BotIntelli
Help center
User guides for signup, the dashboard, AI analytics, automation, security, and compliance.
BotIntelli — User Guidance Documentation
This folder contains end-user guides for the BotIntelli website. You can upload these as help articles or documentation pages for your users.
Auth & account
| Document | Description |
|---|---|
| Sign-Up-Guide.md | Creating an account: organization signup, invitation signup, fields, validation, org-already-registered, email verification, resend. |
| Sign-In-Guide.md | Signing in: email/password and social (Google, Apple, Microsoft), 2FA, common errors. |
| Forgot-Password-Guide.md | Forgot password: request reset link, open link, set new password, sign in again. |
Core app & navigation
| Document | Description |
|---|---|
| Dashboard-Guide.md | Main dashboard: layout, stats, shortcuts, navigation. |
| Chat-Interface-Guide.md | Chat UI: participant dropdown, message input, attachments, sending, back. |
| All-Chats-Guide.md | All Chats: list, filter, sort, open session, new chat. |
| Assistants-Guide.md | Assistants & agents: view, create, edit, train, chat. |
| Support-Bot-Guide.md | Support bot (customer-facing): floating help, chat from docs, Contact support → BotIntelli Support, My requests, sample questions. |
Business context
| Document | Description |
|---|---|
| Overview-Guide.md | Overview: file and storage summary, recent files, file types. |
| Knowledge-Base-Guide.md | Knowledge Base: folders, upload, search, Google Drive, pipeline data. |
| Pipeline-Management-Guide.md | Pipeline Management: data sources, connections, ingestion, monitoring. |
AI analytics
| Document | Description |
|---|---|
| AI-Insights-Guide.md | AI Insights: ask questions, charts, disambiguation, save to dashboard, feedback. |
| Ask-BotIntelli-Guide.md | Ask BotIntelli: natural-language “ask about your data” (same as AI Insights input). |
| Insight-Feed-Guide.md | Insight Feed: proactive insights, filter unread, refresh. |
| AI-Dashboard-Guide.md | AI Dashboards: view, create, edit, add tiles, share. |
| Data-Stories-Guide.md | Data Stories: generate narrative reports, download DOCX/PDF. |
| AI-Investigator-Guide.md | AI Investigator: investigation goal, steps, approvals, download report. |
Automation
| Document | Description |
|---|---|
| Workflow-Designer-Guide.md | Workflow Designer: canvas, nodes, edges, config, save, playground. |
| Workflows-Guide.md | Workflows: list, open in designer, run, share, clone, delete. |
| Templates-Guide.md | Templates: browse, create workflow from template, customize. |
Settings & profile
| Document | Description |
|---|---|
| Settings-Guide.md | Settings: profile, preferences, notifications, password, 2FA, API keys, team, subscription. |
Security & compliance
| Document | Description |
|---|---|
| Security-Guide.md | Security: MFA policy, MFA status, active sessions, revoke. |
| SSO-Configuration-Guide.md | SSO Configuration: OIDC provider setup, test connection (Enterprise). |
| Audit-Logs-Guide.md | Audit Logs: view, filter by event/date, export. |
| Access-Reviews-Guide.md | Access Reviews: create campaign, complete reviews, approve/revoke. |
| SOD-Policies-Guide.md | SoD Policies: create policy (conflicting permissions), view violations. |
| Compliance-Guide.md | Compliance: dashboard (MFA, audit, reviews, SoD violations). |
| GDPR-Requests-Guide.md | GDPR Requests: create export/delete request, process, status. |
| Delegations-Guide.md | Delegations: delegate permissions to another user, expiry, revoke. |
| Emergency-Access-Guide.md | Emergency Access: request temporary elevated access, revoke. |
How to use on the BotIntelli website
-
Convert to your CMS or help format
Each guide is in Markdown. You can:- Paste into your help center (many platforms accept Markdown).
- Convert to HTML/PDF with a Markdown converter.
- Copy sections into your existing help articles.
-
Link from the app
Consider adding help links next to:- Sign In: link to Sign-In-Guide and Forgot-Password-Guide.
- Sign Up: link to Sign-Up-Guide.
- Forgot Password page: link to Forgot-Password-Guide.
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Keep URLs and product names consistent
Replacehttps://app.botintelli.comwith your actual app URL if different. The guides use “BotIntelli” as the product name; change only if you use a different public name.
Quick links for users
Account
- New user? → Sign Up Guide
- Already have an account? → Sign In Guide
- Forgot password? → Forgot Password Guide
Features — Use the tables above to jump to: Dashboard, Chat, All Chats, Assistants, Overview, Knowledge Base, Pipeline Management, AI Insights, Ask BotIntelli, Insight Feed, AI Dashboard, Data Stories, AI Investigator, Workflow Designer, Workflows, Templates, Settings, Security, SSO, Audit Logs, Access Reviews, SoD Policies, Compliance, GDPR, Delegations, Emergency Access.