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Channel Routing

Route channels and DMs to specific workspaces

Each Slack workspace or Teams tenant connects to one Dot organization or workspace. Use channel routing to direct specific channels to different workspaces with their own data access.

Two Approaches

  • Route channels within one connection — Connect Slack/Teams to your main org, then route specific channels to workspaces (e.g., #sales → Sales workspace with CRM access)

  • Separate connections per workspace — Connect different Slack workspaces or Teams tenants directly to different Dot workspaces

How Routing Works

Message type
Routing logic

DMs

Routed by sender's email to their preferred workspace

Channels

Each channel gets a virtual user — assign it to a workspace to route all messages

Route a Channel to a Workspace

  1. @mention Dot in the channel — this automatically creates a channel user (e.g., #sales-analytics · Slack channel) in your main organization's user list. You don't need to create anything manually.

  2. Add the channel user to the target workspace — go to Settings → Workspaces, find the target workspace, and click Manage Users. In the search dropdown, search for the channel name (e.g., #sales) and add it.

  3. Set the channel's default workspace — go to Settings → Users, find the channel user in the list, and change the Default Workspace dropdown to the target workspace.

  4. Test — send another message in the channel and verify Dot responds using the workspace's data.

Set the default workspace for a channel or user

Don't use the "Add User" button on the Users tab — that's for inviting new users by email. Channel users are created automatically when you @mention Dot. You just need to find them and assign them to a workspace.

Route Individual Users

Same process: add them to the target workspace via Settings → Workspaces → Manage Users, then set their default workspace in Settings → Users.

Troubleshooting

Problem
Fix

Messages going to wrong workspace

Check user/channel's default workspace setting

Bot not responding in channel

@mention Dot (required in channels, not DMs)

Bot not responding in Teams channel

Verify bot was added to the channel

"Already connected" error

That Slack/Teams is connected to another Dot org

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