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A bot is a teammate that works for your business. You chat with it like a colleague. It follows the instructions you give it, remembers what it learns, and does real work on its own computer and in the apps you connect.

What a bot is made of

Create a bot

  1. Click + at the top of the sidebar, then New bot.
  2. Type a name (up to 80 characters).
  3. Pick a character, or keep the random one it starts with.
  4. Click Create.
The bot opens its chat, says hello and asks what it is for. Tell it in plain words. Then open its settings to write proper instructions.

Bot settings

Open a bot’s settings panel. The main sections are:
  • Name and Title, with the picture beside them.
  • Instructions, and Files below them.
  • Memory, with the documents the bot keeps.
  • Credentials, for passwords and keys the bot uses. Values are encrypted and never shown again.
  • Advanced, with Model, Thinking, Skills and who can see the bot.

Pin a bot

Right-click a bot in the sidebar and choose Pin. Pinned bots show as larger cards at the top of the sidebar, with their picture, name and title. Choose Unpin to put it back in the list.

Who can see a bot

Under Who can see this bot, the bot’s creator or a space admin can choose:
  • Everyone in the space
  • Only admins
  • Named people, by email address or by @domain

Bot menu

Right-click a bot in the sidebar for Pin, Duplicate (a copy with the same setup), Clear conversation, Archive (hide it; you can restore it later) and Delete.

Credentials

When a bot needs a password or an API key, it asks for it on a protected card in the chat. You type the value there; the bot never sees it in the conversation. Values are encrypted and kept for that bot only. Manage them under Credentials in bot settings: Add credential, Replace value or Remove.