TaskPilot User Guide

Quick Start Guide

1. Connect Slack

Slack integration is required to use TaskPilot. Connect your workspace in Account Settings.

2. Set Up Groups

Create groups for your team members and assign them to specific channels.

3. Configure Routing

Set up custom routing rules for your channels in the Dashboard.

Core Features

Smart Channel Routing

TaskPilot uses AI to intelligently route questions to the most appropriate Slack channels:

  • Type /taskbot followed by your question in any Slack channel
  • TaskPilot analyzes your question and suggests the best channel
  • Click the suggested channel to be redirected
  • Relevant Confluence documentation is also provided (if connected)

Custom Routing Rules

In the Dashboard, you can:

  • Add custom descriptions for each channel
  • Set up channel-specific routing rules

Groups and Document Management

Organize your team and documentation efficiently:

Creating Groups

  • Go to the Groups section in your dashboard
  • Click "Create New Group"
  • Add team members to the group
  • Assign the group to specific channels

Managing Documents

  • Add documents to groups for easy access
  • Set document review status
  • Track document updates and changes
  • Share documents with specific groups

Flagging System

Track important discussions that need documentation:

Creating Flags

  • Click "Flag for Documentation" on any Slack message
  • Assign to a team member or group

Managing Flags

  • View all flags in the Docs & Flags dashboard
  • Filter by status, priority, or assignee
  • Update flag status and add notes

Reminders

Stay on top of important tasks and documentation:

  • Set up automatic reminders for flagged items and documents to be reviewed so they dont go stale
  • Configure reminder frequency and recipients
  • Receive notifications in Slack
  • Track reminder history and responses

Integrations

Slack Integration (Required)

Slack integration is essential for TaskPilot to function:

  • Connect your Slack workspace in Account Settings
  • Enable the TaskPilot bot in your channels
  • Use slash commands for routing and flags
  • Receive notifications and reminders in Slack

Confluence Integration (Optional)

Enhance your experience with Confluence integration:

  • Connect your Confluence workspace in Account Settings
  • Automatically search relevant documentation
  • Link documentation to flags and groups
  • Track documentation coverage and updates

Best Practices

Organization

  • Create logical groups based on team structure
  • Keep channel descriptions up to date
  • Regularly review and update flagged items
  • Maintain organized documentation

Efficiency

  • Use custom routing rules effectively
  • Set up appropriate reminder frequencies
  • Monitor analytics for improvements
  • Regularly update group memberships

Need Help?

If you need assistance or have questions: