Getting Started: Signing Up and Sharing Your Bot

welcome to the exo chatbot platform! this guide will walk you through the first essential steps creating your account and sharing access with your team whether you are a new client signing up for the first time or an administrator setting up a bot for your team, this document has you covered let's get you set up part 1 for new users creating your account if you are a new client or an external collaborator, you can create your own account through our self signup portal step by step guide go to the signup page open your web browser and navigate to https //bots exotel com/bot/chat/login/ fill out your details check your email after submitting, you will receive an email from us containing your login details and a link to set your password create a secure password follow the link in the email you will be asked to create a password that meets our security standards must be between 8 and 32 characters long must contain at least one lowercase letter (a z) must contain at least one uppercase letter (a z) must contain at least one number (0 9) once your password is set, you are ready to log in! part 2 for administrators creating and sharing a bot this section is for exotel employees or users with super admin privileges who need to create a new chatbot and invite others to collaborate step by step guide log in and create the bot from the main dashboard, click the “build bot” button to begin provide the basic details for your new bot as the creator, you will automatically be assigned the super admin role for this bot invite your team important select the correct access role for clients and external collaborators, always choose the admin role the super admin role should be reserved for internal staff who need publishing rights open the bot you just created and navigate to the users section from the side menu click the invite users button select the invite users option enter the email address of the person you want to add important select the correct access role for clients and external collaborators, always choose the admin role the super admin role should be reserved for internal staff who need publishing rights what happens next the user you invited will receive an email they will need to accept the invitation and set up their password to access the bot once they log in, they will have the permissions associated with the role you assigned them understanding user roles super admin this role has full control over the bot, including the critical ability to publish changes to the live environment this role is typically for internal exotel employees or project leads admin this role can do almost everything a super admin can, including building and editing conversational flows however, an admin cannot publish the bot any changes they make must be reviewed and published by a super admin best practices for a smooth start verify emails before inviting double check that you have the correct email address before sending an invitation to avoid security risks assign roles carefully always grant the minimum necessary permissions for most collaborators, the "admin" role is sufficient and safer communicate with your team after sending an invite, let the person know to expect an email so they can get set up quickly