How to Use the Shareable Trained Bot

A step-by-step guide to connecting, training, and sharing your custom AI.

Welcome to the AI Work Hub! This guide will show you how to turn your raw documents into a conversational AI expert. Our interface is designed to be completely code-free, allowing you to easily create multiple specialized bots for different tasks.

Step 1: Connect Your Storage (Bring Your Own Data)

To get started, you need to tell the AI where your knowledge lives.

  • Navigate to the Trained Bots section in the left-hand sidebar.
  • Click the Connect to Drive button. (Note: We currently support Google Drive. Dropbox and other cloud storage connections are coming soon!)
  • Once connected, click + New Trained Bot.
  • Paste the Folder ID (found in the URL of your cloud folder) of the documents you want the AI to learn.
  • Give your bot a Display Name (e.g., "HR Policy Bot" or "Q3 Financials Bot") and click Add Bot.
Coming Soon: We will soon be releasing an update allowing the bot to read and process other materials beyond standard text documents!

Step 2: Let the AI "Train" (Indexing)

Once you add your folder, the AI will automatically begin reading and indexing your documents.

You will see a yellow Indexing... status badge next to your new bot.

Note: Depending on the size of your folder, this background process takes just a few moments. Once the badge turns green to Completed, your bot is ready!

Step 3: Chat with Your Data

Select your newly trained bot from the sidebar and start typing in the chat box.

Pro-Tip: Try different types of questions!

  • Ask for an Overview: Type "Give me a summary of these documents" to generate a structured overview of all the files.
  • Ask for Specifics: Type "What is the standard PTO allowance?" The AI will hunt down the fact and cite it for you.
  • Multilingual: Try asking a question in a different language. The bot will automatically translate the context and answer you natively!

Step 4: Share Your Bot

Want your team or clients to use your bot? You can share it securely without giving them direct access to your underlying cloud files.

  • In the sidebar, click the three dots (⋮) next to your bot's name.
  • Click Share.
  • Enter the email address of the person you want to invite.
  • They will now see this specific bot under their "Shared with me" tab in their own dashboard.

Privacy Control: You can revoke access at any time by clicking the trash can icon next to their email in the Share menu.

Step 5: Export Data for Conversation Intelligence

Want to know what questions your users are asking the most or where they are getting frustrated?

You can export the chat history data directly from your Shareable Trained Bot's settings menu (as a JSON file). Once exported, you can upload this file directly into our native analytics tool for deep insights.

Step 6: Manage Your AI Credits

Our platform operates on a flexible AI Credit system, allowing you to pay only for what you use.

  • View your remaining AI credits at the top left of the chat window.
  • Every time the AI processes your documents to answer a question, a small number of credits are utilized.
  • Simply click the Buy Credits button next to your balance to top up your account instantly.

Helpful Tips

  • Stay Organized: Create different Chat Rooms (using the New Room button) to keep your conversation histories separate for different projects.
  • Auto-Updates: If you add new files to your cloud folder, click the three dots (⋮) next to your bot and select Re-ingest. The AI will quickly learn the new documents!
  • Mobile Friendly: The AI Work Hub is fully responsive. You can chat with your bots on the go from your smartphone or tablet.