> ## Documentation Index
> Fetch the complete documentation index at: https://docs.chatbotplatform.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Team Assistant Bots

> Build internal productivity bots for your team

Create AI-powered bots that help your team work more efficiently by providing instant access to information, automating routine tasks, and streamlining internal workflows.

## Why Internal Bots?

<CardGroup cols={2}>
  <Card title="Instant Answers" icon="bolt">
    Team members get immediate responses without waiting
  </Card>

  <Card title="Reduce Interruptions" icon="bell-slash">
    Less context switching and interruptions for human teammates
  </Card>

  <Card title="Centralize Knowledge" icon="book">
    One source of truth accessible via chat
  </Card>

  <Card title="Automate Tasks" icon="robot">
    Handle repetitive work automatically
  </Card>
</CardGroup>

## Use Cases

### Knowledge Base Bot

Answer team questions from internal documentation:

**What it does**:

* Searches company wiki, Notion, Confluence
* Provides instant answers with sources
* Available 24/7 for all time zones
* Reduces "where can I find..." questions

**Example**:

```
Employee: "What's our PTO policy?"

Bot: "Here's our PTO policy:

• Full-time: 15 days annually
• Part-time: Pro-rated based on hours
• Accrues monthly starting after 90 days
• Max rollover: 5 days

Source: Employee Handbook > Benefits > Time Off
[Link to full policy]

Need anything else?"
```

### IT Help Desk

First-line IT support via chat:

**Handles**:

* Password reset instructions
* VPN setup guides
* Software installation help
* Common error troubleshooting
* Escalates complex issues to IT

**Example**:

```
Employee: "My VPN isn't connecting"

Bot: "Let's troubleshoot your VPN. First, please try:

1. Restart the VPN client
2. Check you're using your current password
3. Verify you're not already connected

Did any of these resolve it?"

Employee: "Nope, still not working"

Bot: "I'll create an IT ticket for you. Can you provide:
• Operating system (Mac/Windows/Linux)
• Error message if any
• When it last worked

[Creates ticket and notifies IT team]"
```

### Onboarding Assistant

Help new hires get up to speed:

**Features**:

* Answer onboarding questions
* Provide access to resources
* Track onboarding progress
* Connect new hires with team

**Example**:

```
New Hire: "Where do I find the design guidelines?"

Bot: "Welcome! Design guidelines are here:

📄 Brand Guidelines: [Figma link]
🎨 Component Library: [Storybook link]
🖼️ Logo Assets: [Google Drive link]

Also check out:
• Design team Slack channel: #design
• Weekly design sync: Thursdays 2pm

Your design buddy is @jane. Feel free to reach out!

What else can I help you find?"
```

### Meeting Scheduler

Help schedule meetings across time zones:

**Capabilities**:

* Check calendar availability
* Find meeting times
* Send calendar invites
* Handle time zone conversions

**Implementation**:
Use Agent Loops with calendar API access to find availability and book meetings.

### Code Review Helper

Assist with development workflows:

**Functions**:

* Explain code conventions
* Link to relevant documentation
* Check PR checklist items
* Provide deployment instructions

### Sales Assistant

Help sales team with quick information:

**Provides**:

* Product pricing
* Feature comparisons
* Case studies
* Demo resources
* Proposal templates

## Platform: Slack

Slack is ideal for team assistants:

### Channel Deployment

Deploy to specific channels:

```
Company Bot:
  ├─ #general (company-wide Q&A)
  ├─ #it-support (IT help)
  ├─ #people (HR questions)
  └─ Direct Messages (private questions)
```

### Thread-Aware

Bot maintains context in threads:

```
Main message: "How do I submit expenses?"
  ↳ Bot response
  ↳ Follow-up: "What about international?"
  ↳ Bot response with context
```

### Mentions

Require @mention to avoid noise:

```
@companybot What's the wifi password?
```

Bot only responds when mentioned, keeping channels clean.

## Configuration

### System Prompt for Knowledge Bot

```
You are the [Company Name] Team Assistant, an AI helping employees
find information and complete tasks.

Your knowledge base includes:
- Employee handbook and policies
- Internal wikis and documentation
- Process guides and SOPs
- Team directories and contacts

Guidelines:
- Provide accurate information from official sources
- Always include links to source documents
- If you don't know, say so and suggest who to ask
- Keep responses concise and actionable
- Maintain confidential information appropriately

When you can't help:
- Direct to appropriate team/person
- Offer to create a ticket if needed
- Never make up policies or information

Response format:
- Answer the question directly
- Provide relevant links
- Offer related help
- Ask if they need anything else
```

### Integration with Internal Systems

**Notion Integration**:

```javascript theme={null}
// Search Notion for internal docs
const results = await notion.search({
  query: userQuestion,
  filter: { property: 'object', value: 'page' }
});

// Format results for AI
const context = results.map(page => ({
  title: page.properties.Title,
  url: page.url,
  content: extractContent(page)
}));

// Send to AI with context
const response = await callAI({
  messages: conversationHistory,
  context: context
});
```

**Confluence Integration**:

```javascript theme={null}
// Search Confluence space
const searchResults = await confluence.search({
  cql: `text ~ "${query}" AND space = TEAM`
});

// Include in AI context
```

**Google Drive**:

```javascript theme={null}
// Search company Drive
const files = await drive.files.list({
  q: `fullText contains '${query}' and trashed=false`,
  spaces: 'drive'
});
```

## Security and Privacy

<Callout type="warning">
  Internal bots may access sensitive company information. Configure appropriate access controls and permissions.
</Callout>

### Access Control

**Workspace-Level**:

* Only accessible to company Slack workspace
* Requires employee authentication

**Channel-Level**:

* Different bots for different access levels
* HR bot only in #people channel
* Finance bot restricted to finance team

**Data Filtering**:

```javascript theme={null}
// Filter sensitive data based on user role
function filterByRole(data, userRole) {
  if (userRole !== 'manager') {
    delete data.salaryInfo;
    delete data.performanceReviews;
  }
  return data;
}
```

### Audit Logging

Log all bot interactions:

```javascript theme={null}
// Log queries for compliance
await db.botLogs.insert({
  user_id: user.id,
  query: userMessage,
  response: botResponse,
  timestamp: new Date(),
  channel: channel.id
});
```

Review logs for:

* Security incidents
* Misuse detection
* Improvement opportunities

## Advanced Features

### Agent Loops for Tasks

Use Agent Loops for automated tasks:

**Daily Standups**:

```
Agent Loop: "Daily Standup Reminder"
Schedule: Every weekday at 9 AM
Task: "Post standup reminder in #engineering with
template and collect responses"
```

**Weekly Reports**:

```
Agent Loop: "Weekly Team Report"
Schedule: Fridays at 4 PM
Task: "Compile this week's metrics, generate summary,
post to #leadership channel"
```

**Onboarding Automation**:

```
Agent Loop: "New Hire Setup"
Trigger: New employee in HRIS
Task: "Create Slack account, add to channels,
send welcome message, assign onboarding buddy"
```

### Interactive Workflows

Use Slack interactive components (coming soon):

**Approval Workflows**:

```
Bot: "New PTO request from @john"
[Approve] [Deny] [Request More Info]
```

**Forms**:

```
Bot: "Let's file that expense report"
[Opens Slack modal with form fields]
```

## Measuring Success

## Best Practices

<CardGroup cols={2}>
  <Card title="Start Narrow" icon="bullseye">
    Begin with one use case, expand based on success
  </Card>

  <Card title="Get Feedback" icon="comments">
    Regularly survey users for improvements
  </Card>

  <Card title="Keep Updated" icon="arrows-rotate">
    Update knowledge base as company changes
  </Card>

  <Card title="Human Fallback" icon="user">
    Always provide path to human help
  </Card>
</CardGroup>

### Adoption Tips

**Announce Properly**:

```
Slack Announcement:
"Meet CompanyBot! 🤖

Your new AI assistant for:
✓ Finding documents and policies
✓ IT help and troubleshooting
✓ Onboarding questions

Try it:
• @companybot What's our PTO policy?
• @companybot How do I reset my password?
• DM for private questions

Questions? Ask in #companybot-feedback"
```

**Train Your Team**:

* Demo in all-hands meeting
* Share example use cases
* Create quick reference guide
* Collect and share success stories

**Iterate Based on Feedback**:

* Weekly review of conversations
* Monthly feedback survey
* Continuous prompt improvements
* Expand capabilities over time

## Example Implementations

### Engineering Team Bot

```
Bot: "DevBot"
Channels: #engineering, #dev-ops
Capabilities:
- Deployment instructions
- Service status checks
- API documentation lookup
- Code style guidelines
- Incident response procedures

Integration:
- GitHub (PR status, repo info)
- PagerDuty (incident status)
- Datadog (metrics, logs)
- Confluence (technical docs)
```

### HR Team Bot

```
Bot: "PeopleBot"
Channels: #people, Direct Messages
Capabilities:
- PTO policy and requests
- Benefits information
- Performance review process
- Org chart lookup
- New hire procedures

Integration:
- BambooHR (employee data)
- Notion (HR handbook)
- Google Calendar (PTO tracking)
```

## Next Steps

<CardGroup cols={2}>
  <Card title="Build Your Bot" icon="rocket" href="/get-started/quickstart">
    Start with a simple knowledge bot
  </Card>

  <Card title="Slack Setup" icon="slack" href="/bots/channels/slack">
    Deploy to your workspace
  </Card>

  <Card title="Agent Loops" icon="rotate" href="/agent-loops/index">
    Automate recurring tasks
  </Card>
</CardGroup>