Launch Guide

1. Setup workspace

• Connect Applications: Add org-wide connections for relevant applications.

• Personalize Workspace: Add your company’s logo, name, and bookmarks so users see a familiar interface. Tip: Ensure your homepage highlights frequently used docs or links (e.g., onboarding pages, key internal sites).

• Configure SSO (if applicable): Connect your SSO provider, like Okta or Azure AD, so users can log in with existing credentials.

• SCIM Provisioning (if applicable): Automate user lifecycle management by syncing Okta, Azure AD, or Google directory.

• Verified Domains (if applicable): Approve relevant domains so colleagues from other branches or sub-domains can join Dashworks automatically.

• Add Bot Connections: This allows your team to create and manage specialized bots (e.g., an HR bot, a Support bot) and use them on the web app or invite them into Slack channels.

2. Onboard the team

• Announcement: Craft a short email or Slack announcement letting everyone know Dashworks is live and why it’s being rolled out.

• Share Use Cases & Best Practices: Share common questions for different roles from the Use Cases section and share the prompt guide and best practices to improve answers.

• Team Trainings: Schedule department-level training sessions (Engineering, Sales, CS, etc.). Here's a template onboarding deck. If you’re an Enterprise customer, your Dashworks POC can host these sessions—please reach out to them to coordinate.

• Identify Slack Channels: Look for Slack channels like #ask-, #help-, #qa-, or #questions in their name or other popular help channels. Invite the Dashworks bot to these so it can auto-respond to routine queries.

• Org-Wide Chrome Extension: Work with your IT team to push the Chrome extension to all employees or specific Organizational Units. Or encourage individual users to add the extension for quick access to answers.

• Shared Channel: Invite the team to a shared Slack or MS Teams channel with your Dashworks POC for faster support and updates.

3. Monitor & optimize

• Analytics & Insights: Track usage metrics by department and monitor Dashworks’ performance.

• Customize Instructions: Refine or add org-wide instructions to tune Dashworks' behavior.

• Regular Check-Ins: Every 3–6 months, reconnect with your Dashworks POC to share feature requests and feedback or to plan advanced training.

4. Drive adoption

• Showcase Key Wins: Let your team know how many questions were answers and other success metrics.

• Team Spotlights: Recognize individuals or departments who are strong adopters.

• Gather Testimonials: Encourage “power users” to share their stories, for instance by sharing a short blurb on “how Dashworks helped me do X faster”.

Following this plan ensures your team understands the “why” and the “how” behind Dashworks, leading to better engagement and long-term success. If you need more detailed instructions on any step (e.g., setting up Slackbot, refining instructions, or handling advanced SSO/SCIM scenarios), please contact your Dashworks POC or reach out to [email protected].