Manage bots

In simple words

Manage bots is part of AI Assistants. Edit, pause and delete. This guide takes you through it in 8 short steps.

Where it fits in your work — Share. Choose who can use it: the team, customers, or only certain people.

Before you start

• You need to be signed in to your company's workspace. AI Assistants appears in the Workspace dashboard and in the left menu when your role includes it.
• What you can see and change depends on your role. If a menu item or button is missing, ask your workspace owner to give your role access in Workspace → Users.
• Manage bots belongs to Manage in AI Assistants. Edit, pause and delete.

Step by step

1. 1

   Step 1

   Open AI Assistants

   Sign in and open the AI Assistants panel from your Workspace dashboard (or sign in to it directly). You see only what your role allows.

2. 2

   Step 2

   Open “Manage Bots”

   In the left menu, click “Manage Bots”. The “Manage Bots” screen opens.

3. 3

   Step 3

   Find what you need

   Type in the search box (“Search this list…”) to find a record quickly.

4. 4

   Step 4

   Narrow the list

   Use these filters to see only what you want:

   • Search
   • Access
   • Chats
   • Status
5. 5

   Step 5

   Read the list

   Each row shows:

   • Bot
   • Model
   • Access
   • Files
   • Chats
   • Status
   • Actions
6. 6

   Step 6

   Add a new one

   Click “Create Bot” to add one. A form opens for the details.

7. 7

   Step 7

   Other actions on this screen

   You will also see these buttons:

   • Deactivate
   • Activate
8. 8

   Step 8

   Done

   Edit, pause and delete.

Tips

• You can use more than one filter together (Access, Chats, Status) to see exactly the records you want.
• The search box accepts: Search this list…. Start typing and the list narrows down.
• Click a row to open that record and see all of its details.
• If you make a mistake, open the record again and correct it. Changes are recorded against your name so your team can see who did what.

Quick recap

Open AI Assistants → Open “Manage Bots” → Find what you need → Narrow the list → Read the list → Add a new one → Other actions on this screen → Done

What it connects to

• Website

  The website chatbot answers visitors from your knowledge base.

• AI Intelligence

  Ask questions of your business data.

• Help & Support

  Hand over to a person when the bot is unsure.

What you will see on this screen

These are the parts of the Manage Bots screen, exactly as they appear in the product.

Why use AI Assistants

AI Assistants replaces ai chatbot builders, on the same login and the same data.

• Instant, consistent answers grounded in your own material
• Bots for staff, for customers, or both
• Every conversation logged; usage and cost tracked per bot
• Hand over to a person when the bot is unsure

Who uses AI Assistants

• Bot builders

  Write instructions and add knowledge files.

• Managers

  Review chats and control who can use which bot.

• Staff

  Chat with the assistants they have access to.

• Customers

  Get answers from bots set to open access.

More in Manage