Bots
Build custom AI assistants with specific knowledge, tools, and integrations.
What Are Bots?
Bots are standalone AI assistants you can customize for specific jobs. Unlike a general AI conversation that has access to your entire workspace, a bot is scoped -- you decide exactly what it knows, what tools it can use, and where it can be reached.
You might create a bot that answers customer questions using your knowledge base, one that summarizes daily reports from a specific database, or one that triages incoming requests from Slack.
Creating a Bot
- Go to Settings > Bots in the sidebar.
- Click Create Bot.
- Give your bot a name and click Create.
- You will be taken to the bot builder, where you can configure its personality, knowledge sources, skills, and integrations.
That is all it takes to get started. The bot builder walks you through each configuration step.
What Bots Can Do
Bots have access to a configurable set of tools and resources:
- Read and write documents -- access specific documents you grant permission to
- Query databases -- pull data from databases in your workspace
- Use skills -- leverage reusable AI prompts from your skill library
- Search the web -- look up external information (when enabled)
- Search your workspace -- find content across your workspace using semantic search
Each bot's access is scoped to only the resources you explicitly allow, so you can safely expose bots to external platforms without giving them free rein over your workspace.
Use Cases
| Use Case | Description |
|---|---|
| Knowledge assistant | A bot attached to your help docs that answers questions from Slack |
| Report generator | A bot with database access that creates daily or weekly summaries |
| Triage bot | A bot connected via webhook that categorizes incoming requests |
| Writing assistant | A bot with specific style guidelines loaded as skills |
| Data lookup | A bot that queries your CRM database and returns customer info on demand |
Bot Status
Each bot can be in one of three states:
- Active -- the bot is live and responds to incoming messages
- Paused -- the bot is temporarily disabled but retains its configuration
- Disabled -- the bot is fully deactivated
You can pause or activate a bot at any time from the bots list without losing any configuration.
Start by creating a simple bot with a clear purpose. You can always expand its capabilities later by attaching more resources and skills.
Related
- Bot Configuration -- system prompt, model, and resource setup
- Bot Integrations -- connecting bots to Slack, Discord, and webhooks