Bring what happens in support conversations into the check-ins and goals your managers already run.
Get more done with Tidio and Lattice integration
Answer goal, review and feedback questions in Tidio with the Lattice record in view.
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Contact sales
Integration availability depends on your Tidio plan.
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Category
Human Resources
Integration availability depends on your Tidio plan.
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Use cases
What you can do with Tidio and Lattice
Answer review cycle questions
Cycle dates and status from Lattice turn a vague deadline question into a one line answer.
Talk about goals with the numbers
Goal and OKR progress is in view, so the desk is not asking the person to go and check for themselves.
Capture praise before it is lost
Feedback given in a conversation can be written into Lattice, where it counts at review time.
Follow up on engagement scores
A low survey result can start a conversation with the right manager.
Overview
Lattice holds goals, review cycles, one-on-ones and engagement results. The questions that come out of it land on an internal desk: when the cycle closes, what a goal is measured against, why a review shows as incomplete. Reading Lattice into Tidio lets the desk answer with the person's actual record. Feedback and praise can be written back from the conversation, so a note that would have stayed in chat becomes part of the review that matters.
Key features
- Goal and OKR progress See where a Lattice goal stands before answering.
- Review cycle status Answer cycle and deadline questions with the real dates.
- Feedback from a conversation Praise or feedback can be written into Lattice.
- Lattice stays the record Goals, reviews and survey data live where they belong.
Lattice
Human Resources
Tags
Team Collaboration
Workflow Automation
How it works
Connect Lattice in minutes
1
Connect Lattice and Tidio
Zapier, Integrately or Make links the two, or a service reads Lattice and posts to the Tidio API.
2
Choose the fields the desk sees
Goals, cycle status and deadlines answer most questions. Leave review content out.
3
Write back where it helps
Feedback and praise can be created in Lattice, which stays the record.
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Frequently asked questions
Common questions about the Lattice integration
Should review content be visible in a chat tool?
No. Cycle dates, status and goal progress are safe and answer the questions people actually ask. Review notes, ratings and one-on-one content should stay in Lattice, where the permissions are made for them. Decide the field list before you connect anything.
Who can look up someone else's record?
Whoever staffs the desk, which is why the field list matters more than the access list. Key the lookup on the person in the conversation so an employee only ever sees their own Lattice data, and keep manager views inside Lattice.
Is the Lattice integration available on my plan?
Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the Lattice integration.