Getting your organization started with Zulip

Use this as a checklist to get your organization off to a great start.

Organization settings

Create streams

Most messages in Zulip are sent to streams. Streams are similar to chat rooms, email lists, and IRC/Slack channels, in that they determine who receives a message. A few important notes:

  • It's often better to start with fewer streams, and let the number of streams grow organically. For small teams, you can start with the default streams and iterate from there.

  • For very large organizations, we recommend using a consistent naming scheme, like #marketing/<name> or #mk/<name> for all streams pertaining to the marketing team, #help/<team name> for <team name>'s internal support stream, etc.

  • Add clear descriptions to your streams.

Some relevant help articles are

Understand topics

Zulip’s topics are life-changing, but it can take a bit of time for everyone to learn how to use them effectively. It helps a lot if there are at least a few people who understand the conversation model at the beginning.

Set up integrations

Zulip integrates directly with dozens of products, and hundreds more through Zapier and IFTTT.

The integrations page has instructions for integrating with each product.

Familiarize yourself with Zulip’s featureset

As the administrator of your Zulip organization, you'll be the initial expert teaching other users how to use Zulip.

Invite users and onboard your community

  • Delete any test messages you want to delete.
  • Use the #zulip stream to answer questions and share tips on how to use Zulip effectively.
  • If you have an existing chat tool, make sure everyone knows that the team is switching, and why. The team should commit to use Zulip exclusively for at least a week to make an effective trial; stragglers will result in everyone having a bad experience.
  • If community topic edits are enabled, encourage a few people to help rename topics for the first few days, while everyone is still getting used to the new conversation model.

Bonus things to setup