Using Challo assistants

Interact with your Challo assistants in the following ways:

  • Email your account assistant to:
    • Create tracks
    • Schedule meetings
  • Email your track assistants on each track to:
    • Add content to a track
    • Schedule meetings on a track

Your assistants receives emails from the following people:

  • Members of your organization
    • Your Challo account is ready to use for all members of your organization.
  • Associates from outside of your organization
    • Challo requests they sign up after receiving an invitation to join a track.
  • Guests
    • Anyone else.
    • They can participate as guests during live sessions, while not being track members.

Assistants behave differently when receiving emails from these people.  In addition, track assistants take into account the role of members they receive emails from.

Emailing your account assistant

Emailing your account assistant:

  • As a guest:
    • The account assistant does nothing.
      Challo does not create a track when guests send emails to it.
  • As a member from outside of your organization:
    • The account assistant does nothing.
      Challo does not create a track when these members send emails to it.
  • As a member of your organization:
    The account assistant:

    • Starts a track.
    • Adds the people you include on the email as track members.
      • The assistant invites any guests to sign up to use Challo.
    • In addition, if you send a meeting event:
      • The track assistant sends you, and all recipients two emails:
        • Inviting you to the new track, with a link to sign up if necessary.
        • Containing the live session URL.
      • The assistant updates the meeting event to include a hyperlink to the live session.

Emailing your track assistant

Emailing your track assistant:

  • As a guest:
    • The email assistant does nothing.
    • The track assistant does not share the content of the email with the track.
  • As a track member with the role viewer:
    • The track assistant sends an email to the track coordinators, that informs them that you have the incorrect role to add content.
    • The track assistant does not share the content of the email with the track.
  • As a track member with the role collaborator or track coordinator:
    • Sends content to the track.
    • Does not add members you include on your email.
      • You must add these manually.
    • In addition, If you send a meeting event from your calendar:
      • Records the meeting on your track.
      • The assistant send an email with a hyperlink live session.