Setup Guide & Documentation

Everything you need to know to get Dashless up and running.

1 Getting Started

To get started, head over to the landing page and start your 7-day free trial. Once signed in, you will be prompted to select your preferred destination where you want to receive your website visitor messages. You can choose from Slack, Discord, or Telegram.

2 Platform Configuration

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Telegram Setup

If you chose Telegram as your destination, please follow these exact steps to ensure the bot can create threaded conversations for your leads.

  1. Open Telegram and create a New Group.
  2. Go to Group Settings and enable Topics.
  3. Add @Dashless_bot to the group.
  4. Promote the bot to Admin so it has permission to manage topics.
  5. Send your unique `/link` command inside the group to finalize the handshake.
Live Setup Guide

Telegram Phone Setup

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Slack Setup

After logging in via Slack, there is one final, important step inside the Slack app itself to connect a specific channel.

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Invite the App to a Channel

Go to the specific Slack channel where you want to receive messages. Type / in the chat box to pull up the app menu, and select or type Add apps to this channel. Select Dashless from the list.

app.slack.com/client
Slack Integration

3 Embedding the Widget

1. Whitelist your domain

On your installation dashboard, you must enter the exact domain (e.g., `yoursite.com`) where the widget will be installed. If the domain is not whitelisted, the widget will refuse to load for security reasons.

2. Paste the Script

Copy the unique script snippet provided to you on your installation dashboard. This script contains your unique data-team-id.

Crucial Step: Paste this script right before the closing </body> tag of your website. Do not paste it in the <head>.

visibility What to Expect

Once you have successfully embedded the widget and a visitor sends a message on your website, here is what happens:

Slack & Discord

A new message will appear in your configured channel. It will look like a New Support Ticket along with a unique Session ID. You can reply directly in a thread to that message, and the visitor will see it instantly on your website.

Telegram

A new Topic will be created in your Telegram group named with the Visitor ID. All messages from that visitor will arrive in this topic. Reply inside the topic to chat with them.

See it in action

When a visitor types on the website, it instantly appears in your workspace.

4 Bot Commands (Available in Chat)

/na Go Away

Type /na in any channel/topic to turn your status to Away. Your website widget will instantly show an orange dot, and the Auto-Responder will reply to new visitors while you sleep.

/back Go Online

Type /back (or simply send a normal reply to a visitor) to turn your status back to Online. Your widget will show a green dot and the auto-responder will turn off.

tune Pro Tips & Customization

Customize your Bot's Appearance (Slack)

You don't have to settle for the default Dashless icon and name in your Slack workspace. You can customize how the bot appears to your team to match your own brand.

  1. Go to your Slack workspace and click on the Dashless app.
  2. Navigate to the Configuration or App Details tab.
  3. Click on the Pencil Icon next to the App Name to rename it (e.g., "Support Bot").
  4. Upload your own company logo as the App Icon.

Note: Discord and Telegram rely on global bot identities, so app-level customizations like this are unique to Slack's workspace settings.

build_circle Troubleshooting Checklist

Widget not showing up? Not receiving messages? Run through this checklist to fix the most common issues:

  • Did you whitelist your exact website domain?

    Check your installation dashboard. If you're testing on localhost, make sure localhost is added.

  • Is the script tag placed correctly and formatted properly?

    Ensure it is placed directly before the closing </body> tag of your HTML document, not in the head.
    Note: Do not copy and paste the snippet into a rich text editor (like Notes or Word) before pasting it into your code. This can alter the quotes and spacing, causing the script to fail silently.

  • (Telegram) Is 'Topics' enabled in your group?

    Go to Telegram Group Settings -> Enable Topics. Without this, the bot cannot thread conversations.

  • (Telegram) Is the Dashless bot promoted to Admin?

    The bot requires admin permissions to create and manage topics.

  • (Slack) Did you invite the Dashless App to your channel?

    Go to your Slack channel, type /, select "Add apps to this channel", and choose Dashless.