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For the complete documentation index, see llms.txt. This page is also available as Markdown.

Managed Bots

Managed Bots lets you combine Dashworks answers with the expertise of your team's subject matter experts (SMEs), allowing for:

  • Real-time notifications to SMEs when the bot is tagged

  • Expert oversight and intervention when needed

  • Private conversations for sensitive topics

Using bots in Slack channels with the Dashworks Slackbot is the way to go for most use cases that require a combination of Dashworks answers and expert oversight. Managed Bots on the web app can be useful in the following scenarios:

  • Questions from users may include sensitive or private info, such as HR-related questions about benefits, compensation, or policies

  • You want to reduce the notification overload for everyone in Slack channels

  • Your team doesn't use Slack

Here are some example use cases for managed bots:

  • HR Support: Bot Admins are the HR team, and knowledge sources are the existing HR knowledge base, such as a space in Confluence, drive in Google Drive, or teamspace in Notion.

  • IT Support: Bot Admins are the IT team, and knowledge sources are the IT knowledge base or historical tickets.

  • Product Support: Bot Admins are product managers or engineering leads, and knowledge sources are product wikis, support help center, Slack conversations, and project management tool.

  • Sales Enablement: Bot Admins are the sales enablement team or sales leaders, and knowledge sources are SFDC, Slack conversations, and enablement KB in Drive or HighSpot / Seismic.

Setting Up Managed Bots

  1. Go to the App Store and mark relevant app connections as "Bot Connections".

  2. Create a new bot from Bots page and specify it as a Managed Bot during setup.

  3. Designate the subject matter experts who will oversee the bot as Bot Admins.

How to Use Managed Bots

For End Users:

  • Tag the bot with your question in the input box using "@BotName"

  • Receive instant AI-powered answers

  • The SME will be instantly notified in real-time and provide additional context on the topic if necessary. You can also tag them in the topic using "@AdminName".

For Bot Admins:

  • Receive notifications when the bot is tagged

  • Monitor bot interactions in real-time

  • Step in to provide additional context or help when necessary

  • Resolve unanswered queries as needed

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