# Launch Guide

## 1. Setup workspace

* [ ] [**Connect Applications**](/knowledge/connect-apps.md): Add org-wide connections for relevant applications.
* [ ] [**Personalize Workspace**](/admin/homepage.md): 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**](/admin/sso.md) (if applicable): Connect your SSO provider, like Okta or Azure AD, so users can log in with existing credentials.
* [ ] [**SCIM Provisioning**](/admin/scim.md) (if applicable): Automate user lifecycle management by syncing Okta, Azure AD, or Google directory.
* [ ] [**Verified Domains**](/admin/verified-domains.md) (if applicable): Approve relevant domains so colleagues from other branches or sub-domains can join Dashworks automatically.
* [ ] [**Add Bot Connections**](/bots/setup-bots.md): 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**](/admin/announce-dashworks.md): 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](https://support.dashworks.ai/use-cases/engineering#:~:text=Other%20Sources-,USE%20CASES,-Engineering) and share the [prompt guide](https://support.dashworks.ai/optimize/prompting) and best practices to [improve answers](https://support.dashworks.ai/optimize/improve-answers).
* [ ] **Team Trainings**: Schedule department-level training sessions (Engineering, Sales, CS, etc.). Here's a [template onboarding deck](https://pitch.com/v/dashworks-onboarding-yvdsye). 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 ](/surfaces/slackbot.md)to these so it can auto-respond to routine queries.
* [ ] [**Org-Wide Chrome Extension**](/admin/chrome-extension-setup.md): 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](/surfaces/chrome-extension.md) 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**](/admin/analytics.md): Track usage metrics by department and monitor Dashworks’ performance.
* [ ] [**Customize Instructions**](/optimize/instructions.md): 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 <support@dashworks.ai>.


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