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, 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

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 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

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

• 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 [e-mail].

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.