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Frequently Asked Questions

Why did I receive an invitation to the Wellsite platform?

We're excited to welcome you to the Wellsite community! You've received an invitation because we believe that the collaborative features and capabilities of our platform can greatly benefit you and your team. Someone who recognizes the potential of Wellsite and its ability to enhance communication and productivity has extended this invitation to you.

What's a team?

A team is a digital workspace where you and your teammates can collaborate in Wellsite. You can belong to one or multiple teams.

What's a channel?

Channels provide 1:1 and group messaging that features integrated voice/video conferencing, file, image, and link sharing, rich markdown formatting, and a fully searchable message history.

With Wellsite Channels, you can keep all of your team’s communications in one place and remove information and organizational silos.

Everyone who joins a Wellsite team is automatically added to two default channels: Town Square and Off-Topic.

Join a channel
To join a public channel, select the + symbol at the top of the channel sidebar, then select Browse Channels. Search through the list of public channels you can join, then select Join.

To join a private channel, you need to be added to the channel by a member of that channel.

Leave a channel
Select the channel name at the top of the center pane to access the drop-down menu, then select Leave Channel.

Any team member who leaves a private channel must be re-added by another channel member if they wish to rejoin. Team members will not receive mention notifications from channels of which they are not members.


What's a workflow?

A workflow is a checklist of the tasks that make up your processes. These tasks can range from at-mentioning a team member, to using a slash command to start a Zoom call. Tasks can be assigned to users, they can be given due dates.

There are other parts of a workflow, such as automation settings, and metrics. But the very first thing you’ll want to set up is a checklist.

Each time you use the process you’ve documented, such as onboarding a new customer, the workflow is used to start a run - a discrete single use of the process - and that run is captured in a dedicated channel.

Setting up a workflow includes configuring how the workflow manages the creation of its channel as well as how stakeholders are notified. To open a workflow and view its statistics, select the workflow name. To begin a run using a specific workflow, select Run beside that workflow’s name.

Creating a workflow from scratch can be daunting, even if you have the process mapped out. One way to get started quickly is to use one of the pre-configured templates available. These templates are populated with content and settings to provide guidance and are customizable.

Workflow templates are basic workflows that you can use to get started quickly. As you learn more about your workflows, you can customize them into specific workflows.

What’s a run?
To access runs, select the product menu in the top-left corner of Wellsite, then select Workflows. In the runs list, you can select a run to view more details, such as the overview and retrospective. This is an easy way to assess all the active runs to which you have access.

View run details
When you’re in a channel with an active run, select the Toggle Run Details icon in the channel header to open the right-hand pane to view the run details. Information such as run name and description can be edited in-line, and the checklists can be collapsed and filtered based on their status.

What's a slash command?

You can execute commands, called slash commands, by typing into the text input box to perform operations in Wellsite. To run a slash command, type / followed by a command and some arguments to perform actions.

What's a webhook?

A webhook is a way for one app to send real-time data to another app. In Wellsite, incoming webhooks receive data from external applications and make a post in a specified channel. They’re great for setting up notifications when something happens in an external application.

Outgoing webhooks take data from Wellsite, and send it to an external application. Then the outgoing webhook can post a response back in Wellsite. They’re great for listening in on channels, and then notifying external applications when a trigger word is used.

How do I invite team members?

Direct invites are invitation emails sent from Wellsite directly to the invited person’s email address. A link within the invitation directs them to an account creation page. Invitation links sent by email expire after 48 hours and can only be used once.

  1. Select the Team menu at the top of the Navigation Panel.
  2. Select Invite People.
  3. Enter the email address of the person you want to add. You can add multiple email addresses at a time.
  4. Click the Invite button

How to deactivate your Wellsite account

1. Access account settings by clicking the gear icon at the top right corner of the screen.

2. Navigate to Advanced settings

3. Choose Deactivate Account

Warning: Deactivating your account removes your ability to log in to this server and disables all email and mobile notifications.

Have more questions?