MicroStrategy ONE

Access and Manage Auto Bots

Starting in MicroStrategy ONE Update 12, Bots are supported on the MicroStrategy Cloud Environment platform and starting in MicroStrategy ONE (March 2024), Bots are supported on the MicroStrategy Cloud for Government platform.

MicroStrategy ONE Update 12 includes comprehensive management capabilities for chatbot objects. You can locate, organize, and manage chatbots efficiently. This enables users to perform actions such as deleting, renaming, viewing properties, updating object information, modifying Access Control Lists (ACLs), and accessing usage metrics for chatbots. Additionally, chatbot objects can be seamlessly integrated into the migration package options and allow for the ability search and manage dependents.

You must have the Create and Edit AI Bots or Run AI Bots privileges.

  1. Open the Workstation window.
  2. In the Navigation pane, click Bots.

  3. The Bots monitor displays information about the chatbots in the existing environment.

  4. Choose View > Show Hidden Objects to show or hide objects following the Workstation environment level preference, show-hidden-objects.

  5. Right-click bot objects to view the available options. When two or more objects are from different projects, the Move To and Copy To options are not available.

  6. Right-click a bot object and choose Properties to perform the following actions:

    • Change the cover page

    • Rename a bot object

    • Certify a bot

    • Enable or disable a bot

    • Hide or show a bot

    • Add a description

    • Modify bot ACLs

    • View objects used to build a bot

  7. Every Bot is a standalone object that is saved with your project objects in Projects. The applicable context menu options are identical to those in the Bots section.

  8. You can also include Bot objects within an object/project package, manage their dependencies, and facilitate their migration to a target location. To create a migration package, you must have the Create Package privilege.

    Right-click a package and choose New Migration Package.

  9. Add and manage dependencies for AI bot objects.

  10. When creating a project package, there is a Bot entry under the Project Objects category, allowing you to modify the Bot's action rule.