MicroStrategy ONE

Build Bots

  1. Click Create New > Bot.

  2. In the left pane, click Sample Files. To use additional data sources, see Add Data Sources and Import Database Tables for Dashboards and Bots

  3. Select a sample file and click Import.

  4. Click Create.

  5. On the Data panel, choose the attributes and metrics you want to bot to answer questions about.

  6. Select the General panel and enter a name for your bot.

  7. Click the pencil icon on the bot cover image to change the image.

  8. Select a cover image and click Save.

  9. Select the Appearance panel to add a custom logo, theme, and color palette.

  10. Click Save.