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Configuring bots/models in the system console
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AI Bots empty state
Before any bots have been added, the empty state looks like below.
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Once bots are added, they will show in the list like below.
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Collapsable bot items
Each bot in the list is a collapsable element.
Collapsed - default state
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Expanded state
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For each bot added to the plugin, admins can configure the following:
Display name (required): How the bot will display in the configuration and how users will see the bot displayed
NOTE: This does not change the “AI copilot” name - this is just the name that is displayed in the bot tag/dropdown
Bot username (required): The username that users can
@mentionif they want to tag a specific bot in a conversation. NOTE: This must be a unique usernameBot avatar (required): The bot’s avatar image that will be displayed for replies directly from the bot
Service (required): The LLM provider (e.g. OpenAI, Anthropic, etc)
API Key (required): The API key provided by the LLM provider
Default Model (required): A model that you can access with your API key (e.g. gpt-4)
Team access: By default all teams are added, but admins can remove specific teams to restrict access to specific bots
Instructions
Instructions (optional): Admins can provide specific instructions to fine-tune the bot responses in order for the bot to respond or act in specific ways.
Default values for the first bot added
When the first bot is added it will have the following default values:
Display name: AI Copilot
Bot username: @ai
Bot avatar: 
Service: OpenAi
Default Modal: gpt-4
Collapsable bot items
Each bot in the list is a collapsable element.
Collapsed - default state
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Collapsed - hover state
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Expanded state
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Migration from current version of the plugin
If the workspace previously had an older version of the AI plugin, we will need to migrate their ‘AI Services’ configuration to the new ‘AI bots’ configuration.
Each service that was previously configured will be converted to a bot and added to the list in an incomplete state with an indication that configuration is incomplete.
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Enterprise-only notice
For non-enterprise workspaces, they cannot add multiple bots and a notice will display.
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Users can delete an AI bot by clicking the delete icon on the right side of an AI bot item. A confirmation modal displays to confirm they want to remove the bot. When a bot is deleted, it will behave just like any deactivated/archived user. Messages will still be accessible, but new conversations cannot be started and the bot cannot be selected from the bot selection dropdowns.
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AI functions section
The ‘AI functions’ section is hidden until the first bot has been added. If only one bot is added, the bot function dropdowns are disabled (since there is only one option).
This section provides admins the ability to choose the default bot for LLM functions and transcription (more functions to come).
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Displaying the active bot to end users
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