Setup Bots

Bots in Dashworks use your connected apps to answer user questions. Follow these steps to set up bots quickly and effectively:

Step 1: Add Bot Connections

1. Go to the App Store.

2. Find the app connection you want the bot to use.

3. Open the app connection settings and toggle "Mark as Bot Connection".

   • This allows the bot to search the app to answer questions.

   • All other connections remain private and inaccessible to the bot.

How do search permissions work for bot connections?

Search permissions for bot connections depend on whether the connection is Org or Individual:

• Individual connection: The account that you're logged in to the app that you're connecting determines the bot's search permissions. For instance, if you authenticate Zendesk as an Individual connection while you're logged in to Zendesk with [email protected] and then mark it as a Bot connection, then the Bot can search the content that [email protected] has access to in Zendesk.

• Org connection: The account that you're logged in to Dashworks determines the bot's search permissions. For instance, if you authenticate Zendesk as an Org connection while you're logged in to Dashworks with [email protected], and then mark it as a Bot connection, then the Bot can search the content that [email protected] has access to in Zendesk.

Which account should I use to setup bot connections?

It's recommended to use a non-user account (ex. [email protected] or [email protected]) for bot connections. This lets you restrict the information bots can search to the sources that have been shared with this account. Ensure the bot connection account has sufficient permissions to access all relevant documents, channels, projects, etc. needed to answer user questions effectively.

We do not recommend using your personal account as a bot connection as this may reveal information that's private to you to bot users (ex. files in "My Drive" of Google Drive).

Step 2: Create a Bot

1. Go to the Bots page.

2. Click "Create New Bot".

3. Customize the bot:

   • Name: Give your bot a clear and descriptive name.

   • Knowledge Sources: Select the apps, files, or answers that the bot should search.

   • Instructions: Add any specific guidelines for how the bot should respond.

   • Bot Admins and Managed Bot: Learn more about when and how to use managed bots here.

Step 3: Test Your Bot

Use the bot in the Dashworks web app by tagging it in the input box (e.g., @BotName).

Step 4: Setup the Slackbot (Optional)

If you want to use the bot to answer questions in Slack channels, set up the Dashworks Slackbot:

1. Add a Slack connection in the App Store.

2. Mark it as a Bot connection and the Primary Slackbot Connection.

3. Invite the Slackbot to a Slack channel by typing /invite @Dashworks in the channel.

4. From the Slack Channels tab of the Bots page select the Slack channel to change its bot.