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 (creates the channel user in Dot)

2. In the target workspace: Settings → Users → add the channel user

3. In your main org: find the channel user and set their default workspace

4. Test with another message

Set the default workspace for a channel or user

Route Individual Users

Same process: add them to the workspace, then set their default workspace preference.

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