- Note: We recommend checking your account type with an Admin at your organization to see what methods are available to you.
Collaboration methods include:
| Feature | Builder | Manager | Admin |
| Send the preview URL | x | x | x |
| Copy | x | x | x |
| Move | x | ||
| Require approval to launch |
x |
Send the preview URL
If you'd like other users to test what you have been building, you can share a preview of your bot via Dashboard > [Bot] > Preview.
Copy & share a bot's preview URL via email, for example, and the recipient will then be able to test the end-user experience.
Copying a bot
There are two ways to copy a bot.
- Using the Copy to feature in the Dashboard (available to all users), or
- Copying via the Organisation tab (available to Admins only).
[Image: The Copy to feature located in the Josef Dashboard]
- Note: Changes made to a copied bot will not be reflected in the original bot. If you'd like to share the responsibility of amending an original bot, you'll need to move the bot between accounts. A bot can only sit in one account at a time.
'Copy to'
Quickly copy a bot into another user's account via the 'Copy to' feature. This enables the easy copying of bots between users within the same organization.
Here's how…
- Login to the Josef Dashboard
- Locate the bot you wish to copy
- Click the three vertical dots in the top right of the bot
- Click Copy to
- In the drop-down, enter the recipient's account email
- Check Notify by email (optional)
- Click Confirm
- Done! The bot will be copied into the user's account shortly.
Copy (via Organisation)
Admins can copy bots via the Organisation tab.
- Navigate to Organisation > Manage bots.
- A list of all your organization's bots will appear
- Check the box(es) of the bot(s) you'd like to copy
- Click Copy to in the top toolbar
- Enter the recipient's account email
- Click Confirm
- Done! The bot(s) will be copied into the user's account shortly.
Moving a bot
Admins can move bots between accounts via the Organisation tab.
- Navigate to Organisation > Manage bots.
- A list of all your organization's bots will appear
- Check the box(es) of the bot(s) you'd like to move
- Click Move to in the top toolbar
- Enter the recipient's account email
- Click Confirm
- Done! The bot(s) will be moved into the user's account shortly.
[Image: The Move bots feature located in accessible to admin users via the Organisation tab]
If you're either a Builder or Manager and would like to move a bot, contact your Josef Admin (e.g. course leader, manager, team lead, etc.) to see if they can move your bot.
Admins, learn more about managing bots.
Requiring approval to launch bots
Admins can review, approve and monitor bots via the approval flow process. Learn more here.