Setup Bots

Bots in Dashworks use your connected apps to answer user questions. For security and access control, only "Bot" app connections are used by the bots, and only Admins can add these Bot connections.

Complete the below steps to set up the bots in order to invite the Dashworks Slackbot to Slack and to create custom bots:

1. Sharing App Connections: Go to the App Store. For the app connection you want to give bots access to, open the app connection settings and enable the "Mark as Bot Connection" toggle. This makes these connections accessible to Dashworks bots. All other connections will remain private and inaccessible to the bots.

2. Slackbot Setup: To use the Dashworks slackbot, add a Bot Slack connection and set it as the "Primary Slackbot Connection". Once configured, your Slack connection settings should look like this.

You can add multiple Bot Slack connections, but only one connection can be marked as Primary Slackbot Connection per slack workspace. Bot connections are used to retrieve information, while the Primary Slackbot connection will be used for Dashworks' internal processing.

For Org app connections marked as Bot connections, we use the delegated access token of the Dashworks user who marked the app as a Bot connection. We recommend exercising caution during this step to ensure the correct user permissions are granted.

Which app connections should be marked as Bot connections?

When deciding which app connections to mark as Bot connections, ensure the connected app account has sufficient permissions to access all relevant data (documents, folders, threads, projects, etc.) needed to answer user questions effectively. Consider reusing an existing account (e.g., [e-mail]) or creating a dedicated account with appropriate access.

Ensure that you're logged in to the apps with the correct email before approving the app connection. You'll likely be logged in to these apps with your personal account already, so either log out and log back in with the correct email, or connect the integrations from a new profile in your browser. Please contact [e-mail] if you have any questions or run into any issues.

How can I check which email account is connected to an app?

You can check this by hovering over the info tooltip for the connection after clicking the dropdown button in the app row. The tooltip provides the following details:

• Type: App connection type - one of 'Org' or 'Individual'.

• Workspace: Logged-in workspace name in the app connected to Dashworks.

• App account: Logged-in user account in the app connected to Dashworks.

• Connected by: Dashworks user who connected the app.

• Shared by: Dashworks user who marked the app connection as Bot connection.

• Created: Date when the app was connected.

How can I check what information the bot can search?

A rule of thumb here is that the bot can only search for information in an app that you can find after logging in to that app using the app connection email.

Here's an example: Say you have connected a Google Drive account with the email [e-mail] to Dashworks. Now login to the Google Drive web app (drive.google.com) with the same email. Anything you can find in web app will also be searchable in Dashworks, as long as it is one of the supported object types. If you can't find something while logged in to the app itself using the connection email, then Dashworks won't have the permissions to search for it either. The supported object types for each application are listed here.