Using Botseon

This section is organised by what you are doing, not by where it lives in the product. Pick the group below that matches your task, and the page you want is in it.

The page contract

Every task page in this section holds the same six parts, in the same order, so you know what is on a page before you open it: what it does for you, in one line; what to check before you start; the steps, each with a screenshot; a worked example you can paste; a table of what can go wrong; and a short list of what to read next.

Start here

• Your first ten minutes — Your first ten minutes: sign in, make a bot, send it a job and watch it work.
• Sign in — How sign-in works, the four provider buttons, and what each error message means.
• The member security baseline — The handful of security choices worth making in your first session, in member terms.

Conversations

• Read a transcript — Reading a transcript: threads, reactions, the model chip and exporting the conversation.
• Send a message — Sending a message: attachments, the offline queue, and what happens when a quota is hit.

Bots

• Make a bot, and set it up — Making a bot and setting it up: the editor, duplicate behaviour and choosing a model.
• Give a bot a voice — Giving a bot a voice: turning it on, choosing a voice and what changes in a call.
• Share a bot with the team — Sharing a bot with the team: who can edit it, who can only use it, and how to tell.

Groups

• Group chats — Group chats: composing to more than one bot, the recipient picker and group settings.

Approvals and safety

• Approve an action — Approving an action: the card, the always-allow choice, and what each button does.
• The automatic reviewer — The automatic reviewer: which actions it checks, and what it blocks outright.

Routines and skills

• Make a routine — Making a routine: the trigger, the steps, and a checklist for building one you trust.
• When a routine stops — When a routine stops: reading the notice text and the usual fixes for each one.
• Teach a task — Teaching a task: the consent banner, the steps recorded, and what is never recorded.

The computer

• The bot's computer — The bot's computer: the security boundary, what it can reach and what it cannot.
• Recover a computer — Recovering a computer: the least-destructive order of steps, from restart to reset.

Plugins

• Install a plugin — Installing a plugin: the scopes screen, the consent step and what a plugin can see.

Templates

• Share a bot as a template — Sharing a bot as a template: the scan verdict and what gets removed before sharing.
• Install a template — Installing a template: one instance per role, ready to use without extra setup.

Notifications

• Notices — Notices: the two-gate rule for a push alert, and where every notice ends up.
• Email Botseon sends you — Every email Botseon sends you, what triggers it, and how to turn each one off.
• The daily digest — The daily digest: what it summarises, when it sends, and how to change its schedule.

Account and billing

• Your account and settings — Your account and settings: the full tree, with a screenshot for each section.
• The desktop app — The desktop app: the update track, and exactly what an update does not touch.
• The phone app — The phone app: what it can do today next to the desktop app, in one parity table.
• Plans and the trial — Plans and the trial: what each plan includes and how long the trial runs.
• Usage, the meter and spend caps — Usage, the meter and spend caps: worked arithmetic for a typical month.

Getting help

• Ask for help — Asking for help: what to include, what never to include, and where to find a request id.
• Troubleshooting index — Troubleshooting index: one row per message Botseon can show, and what it means.

Administration

• Administration — An administrator's section: members, policies, residency and fleet management, in one place.
• The administrator security baseline — The eight settings an administrator reviews before the first member signs in, and where each one lives.
• Identity and device trust — How members sign in, the identity-provider rule a bot computer needs, and what a revocation ends.
• Team Setup manifests — Manifests of setup scripts that run on every team computer: the shape, the approval and the results.
• Reaching a private network — Reaching internal services from a bot computer through a mesh or tunnel client you operate.
• Reading the security-review documents — How to read the generated compliance documents and the audit export when answering a security review.
• Downloading and updating the desktop app for a fleet — The desktop artefacts, the signed update feed and the update track, for a fleet of managed machines.
• Members and access requests — Members and access requests: the join domain, invitations and the request queue.
• Organisation policies — Organisation policies: every control listed with the audit row it writes.
• Data residency and rights — Data residency and rights: where data is stored, the retention schedule and the DPA.