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This guide walks you through the four steps to go from zero to a working DeskMate workspace.

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Step 1 — Receive your workspace

After your DeskMate workspace is provisioned, you’ll receive an email with:
  • Your workspace URL (e.g. your-company.brightpathaisolutions.com)
  • An invite link to set your admin password
Click the link, set a password, and sign in.
If you haven’t received the email yet, ask your BrightPath account manager or contact support@brightpathaisolutions.com.

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Step 2 — Connect your first tool

In the admin console, open Workspace → Connectors. You’ll see a tile for every system DeskMate supports. Click Connect on a tile (we recommend starting with Microsoft 365 or Google Workspace, since most other skills assume one of them is connected). You’ll be redirected to the provider’s sign-in page, asked to consent, and returned to DeskMate. Each connector has its own setup guide — most are one-click OAuth, but a few (Microsoft 365, Xero, QuickBooks) need a small amount of work in the provider’s admin console first. See Connectors for the full list.

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Step 3 — Install the chat bot

DeskMate lives in chat. Pick the surface your team already uses:

Microsoft Teams

One-click install via a Teams app manifest provided by BrightPath.

Slack

Add the DeskMate Slack app to your workspace.
Once installed, anyone in your organisation can message the bot directly or @mention it in a channel.

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Step 4 — Run your first skill

In the admin console, open Skills. You’ll see a starter set of skills already enabled:
  • Summarise this week’s invoices (requires Xero, QuickBooks, or MYOB)
  • Find unanswered customer emails (requires Microsoft 365 or Gmail)
  • Draft a follow-up email (requires Mail + CRM)
  • Reconcile bank transactions (requires accounting connector — generates an approval card)
Click any skill and run it once from the web console to see the result. Then try it from Teams or Slack:

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Where to go next

Connectors

Set up each system DeskMate should read from or write to.

Chat in Teams

Install the bot in Microsoft Teams.

Chat in Slack

Install the bot in Slack.

Support

Email us at support@brightpathaisolutions.com — we typically respond within one business day.