Adding and Managing Bots

Adding a Bot on Mobile

Step 1: Access the Add Bot Menu

1. Log into the mobile app

2. You’ll get to the landing page

3. Locate the "Add" button in the top right corner

4. Tap the button

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Step 2: Browse Available Bots

When you tap "Add" a window will appear displaying all bots available to you.

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Step 3: Filter Bots (Optional)

You can narrow down your bot selection using several filters:

Filter by Accessibility:

• All Types — Shows all bots regardless of when they were created

• Private — Bots restricted to specific users

• Restricted — Bots with limited access permissions

• Public - Bots available to all users on the instance

Filter by Category:

• Bots are organized by categories (e.g., HR, Sales, Support, etc.)

• Categories help you find bots relevant to your department or task

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Step 4: Select and Add a Bot

1. Browse or filter to find your desired bot

2. Tap on the “Add” button to add the bot

1. The bot will now appear in your bot list on mobile

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Creating New Bots (Desktop Only)

⚠️ Important: While you can add existing bots on mobile, you cannot create new bots from the mobile app. New bot creation must be done on desktop.

To create a new bot:

1. Log into the platform on desktop

2. Use the Bot Creator tool for team-wide bots → not available to the “User” role

3. Once created, the bot will be available to add on both desktop and mobile

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Filtering Bots on Mobile

You can filter and organize your added bots for easier access.

How to Filter Bots

1. Locate the filter icon on the right side of the screen

2. Tap the icon to open filter options

1. Choose your preferred filter:

Available Filter Options:

Filter Type	Description
Last Used	Shows bots you've recently interacted with
Name (A to Z)	Alphabetical order, ascending
Name (Z to A)	Alphabetical order, descending
Category	Filter by bot category (same categories as desktop)
Accessibility	Filter by private, restricted, or all-time bots