S
Comms / Collaboration

Setmore AI Integration

Connect Setmore to BeforeQuery for grounded AI answers and agent actions across Comms / Collaboration.

Connect Setmore
What is it?

About Setmore

Setmore is one of the Comms / Collaboration platforms BeforeQuery connects to. Once linked, the platform's data becomes a first-class source for grounded AI answers and a target for policy-gated agent actions — the same identity, approval, and audit-log guarantees every other integration ships with.

Setup

How to connect Setmore

  1. Step 01

    In the BeforeQuery dashboard, go to Integrations → Comms / Collaboration and select Setmore.

  2. Step 02

    Sign in to Setmore with an account that has permissions to grant BeforeQuery the Comms / Collaboration scopes required.

  3. Step 03

    Confirm the connection. Setmore is now available as a source and action target for every playbook in your workspace.

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How BeforeQuery uses Setmore

What the agent does with your Setmore connection

  • 01

    Deliver AI answers inside Setmore — no context switching to a separate tool.

  • 02

    Read + respond to Setmore messages via bots, DMs, or channel mentions.

  • 03

    Trigger playbooks from Setmore events — slash commands, buttons, or specific phrases.

  • 04

    Send targeted, personalized notifications from any playbook into Setmore.

Use cases

What teams actually do with the Setmore integration

In-channel AI assistant

Employees @mention the BeforeQuery bot in Setmore and get grounded answers from your knowledge base right in the thread. Cited sources are one click away. Zero context switching.

Slash-command playbook launcher

Custom slash commands (or Setmore-native equivalents) trigger any playbook: /pto to file a leave request, /order-laptop to order hardware, /grant-access to request JIT access. Playbook drives the conversation.

Targeted announcements

A playbook drafts a message, targets it to the right Setmore channel or user segment (role, team, tenure), and sends. Recipients get relevant messages; noise stays low.

Answer questions grounded in Setmore

Employees and customers ask Setmore-related questions in Slack, Teams, or the widget — BeforeQuery answers with the exact Setmore record shown alongside the response. No context switching, no "log into Comms / Collaboration to check" round-trips.

Setmore — Frequently Asked Questions

Common questions about connecting BeforeQuery to Setmore.

No. The bot only reads messages it's directly addressed in (DMs, @mentions, replies to its own messages). Ambient channel traffic is invisible unless a playbook is explicitly configured to watch a channel.
Yes. Per-channel and per-workspace scoping is standard. Enterprise Grid customers can scope to specific enterprise-level workspaces or teams.
Standard OAuth 2.0 where Setmore supports it, otherwise API-key or bearer-token auth. Credentials are stored encrypted at rest (AES-256-GCM) per workspace, never shared across customers, and rotated on request. The connection is scoped to the least-privilege set of scopes each playbook needs — you approve the scope list on install.
No. Your Setmore data feeds only your workspace's own agents and answers. Nothing is used to train a shared model, and nothing crosses workspace boundaries. Bring-your-own-model is available on Enterprise if you want to pin inference to your own OpenAI / Anthropic / self-hosted deployment.
Yes. Every Setmore integration is scoped at install time — you pick which resources, users, or record types are visible. You can further restrict per-playbook: a single playbook only touches the specific Setmore objects it needs. Scope changes take effect on the next sync.
Every write is logged with the acting user, the playbook that fired it, the exact operation, the target entity IDs, and the timestamp — all in the immutable audit log. Writes are rehearsable in simulation mode against a copy of live data before they touch Setmore for real.

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