Custom Bots

Bots let you customize what Dashworks searches and how it responds for different types of use cases and questions, for instance:

  • Support Bot that searches the help center, past tickets, and product wikis.

  • RFP Responder that searches previously completed RFPs and questionnaires.

  • Onboarding Buddy that search HR policies and onboarding docs, and tags the HR team in its response if there's no suitable documentation.

To get started with creating Bots:

  1. Setup a Bot Account for your workspace.

  2. Create new Bots that search specific knowledge sources and follow custom instructions.

  3. Use the Bot on the web app by tagging it in the Dashworks input box with "@Bot ....", or add it to a Slack channel.

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