Create and Manage Bots
Learn to create and manage bots on DoubleTick. Create bots, set up triggers, actions, and save & unsave as you need.
Last updated
Learn to create and manage bots on DoubleTick. Create bots, set up triggers, actions, and save & unsave as you need.
Last updated
To create a new bot, navigate to the Bot Studio located in the left panel, then click on the "Create New Bot" button
The new bot name will be automatically saved
The side panel consists of triggers and actions; triggers are the starting point that initiate bot responses, while actions determine what the bot does in response to those triggers.
To choose a trigger or action, just click on it
To connect two blocks, click on the green dot/node in the first block, drag it to the next block you want to connect with, and then release it.
To delete a connection between blocks, hover over the connection you wish to delete. A delete icon will appear. Click on it, and the connection will be deleted.
To rename blocks, simply remove the default name located at the top of the block and enter the desired new name
Zoom In: Use this function to zoom into specific parts of your bot flow, allowing you to focus on details or individual components for a closer examination.
Zoom Out: Zoom out to get a broader view of your bot flow, enabling you to see more of the flowchart at once and understand its overall structure.
Fit to Screen View: Select this option to automatically adjust the zoom level of your bot flow so that the entire flowchart fits neatly within the screen. This is helpful for quickly grasping the entirety of your bot flow without the need for manual adjustments.
Lock (Enable View-Only Mode): Lock the bot flow to prevent accidental changes, ensuring that the flowchart remains unchanged while you navigate through it or present it to others.
Saving your bot preserves all recent modifications and changes made within it. Note that if the bot is disabled, saving the alterations will not activate the bot; instead, it will solely retain the changes made.
To save the bot, click on the "Save" button located in the top right corner
In the top right corner, you'll find a toggle button to switch between active and inactive states for your bot. Clicking on this button activates the bot, turning the toggle green, indicating it's now live and operational.
To deactivate the bot, simply click on the toggle again, and it will turn grey, indicating the bot is now inactive. It's essential to note that once the bot is active, it's live and ready to perform its designated tasks.
To rename the bot, enter the new bot name on the top left next to the edit icon
