶Ó Download WeChat at Work ʹÓÃʹÓù«Ë¾Î¢ÐÅ Chat with verified employees ¹«Ë¾ÄÚ²¿Í¨Ñ¶Â¼ÁÄÌì Follow your Work Account ¹Ø×¢ÄúµÄ¹«Ë¾Î¢ÐźŠWeChat at Work is a separate app ¹«Ë¾Î¢ÐÅÊǶÀÁ¢µÄAPP December 2017 www.grata.co 4
  • 5. WeChat at Work is WeChat plus: ¹«Ë¾Î¢ÐÅÊÇ΢ÐÅ»ù´¡ÉÏÔö¼Ó£º ? User Management Óû§¹ÜÀí Targeted Messaging Ä¿±ê·¢ÏûÏ¢ Business Tools ¶Ô¹«¹¤¾ß ? ? Company App Store ¹«Ë¾ÅäÖÃÓ¦Óà Enhanced Security Éý¼¶°²È«¼°±£ÃÜ Admin controls Ç¿´óµÄ¹ÜÀí¹¦ÄÜ December 2017 www.grata.co 5
  • 6. Home screen | Ê×Ò³ December 2017 www.grata.co 6 Currently logged into desktop WeChat at Work A group chat 5 items on your to-do list 1-to-1 chat A WeChat at Work App WeChat at Work Email App Optional security watermark ¿ÉÑ¡°²È«Ä£Ê½ ±³¾°ÓгÉԱЊϢˮӡ External contacts Single contact Department folder Total number of contacts Number of contacts who haven¡¯t followed your account yet Contacts | ͨѶ¼ App layout | APP½çÃæ
  • 7. ¡°Workspace¡± | ¹¤×÷̨ December 2017 www.grata.co 7 Basic apps from Tencent ÌÚѶ»ù´¡Ó¦Óà Enterprise assistant app Add 3rd party apps Favorites Folder Your business card To-do list ¡°Me¡± | ÎÒ Apps you created ×Ô¼º´´½¨µÄÓ¦Óà Enterprise admin app Red packets Settings App layout | APP½çÃæ
  • 8. WeChat at Work quick wins: ¹«Ë¾Î¢Ðűã½ÝÖ®´¦: Tap to mute all work chats for ¡°lunch break¡± or ¡°off work¡± Ò»»÷¡°Ð¡ÐÝ¡±»òÏ°àÁË¿ªÆôÃâ´òÈÅ Out-of-office/away messages Ò»»÷¸üй¤×÷״̬ Double-tap on a message to add to shared to-do lists Ë«»÷ÏûÏ¢¿ìËÙÌí¼ÓÎҵĴý°ì Optional message read-receipts ¿ÉÒÔ¿ªÍ¨ÏûÏ¢ÔĶÁ״̬ Group chats up to 2,000 users ȺÁÄÁ¿¿ÉÒÔÀ©Õ¹µ½2,000Óû§ Better group chat admin controls Ç¿´óȺÁĹÜÀí¹¤¾ß Mute notifications for one hour, or until 9am tomorrow Tap a preset away message, or write a custom out-of-office replyDecember 2017 www.grata.co 8
  • 9. Get control over how your company uses WeChat Ô±¹¤ÓÃ΢ÐÅ´¦Àí¹«Ë¾µÄÊ£¬ÄúÓ¦¸Ã¹ÜÀí At a high-level, WeChat at Work applies your company structure to your own version of WeChat, making segmentation and permissions easy to apply to every aspect of the app. It gives the company a configurable app store on employee¡¯s personal phones. ¹«Ë¾Î¢ÐÅ°ÑÄú¹«Ë¾×éÖ¯½á¹¹Ó¦Óõ½ÁË΢ÐÅÉÏ£¬ÕâʹµÃϸ·ÖºÍȨÏÞºÜÈÝÒ×Ó¦ ÓÃÔÚƽ̨µÄ¸÷¸ö·½Ã棬Ҳ¸øÔ±¹¤ÔÚ˽ÈËÊÖ»úÉÏÌṩÁËÒ»¸öÊôÓÚ¹«Ë¾µÄÓ¦Óà ³ÌÐò¡£ It¡¯s free. Large companies pay 300RMB (US$50) per year to get a verified account. ×¢²áÕ˺ÅÃâ·Ñ¡£ÈçÐèÈÏÖ¤Õ˺ÅÔòÿÄêÖ§¸¶300ÔªÈÏÖ¤·ÑÓᣠDecember 2017 www.grata.co 9 Your Organization East China Shanghai Plaza 66 Boutique Sales Associates Back Office Management Xintiandi Boutique
  • 10. WeChat at Work solves a lot of the pain points companies find using WeChat: ¹«Ë¾Î¢ÐÅ»á½â¾öʹÓÃÆÕͨ΢ÐŹ«Ë¾µÄ¼¸¸ö·³ÄÕ: Accidentally adding the wrong person to a sensitive group chat ÔÚÄÚ²¿ÈºÁIJ»Ð¡ÐÄÌí¼Ó¹«Ë¾ÍâµÄÈË Removing former employees from dozens of group chats, each with a different admin ÓÐÔ±¹¤Àëְʱ£¬´ÓËùÓй«Ë¾ÈºÁIJ»Í¬¹ÜÀíÈËÐèÒªµ¥¶Àɾµô Employees can¡¯t escape work chats when off-duty Ô±¹¤Ï°àºó²»ÄܱÜÃâ±»¹¤×÷ÁÄÌì´òÈÅ No out-of-office away messages ·Ç¹¤×÷״̬ʱµÄÐÅÏ¢ Personal WeChat use on company computers/devices Ô±¹¤ÔÚ¹«Ë¾µçÄÔ/ÊÖ»úÉÏʹÓÃ˽ÈË΢ÐÅ December 2017 www.grata.co 10
  • 11. Get a WeChat at Work Account »ñÈ¡Ò»¸ö¹«Ë¾Î¢ÐźŠDecember 2017 www.grata.co 11
  • 12. Register an Account ×¢²á¹«Ë¾Î¢ÐźŠLogin to your existing WeChat Service or Subscription Official Account µÇ¼ÒÑ´æÔÚµÄÈÏÖ¤¹ýµÄ΢ÐÅ·þÎñºÅ»ò¶©ÔĺŠIn the side menu, find WeChat at Work µã»÷²Ëµ¥µÄ¹«Ë¾Î¢ÐÅ Click through the next page and have your account admin scan the QR code µã»÷¡°¿ªÍ¨¡±ºóÈùÜÀíԱɨ¶þάÂëÔÊÐí 1 December 2017 www.grata.co 12 Option 1 2 3
  • 13. Register an Account ×¢²á¹«Ë¾Î¢ÐźŠGo to work.weixin. ´ò¿ª work.weixin. Click on the top right button ¹«Ë¾×¢²á µã»÷ÓÒÉϱäµÄ°´Å¥ Complete the registration form Ìîдע²á±í¸ñ 1 December 2017 www.grata.co 13 Option 2 2 3
  • 14. Account Verification ¹«Ë¾Î¢ÐÅÈÏÖ¤ If your organization has more than 1,000 employees, verify and provide supporting documentation to increase your account size Èç¹û³ÉÔ±ÈËÊý³¬¹ýһǧÈË£¬ÈÏ֤ʱÌṩ³ÉÔ±Ö¤Ã÷ Verification costs 300RMB and must be renewed annually ÉóºË·þÎñ·ÑÓÃ300Ôª/Äê Verification requires a Mainland China business license* and a Chinese citizen admin** ÐèÒªÖйú´ó½ӪҵִÕÕ*ºÍ×éÖ¯»ú¹¹´úÂ루»òÈýÖ¤ºÏÒ»£©ºÍÈËÃñ¹²ºÍ¹ú ¹«ÃñµÄ¹ÜÀíÔ±** * Register and verify up to five accounts per business license * ͬһ¸öÖ÷ÌåÖ¤¼þÄÜ×¢²á¼°ÈÏÖ¤Îå¸ö¹«Ë¾Î¢ÐÅ ** One person can register as the admin for up to five accounts; non-citizen admins can be added after registration ** ͬһ¸öÉí·ÝÖ¤¿ÉÒÔ×¢²áÎå¸ö¹«Ë¾Î¢ÐÅ£»×¢²áºó¿ÉÒÔËæ±ãÌí¼Ó·Ç¹úÄڵĹÜÀíÔ± 14December 2017 www.grata.co
  • 15. Verify your Account ÈÏÖ¤ÄúµÄ¹«Ë¾Î¢ÐźŠLogin to work.weixin. µÇ¼ work.weixin. Go to the ¡°My Company¡± (ÎҵĹ«Ë¾) page and click ½øÈëÈÏ֤ϵͳ µã»÷¡°ÎҵĹ«Ë¾¡±È»ºóµã»÷¡±½øÈëÈÏ֤ϵͳ¡± Complete the verification form ÌîдÈÏÖ¤±í¸ñ 1 15 2 3
  • 17. Add your team Ìí¼ÓÄúµÄÍŶӳÉÔ± Manually add or batch upload your team to your company directory µ¥¶ÀÌí¼Ó³ÉÔ±»òÅúÁ¿µ¼È빫˾µÄͨѶ¼ Send invitations to your users to download the app and sign in ÑûÇë³ÉÔ±ÏÂÔع«Ë¾Î¢ÐŵǼ Manage adoption within your company ¹ÜÀí¹«Ë¾ÄÚ²ÉÓà 1 Add user Batch import/export contacts Batch edit department members Batch delete users Your QR Code Number of contacts who haven¡¯t followed your account yet. Filter on user status Resend invitation to non-members Export non- member list Add new department or tag 17 2 3
  • 18. Adding contacts Ìí¼Ó³ÉÔ±µ½Í¨Ñ¶Â¼ A mobile number or email address is required ÐèÒª³ÉÔ±µÄÊÖ»úºÅÂë»òÓÊÏä Users can belong to multiple hierarchical departments and tags ³ÉÔ±¿ÉÒÔÊôÓÚ¶à¸ö²¿ÃźͱêÇ© Designate users as normal (ÆÕͨ³ÉÔ±) or ¡°leaders¡± (Éϼ¶) ³ÉÔ±ÊÇÆÕͨ³ÉÔ±»òÉϼ¶ Batch import from a CSV file, Excel file, or Tencent Enterprise Email directory; or synch Contacts via an API integration Ö§³ÖCSV»òExcel±í¸ñÅúÁ¿µ¼È룬´ÓÌÚѶ¹«Ë¾Óʵ¼È룬»òͨ Ѷ½Ó¿Úͬ²½ December 2017 www.grata.co
  • 19. Batch upload contacts ÅúÁ¿µ¼Èë³ÉÔ± Don¡¯t add, edit, or remove any of the column headers. ²»ÄÜÔÚ¸ÃExcel±íÖжԳÉÔ±ÐÅÏ¢Àà±ð½øÐÐÔö¼Ó¡¢É¾³ý»òÐÞ¸Ä Columns in red are required; each user must have either a mobile phone or email address ExcelÖкìÉ«×Ö¶ÎΪ±ØÌî×Ö¶Î,ºÚÉ«×Ö¶ÎΪѡÌî×ֶΣ¨ÊÖ»úºÍ¸öÈËÓÊÏäÐèÑ¡ÆäÒ»Ìîд£© Account ID (Õ˺Å) must be unique, 1-32 alphanumeric characters, periods, dashes and underscores Õʺţº³ÉÔ±µÄΨһ±êʶ£¬ÓÉ1-32¸ö×Öĸ¡¢Êý×Ö¡¢µã(.)¡¢¼õºÅ(-)»òÏ»®Ïß(_)×é³É¡¾ÕʺųõʼÉ趨ºóÔò²»Ö§³ÖÐ޸ģ¬ ¹«Ë¾Î¢ÐÅϵͳ×Ô¶¯Éú³ÉµÄÕʺţ¬Ö§³ÖÐÞ¸ÄÒ»´Î¡£ Use a forward slash between nested departments, eg. ¡°Company/Region/City/OutletName¡± ²¿ÃÅ£ºÉÏϼ¶²¿ÃżäÓá®/¡¯¸ô¿ª£¬ÇÒ´Ó×îÉϼ¶²¿ÃÅ¿ªÊ¼£¬ÀýÈç"ÌÚѶ¹«Ë¾/΢ÐÅÊÂҵȺ/¹ãÖÝÑз¢²¿¡± The country code is not needed for +86 numbers, otherwise enter country code, eg. ¡°+852*¡± ¹úÄÚÊÖ»úºÅÖ±½ÓÊäÈëÊÖ»úºÅ¼´¿É£»¹ú¼ÊÊÖ»úºÅ±ØÐë°üº¬¼ÓºÅÒÔ¼°¹ú¼ÒµØÇøÂ룬¸ñʽʾÀý£º¡°+85259****24¡± Click on the import/export (ÅúÁ¿µ¼Èë/µ¼³ö) button to download the Excel template µã»÷¡°ÅúÁ¿µ¼Èë/µ¼³ö¡±°´Å¥À´ÏÂÔظÃExcelÄ£°å±í¸ñ 19
  • 20. Invite employees to your account ÑûÇë³ÉÔ±¼ÓÈëÄú¹«Ë¾Î¢ÐÅ Share QR Code Email Invitation Invite WeChat Contacts ·ÖÏí¶þάÂë ·¢ÓʼþÑûÇë ΢ÐÅÑûÇëͬÊ December 2017 www.grata.co 20
  • 21. Go to Admin Tools < Add Contacts ´ò¿ª ¹ÜÀí¹¤¾ß¡¶ ³ÉÔ±¼ÓÈë Download hi-res QR code in 8cm, 15cm, and 50cm sizes Copy a shareable link that opens to a page with your QR code Automate Invites Enable to send weekly invites to contacts who have yet to join the account Batch delete user Send an SMS or email to all contacts who haven¡¯t added yet Allow users who have not been added to your company directory to be invited? Users not yet in your directory must first be approved by admin before joining? Employees can invite other colleagues to join after downloading WeChat at Work December 2017 www.grata.co 21
  • 22. Install the app and login ³ÉÔ±°²×°¹«Ë¾Î¢Ðź͵Ǽ Download WeChat at Work ÏÂÔع«Ë¾Î¢ÐÅ Invites include links to download WeChat at Work ¹«Ë¾Î¢ÐÅ·¢µÄÑûÇëÓÐÁ´½Ó¿ÉÒÔÏÂÔØAPP -or- download from work.weixin. »ò ´Ówork.weixin.ÏÂÔØ -or- search ¡°¹«Ë¾Î¢ÐÅ¡± in the Apple or Android appstore »ò ÔÚÆ»¹û»ò°²×¿Ó¦ÓÃÊг¡ËÑË÷¡°¹«Ë¾Î¢ÐÅ¡± Employee will need to verify their identity by phone or email by recovering a sign-in code ³ÉÔ±µÚÒ»´ÎµÇ¼ÐèÒªÑéÖ¤ËûµÄÊÖ»úºÅ»òÓÊÏä December 2017 www.grata.co 22
  • 24. Go to My Company < Manage Contacts ´ò¿ª ÎҵĹ«Ë¾¡¶ ͨѶ¼¹ÜÀí Contacts Management Hide contacts Designate departments or individuals to hide from display in the company directory Limited access Designated users will only be able to see the contacts from their own department and any other white-listed departments Restricted access Designated departments or individuals cannot view any contacts Contact profile details Select which profile data is visible to other employees. You can also designate some contacts as sensitive, with different profile display rules than other employees. Can users edit their own profile? Designate which fields employees are allowed to edit in their own profile Sort contacts by Default is alphabetical; switch to sort by date added, each user can drag and drop contacts as they like. Export contact list 24
  • 25. Example Contacts Configuration Àý×Ó£¨Í¨Ñ¶Â¼ÉèÖã© A hotel wants most employees to only see their own team, as well as all department managers. Ò»¼Ò¾ÆµêÏëÒªÉèÖóɴ󲿷ÖÔ±¹¤Ö»Äܲéѯ×Ô¼º²¿ ÃŵÄͬʺÍËùÓв¿Ãž­Àí¡£ Additionally, no one should see the hotel owner¡®s information except the executive team. ÁíÍ⣬³ýÁËÖ´ÐÐίԱ»áÒÔÍ⣬³ÉÔ±¿´²»µ½¾ÆµêÒµ Ö÷µÄÐÅÏ¢¡£ The users above are only allowed to see: their own team and the users below:The users below are exempt from this rule: The users above are hidden from view by: all users Except the users below: Only managers should be able to see all contacts. ½ö²¿Ãž­Àí¿ÉÒÔ²éѯËùÓеijÉÔ±¡£ 25December 2017 www.grata.co
  • 26. Add additional admin users Ìí¼Ó¶à¸ö¹ÜÀíÔ± Designate any contacts as admin users so they can login to the WeChat at Work backend. ¸øÈκεijÉÔ±¹ÜÀíȨºó£¬ËûÃÇ¿ÉÒԵǼÄú¹«Ë¾Î¢Ðźǫ́ Each admin can have customized rights to only specific apps or teams. ¿ÉÒÔÖ¸¶¨¸÷¸ö¹ÜÀíÔ±ÔÚÄÄЩ²¿ÃÅ»òÓ¦ÓÃÓйÜÀíȨÏÞ There are no limits on the number of Admin users. ¹ÜÀíÔ±ÈËÊýûÓÐÏÞÖÆ You can also add external service providers as admin using their email address and WeChat at Work Corp ID. Ö§³ÖÌí¼ÓµÚÈý·½·þÎñÉÌ December 2017 www.grata.co 26
  • 27. Go to My Company < Manage Permissions ´ò¿ª ÎҵĹ«Ë¾¡¶ ȨÏÞ¹ÜÀí Add/Edit Admin User Admin User Any admin user who has linked her WeChat account to her WeChat at Work user can login to the WeChat at Work backend. Admin type Admin can be designated as Super Admin (³¬¼¶¹ÜÀíÔ±) with access to all contacts and apps, or as limited Admin (·Ö¼¶¹ÜÀíÔ±) to restrict access to specific contacts and apps. Admin group To make it easier to manage rights for admins, you can create an admin profile that can be applied to multiple admin users. User management rights Block admin access to contacts, or designate specific users each admin can either view or view and make changes. App management rights Block admin access to apps, or designate specific apps each admin has rights to send messages to and/or make changes. www.grata.co 27
  • 29. Group Chat Highlights ¹«Ë¾ÈºÁÄÌØÉ« Group chats up to 2,000 users ȺÁÄÈËÊýÏÞ2,000ÈË Designate which users have permission to create large group chats Ö¸¶¨ÄÄЩ³ÉÔ±ÓÐȨ¿ªÆô´óµÄȺÁÄ Enable group chats for your entire organization and each department that synch as new employees join ¿ÉÒÔ¿ªÍ¨È«Ô±Èº¼°²¿ÃÅȺ£º ÐÂÈëÖ°Ô±¹¤×Ô¶¯¼ÓÈë´ËȺ£¬ÀëÖ°Ô±¹¤×Ô¶¯Í˳öȺ Option to mute some or all group members so they can¡¯t send messages ȺÁĹÜÀíÈË¿ÉÒÔÖ¸¶¨½ûÑÔµÄÈË Option to allow users to add external WeChat at Work users to chats ¿ÉÒÔ¸ø¹ÜÀíÈËÌí¼Ó¹«Ë¾ÍâÁªÏµÈ˵ÄȨÏÞ December 2017 www.grata.co 29
  • 30. Go to My Company < Manage Chats ´ò¿ªÎҵĹ«Ë¾¡¶ ÁÄÌì¹ÜÀí Chat Settings Backup chat history to the cloud Select how many days, from 15-180 days Group chat restrictions by size Set the limit for the size of group chats that any user can create, from 5-2000 people White list: Only designated users can create larger groups Message read-receipt Enable to allow users to see if their messages have been seen or not by the recipient Entire organization group chat If checked, a group chat for all members will be created and automatically updated when new members are added Department group chats Check to automatically create and maintain chat groups for each department Save changes December 2017 www.grata.co 30
  • 31. Managing a Group Chat ȺÁĹÜÀí Group name Members Group notice Group management Mute notifications Save group to contacts Sticky on top Add colleagues Add WeChat Friends Search chat history Start group call Clear chat history Chat files and images Set chat background image Send email to group Leave group When enabled, only the admin can edit the group name, add/remove members, and edit the group notice. Enabled by default for groups of mixed departments and groups of twenty or more users. Admin can block all or some members from sending messages Transfer admin role Dissolve group December 2017 www.grata.co
  • 32. Example Configuration Àý×ÓÉèÖà December 2017 www.grata.co 32 A retail brand wants to move all of it¡¯s China staff onto WeChat at Work for internal messaging. Ò»¼ÒÉݳÞÆ·ÅÆÏëËùÓÐÖйúµÄ³ÉÔ±¿ªÊ¼Óù«Ë¾Î¢ÐÅ¡£ 1 The brand imports all of its contacts via an Excel doc, careful to consider an appropriate department configuration. ¸ÃÆ·ÅÆͨ¹ýÒ»¸öExcelÎĵµµ¼ÈëËùÓÐÁªÏµÈË£¬×Ðϸ¿¼ÂÇÒ»¸öÊʵ±µÄ²¿ÃÅÅäÖà 2 The brand use the batch tag template to apply employee¡¯s position. ¸ÃÆ·ÅÆ¿ÉʹÓÃÅúÁ¿´¦Àí±êÇ©ExcelÄ£°åÀ´Ó¦ÓÃÔ±¹¤µÄְλ Your Organization East China Shanghai Plaza 66 Boutique Sales Associates Back Office Management Xintiandi Boutique
  • 33. December 2017 www.grata.co 33 3 The brand sets all boutique folders to only be able to see contacts in their own department. ¸ÃÆ·ÅÆÉèÖÃÁËËùÓеľ«Æ·µê²¿ÃÅ£¬Ö»ÓÐÔÚ×Ô¼ºµÄ²¿ÃŲÅÄÜ¿´µ½ÁªÏµ ÈË 5 The brand gives admin rights to each boutique manager. The brand admin can transfer group chat admin rights to each store manager. È»ºó¸øÓèÿ¸ö¾«Æ·µê¾­ÀíÐÐÕþȨÁ¦¡£Æ·ÅƹÜÀíÔ±¿ÉÒÔ½«ÈºÁĹÜÀíȨת¸ø ÿ¼ÒµêµÄ¹ÜÀíÔ± 4 The brand enables group chats for every department, so each boutique has a group chat. Æ·ÅÆ¿ªÆô×Ô¶¯´´½¨²¿ÃÅȺ¹¦ÄÜ£¬Ã¿¸ö¾«Æ·µê¶¼»áÓÐÒ»¸öȺ 6 The brand can set limits on group chat size, so users have freedom to create their own groups within this limit. Æ·ÅÆÒ²¿ÉÒÔÏÞÖÆÁÄÌìȺµÄÈËÊý£¬¿ÉÒÔÈÃÓû§ÔÚÏ´˷¶Î§ÄÚ×ÔÓÉ´´½¨×Ô ¼ºµÄȺÁÄ¡£ Go to My Company < Manage Contacts < Limited Access ÎҵĹ«Ë¾¡¶ ͨѶ¼¹ÜÀí ¡¶ ÏÞÖƲ鿴ÍⲿÃÇ My Company < Manage Chats < Department Group Chats ÎҵĹ«Ë¾¡¶ ÁÄÌì¹ÜÀí ¡¶ ×Ô¶¯´´½¨²¿ÃÅȺ My Company < Manage Permissions ÎҵĹ«Ë¾¡¶ ȨÏÞ¹ÜÀí My Company < Manage Chats < Group Chat Limits ÎҵĹ«Ë¾¡¶ ÁÄÌì¹ÜÀí ¡¶ Ⱥ³ÉÔ±ÈËÊýÉÏÏÞ Example Configuration Àý×ÓÉèÖÃ
  • 34. December 2017 www.grata.co 34 Example Configuration Àý×ÓÉèÖà With the right setup, the Brand now has an extensible framework to manage chat, internal messaging, and deploy apps across thousands of users. ÓÐÁËÕýÈ·µÄÉèÖú󣬸ÃÆ·ÅƾÍÓÐÁ˸ö¿ÉÀ©Õ¹µÄ¿ò¼ÜÀ´¹ÜÀíÁÄÌ죬ÄÚ²¿ÏûÏ¢´«µÝºÍÔÚÊýǧ¸öÓû§Ö®¼ä²¿ÊðÓ¦ÓóÌÐò¡£ Admin permissions are shared between brand-level and boutique-level admin so boutiques have the ability to manage their own teams while allowing the Brand to leverage the same setup. ¹ÜÀíȨÏÞÊÇÔÚÆ·ÅƼ¶ºÍ¾«Æ·¼¶¹ÜÀíÔ±Ö®¼äÊǹ²ÏíµÄ¡£ÕâÑù¾«Æ·¼¶¿ÉÒÔ×ÔÖ÷µÄ¹ÜÀí×Ô¼ºµÄÍŶӣ¬Í¬Ê±ÔÊÐíÆ·ÅƼ¶Ê¹Óà ͬÑùµÄÉèÖᣠThe Brand¡¯s product updates can be easily sent to all sales associates; a new CRM app can be deployed and piloted first at select boutiques; weekly employee reports can be configured by position and collected across the entire brand; weekly company newsletters can be scheduled and automated; internal customer service apps can be deployed; external customers can be routed to anyone in the enterprise for assistance; HR approvals could be centralized¡­ ËùÒÔÓвúÎï¸üÐÂʱ¿ÉÒÔºÜÈÝÒ׵ķ¢ËÍÖÁËùÓеÄÏúÊÛÖúÀí£»ÓÐеÄCRMÓ¦ÓóÌÐòʱ¿ÉÒÔÊ×ÏÈÔÚÖ¸¶¨¾«Æ·µêÊÔÔËÐУ»Ã¿ Öܱ¨¸æ¿ÉÒÔ°´Î»ÖýøÐÐÅäÖò¢ÔÚÕû¸öÆ·ÅÆÊÕ¼¯£»Ã¿Öܹ«Ë¾ÄÚ²¿Í¨Ñ¶¿ÉÒÔÈ˹¤ÉèÖûò×Ô¶¯ÉèÖ㻿ÉÒÔ²¿ÊðÄÚ²¿¿Í»§·þ ÎñÓ¦ÓóÌÐò£»Íⲿ¿Í»§¿ÉÒÔ±»Â·Óɵ½¹«Ë¾ÖеÄÈκÎÈËÑ°Çó°ïÖú£»ÈËÁ¦×ÊÔ´ÉóÅú¿ÉÒÔ¼¯ÖС­¡­
  • 36. Go to My Company < Security & Privacy ´ò¿ª ÎҵĹ«Ë¾¡¶ °²È«Óë±£ÃÜ Security & Privacy External contacts If enabled, employees can add non-company contacts, who also use WeChat at Work, to their WeChat at Work account. Watermark group chats If enabled, each employee¡¯s account name will be tiled across the background of group chats to discourage sharing screenshots of sensitive chats Watermark user profiles If enabled, each employee¡¯s account name will be tiled across the background of user profiles to discourage sharing screenshots of contacts Two-factor authentication If enabled, when a user follows the company account, they can be re-directed to a company page to login/authenticate December 2017 www.grata.co 36
  • 37. Go to My Company < Settings ´ò¿ª ÎҵĹ«Ë¾¡¶ ÉèÖà Settings App splash screen Customize the opening app screen. Option to link the splash screen to another URL if user taps on image. App screen layout Display apps in a list view or tile view. Option to group apps together by type or use-case. Contacts page Set each contacts page to display 20, 50 or 100 contacts Notifications If a user who has not installed WeChat at Work gets a message, send a WeChat, SMS, or email alert to that user Purge account Click this if you dare. This will delete all message history and remove all users from your account. December 2017 www.grata.co 37
  • 38. Basic Apps »ù´¡Ó¦Óà Extend the capabilities of your WeChat at Work setup by enabling some or all of these apps from Tencent. ÌÚѶÌṩ¼¸¸ö»ù´¡Ó¦ÓðïÄú¹«Ë¾À©Õ¹¹«Ë¾Î¢ÐŵŦÄÜ December 2017 www.grata.co 38
  • 39. Announcements ¹«¸æ Send out important notices to teams that won¡¯t get lost in active group chats µ¥¶À·¢ËÍÖØÒªµÄ֪ͨ£¬ÒÔÃâÉèÖÃÃâ´òÈųÉÔ±²»»á×¢Òâµ½ Send from your phone or the admin backend ´ÓÊÖ»ú»òÕß¹ÜÀíºǫ́·¢ËÍ Designate who has rights to send announcements ¿ÉÖ¸¶¨ÓÐȨ·¢ËÍ֪ͨµÄÈË Recipients receive a push notification ½ÓÊÕ·½»áÊÕµ½ÍÆËÍ֪ͨ Option to set to ¡°confidential¡±, adding the username as a watermark and removing all sharing options Ñ¡ÏîÉèÖÃΪ¡°±£ÃÜ¡±, Ìí¼ÓÓû§Ãû×÷Ϊˮӡ£¬²¢É¾³ýËùÓй²ÏíÑ¡Ïî December 2017 www.grata.co 39
  • 40. Task Manager ÎҵĴý°ì Double-tap on any message to add to your list Ë«»÷ÈκÎÏûÏ¢Ìí¼ÓÖÁ´ý°ìÁбí Schedule reminders and add other colleagues Ö¸¶¨ÌáÐѺÍÔö¼Ó²ÎÓë³ÉÔ± Create a group chat from a task Óë²ÎÓëÈË´´½¨ÈºÁÄ December 2017 www.grata.co 40 Other people working on this task Scheduled task Completed tasks Hide completed tasks Create new task Open task ¡ð
  • 41. Reports ÈÕ±¨ Create multiple custom templates ´´½¨¶à¸ö×Ô¶¨ÒåÄ£°å Schedule reporting dates ¸½±í±¨¸æÈÕÆÚ Assign reports to departments or lists of users Ö¸¶¨µÄ²¿ÃźÍÔ±¹¤ Automate reminders ×Ô¶¯ÌáÐÑ Give employees feedback on reports ÏòÔ±¹¤·¢Ëͱ¨¸æµÄ·´À¡ December 2017 www.grata.co 41
  • 42. Company Moments ͬÊ塃 An internal moments feed for your company ΪÄãµÄ¹«Ë¾Ìṩһ¸öÄÚ²¿µÄ¡°ÅóÓÑȦ¡± Super admin users can delete any unwanted post from within the app ¹ÜÀíÔ±¿ÉÒÔÔÚÓ¦ÓÃÀïɾ³ýÈκÎÒ»¸ö²»ÐèÒªÁ˵ÄÌû×Ó Option to enable anonymous posting and replies ÔÊÐíÄäÃûת·¢ºÍÆÀÂÛµÄÑ¡Ïî December 2017 www.grata.co 42
  • 43. Payments ¹«Ë¾Ö§¸¶ Easy to send to any configuration of contacts, via WeChat at Work backend, file upload, or API integration. Currently no transaction fee charged by WeChat. Export transaction history to Excel. ºÜÈÝÒ×ͨ¹ý¹«Ë¾Î¢Ðźó¶Ë¡¢ÎļþÉÏ´«»òAPI¼¯³ÉµÈ·½Ê½·¢Ë͵½ÈκγÉÔ±¡£Ä¿Ç°Î¢ÐŲ»ÊÕÈ¡ÈκÎÊÖÐø·ÑÓ᣿ɵ¼³öÊ ÎñÀúÊ·µ½Excel¡£ Red Packets: select any value from 1-200RMB; lots of custom design options including landing page, video, audio messages, etc.; schedule delivery ¹«Ë¾ºì°ü: ´Ó1-200ԪѡÔñÈκμÛÖµ; ÓкܶඨÖƵÄÉè¼ÆÑ¡Ïî°üÀ¨µÇ¼ҳÃ棬ÊÓƵ£¬ÒôƵÐÅÏ¢µÈµÈ; ¿ÉÖ¸¶¨½»Ò×ʱ¼ä Pay Employees: any value from 1-20K RMB, max daily company volume of 1M RMB; supports file upload for bulk payment management Ïò³ÉÔ±¸¶¿î£º1Ôª-2ÍòÔª£¬Ã¿ÈÕ×î´óÏÞ¶îΪ100ÍòÔª; Ö§³ÖÅúÁ¿Ö§¸¶¹ÜÀíµÄÎļþÉÏ´«¡£ Payments from Employees: transaction limits depend on the type of business license; upload file for bulk invoicing ÏòÔ±¹¤Êտ½»Ò×ÏÞ¶îÈ¡¾öÓÚÓªÒµÖ´ÕÕµÄÀàÐÍ£»ÉÏ´«µÄÅúÁ¿»õÆ·¼Æ¼ÛÎļþ¡£ December 2017 www.grata.co 43
  • 44. Approval Requests ÉóÅú Use preset forms and create custom templates for employees to request leave, reimbursement, overtime, book a meeting room, etc. ʹÓÃÔ¤Öõıí¸ñ»òΪԱ¹¤´´½¨×Ô¶¨ÒåÄ£°å£¬À´ÉêÇëÐݼ٣¬±¨Ïú£¬ ¼Ó°à£¬Ô¤¶¨»áÒéÊÒµÈ Setup your own internal approval process for each item Ϊÿ¸öÑ¡ÏîÉèÖÃÒ»¸ö×Ô¼ºµÄÉóÅúÁ÷³Ì Full-featured mobile and desktop backend for managers to approve and manage requests È«¹¦ÄܵÄÊÖ»úºÍ×ÀÃæ¹ÜÀíºó¶Ë£¬¹©¹ÜÀíÈËÔ±Åú×¼ÇëÇó December 2017 www.grata.co 44
  • 45. Clock in/out ´ò¿¨ Set rules for teams that work on regular or flexible hours. ΪÔÚÕý³£»òÕßÁé»î¹¤×÷µÄÍŶÓÖƶ¨¹æÔò¡£ Pair with office punch card devices and/or office WiFi. Óë°ì¹«ÊÒ¿¼ÇÚ»ú»ò°ì¹«ÊÒÎÞÏßÍø×öÁ´½Ó Works in conjunction with the Approval Requests app for related requests like holiday, business travel, overtime, etc. ÅäºÏÉóÅúÓ¦ÓÃÈç¼ÙÆÚ£¬ÉÌÎñÂÃÐУ¬¼Ó°àµÈ December 2017 www.grata.co 45
  • 46. Email ¹«Ë¾ÓÊÏä Link your company email to send and receive email in WeChat at Work ¿ÉÒÔ½«¹«Ë¾ÓÊÏäÁ´½ÓÖÁÓ¦ÓóÌÐòÀÒÔ·½±ã·¢ËͺͽÓÊÕÓʼþ¡£ Supports IMAP, POP, and Exchange. Super easy setup if you¡¯re using Tencent Enterprise Mail Ö§³ÖIMAP, POPºÍExchange¡£Èç¹ûʹÓõÄÊÇÌÚѶÓÊÏäÊǷdz£ ÈÝÒ×½øÐвÙ×÷µÄ¡£ December 2017 www.grata.co 46
  • 47. Company Phone ¹«·Ñµç»° Allow employees to expense company phone calls from any device by making calls through WeChat at Work ÔÊÐíÔ±¹¤Ê¹Óù«Ë¾Î¢ÐÅÀ´²¦´òÈκÎһͨ¶ÔÓÚ¹¤×÷µÄµç»° One-to-one and conference calls Ò»¶Ôһͨ»°ºÍµç»°»áÒé Enable for any outgoing phone call, or restrict to just company contacts for some or all users ¿ÉÔÊÐíÈκÎһͨ²¦³öµÄµç»°£¬Ò²¿ÉÏÞÖÆһЩ»òËùÓÐÔ±¹¤Ö»Ó빫˾ÁªÏµµÄͨ»° Itemized call log allows the company to monitor usage ÖðÏîµ÷ÓÃÈÕÖ¾ÔÊÐí¹«Ë¾¼à¿ØʹÓÃÇé¿ö Top-up your balance with WeChat; set caps on monthly call volume Óù«Ë¾Î¢ÐŽøÐгäÖµ£¬¶ÔÿÔÂͨ»°Á¿É趨ÉÏÏÞ December 2017 www.grata.co 47
  • 48. Cloud storage ÎļþÅÌ Shared cloud document storage accessible from WeChat at Work ¿ÉÔÚ¹«Ë¾Î¢ÐÅÖÐʹÓù²ÏíÔÆÅÌ 100GB free; pay to increase storage 100GBÃâ·Ñ£¬À©´óÐèÒª¹ºÂò Designate who can read/write files; partition storage space by user ¿ÉÖ¸¶¨Ë­¿ÉÒÔ¶Á/дÎļþ£»°´Óû§»®·Ö´æ´¢¿Õ¼ä December 2017 www.grata.co 48
  • 49. ? WeChat at Work Apps ¹«Ë¾Î¢ÐÅÓ¦Óà December 2017 www.grata.co 49
  • 50. WeChat at Work Apps ¹«Ë¾Î¢ÐÅÓ¦Óà Add your own apps or browse third-party apps and install from the WeChat at Work app store ÔÚ¹«Ë¾Î¢ÐÅÉÏ°²×°×Ô¼ºµÄÓ¦Óûòä¯ÀÀµÚÈý·½Ó¦ÓᣠMost of the current apps are alternative or specialized versions of WeChat¡¯s own basic apps Ä¿Ç°´ó¶àÊýµÚÈý·½Ó¦Óö¼ÊÇ΢ÐÅ×Ô¼ºµÄ»ù±¾Ó¦ÓõÄÌæ´ú»òרÓð汾 You can also create your own apps. Each app is basically like an internal WeChat Official Account: broadcast messaging, menus, auto-replies, etc. Äú»¹¿ÉÒÔ´´½¨×Ô¼ºµÄÓ¦ÓóÌÐò¡£Ã¿¸öÓ¦ÓóÌÐò»ù±¾É϶¼ÏñÒ»¸öÄÚ²¿µÄ΢ÐŹ« ÖںţºÍÆËÍÏûÏ¢¡¢×Ô¶¨Òå²Ëµ¥¡¢×Ô¶¯»Ø¸´µÈµÈ¡£ December 2017 www.grata.co 50
  • 51. Third-party apps ¹«Ë¾Î¢ÐŵÚÈý·½Ó¦Óà ӦÓÃÀàÐÍ Categories Examples ÍŶÓЭͬ Collaboration Agile project management, ticketing/task systems, Teambition Òƶ¯°ì¹« Mobile Office Meeting Assistant, internal press release, reporting ¿Í»§¹Øϵ CRM Client/Sales tracking, funnel management ÈËÁ¦×ÊÔ´ Human Resources Payroll manager apps ²ÆÎñ±¨Ïú Reimbursements Expense claim apps ÎÄ»¯½¨Éè Company Culture Activity planning, birthday/anniversary e-cards, annual party ¹«Ë¾Åàѵ Training E-learning, livestream classes, assessments, internal Q&A Á÷³Ì¶¨ÖÆ Workflow Management Approvals, custom workflow apps, December 2017 www.grata.co 51
  • 52. Add your own apps ×Ô¼º´´½¨Ó¦Óà ӦÓÃÀàÐÍ Feature Examples ·¢ËÍÏûÏ¢ Messaging Broadcast a message to any segmentation of your contacts. Send text, articles, images, audio, video and documents. Messages can be marked confidential to prevent sharing. Òƶ¯°ì¹« Callback URL Forward events , user location, menu clicks, and inbound messages to another server Ó¦ÓÃÖ÷Ò³ Homepage Set a URL to open as your app homepage, otherwise the default is to open a chat screen like a WeChat Service Account ×Ô¶¨Òå²Ëµ¥ Menus Open a URL, send a message, send location, open user¡¯s photo gallery, open the camera, QR code scanner, etc. ¹«Ë¾Î¢ÐÅÊÚȨµÇ¼ WeChat at Work Login Get users to login with their WeChat at Work user before viewing a web page ÍøÒ³ÊÚȨ¼°JS-SDK Web verification Use OAuth2.0 or the Javascript API to get user¡¯s identity when opening web content December 2017 www.grata.co 52
  • 53. ? WeChat at Work Developer APIs ¹«Ë¾Î¢ÐÅ¿ª·¢Õß½Ó¿Ú December 2017 www.grata.co 53
  • 54. WeChat at Work API Overview ¹«Ë¾Î¢ÐÅ½Ó¿Ú¸Å¹Û ? User Management ͨѶ¼¹ÜÀí ? App Management Ó¦ÓùÜÀí Synch to your existing company directory. ¹«Ë¾¿ÉÒÔ½«ÒÑÓеÄͨѶ¼¸ú¹«Ë¾Î¢ÐÅͨѶ¼ͬ²½£¬ ±ÜÃâͬʱά»¤¶àÌ×ͨѶ¼¡£ Connect your company systems into WeChat at Work. ÔÚ¹«Ë¾Î¢ÐÅÖд´½¨Ó¦Óú󣬹«Ë¾¿ÉÒÔ½«ÒÑÓеÄϵͳÒÔÓ¦ Ó÷½Ê½½ÓÈ빫˾΢ÐÅ£¬Îª¹«Ë¾Ìṩ·á¸»µÄ°ì¹«Ó¦ÓᣠMessaging ÏûÏ¢ÍÆËÍ ? User Verification Éí·ÝÑéÖ¤ Message any user or segmentation of users across all of your apps. ¹«Ë¾µÄ֪ͨ¿ÉÒÔ¿ìËÙ´¥´ï³ÉÔ±£¬Ò²¿ÉÒÔ½ÓÊÕ³ÉÔ±·¢ À´µÄÏûÏ¢£¬ÈÃÐÅÏ¢´«µÝ¸ü¸ßЧ¡£ Users don¡¯t have to login to systems they access from within WeChat at Work. ͨ¹ýOAuth2ʶ±ðÓû§Éí·Ý£¬³ÉÔ±·ÃÎʹ«Ë¾Íøҳʱ¿ÉÒÔÃâ ÃÜÂë×Ô¶¯µÇ¼¡£ Javascript SDK Òƶ¯¶ËSDK Build more full-featured web experiences inside WeChat at Work. JS-SDK¿ÉÒÔµ÷Óù«Ë¾Î¢ÐÅÔ­Éú¿Í»§¶ËµÄÄÜÁ¦£¬ÌáÉý ³ÉÔ±µÄʹÓÃÌåÑé¡£ www.grata.co 54
  • 55. User Management APIs ͨѶ¼¹ÜÀí½Ó¿Ú ³ÉÔ±¹ÜÀí | User Management ´´½¨³ÉÔ± Create user »ñÈ¡²¿ÃųÉÔ±ÏêÇé Get user by department ¶ÁÈ¡³ÉÔ± Get user openidתuserid Convert OpenID to UserID ¸üгÉÔ± Edit user useridתopenid Convert UserID to OpenID ɾ³ý³ÉÔ± Delete user ¶þ´ÎÑéÖ¤ Two-factor authentication ÅúÁ¿É¾³ý³ÉÔ± Batch delete ²¿ÃŹÜÀí | Department Management ´´½¨²¿ÃÅ Create department ¶ÁÈ¡²¿ÃÅÁбí Get department list ¸üв¿ÃÅ Edit department ɾ³ý²¿ÃÅ Delete department December 2017 www.grata.co 55
  • 56. User Management APIs ͨѶ¼¹ÜÀí½Ó¿Ú ±êÇ©¹ÜÀí | Tag Management ´´½¨±êÇ© Create tag Ôö¼Ó±êÇ©³ÉÔ± Add tag to users ¸üбêÇ©Ãû×Ö Edit tag name ɾ³ý±êÇ©³ÉÔ± Remove tag from users ɾ³ý±êÇ© Delete tag »ñÈ¡±êÇ©Áбí Get list of tags »ñÈ¡±êÇ©³ÉÔ± Get users of a tag ͨѶ¼Òì²½ÈÎÎñ½Ó¿Ú | Contact synch ÔöÁ¿¸üгÉÔ± Synch users È«Á¿¸²¸Ç²¿ÃÅ Deduplicate departments È«Á¿¸²¸Ç³ÉÔ± Deduplicate users »ñÈ¡Òì²½ÈÎÎñ½á¹û Get synch results December 2017 www.grata.co 56
  • 57. App Management APIs Ó¦ÓùÜÀí½Ó¿Ú Ó¦ÓùÜÀí | Basic App Management »ñÈ¡Ó¦Óà Get app details ÉèÖÃÓ¦Óà Edit app settings »ñÈ¡Ó¦ÓÃÁбí Get app list ×Ô¶¨Òå²Ëµ¥ | App Menus ´´½¨²Ëµ¥ Create menu »ñÈ¡²Ëµ¥ Get menu ɾ³ý²Ëµ¥ Delete Menu ? December 2017 www.grata.co 57
  • 58. Messaging APIs ÏûÏ¢ÍÆËÍ½Ó¿Ú ½ÓÊÕʼþÍÆËÍ | Receiving Events ³ÉÔ±¹Ø×¢/È¡Ïû ¹Øעʼþ User follows/un-follows the account Òì²½ÈÎÎñÍê³ÉÊ ¼þÍÆËÍ User synch complete ½øÈëÓ¦Óà User opens app ͨѶ¼±ä¸üʼþ When users, teams, or tags are created, edited, or deleted Éϱ¨µØÀíλÖà Report user location ²Ëµ¥Ê¼þ Various menu-related events ½ÓÊÕÆÕͨÏûÏ¢ | Receiving Messages Îı¾ÏûÏ¢ Text message ÊÓƵÏûÏ¢ Video ͼƬÏûÏ¢ Image λÖÃÏûÏ¢ Location ÓïÒôÏûÏ¢ Audio Á´½ÓÏûÏ¢ Link Card December 2017 www.grata.co 58
  • 59. Messaging APIs ÏûÏ¢ÍÆËÍ½Ó¿Ú ±»¶¯»Ø¸´ÏûÏ¢ | Auto-Reply Messages ·¢ÏûÏ¢½Ó¿Ú | Send Messages Îı¾ÏûÏ¢ Text message ÎļþÏûÏ¢ File ͼƬÏûÏ¢ Image Îı¾¿¨Æ¬ÏûÏ¢ Text Card ÓïÒôÏûÏ¢ Audio ͼÎÄÏûÏ¢ Article ÊÓƵÏûÏ¢ Video Îı¾ÏûÏ¢ Text message ÊÓƵÏûÏ¢ Video ͼƬÏûÏ¢ Image ͼÎÄÏûÏ¢ Article ÓïÒôÏûÏ¢ Audio December 2017 www.grata.co 59
  • 60. Content Management APIs ËزĹÜÀí½Ó¿Ú »ñÈ¡ÁÙʱËØ²Ä | Get Temporary Content ÉÏ´«ÁÙʱËØ²Ä | Upload Temporary Content ͼƬ Image 2MB, JPG or PNG ÓïÒô Voice 2MB, 60 seconds, AMR file ÊÓƵ Video 10MB, MP4 ÆÕͨÎļþ File 20MB December 2017 www.grata.co 60
  • 61. Payments API ¹«Ë¾Ö§¸¶½Ó¿Ú ÏòÔ±¹¤¸¶¿î | Pay to Employee ¹«Ë¾ºì°ü | Red Packets ·¢·Å¹«Ë¾ºì°ü Send Red Packets ²éѯºì°ü¼Ç¼ View Red Packet History ÏòÔ±¹¤¸¶¿î Pay to employee ²éѯ¸¶¿î¼Ç¼ View Payments History ÏòÔ±¹¤ÊÕ¿î | Receive from Employee Ç©ÃûËã·¨ | Signature Management December 2017 www.grata.co 61
  • 62. Digital Invoices API µç×Ó·¢Æ±½Ó¿Ú ²éѯµç×Ó·¢Æ± Get invoices ¸üз¢Æ±×´Ì¬ Update invoice status ÅúÁ¿¸üз¢Æ±×´Ì¬ Batch update invoice status ÅúÁ¿²éѯµç×Ó·¢Æ± Batch get invoices Save digital invoices (fapiao) to user¡¯s card wallet. The user can select invoices from their wallet to claim expenses. ±¨Ïú·¢Æ±½Ó¿Ú¼°jsapiÓÃÓÚÔÚÓ¦ÓÃÖÐÑ¡Ôñ΢ÐÅ¿¨°üÖеĵç×Ó·¢Æ±ÊµÏÖµç×Ó»¯±¨Ïú£¬ ¸Ã½Ó¿Ú½ö¶ÔÈÏÖ¤µÄ¹«Ë¾Î¢ÐÅÕ˺ſª·Å¡£ December 2017 www.grata.co 62
  • 63. Third-party developer APIs µÚÈý·½¿ª·Å½Ó¿Ú An interface for developers to publish suites of WeChat at Work apps that an account admin can easily install as a single plug-in. µÚÈý·½Ó¦ÓýӿÚÖ¼ÔÚ·½±ã¹«Ë¾Î¢ÐŹÜÀíԱͨ¹ý¼òµ¥µÄ²Ù×÷À´Ê¹ÓõÚÈý·½·þÎñÉ̵ÄÔÆÓ¦Óᣠ·þÎñÉÌ×¢²áÓ¦Óà Register third-party apps How to publish your product as a registered app suite ¹«Ë¾ÊÚȨӦÓà Third-party app plug-in Allows account admin to easily install your app suite in their WeChat at Work account µÚÈý·½»Øµ÷ЭÒé Third-party callback URL Notifications for when account enable/disable your apps or add/edit/delete users, departments, and tags ͨѶ¼ȨÏÞÌåϵ Contacts authorization Third-party permission to access and edit a WeChat at Work account¡¯s contacts µ¥µãµÇ¼ One-click login Allow your WeChat at Work customers to login to your site ×¢²á¶¨ÖÆ»¯ Custom Registration Link Users that have not registered a WeChat at Work account yet can pre-authorize your apps by opening the link to WeChat at Work from your system December 2017 www.grata.co 63
  • 64. Other APIs ÆäËü½Ó¿Ú »ñÈ¡´ò¿¨Êý¾Ý | Get clock-in/out data »ñÈ¡ÉóÅúÊý¾Ý | Get approval request data Éí·ÝÑéÖ¤½Ó¿Ú | Login API ¹«Ë¾Î¢ÐÅÄÚÍøÒ³µÇ¼ Login from WeChat at Work web browser ä¯ÀÀÆ÷ÄÚÍøÒ³µÇ¼ Login from any web browser ¹«Ë¾Î¢ÐŵǼSDK WeChat at Work Login SDK December 2017 www.grata.co 64
  • 65. Javascript SDK JS-SDK ͼÏñÓëÎļþ½Ó¿Ú | Image/File API ÅÄÕÕ»ò´ÓÊÖ»úÏà²áÖРѡͼ½Ó¿Ú Select from Camera or Image Gallery Ô¤ÀÀͼƬ½Ó¿Ú Preview image ÉÏ´«Í¼Æ¬½Ó¿Ú Upload image ÏÂÔØͼƬ½Ó¿Ú Download image Ô¤ÀÀÎļþ½Ó¿Ú Preview file ÒôƵ½Ó¿Ú | Record Audio API ¿ªÊ¼Â¼Òô½Ó¿Ú Start recording ֹͣ¼Òô½Ó¿Ú Stop recording ¼àÌý¼Òô×Ô¶¯Í£Ö¹½Ó¿Ú End voice recording ²¥·ÅÓïÒô½Ó¿Ú Play voice recording ÔÝÍ£²¥·Å½Ó¿Ú Pause playback Í£Ö¹²¥·Å½Ó¿Ú Stop playback ¼àÌýÓïÒô²¥·ÅÍê±Ï½Ó¿Ú End voice playback ÉÏ´«ÓïÒô½Ó¿Ú Upload audio recording ÏÂÔØÓïÒô½Ó¿Ú Download audio recording December 2017 www.grata.co 65
  • 66. Javascript SDK JS-SDK ½çÃæ½Ó¿Ú | UI Controls ¼àÌýÒ³Ãæ·µ»Øʼþ User back navigation event Òþ²ØÓÒÉϽDz˵¥½Ó¿Ú Hide top right menu ÏÔʾÓÒÉϽDz˵¥½Ó¿Ú Show top right menu ¹Ø±Õµ±Ç°ÍøÒ³´°¿Ú½Ó¿Ú Close window ÅúÁ¿Òþ²Ø¹¦ÄÜ°´Å¥½Ó¿Ú Hide all menus ÅúÁ¿ÏÔʾ¹¦ÄÜ°´Å¥½Ó¿Ú Show all menus Òþ²ØËùÓзǻù´¡°´Å¥½Ó¿Ú Hide all non-base menu items ÏÔʾËùÓй¦ÄÜ°´Å¥½Ó¿Ú Show all non-base menu items À­Æðµç×Ó·¢Æ±Áбí | Digital Invoices À­Æðµç×Ó·¢Æ±Áбí Choose invoice ·¢Æ±Ç©Ãû·½·¨ Invoice signature »ñÈ¡µç×Ó·¢Æ±ticket Get invoice ticket December 2017 www.grata.co 66
  • 67. Javascript SDK JS-SDK ÆäËü½Ó¿Ú | Other JS APIs ͨѶ¼ѡÈË½Ó¿Ú Select WeChat at Work Contacts ´´½¨»á»°½Ó¿Ú Start a chat »ñÈ¡¡°×ª·¢¡±°´Å¥µã»÷״̬¼°×Ô¶¨Òå·ÖÏíÄÚÈÝ½Ó¿Ú Content sharing in WeChat at Work »ñÈ¡¡°Î¢ÐÅ¡±°´Å¥µã»÷״̬¼°×Ô¶¨Òå·ÖÏíÄÚÈÝ½Ó¿Ú Content sharing to WeChat »ñÈ¡ÍøÂç״̬½Ó¿Ú Get device network type (3g, 4g, wifi, etc.) ʹÓù«Ë¾Î¢ÐÅÄÚÖõØͼ²é¿´Î»ÖÃ½Ó¿Ú Open location »ñÈ¡µØÀíλÖÃ½Ó¿Ú Get user location ´ò¿ªÏµÍ³Ä¬ÈÏä¯ÀÀÆ÷ Open URL in user¡¯s default browser (desktop) µ÷Æð¹«Ë¾Î¢ÐÅɨһɨ½Ó¿Ú Open QR code scanner »ñÈ¡jsapi_ticket Get JS API ticket »ñÈ¡´ò¿¨Êý¾Ý Get clock-in/out data December 2017 www.grata.co 67
  • 68. Grata WeChat at Work Apps GrataµÄ¹«Ë¾Î¢ÐÅÓ¦Óà Grata connects customers from your WeChat service or subscription account to your mobile workforce on your WeChat at Work account. Learn more at Grata.co Grata¿É½«Äú΢ÐÅ·þÎñºÅ»ò¶©ÔĺŵÄÓû§ ÓëÄú¹«Ë¾Î¢ÐÅÉϵijÉÔ±ÁªÏµÔÚÒ»Æð¡£Ïë Á˽â¸ü¶àÇë·ÃÎÊGrata.co December 2017 www.grata.co 68 New Chat Notifications лỰ֪ͨ Mobile Customer Service ÊÖ»ú¶ËÈ˹¤·þÎñ
  • 69. Try out Grata ÌåÑéGrata Register your own console at grata.co and try it free for 30 days ÔÚgrata.co×¢²á×Ô¼ºµÄ¿ØÖÆ Ì¨£¬¿ÉÒÔÃâ·ÑÊÔÓÃ30Ìì¡£ Connecting your WeChat account is as easy as scanning a QR Code to enable Grata °ÑÄãµÄ΢ÐŹ«Õ˺ÅÁ¬½ÓÖÁ Grata¾ÍÏñɨÃè¶þάÂëÒ»Ñù ¼òµ¥¿ì½Ý¡£ December 2017 www.grata.co 69
  • 70. Appendix: Numbers to reference Ö÷¶¯µ÷ÓÃƵÂÊÏÞÖÆ www.grata.co 70 Total users ³ÉÔ±ÊýÉÏÏÞ 1,000 users to start; verify account to get more users based on your business license scope ÈÏ֤ǰÈËÊý×î¶àÖ»Ö§³Ö1,000ÈË£¬ÈÏÖ¤ºó¿ÉÌá¸ß¹«Ë¾µÄʹÓÃÈËÊý Monthly new users ´´½¨ÕʺÅƵÂÊ Limited to growing no more than 3x the current total number of users per month ÿ¹«Ë¾´´½¨ÕʺÅÊý²»¿É³¬¹ýÕʺÅÉÏÏÞÊý*3/Ô Admin users ¹ÜÀíÔ± Unlimited ûÓÐÊýÁ¿ÏÞÖÆ Daily messages ·¢ÏûϢƵÂÊ 30x your total number of contacts, per user per day ÿ¹«Ë¾²»¿É³¬¹ýÕʺÅÉÏÏÞÊý*30ÈË´Î/Ìì Total apps Ó¦ÓÃÊýÏÞÖÆ Your total number of users divided by 100 (min. 30 apps, max. 300) ÈËÔ±ÉÏÏÞ/100¸ö£¨×îµÍ30¸ö£¬×î¸ß300¸ö£© Departments ²¿ÃÅ×ÜÊý 30,000 Tags ±êÇ©×ÜÊý 3,000 Hierarchical dept levels ²¿ÃŵÄ×î´ó²ã¼¶ 15 Users per tag or dept ²¿ÃÅϵĽڵã×ÜÊý 30,000 December 2017