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 bots. 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, as well as allow searching for and managing dependents.

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

1. Open the Workstation window.
2. Connect to an environment with Administrator privileges.
3. In the Navigation pane, click Bots.

The Bots monitor displays information about the chatbots in the existing environment. Example information includes owner, modification date, and description.



4. From the View menu in the top Navigation pane, select Show Hidden Objects to show or hide objects following the Workstation environment level preference, show-hidden-objects.

5. Right-click a bot to perform the following actions:

   • Disable

   • Hide

   • Share

   • View in Library

   • Move or copy

     When multiple objects are selected and at least two are from different projects, the Move To and Copy To options are not available.

   • Rename

   • Delete

   • View the objects used to build the bot (the components)

   • Translate

   

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

   • Change the cover page

   • Rename the bot

   • Certify the bot

   • Enable or disable the bot

   • Hide or show the bot

   • Add a description

   • Modify the bot's ACLs

   • View the objects used to build the bot (the components)

   

   

   

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 bots within an object/project package, manage their dependencies, and facilitate their migration to a target location. For background information, see Create Migration Packages.

   To create a migration package, you must have the Create Package privilege.

1. Right-click a package and choose New Migration Package.



2. Add and manage dependencies for bots.

   

3. If you are creating a project package, you can modify the bot's action rule in the Bot entry under the Project Objects category.

   

4. Click Create.