# Migration Guide
### Important Dates & Timeline
| Date | Milestone |
| ------------------ | ---------------------------------------------------------- |
| **April 16, 2025** | Data export functionality available |
| **April 23, 2025** | Dashworks API discontinued |
| **July 16, 2025** | Logins disabled for Dashworks web application and Slackbot |
### What's Happening
As announced in our [blog post](https://www.dashworks.ai/blog/dashworks-is-joining-forces-with-hubspot), Dashworks has been acquired by HubSpot. As our team focuses on integrating our technology into the HubSpot platform, the standalone Dashworks service will be sunset according to the timeline above.
* No new sign-ups will be accepted for Dashworks web application or Slackbot as of April 16, 2025
* Existing customers will maintain full access until July 16, 2025
* All customers will receive prorated refunds based on the last date their workspace is active
### Exporting Your Data
We've created straightforward processes to help you export your valuable data from Dashworks. You can request exports anytime between April 16 and July 16, 2025.
#### For Workspace Administrators
As a Workspace Admin, you can export all workspace-level data by following these steps:
1. Go to [Dashworks > Settings > Workspace > General](https://web.dashworks.ai/admin/appearance)
2. Click Request under **Workspace data export**. The data export will typically be available within 30 minutes.
3. You'll receive an email with download instructions when your export is ready.
**What's included in the user data export:**
Workspace Bookmarks
| Field Name | Data Type | Description |
| ---------- | --------- | --------------------------------- |
| title | `string` | The display name of the bookmark. |
| link | `string` | The URL the bookmark points to. |
App connections
| Field Name | Data Type | Description |
| -------------- | --------- | -------------------------------------------------------------------------------------------------------- |
| app\_name | `string` | The name of the connected application (e.g., Google Drive, Slack). |
| user\_email | `string` | The email address of the user within the Dashworks system. |
| type | `string` | Indicates if the connection is for the entire organization ('org') or an individual user ('individual'). |
| account\_email | `string` | The email address used to log in to the connected application. |
Files
| Field Name | Data Type | Description |
| ------------- | ----------------- | ---------------------------------------------------- |
| author\_email | `string` | The email address of the user who uploaded the file. |
| link | `string` | A direct link or URL to access the file. |
| title | `string` | The name or title of the file. |
| created\_at | `ISO 8601 string` | The date and time when the file was created. |
Answers
| Field Name | Data Type | Description |
| ------------- | ----------------- | ------------------------------------------------------ |
| title | `string` | The title or question associated with the Answer. |
| content | `string` | The body or text content of the Answer. |
| created\_at | `ISO 8601 string` | The date and time when the Answer was first created. |
| modified\_at | `ISO 8601 string` | The date and time when the Answer was last updated. |
| author\_email | `string` | The email address of the user who authored the Answer. |
Workspace Bots
| Field Name | Data Type | Description |
| ----------------- | ----------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| bot\_id | `string` | A unique identifier for the bot within Dashworks. |
| bot\_name | `string` | The display name of the bot. |
| icon | `string` | URL or identifier for the bot's avatar/icon image. |
| description | `string` | A brief summary of the bot's purpose or capabilities. |
| model | `string` | The specific Large Language Model (LLM) powering the bot (e.g., 'gpt-4', 'claude-3'). |
| sources | `list[dict]` | A list of data sources the bot can access. Each source object follows the "App connections" schema. An empty list means "AI only". A source with `app_name: "web"` indicates web search capability. |
| is\_managed | `boolean` | Indicates if the bot is managed by Dashworks administrators (`true`) or potentially user-created (`false`). |
| admin\_emails | `list[string]` | A list of email addresses of users who have administrative control over this bot. |
| instructions | `string` | Custom instructions or guidelines provided to the bot to influence its behavior and responses. |
| creator\_email | `string` | The email address of the user who originally created the bot. |
| created\_at | `ISO 8601 string` | The date and time when the bot was created. |
| learned\_feedback | `list[string]` | Instructions learned from feedback provided to the bot. |
Slack Channels
| Field Name | Data Type | Description |
| ------------------------- | --------- | --------------------------------------------------------------------------------------------------------- |
| channel\_name | `string` | The name of the Slack channel where the bot integration is active (e.g., `#general`, `#support`). |
| bot\_id | `string` | The unique identifier (`bot_id`) of the Dashworks Bot assigned to this Slack channel integration. |
| reply\_only\_when\_tagged | `boolean` | If `true`, the bot will only respond in the channel when explicitly tagged (e.g., `@DashworksBot`). |
| acknowledge\_question | `boolean` | If `true`, the bot may send an initial message acknowledging it received the question before answering. |
| confidence\_threshold | `integer` | A percentage (0-100) representing the minimum confidence level required for the bot to attempt an answer. |
| fallback\_message | `string` | The message displayed by the bot when it cannot answer or its confidence is below the threshold. |
| create\_draft | `boolean` | If `true`, the bot's response will be generated as a draft in Slack for review before sending. |
Org-wide Workflows
| Field Name | Data Type | Description |
| -------------- | ----------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| name | `string` | The display name of the workflow. |
| description | `string` | A brief summary of what the workflow does. |
| prompt | `string` | The core instructions or prompt text that defines the workflow's task for the LLM. |
| sources | `list[dict]` | A list of data sources the workflow can access. Each source object follows the "App connections" schema. An empty list means "AI only". A source with `app_name: "web"` indicates web search capability. |
| model | `string` | The specific Large Language Model (LLM) used by the workflow (e.g., 'gpt-4', 'claude-3'). |
| creator\_email | `string` | The email address of the user who created the workflow. |
| created\_at | `ISO 8601 string` | The date and time when the workflow was created. |
Workspace General Settings
| Field Name | Data Type | Description |
| ----------------- | --------- | ----------------------------------------------------------------------- |
| company\_name | `string` | The name of the organization using Dashworks. |
| logo | `string` | A URL pointing to the company's logo image file. |
| background\_image | `string` | A URL pointing to the custom background image for the workspace. |
| background\_color | `string` | The HEX color code used for the workspace background (e.g., `#FFFFFF`). |
Workspace AI Controls
| Field Name | Data Type | Description |
| ------------- | --------- | -------------------------------------------------------------------------------------------------------------- |
| instructions | `string` | Global instructions applied to all AI interactions within the workspace, guiding overall AI behavior. |
| text\_filters | `string` | A comma-separated list of keywords or phrases that the AI should avoid or filter out in its responses. |
| disclaimer | `string` | A standard disclaimer message that may be appended to AI-generated content within the workspace. |
| model | `string` | The default Large Language Model (LLM) used across the workspace unless overridden by specific bots/workflows. |
Workspace Members
| Field Name | Data Type | Description |
| ---------- | --------- | --------------------------------------------------------------------------------------------------------------------------------------- |
| name | `string` | The full name of the user. |
| email | `string` | The user's primary email address used for login and identification within Dashworks. |
| role | `string` | The user's permission level within the workspace. Typically 'admin' (full access) or 'member' (standard access). |
| status | `string` | The current state of the user's account: 'signed\_up' (active), 'provisioned' (invited but not yet active), 'blocked' (access revoked). |
**Need to delete your workspace?** You can request this by going to [Dashworks > Settings > Workspace > General](https://web.dashworks.ai/admin/appearance) as well. Once deleted, the workspace and all associated data will be permanently removed from our systems.
#### For Individual Users
Individual users can export their personal data directly from the Dashworks interface:
1. Go to [Dashworks > Settings > Personal > General](https://web.dashworks.ai/my-settings)
2. Click Request under **Personal data export**. The data export will typically be available within 30 minutes.
3. You'll receive an email with download instructions when your export is ready.
**What's included in the user data export:**
Private Bots
| Field Name | Data Type | Description |
| -------------- | ----------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| bot\_id | `string` | A unique identifier for the bot within Dashworks. |
| bot\_name | `string` | The display name of the bot. |
| icon | `string` | URL or identifier for the bot's avatar/icon image. |
| description | `string` | A brief summary of the bot's purpose or capabilities. |
| model | `string` | The specific Large Language Model (LLM) powering the bot (e.g., 'gpt-4', 'claude-3'). |
| sources | `list[dict]` | A list of data sources the bot can access. Each source object follows the "App connections" schema. An empty list means "AI only". A source with `app_name: "web"` indicates web search capability. |
| is\_managed | `boolean` | Indicates if the bot is managed by Dashworks administrators (`true`) or potentially user-created (`false`). |
| admin\_emails | `list[string]` | A list of email addresses of users who have administrative control over this bot. |
| instructions | `string` | Custom instructions or guidelines provided to the bot to influence its behavior and responses. |
| creator\_email | `string` | The email address of the user who originally created the bot. |
| created\_at | `ISO 8601 string` | The date and time when the bot was created. |
Private Workflows
| Field Name | Data Type | Description |
| -------------- | ----------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| name | `string` | The display name of the workflow. |
| description | `string` | A brief summary of what the workflow does. |
| prompt | `string` | The core instructions or prompt text that defines the workflow's task for the LLM. |
| sources | `list[dict]` | A list of data sources the workflow can access. Each source object follows the "App connections" schema. An empty list means "AI only". A source with `app_name: "web"` indicates web search capability. |
| model | `string` | The specific Large Language Model (LLM) used by the workflow (e.g., 'gpt-4', 'claude-3'). |
| creator\_email | `string` | The email address of the user who created the workflow. |
| created\_at | `ISO 8601 string` | The date and time when the workflow was created. |
App connections
| Field Name | Data Type | Description |
| -------------- | --------- | -------------------------------------------------------------------------------------------------------- |
| app\_name | `string` | The name of the connected application (e.g., Google Drive, Slack). |
| user\_email | `string` | The email address of the user within the Dashworks system. |
| type | `string` | Indicates if the connection is for the entire organization ('org') or an individual user ('individual'). |
| account\_email | `string` | The email address used to log in to the connected application. |
Topics
| Field Name | Data Type | Description |
| ----------- | ----------------- | ----------------------------------------------------------------------------------------------------------- |
| title | `string` | The title or name assigned to this Dashworks Topic. |
| created\_at | `ISO 8601 string` | The date and time when the Topic was initially created. |
| messages | `list[Message]` | An ordered list of messages exchanged within the Topic. See the "Messages" table below for details. |
| visibility | `string` | Controls who can view the Topic: 'private' (only creator), 'workspace' (all members), 'anyone\_with\_link'. |
### Messages (within a Topic)
| Field Name | Data Type | Description |
| -------------- | -------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| role | `string` | Indicates who sent the message: 'User' or 'Dashworks'. |
| content | `string` | The textual content of the message. |
| attachments | `list[string]` | A list of the titles of any files attached to this specific message. These files are linked from the main "Files" data structure. |
| sources | `list[dict]` | A list of data sources cited or used to generate Dashworks’ response. Each dictionary contains: `app_name` (string), `title` (string), `url` (string), `modified_at` (ISO 8601 string). |
| bot\_id | `string` | The unique identifier (`bot_id`) of the Org-wide Bot that was tagged or generated this message, if applicable. Null or absent otherwise. |
| deep\_research | `boolean` | Indicates whether the "deep research" mode was used by Dashworks to generate this specific message (`true` or `false`). |
**Important notes:**
* You may only request one data export per user account
* Exports will be available for download for 7 days after processing
* If you request account deletion, you'll no longer be able to log into Dashworks
### Enterprise Customer Support
Our enterprise customers will receive dedicated migration support:
* Schedule a personalized migration consultation using our [Calendly link](https://calendly.com/prasad-kawthekar/30m)
* Get tailored recommendations for alternative solutions based on your specific use case
* Receive priority support for data export and transition questions
We understand this transition represents a significant change for your team. We're committed to making it as smooth as possible.
### Frequently Asked Questions
**Q: Will I receive a refund for my subscription?**
A: Yes, all customers will receive prorated refunds for any prepaid amounts based on the on the last date their workspace is active.
**Q: What happens to my data after July 16?**
A: All customer data will be securely deleted from Dashworks systems within 30 days after the sunset date, in accordance with our data retention policies.
**Q: How large will my export files be?**
A: This depends on your usage. Most exports will be under 10GB, but high-usage accounts may have larger exports.
**Q: Can I still access support during the transition?**
A: Absolutely! Our support team will be available through the entire transition period. For questions, please contact .
Thank you for being part of the Dashworks journey. We're excited to bring even more powerful capabilities to you through our integration with HubSpot.