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Sharing Chatbots

Share chatbots with team members or grant individual access.

Share with Team​

Share a chatbot with all team members:

  1. Open the chatbot
  2. Go to "Settings" > "Sharing"
  3. Toggle "Share with Team"
  4. Select access level (view, edit, full)
  5. Click "Save"

Access Levels​

LevelWhat They Can Do
ViewTest chatbot, view settings
EditModify settings, knowledge base
FullAll edit permissions + deploy

Share with Individuals​

Share with specific people (even non-team members):

  1. Open the chatbot
  2. Go to "Settings" > "Sharing"
  3. Click "Add People"
  4. Enter email addresses
  5. Select access level
  6. Click "Share"

Knowledge Base Access​

When sharing a chatbot, you can control knowledge base access:

  • Include KB - Can view and edit documents
  • Exclude KB - Can use chatbot but not manage documents

Toggle this in the sharing settings.

Non-Owner Sharing​

If you're not the chatbot owner:

  1. You can request to share
  2. A share request is sent to the owner
  3. Owner approves or denies
  4. See Share Request Workflow

Viewing Shared Chatbots​

Chatbots Shared with You​

  1. Go to "Chatbots"
  2. Click "Shared with Me" tab
  3. View all chatbots others have shared

Your Shared Chatbots​

  1. Go to "Chatbots"
  2. Open a chatbot
  3. Go to "Settings" > "Sharing"
  4. See who has access

Removing Access​

  1. Go to "Settings" > "Sharing"
  2. Find the person or team
  3. Click "Remove"
  4. Confirm removal

Best Practices​

  • Only share with those who need access
  • Use appropriate access levels
  • Regularly review who has access
  • Remove access when no longer needed