Server Setup

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Overview

Setting up your Discord server with Automater involves connecting to the dashboard, verifying permissions, and configuring basic settings. This guide ensures optimal integration between your server and the dashboard interface.

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Initial Server Connection

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Access the Dashboard

1. Visit the Dashboard: Go to dashboard.automater.projectquest.xyz
2. Sign In with Discord: Use your Discord account to authenticate
3. Select Your Server: Choose from the list of servers where Automater is installed

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Server Selection Screen

The dashboard displays all eligible servers with:

• Server Name & Icon: Visual identification
• Member Count: Current server size
• Bot Status: Connection status indicator
• Last Activity: Recent automation activity

Status Indicators:

• 🟢 Connected: Bot online and responsive
• 🟡 Reconnecting: Temporary connection issues
• 🔴 Offline: Bot disconnected or missing permissions

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Permission Verification

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Automated Permission Checker

The dashboard includes an intelligent permission analysis system: Permission Status Display:

• ✅ All Good: All required permissions granted
• ⚠️ Warnings: Missing optional permissions
• ❌ Critical: Missing essential permissions

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Required Permissions

Essential Permissions (Bot cannot function without these):

• View Channels
• Send Messages
• Read Message History
• Use Slash Commands

Recommended Permissions (For full functionality):

• Manage Messages (for moderation features)
• Manage Roles (for auto-role systems)
• Kick Members (for moderation packs)
• Ban Members (for advanced moderation)
• Timeout Members (for temporary punishments)
• Manage Nicknames (for verification systems)

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One-Click Permission Fix

The dashboard provides automated permission resolution:

1. Detect Issues: Automatic scanning identifies missing permissions
2. Generate Fix Link: Creates Discord invite with correct permissions
3. Apply Changes: Updates bot permissions automatically
4. Verify Success: Confirms permissions were applied correctly

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Rate Limiting Configuration

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Choose Your Policy

Select the rate limiting policy that matches your server’s activity level:

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Custom Configuration

Advanced users can customize individual rate limiting parameters: Guild Limits:

• Minute capacity (60-300 tokens)
• Refill rate (1-5 tokens/second)
• Hour and daily caps

Action-Specific Limits:

• Messages per minute (20-100)
• Role changes per minute (10-50)
• Moderation actions per minute (5-30)

Queue Settings:

• Maximum queue size (50-500)
• Queue timeout threshold (5-60 seconds)
• Concurrency limits (2-20)

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Activity Monitoring Setup

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Configure Activity Feed

Event Types to Monitor:

• ✅ Automation executions (success/failure)
• ✅ Rate limiting events
• ✅ Error occurrences
• ⚪ Debug information (optional)
• ⚪ System notifications (optional)

Notification Preferences:

• Critical Errors: Always notify
• Rate Limiting: Notify when throttling occurs
• Permission Issues: Immediate notification
• System Health: Daily summary

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Error Notification Settings

Delivery Methods:

• Dashboard notifications (always enabled)
• Discord DM to administrators
• Server log channel notifications
• Email alerts (premium feature)

Notification Thresholds:

• Single critical error: Immediate notification
• 5+ errors in 10 minutes: Escalated alert
• 50% error rate for 1 hour: System health warning

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Server-Specific Configuration

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Channel Designations

Recommended Channel Setup:

• Log Channel: For automation activity logs
• Welcome Channel: For member join messages
• Moderation Channel: For moderation action logs
• Error Channel: For error notifications and debugging

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Role Configuration

Bot Role Placement:

• Place Automater bot role above roles it needs to manage
• Ensure bot role has necessary permissions
• Consider creating a dedicated “Bot Manager” role for configuration

User Roles for Dashboard Access:

• Administrator: Full dashboard access
• Moderator: Limited moderation feature access
• Bot Manager: Automation creation and configuration

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Testing Your Setup

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Initial Tests

Permission Verification:

1. Send a test message: /ping or !ping
2. Check role assignment: Create test automation with role assignment
3. Verify logging: Ensure activity appears in dashboard
4. Test error handling: Trigger intentional error to verify error codes work

Rate Limiting Verification:

1. Check current token usage in dashboard
2. Run multiple commands quickly to test queuing
3. Monitor queue times and throttling
4. Verify rate limit recovery

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Validation Checklist

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Common Setup Issues

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Dashboard Connection Problems

Server Not Listed:

• Verify bot is in the Discord server
• Check that you have “Manage Server” permissions
• Ensure you’re logged in with correct Discord account
• Try logging out and back in

Permission Errors:

• Use the automated permission checker
• Manually verify bot role placement
• Check individual channel permission overrides
• Ensure bot wasn’t accidentally restricted

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Rate Limiting Issues

High Throttling Immediately:

• Check if other automations are running
• Verify policy selection is appropriate
• Look for automation loops or excessive triggers
• Consider switching to more permissive policy

Slow Response Times:

• Check internet connection to dashboard
• Verify Discord API status
• Monitor rate limit usage for bottlenecks
• Consider upgrading to faster policy

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Advanced Configuration

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Multiple Server Management

Server Switching:

• Use top-left dropdown to switch between servers
• Each server maintains independent configuration
• Rate limiting policies can differ per server
• Activity feeds are server-specific

Bulk Configuration:

• Export settings from one server
• Import configuration to new servers
• Use templates for consistent setup
• Share rate limiting policies across servers

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Integration with External Tools

Webhook Configuration:

• Set up external monitoring webhooks
• Configure third-party logging services
• Integrate with Discord logging bots
• Connect to analytics platforms

API Access:

• Generate API keys for external access
• Configure rate limiting for API calls
• Set up automated monitoring scripts
• Integrate with existing infrastructure

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Next Steps

Once your server is properly configured:

1. Explore Dashboard Features - Learn the interface layout
2. Create Your First Automation - Build a simple workflow
3. Install a Pack - Add pre-built functionality
4. Monitor Performance - Track your automation system