Configuration

Assessment settings control the AI models used for generation and questionnaire chat, the Slack channel for SME questionnaires, the tone of outbound messages, and the automatic reassessment schedule.

Opening assessment settings

From the Privacy assessments list page, click the settings icon (gear) next to the Generate assessments button to open the Assessment settings dialog.

Assessment model

The Assessment model field sets the AI model used to generate assessment answers. Leave it blank to use the default. To use a different model, enter the model identifier shown in the field. Using a more capable model generally produces higher-quality answers but increases generation time.

Chat model

The Chat model field sets the AI model used for Slack questionnaire chat interactions. This can be a lighter, faster model than the assessment model since it handles conversational follow-up rather than deep analysis. Leave it blank to use the default.

Slack integration

The Slack integration connects Fides to your Slack workspace so you can route unanswered assessment questions to subject-matter experts. Setup has two parts: connecting your Slack workspace, then selecting the channel where Fides posts questions.

Creating a Slack app

Before connecting Fides, you need a Slack app in your workspace with the following bot token scopes:

• chat:write — post messages to channels
• channels:join — join public channels
• channels:read — list available channels
• channels:history — read message history for thread replies
• users:read — resolve respondent display names
• users:read.email — resolve respondent email addresses

Create the app in your Slack workspace's app management page (opens in a new tab), add the scopes above under OAuth & Permissions, and enable Event Subscriptions so Fides can receive replies. You will need the app's Client ID, Client Secret, and Signing Secret (found under Basic Information) for the next step.

Connecting your workspace

1. Navigate to Settings > Notifications > Chat providers in the Fides left navigation.
2. Click Add a chat provider.
3. Enter your Workspace URL (e.g., your-company.slack.com), Client ID, Client Secret, and Signing Secret.
4. Click Save to store the credentials.
5. Click Authorize with Slack. Fides redirects you to Slack where you grant the bot permissions. After authorization, Fides stores the connection and displays the workspace name with an "Authorized" status.

Selecting the questionnaire channel

1. Return to the Privacy assessments page and open the Assessment settings dialog (gear icon).
2. Switch to the Notifications channel tab.
3. Select a public channel from the dropdown. Fides lists all public channels the bot has access to in the connected workspace.
4. Click Save.

All assessment questionnaires are posted to this channel. The Fides bot automatically joins the channel before posting its first message.

Once Slack is configured, the Request input from team button on assessment detail pages becomes active.

Questionnaire tone

You can customize the phrasing Fides uses when posting questions to Slack. This is useful when your SMEs are non-technical and need questions framed in plain language, or when your organization has a specific communication style. Enter your custom tone instructions in the Questionnaire tone field, or leave it blank to use the system default.

Automatic reassessment

Enable Enable automatic reassessment to have Fides periodically check all active assessments against the current system state and queue re-evaluation tasks for any that are outdated. If you don't specify a schedule, Fides uses the system default. See re-evaluating assessments for more on how the re-evaluation process works.