--- title: Managing bots description: Admins can manage bots by previewing, moving, copying, or deleting them. Learn how to efficiently handle bots in your organization. --- [Skip to content](https://help.joseflegal.com/managing-bots#main-content) [![Josef Logo](https://help.joseflegal.com/hs-fs/hubfs/josef-logo-4.png?width=120&height=40&name=josef-logo-4.png)](https://www.joseflegal.com) Open main navigation Close main navigation - - [Contact us](https://help.joseflegal.com/kb-tickets/new) [Contact us](https://help.joseflegal.com/kb-tickets/new?hsLang=en) How can we help you? - There are no suggestions because the search field is empty. 1. [Support](https://help.joseflegal.com/?hsLang=en) 2. [Josef No-Code Automation Platform](https://help.joseflegal.com/josef-no-code-automation-platform?hsLang=en) 3. [Managing bots](https://help.joseflegal.com/josef-no-code-automation-platform?hsLang=en#managing-bots) # Managing bots Admins can preview, move, copy and delete bots built by any user in their organisation. If you’re an admin, you can see and select the Organisation at the top right of the purple toolbar. If you can’t see it, and want to be an admin, read about that **[here](https://help.joseflegal.com/how-to-become-an-admin?hsLang=en)**.  ### Viewing and previewing bots You can view the dashboard contents (including the data in the Activity tab) of a bot by clicking on the relevant bot name under the column titled Bot name. If the bot does not belong to you, you will only have 'view only' access.  You can preview bots (i.e. test a bot) by pressing the purple eye icon under the column titled Preview. ### Launching and unpublishing bots You can launch or unpublish a bot by changing the status of the bot under the column titled Status. ![Manage\_bots](https://help.joseflegal.com/hs-fs/hubfs/Knowledge%20Base%20Import/Manage_bots-1.png?width=688&height=488&name=Manage_bots-1.png) ### Moving bots Admins can move bots from one account to another. Once you move a bot, it will only appear in the account you move it to.  1. Select the checkbox next to the bot’s name. You can search by the account holder’s email, search for the bot name, or locate it in the list. 2. Select Move to 3. Using the drop down list in the pop up, choose the name of the account that you would like to move the bot or bots to 4. Select Confirm. You can select and move more than one bot at a time.  ### Copying bots When you copy a bot, it will appear in both the original account and the account that you copy it to.  1. Select the checkbox next to the bot’s name. You can search by the account holder’s email, search for the bot name, or locate it in the list. 2. Select Copy to 3. Using the drop down list in the pop up, choose the name of the account that you would like to copy the bot or bots to 4. Select Confirm. You can select and copy more than one bot at a time, but can only copy to one account at a time. Changes made to a copied bot will not be reflected in the original bot.  ### Deleting bots When you delete a bot, it is permanently deleted from that account.  1. Select the checkbox next to the bot’s name. You can search by the account holder’s email, search for the bot name, or locate it in the list. 2. Select Delete 3. Select Confirm. You can select and delete multiple bots at once.  Read about how to [**manage accounts as an admin**.](https://help.joseflegal.com/managing-accounts-1?hsLang=en) - [Josef Q](https://help.joseflegal.com/josef-q?hsLang=en#main-content) - [Using tools](https://help.joseflegal.com/josef-q?hsLang=en#using-tools) - [Training tools](https://help.joseflegal.com/josef-q?hsLang=en#training-tools) - [Preparing a knowledge base](https://help.joseflegal.com/josef-q?hsLang=en#preparing-a-knowledge-base) - [Release note (Josef Q)](https://help.joseflegal.com/josef-q?hsLang=en#release-note-josef-q) - [Creating tools](https://help.joseflegal.com/josef-q?hsLang=en#creating-tools) - [Managing tools and accounts](https://help.joseflegal.com/josef-q?hsLang=en#managing-tools-and-accounts) - [Integrations](https://help.joseflegal.com/josef-q?hsLang=en#integrations) - [Resources](https://help.joseflegal.com/josef-q?hsLang=en#resources) - [Monitoring & maintaining tools](https://help.joseflegal.com/josef-q?hsLang=en#monitoring-maintaining-tools) - [Josef No-Code Automation Platform](https://help.joseflegal.com/josef-no-code-automation-platform?hsLang=en#main-content) - [Building bots](https://help.joseflegal.com/josef-no-code-automation-platform?hsLang=en#building-bots) - [Integrations](https://help.joseflegal.com/josef-no-code-automation-platform?hsLang=en#integrations) - [Notifications and workflows](https://help.joseflegal.com/josef-no-code-automation-platform?hsLang=en#notifications-and-workflows) - [Document creation](https://help.joseflegal.com/josef-no-code-automation-platform?hsLang=en#document-creation) - [Managing bots](https://help.joseflegal.com/josef-no-code-automation-platform?hsLang=en#managing-bots) - [Testing, troubleshooting and editing](https://help.joseflegal.com/josef-no-code-automation-platform?hsLang=en#testing-troubleshooting-and-editing) - [Launching](https://help.joseflegal.com/josef-no-code-automation-platform?hsLang=en#launching) - [Single Sign-On](https://help.joseflegal.com/josef-no-code-automation-platform?hsLang=en#single-sign-on) - [FAQs](https://help.joseflegal.com/josef-no-code-automation-platform?hsLang=en#faqs) - [Getting started on Josef no-code](https://help.joseflegal.com/josef-no-code-automation-platform?hsLang=en#getting-started-on-josef-no-code) - [Release notes & FAQs for Josef no-code](https://help.joseflegal.com/josef-no-code-automation-platform?hsLang=en#release-notes-faqs-for-josef-no-code) - [Managing accounts](https://help.joseflegal.com/josef-no-code-automation-platform?hsLang=en#managing-accounts) - [Reporting](https://help.joseflegal.com/josef-no-code-automation-platform?hsLang=en#reporting) - [Formatting a bot](https://help.joseflegal.com/josef-no-code-automation-platform?hsLang=en#formatting-a-bot) [![Chill listening crop-3](https://help.joseflegal.com/hs-fs/hubfs/Josef%20logo.png?width=72&height=24&name=Josef%20logo.png "Chill listening crop-3")](http://joseflegal.com) [support@joseflegal.com](mailto:support@joseflegal.com)  [mailto:support@joseflegal.com](mailto:support@joseflegal.com) Copyright © 2025, Josef Legal