The bot panel

Member·5 minutes to read

What this does for you

Every bot's chat has a panel on the right with everything about that bot: what it has cost you this month, what it remembers, its routines, its files and the pages it made for you, and its own computer. The panel is a short header and three tabs, so you see one thing at a time instead of one long column.

Before you start

You have a bot and have opened its chat (see Start here).
On a phone-width screen the panel is not beside the chat: tap Details at the top of the conversation to open it as a sheet, and Close details to go back.

Steps

Read the header. At the top of the panel are the bot's avatar, its name and its label. A bot with no label yet shows Add a label there, which opens the bot's settings. Beside the header, the "…" button opens the panel's menu, and on a wide screen the gear opens the bot's settings and » folds the panel away.
Use the Details tab. The panel always opens on it. It is a short list, one line each: Spend this month (what your own conversations with this bot have cost since the 1st), Memory, Routines, Knowledge, Tasks and Bot settings. Choose a line to open it; ‹ brings you back to the tab. Create Routine and the routine templates are inside Routines, next to the bot's routines. See Create a routine and What your bot remembers.
Use the Library tab. It holds what this bot made and keeps for you: its Files (shown to the bot's owner) and its Pages and apps, the pages it built for you. Choose a page to open it; a page you published is marked Published. Every page from every bot is also listed on the Canvases page.
Use the Computer tab. It holds the bot's screen and the call: open the screen from its thumbnail (see The bot's computer), or start a call with the call button (see Give a bot a voice).
Export the conversation. Open the "…" menu in the panel's header and choose Export conversation. Your browser downloads the whole conversation as a Markdown file, each message under its author and its time.
Move between the tabs with the keyboard. With a tab focused, the left and right arrow keys move along the tabs, Home and End jump to the first and the last, and Enter or Space opens the focused tab.

A worked example

You want your bot to post a summary of the week's sales every Monday. You open its chat, and the panel beside it opens on Details. You choose Routines: the panel shows the bot's routines, Create Routine and the routine templates. You choose Create Routine, name the routine and set it to run on Mondays at 9:00. ‹ takes you back to Details.

The next week the bot has made a sales dashboard page for you. You choose the Library tab, and the page is listed under Pages and apps. You choose it to open it.

Before a meeting you want a copy of the whole chat. You open the "…" menu in the panel's header and choose Export conversation, and the Markdown file downloads.

What can go wrong

What you see	Why	What to do
There is no panel beside the chat.	The window is phone-width, or the panel was folded away with `»`.	Tap Details at the top of the conversation, or choose the `‹` at the right edge to open the panel again.
Files is not on the Library tab.	The bot's files belong to its owner, and you are a teammate using a shared bot.	Ask the bot's owner.
Pages and apps says there is nothing yet.	This bot has not made a page for you.	Ask the bot in chat to make one.
You cannot find the bot's skills or its Slack, WhatsApp, Microsoft Teams or X settings.	They are part of the bot's settings now, below its profile.	Choose Bot settings on the Details tab.