Strategy ONE

Auto Bots: Customized Stand-Alone Bots

Beginning in Strategy One (March 2025), bots have been enhanced to improve responses and the bot creation process. For more information on the enhancements, see Strategy One (March 2025) Enhancements.

  • You can continue to create bots, as well as edit and use bots created in previous versions. For an introduction, see Auto Bots: Customized Stand-Alone Bots (prior to March 2025).

  • To enable the new bots, contact Strategy support. For an introduction to the new bots, see Auto Bots: Customized Stand-Alone Bots. For steps to create a new bot, see Create a Bot.

Auto Bots expand data consumption in your organization. Build and deploy your own highly customizable chat bots into various applications, making it easy for all members of your organization to obtain tailored, AI-powered insights wherever they need to.

Your customized bot uses natural language processing, enabling anyone to ask data analytics questions and receive answers, as simple as having a conversation. Instead of combing through spreadsheets, databases, and other sources, end users can ask the bot for the information they need. This means faster decision making, more informed strategies, and more time to focus on other critical tasks.

Bots are easy to build and deploy. You can put them anywhere they’re needed, such as embedded in your company portal, on mobile devices at your point of sale, or directly from Teams. This ensures insights are available at users’ fingertips, empowering individuals and teams to make informed decisions, drive productivity, and unlock the full potential of data-driven insights, no matter where they are located or what device they’re using. Starting in Strategy One (April 2025), you can use your Strategy bots in Microsoft Teams. For more information, see Use Strategy Bots in Microsoft Teams.

For example, account managers spend most of their day using Salesforce, so a bot embedded in Salesforce helps streamline workflows, improve sales efficiency, and empowers the sales teams to achieve better results. They can ask more detailed questions about their customers, expanding their insights.

Starting in MicroStrategy ONE (June 2024), you can enable users to pose questions and gain even deeper insights from a wider dataset all within the context of their workflow by adding your bot to a HyperIntelligence card. When you use a bot in a HyperIntelligence card, responses leverage the entire dataset, not just the element on the card. For more information on integrating bots and cards, see Integrate with Auto Bots.

Universal Bots: Combining Multiple Bots into a Single Intelligent Assistant

Starting in Strategy One (June 2025), you can create universal bots, which combine multiple bots into a single, intelligent assistant. The universal bot simplifies access to insights by containing all your answers in one bot.

For example, a universal bot contains separate bots for sales, finance, and HR. A user asks the universal bot, "What are the top 5 regions for bookings?". The universal bot parses the question and identifies "bookings" as relevant to the Sales and Finance bots. It queries the Sales bot for the top regions by number of bookings and the Finance bot for revenue details. Responses are aggregated into a single answer, "The top 5 regions for bookings are North America, Europe, APAC, LATAM, and Middle East. North America leads in revenue with $1.2M, followed by Europe at $900K."

For another example and use cases, see Universal Bot: Multiple Bots in a Single Interface.

Creating a universal bot is similar to creating a regular bot, except that you select multiple bots as the data sources rather than datasets. For steps to create a universal bot, see Create a Bot.

Strategy One (March 2025) Enhancements

Beginning in Strategy One (March 2025), bots have been enhanced to improve responses and the bot creation process.

  • Enable datasets for AI, which triggers automatic preprocessing and enrichment to ensure that the data is optimized for AI tasks.

  • The processing creates data object descriptions, which provides accurate, context-aware responses for your bots. This replaces the need for separate knowledge assets.

  • Customize the data descriptions to ensure that they align with specific business definitions and requirements.

  • Create AI dataset collections, which can be used in multiple bots, providing consistency and efficiency. Each collection contains at least one AI-enabled dataset. You can review, correct, and manipulate the datasets to refine and integrate the data.

  • Queries are processed by Agentic, enabling the system to efficiently handle complex requests and provide user-friendly, conversational responses.

  • Enhanced interpretation to provide transparency into the bot's answers, ensuring users understand how the bot arrived at its answer. This helps foster trust in the user's interactions with the bot.

  • Dynamic language switching supports multiple languages so your bot seamlessly caters to a diverse user base.

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