Bot details

The Bot details can be found on the Intake design page, in the menu on the left hand side.

Screenshot 2024-10-22 at 15.22.00.png
Figure 1. Bot details

Icon Description Explanation
Screenshot 2024-10-14 at 11.38.22.png Manage users Manage the Bot users roles, and all users and teams to the Bot.
Screenshot 2024-10-22 at 15.22.37.png View template

View basic event settings that have been ported over from your Sourcing Optimizer template.

Screenshot 2024-10-14 at 11.39.13.png Import a template Select a Sourcing Optimizer template to update the current configuration for your event.
Screenshot 2024-10-14 at 11.39.55.png Edit Bot info Edit the Bot information.
Screenshot 2024-10-14 at 11.40.26.png Archive Remove the Bot from the main view and make is unavailable for selection when creating a request.