Prerequisites for Running and Creating 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.

Web
Mobile

To leverage Strategy Auto Bots, users should at least have the Run AI Bots privilege, allowing them to run and message bots.

Users with the Create and Edit AI Bots privilege are automatically granted the Run AI Bots privilege. If the Run AI Bots privilege is revoked, the Create and Edit AI Bots privilege is automatically revoked.

See the following list of AI privileges:

Privilege	Description
Run AI Bots	Run and message Auto Bot
Create and Edit AI Bot	Create and edit Auto Bots

Starting in MicroStrategy ONE (March 2024), Auto Bots are available in Strategy Library on mobile devices.

Starting in MicroStrategy ONE (June 2024), Auto Bots can be used with HyperIntelligence cards. See Integrate with Auto Bots in the HyperIntelligence help for more information.

Leveraging Auto Bots on mobile devices is regulated by the following privileges:

Privilege	Description
Run AI Bots	Run and message Auto Bots.
Create and Edit AI Bot	Create and edit Auto Bots.
Use Hyper Mobile	Provides access to Auto Bots when using HyperIntelligence cards.