DocsBot AI for AI agents
Agents read DocsBot AI at once. Changes and sends are held for a person's approval by default.
About DocsBot AI
DocsBot AI enables the creation of custom chatbots trained on your documentation, facilitating automated customer support and content generation.
What an agent can do in DocsBot AI
Every DocsBot AI action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.
Runs at once (reads)
Looks things up in DocsBot AI without asking first. 17 actions.
- Get Bot DetailsTool to fetch details of a specific bot by ID within a team. Use after confirming valid team and bot IDs.
- Get Source DetailsTool to retrieve detailed information about a specific source by its ID. Use when you need complete metadata about a source including indexed URLs, FAQs, and processing status.
- Get Team DetailsTool to fetch details of a specific team by its ID. Use when you need full team info including members and settings after confirming the team ID.
- Get Upload URLGet a presigned upload URL for uploading files as sources. Use this before uploading large files to DocsBot. The workflow is: 1) Get upload URL, 2) Upload file to the URL, 3) Create source with the fi
- List Team BotsList all bots for a given team. Returns detailed information about each bot including configuration, statistics, and status. Use this action to discover available bots before performing operations lik
- List Bot ConversationsTool to list conversation history for a bot with pagination. Returns a limited subset of conversation properties including titles, timestamps, sentiment, and status. Use this to discover conversations
- List Bot LeadsTool to list captured leads for a bot with pagination and date filtering. Use after confirming valid team and bot IDs. Example: "List leads for bot abc123 starting from 2024-01-01."
- List QuestionsTool to list all questions asked of a specific bot. Use after confirming the bot's identifier. Example: "List questions for bot abc123 with status 'unanswered'."
- List Research JobsTool to list all deep research jobs for a bot with pagination support. Use after confirming valid team and bot IDs. Returns details about each research job including status, question, and timestamps.
- List Bot SourcesRetrieves a paginated list of all sources for a specific bot within a team. Sources are the content (URLs, files, sitemaps, etc.) that have been indexed for the bot's knowledge base. Use this to see w
- List Team MembersTool to list all members of a team including their roles. Use when you need to see who has access to a team and their permission levels.
- List TeamsTool to list all teams. Use when you need to retrieve every team associated with the authenticated user.
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- Semantic Search Bot ContentTool to perform semantic search on a bot's indexed content. Returns the most relevant source chunks for a query. Use when you need to search the bot's knowledge base without triggering a full conversa
- Generate Conversation TicketGenerates a structured support ticket from a Chat Agent conversation. Use this tool to convert an existing bot conversation into a formatted helpdesk ticket containing a subject line and message body
- Get Bot StatisticsTool to retrieve comprehensive statistics and analytics for a bot over a time period or date range. Returns key metrics (resolution rate, deflection rate, time saved), time series data for questions a
- Get Webhook DetailsTool to retrieve details of a specific webhook by ID. Use when you need webhook configuration, delivery status, or subscription details.
- List Bot WebhooksList all registered webhooks for a bot. Returns webhook configurations including target URLs, subscribed events, and status. Use this action to discover configured webhooks before creating, updating,
Held for approval by default (changes and sends)
Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 18 actions.
- Create BotTool to create a new bot within a team. Use when you have a valid team ID and want to provision a new bot.
- Create Bot SourceTool to create a new source for a bot. Sources can be URLs, files, sitemaps, and other types. Use when you have content to add to a bot's knowledge base. For file-based sources, first upload the file
- Create WebhookTool to create a new webhook subscription for a bot. Use when you want to receive real-time notifications for specific events (lead.created, deep_research.done, conversation.escalated, conversation.ra
- Delete BotTool to delete a specific bot by its ID. Use after confirming the bot ID is correct to permanently remove a bot from the system.
- Delete ConversationTool to delete a specific conversation by its ID. Use after confirming the conversation ID is correct to permanently remove a conversation. Requires edit permission.
- Delete LeadTool to delete a specific lead by ID. Use after confirming the lead ID to permanently remove a lead record from the system.
- Delete QuestionTool to delete a specific question from history. Use after confirming the question ID to permanently remove a question log entry from the system.
- Delete SourceTool to delete a specific source from a bot by its ID. Use after confirming the source ID is correct to permanently remove a source from the bot's knowledge base.
- Delete WebhookTool to delete a webhook (unsubscribe) by its ID. Use after confirming the webhook ID is correct to permanently remove a webhook subscription.
- Refresh SourceTool to refresh a source to re-index its content. Use when a source needs to be updated with the latest content from its origin. Only works with failed sources for retry purposes.
- Update BotUpdate a bot's configuration settings such as name, description, model, temperature, and appearance. Only fields provided in the request will be modified; omitted fields remain unchanged. Requires val
- Capture Conversation LeadTool to capture lead information by updating conversation metadata and saving the lead. Works whether or not the conversation has been created yet.
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- Rate AnswerTool to rate an answer from chat APIs as positive (1), neutral (0), or negative (-1). Use when recording user feedback on bot responses for statistics shown in chat logs.
- Test Escalated WebhookTool to trigger a test delivery of the conversation.escalated webhook. Use to verify webhook configuration is working correctly.
- Test Lead WebhookTool to trigger a test lead webhook delivery. Use when you need to test webhook integration for lead capture events. Requires owner or admin permissions.
- Test Research WebhookTool to trigger a deep research webhook delivery test. Use to verify webhook configurations are working correctly.
- Trigger Rated Webhook TestTool to trigger a conversation.rated webhook delivery test for a specific bot. Use when you need to test webhook integration for conversation rating events.
- Update WebhookTool to update a webhook's status, target URL, label, or expiration date. Use when you need to modify webhook configuration. Requires valid team_id, bot_id, and webhook_id. Only provided fields will b
Changes wait in Needs you
Changes and sends in DocsBot AI are held for a person's approval by default. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
Related connectors
DocsBot AI questions
Can an agent change data in DocsBot AI on its own?
Not by default. Changes and sends in DocsBot AI are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
What can an agent read in DocsBot AI?
This connector lists 17 read actions. Reads run at once, without waiting for approval.
How does DocsBot AI connect?
It connects with API key. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.