Setup Slackbot

Complete the following steps to set up the Dashworks Slackbot:

• Create or identify a Bot account (for ex. "[e-mail]")

• Add the Bot account to the apps you want the Slackbot to search

• Invite the Bot account to Dashworks with the "Admin" role

• Sign in to Dashworks with the Bot account and connect the apps from the App Store

• Enable the Bot account in Workspace Settings

1. Create or identify a Bot account

To use Slackbot in channels, we recommend using a Bot account, for ex. "[e-mail]". The Slackbot uses this account's permissions to find answers to questions asked in Slack channels. This ensures that you have complete control over what information is searchable from an access control standpoint. You can grant this account access to the apps and content you want the Slackbot to surface when responding to questions. You may either create a new Bot account in your email directory (for ex. Google Workspace) or use an existing service account that you've previously setup.

2. Add the Bot account to your apps

After creating the Bot account, invite it to your Slack workspace and other apps you want to search. For instance, if you want the Slackbot to search Confluence and Google Drive, add the account in both the apps. Slack is a required app that the bot account must be added to. Ensure that the Bot account is also granted access to the specific content in these apps that you want the Slackbot to search. These could be specific folders, channels, and docs. The Slackbot can only respond with answers from content that the Bot account has access to in the apps.

The Dashworks Bot account is a cost-effective way to unlock access to information that's siloed across apps. For example, if you want the product team to have access to Salesforce data, but don't want to pay for additional seats, you can grant the Dashworks Bot account access to a Salesforce seat and add it to a channel with the product team. This way, everyone in the product team will have access to the Salesforce information they need.

3. Invite the Bot account as an "Admin" in Dashworks

Click the "Invite" member button in the sidebar and enter the Bot account email with the "Admin" role to add the account to your Dashworks workspace.

4. Connect the apps from the Dashworks App Store

Now sign in to Dashworks with the Bot account and connect the apps from Step 2 in the App Store. Make sure you're logged in to the apps with the Bot account before connecting them in Dashworks. You'll likely be logged in to these apps with your personal account already, so either logout and log back in with the Bot account, or connect the integrations from an Incognito window. Contact [e-mail] if you run into any issues.

5. Enable the Bot account in Workspace Settings

Go to the Bot account settings and enable the Bot account.

6. Invite the Slackbot to a channel

That's it! You can now invite the Slackbot to a Slack channel:

1. First, invite the Bot account you added to Slack in Step 2 to the channel by typing "/invite @[bot-account-name]". The Bot account will be automatically added to the default channels for new members, and you'll need to invite it to other public or private channels. Adding the Bot account to the channel will allow the Slackbot to search the conversations and files in this channel for its answers.

2. Next, invite the Slackbot "APP" to the channel by typing "/invite @Dashworks". This gives the Slackbot the ability to respond to questions asked in the channel.

   

7. (Optional) Customize the Slackbot

Once the Slackbot has been added, you can customize it from the Bots page. This lets you provide guidelines to the AI using Instructions and toggle auto-responding.