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Managing Deployed Enterprise Bots

On the Enterprise Bots page in the Bots Management module of the Bots Admin Console, you can manage deployed Bots and Bot tasks that are approved by the Bots Admin on the Deployment Requests page. Only approved Bots with the deployment model set to Enterprise are displayed on the Enterprise Bots page. To manage approved Bots with the deployment model set Consumer, see Managing Deployed Consumer Bots.

On the Enterprise Bots page, you can assign users, review and modify Bot settings such as channels and email settings, and manage approved tasks for the Bot. The following illustration is an example of the Enterprise Bots page in the Bots Management module.

BotsAdminEnterpriseBotsPage

Enterprise Bots Columns

The following list describes the columns displayed for each enterprise bot.

COLUMN DESCRIPTION
Bot Name Displays the name of the bot, created by the user.
Developer Displays the name of the developer that published this Bot.
Bot Type Displays the type of bot. One of:

  • Task Bot – A task bot enables the user to integrate an alert and an action task.
  • Alert Bot – An alert bot enables the user to integrate an alert task.
Channels Displays the channels where bot will send notifications for set actions and alerts. Following are the options.

  • Email
  • Twilio
  • Kore.ai
  • Facebook Messenger
  • Slack
  • Web / Mobile Client
  • Cisco Spark
  • Twitter
  • Skype
  • Cisco Tropo
  • Microsoft Teams
  • Facebook Workplace Channel

About the Action Bar

This section describes the commands available on the Action bar.
Using Sort By
A company can have a large number of bots to automate the numerous tasks. You can easily sort the bot list by Bot Name. By default, the last created bot is viewed at the top..

To sort the bots, in the Sort by drop-down list, select Bot Name to view the list of Bots in alphabetical order by name.

To remove the sorting, in the Sort by drop-down list, select None.

Using the Search Field
The list of entries in an admin console table can be very large depending on the size of your company, for example, a list of users or spaces. To find one or more specific users, groups, or spaces, in the Search field, enter at least three characters to begin find-as-you-type, or press return to start the search. For example, enter ra and any entries containing the letters ra are displayed as shown in the following illustration.

Note: The number of search terms in a search query is unlimited, however, no more than the first 20 characters of each search term is used to return search results.

searchra

To view all entries, clear the search field, and then press the Enter key.

Assigning Users to Bots

To enable users to access approved Bots, the Bots Admin must assign users to the Bot. Complete the steps in the following procedure to assign users to an approved Bot deployed with the deployment model set to Enterprise by the developer that created and defined the bot.

  1. On the Enterprise Bots page in the Bots Management module, click the Ellipses EntAdminEllipsis icon for the Bot that you want to assign users to, and then click Bot & Task Assignments. The Bot & task assignments dialog is displayed as shown in the following illustration.
    BotsAdminEnterpriseBotTaskAssign
  2. To disable the Bot for all users, click No assignments, otherwise, click Assign Bot’s Tasks. Approved tasks for the Bot are displayed. By default, tasks are not assigned to any users.
  3. Click the Expand BotsAdminExpandRight icon for the task that you want to assign users to. The < Task Name > dialog is displayed. Select one of:
    1. All managed users in your enterprise – All current managed users, and future users added as managed users will have access to this task for this Bot.
    2. Assign user groups – Click to open the Assign to groups dialog. Select the groups you want to add in the Group Name column, and then click Done. For more information, see .
    3. Assign individual users – Click to open the Assign to users dialog. Select the users you want to add in the Name column, and then click Done. For more information, see Selecting Users.
  4. Click Done.
  5. In the < Task Name > dialog, click Done.
  6. In the Bot assignment successful confirmation dialog, click Apply.

Managing Bot Settings

As the Bots Admin, you need to manage your deployed bots to your customers. In Bot Settings, you can view the deployment model type, add or remove channels that your customers can use to access your Bot, send email notifications for bot deployments, and if needed, send an email to the developer that published the Bot for approval, for example, to request a change to the Bot. Complete the steps in the following procedure to modify deployed and approved Bot settings.

On the Enterprise Bots page in the Bots Management module, click the Ellipses EntAdminEllipsis icon for the Bot that you want to modify Bot Settings for, and then click Bot settings. The Bot settings dialog is displayed as shown in the following illustration.
BotsAdminBotEnterprisePageBotSettingsDialog

To manage Bot Settings

  1. Auto Approve – The Auto Approve dialog is displayed. For this Bot only, select or clear if the following Bot changes are automatically approved when published by the developer, and then click Done.
    1. New Channels – Automatically approve the Bot for channels are added.
    2. New Tasks – Automatically approve the Bot when new tasks are published.
    3. Channel Upgrades – Automatically approve the Bot when existing approved channels are upgraded.
    4. Task Upgrades – Automatically approve the Bot when existing tasks are upgraded.
  2. Deployment model – The Deployment Model dialog is displayed. View the deployment channel for the bot as either Consumer use for use by your enterprise consumers, or for Enterprise use for specified managed users of your enterprise, and then click Done. To change the deployment model, a developer must create and publish a new bot.
  3. Approved channels – The Approved Channels dialog is displayed. Select or clear one or more channels defined for this bot to be available to the users, and then click Done. At least one channel must be enabled to approve the bot.
  4. Select Notify assigned users via email if you want an email sent to each Bot user with a notification of this change.
  5. Click Email the bot developer ( < Developer Name > ) to open your default mail application to email a message to the Bot developer.
  6. Click Apply to save the changes.

Managing Bot Tasks

After you approve and deploy your Bots published in your account by a developer, you may decide to suspend or deploy a task published by the developer.

About Suspended Tasks

When you suspend a task in the Bots Admin console, the bot will not send alerts nor respond to action requests, and an alert is sent to all users configured for the task that the task is temporarily suspended. When the task is set back to Active, then an alert is sent to all users as well.

While a task is suspended, a developer can still access the task in Bot Builder, and create and publish an upgrade, but the Bot task remains suspended until the Bots Admin explicitly changes the status back to Active.

Complete the steps in the following procedure to deploy or suspend tasks for an approved Bot.

  1. On the Enterprise Bots page in the Bots Management module, click the Ellipses EntAdminEllipsis icon for the Bot that you want to modify deployed tasks for, and then click Manage Bot tasks. The Manage Bot tasks dialog is displayed as shown in the following illustration.
    BotsAdminBotEnterprisePageManageBotTasksDialog
  2. In the Bot tasks field, click the Expand  icon to display the available and deployed tasks. The Bot tasks dialog is displayed as shown in the following example.
    BotsAdminBotEnterprisePageManageBotTasks2Dialog
  3. Select or clear the checkbox for the task to deploy or suspend the task, and then click Confirm.
  4. In the Manage bots tasks dialog, click Confirm.

The Bot status changed successfully message is displayed at the top of the page.

Next Steps

You may also want to deploy and manage Bots for your company customers. For more information, see Managing Deployed Consumer Bots.

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