This guide walks you through the four steps to go from zero to a working DeskMate workspace.Documentation Index
Fetch the complete documentation index at: https://docs.brightpathaisolutions.com/llms.txt
Use this file to discover all available pages before exploring further.
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
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.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.
@mention it in a channel.
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)
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.