Setup Bots
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Bots in Dashworks use your connected apps to answer user questions. Follow these steps to set up bots quickly and effectively:
Go to the .
Find the app connection you want the bot to use.
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.
Go to the .
Click "Create New Bot".
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 .
Use the bot in the Dashworks web app by tagging it in the input box (e.g., @BotName
).
Add a Slack connection in the App Store.
Mark it as a Bot connection and the Primary Slackbot Connection.
Invite the Slackbot to a Slack channel by typing /invite @Dashworks
in the channel.
If you want to use the bot to answer questions in Slack channels, set up the :
From the Slack Channels tab of the select the Slack channel to change its bot.