# General Bots Suite - User Manual > **The Complete Productivity Workspace** > > *Like Microsoft Office, but with AI built-in* --- ## Welcome to General Bots Suite General Bots Suite is your all-in-one workspace that combines communication, productivity, and AI assistance. Think of it like having Word, Outlook, Teams, and an AI assistant all in one place - but simpler and more powerful. **What makes it special:** - Everything works together seamlessly - AI helps you with every task - No complex setup required - Works in your browser --- ## Part I: Getting Started ### Opening the Suite 1. **Open your web browser** (Chrome, Firefox, Safari, or Edge) 2. **Go to your General Bots address** (example: `http://your-company.bot:8080`) 3. **The Suite loads automatically** - you'll see the workspace in seconds ### Your First Look When the Suite opens, you see: ``` ┌─────────────────────────────────────────────────────────────────┐ │ 🤖 General Bots [Apps Menu ⋮⋮⋮] [Theme 🌙] [U] │ ├─────────────────────────────────────────────────────────────────┤ │ │ │ │ │ 💬 Chat (Main Area) │ │ │ │ Type your message here... │ │ │ └─────────────────────────────────────────────────────────────────┘ ``` ### The Apps Menu Click the **nine-dot grid** (⋮⋮⋮) in the top right to see all applications: | Icon | App | What It Does | |------|-----|--------------| | 💬 | **Chat** | Talk with your AI assistant | | 📁 | **Drive** | Store and manage your files | | ✓ | **Tasks** | Manage your to-do lists | | ✉ | **Mail** | Send and receive emails | | 📅 | **Calendar** | Schedule meetings and events | | 🎥 | **Meet** | Video calls and meetings | | 📝 | **Paper** | Write documents with AI help | | 🔍 | **Research** | AI-powered search | | 📊 | **Analytics** | View reports and statistics | --- ## Part II: Chat - Your AI Assistant ### What Chat Does Chat is your personal AI assistant. Ask questions, get help with tasks, or have a conversation - just like talking to a helpful colleague. ### How to Use Chat **Sending a Message:** 1. Click in the message box at the bottom 2. Type your question or request 3. Press **Enter** or click the **↑** button **Example Conversations:** ``` You: What meetings do I have today? Bot: You have 2 meetings scheduled: • 10:00 AM - Team Standup • 2:00 PM - Project Review You: Remind me to call John tomorrow at 3pm Bot: Done! I've created a reminder for tomorrow at 3:00 PM to call John. You: Write a professional email to decline a meeting Bot: Here's a draft: Subject: Unable to Attend Meeting Dear [Name], Thank you for the invitation. Unfortunately, I have a scheduling conflict and won't be able to attend. Would it be possible to reschedule or receive a summary of the discussion? Best regards ``` ### Voice Input 1. Click the **🎤 microphone** button 2. Speak your message 3. Click again to stop 4. Your words appear as text automatically ### Quick Suggestions Below the message box, you'll see **suggestion chips** - common actions you can click: ``` [📊 Show my tasks] [📧 Check email] [📅 Today's schedule] [❓ Help] ``` ### Keyboard Shortcuts for Chat | Shortcut | Action | |----------|--------| | `Enter` | Send message | | `Shift+Enter` | New line (without sending) | | `↑` Arrow | Edit last message | | `/` | Show command menu | --- ## Part III: Drive - File Management ### What Drive Does Drive is your file storage - like Google Drive or OneDrive. Store documents, images, spreadsheets, and any file you need. ### The Drive Interface ``` ┌─────────────────────────────────────────────────────────────────┐ │ [+ New ▼] 🔍 Search files... [⊞] [≡] │ ├──────────────┬──────────────────────────────────────────────────┤ │ │ 📁 My Drive > Projects > 2024 │ │ My Drive │ ─────────────────────────────────────────────────│ │ ⭐ Starred │ [☐] Name Size Modified │ │ 🕐 Recent │ ─────────────────────────────────────────────── │ │ 🗑 Trash │ 📁 Reports - Today │ │ │ 📁 Presentations - Yesterday │ │ ───────────│ 📄 Budget.xlsx 245 KB Mar 15 │ │ Labels │ 📄 Notes.docx 12 KB Mar 14 │ │ 🔵 Work │ 🖼 Logo.png 89 KB Mar 10 │ │ 🟢 Personal│ │ └──────────────┴──────────────────────────────────────────────────┘ ``` ### Creating and Uploading **Upload Files:** 1. Click **+ New** button 2. Select **Upload Files** 3. Choose files from your computer 4. *Or:* Drag files directly into Drive **Create New Folder:** 1. Click **+ New** 2. Select **New Folder** 3. Type the folder name 4. Press Enter ### Working with Files **Open a file:** Double-click it **Select files:** Click the checkbox beside the file name **Multiple selection:** Hold `Ctrl` (or `Cmd` on Mac) and click files **Right-click menu options:** - 📂 Open - ⬇️ Download - ✏️ Rename - 📋 Copy - 📁 Move to... - ⭐ Add to Starred - 🔗 Share - 🗑 Delete ### View Options | Button | View | Best For | |--------|------|----------| | ⊞ | Grid view | Images and visual files | | ≡ | List view | Documents and details | ### Keyboard Shortcuts for Drive | Shortcut | Action | |----------|--------| | `Ctrl+U` | Upload files | | `Ctrl+N` | New folder | | `Delete` | Move to trash | | `Ctrl+C` | Copy | | `Ctrl+V` | Paste | | `Enter` | Open selected | --- ## Part IV: Tasks - To-Do Management ### What Tasks Does Tasks helps you track what needs to be done. Create to-do lists, set due dates, and mark items complete. ### The Tasks Interface ``` ┌─────────────────────────────────────────────────────────────────┐ │ ✓ Tasks Total: 12 Active: 5 Done: 7│ ├─────────────────────────────────────────────────────────────────┤ │ ┌─────────────────────────────────────────────────────────┐ │ │ │ What needs to be done? [Category ▼] [+ Add]│ │ │ └─────────────────────────────────────────────────────────┘ │ ├─────────────────────────────────────────────────────────────────┤ │ [📋 All (12)] [⏳ Active (5)] [✓ Completed (7)] [⚡ Priority] │ ├─────────────────────────────────────────────────────────────────┤ │ ☐ Review quarterly report 📅 Today 🔴 │ │ ☐ Call client about proposal 📅 Today 🟡 │ │ ☐ Update project documentation 📅 Tomorrow 🟢 │ │ ☑ Send meeting notes ✓ Done │ │ ☑ Complete expense report ✓ Done │ └─────────────────────────────────────────────────────────────────┘ ``` ### Adding a Task 1. Type your task in the input box 2. *(Optional)* Select a category: Work, Personal, Shopping, Health 3. *(Optional)* Set a due date 4. Click **+ Add** or press Enter **Pro tip:** Be specific! Instead of "Work on project", write "Draft introduction section for project proposal" ### Task Priorities | Color | Priority | When to Use | |-------|----------|-------------| | 🔴 Red | High | Must do today | | 🟡 Yellow | Medium | Important but not urgent | | 🟢 Green | Low | Can wait | ### Completing Tasks - **Click the checkbox** to mark a task done - Completed tasks move to the "Completed" tab - Feel the satisfaction! ✓ ### Filter Tabs | Tab | Shows | |-----|-------| | **All** | Everything | | **Active** | Tasks not yet done | | **Completed** | Finished tasks | | **Priority** | High-priority tasks only | ### Creating Tasks from Chat In Chat, just say: ``` You: Create a task to review the budget by Friday Bot: Task created: "Review the budget" - Due: Friday ``` --- ## Part V: Mail - Email Management ### What Mail Does Mail connects to your email accounts so you can read, write, and organize emails without leaving the Suite. ### The Mail Interface ``` ┌────────────────┬───────────────────┬────────────────────────────┐ │ │ │ │ │ [✏ Compose] │ Inbox │ From: john@company.com │ │ │ │ Subject: Project Update │ │ 📥 Inbox (3) │ ● Project Update │ ──────────────────────── │ │ 📤 Sent │ from John │ │ │ 📝 Drafts │ 10:30 AM │ Hi, │ │ 🗑 Trash │ │ │ │ │ ○ Meeting Notes │ Here's the latest update │ │ │ from Sarah │ on our project... │ │ │ Yesterday │ │ │ │ │ Best, │ │ │ ○ Invoice #1234 │ John │ │ │ from Vendor │ │ │ │ Mar 15 │ [Reply] [Forward] [Delete]│ └────────────────┴───────────────────┴────────────────────────────┘ ``` ### Reading Email 1. Click on **Mail** in the Apps menu 2. Click any email in the list to read it 3. The full email appears on the right ### Composing Email 1. Click **✏ Compose** 2. Fill in the fields: - **To:** recipient's email - **Subject:** what it's about - **Body:** your message 3. Click **Send** **AI-Assisted Writing:** ``` You: Help me write an email to reschedule tomorrow's meeting Bot: Here's a draft: To: [recipient] Subject: Request to Reschedule Meeting Hi [Name], I hope this message finds you well. Would it be possible to reschedule our meeting tomorrow? I have an unexpected conflict. Please let me know what times work for you later this week. Thank you for understanding. ``` ### Email Folders | Folder | Purpose | |--------|---------| | **Inbox** | New and unread messages | | **Sent** | Emails you've sent | | **Drafts** | Unfinished emails | | **Trash** | Deleted emails (emptied after 30 days) | ### Email Actions | Button | Action | |--------|--------| | **Reply** | Respond to sender | | **Reply All** | Respond to everyone | | **Forward** | Send to someone else | | **Delete** | Move to Trash | | **Archive** | Remove from Inbox but keep | --- ## Part VI: Calendar - Scheduling ### What Calendar Does Calendar shows your schedule, meetings, and events. Plan your day, week, or month at a glance. ### The Calendar Interface ``` ┌─────────────────────────────────────────────────────────────────┐ │ ◄ March 2024 ► [Day] [Week] [Month] │ ├─────────────────────────────────────────────────────────────────┤ │ Mon Tue Wed Thu Fri Sat Sun │ │ ────────────────────────────────────────────────────────────── │ │ 1 2 3 │ │ │ │ 4 5 6 7 8 9 10 │ │ ████ │ │ Team │ │ Meeting │ │ │ │ 11 12 13 14 15 16 17 │ │ ████ ████ │ │ Project Review │ │ Demo 1:1 │ └─────────────────────────────────────────────────────────────────┘ ``` ### Creating an Event **Method 1: Click and Create** 1. Click on a day/time slot 2. Enter event details 3. Click Save **Method 2: Ask the AI** ``` You: Schedule a team meeting for next Tuesday at 2pm Bot: Event created: 📅 Team Meeting 🕐 Tuesday, March 19 at 2:00 PM ⏱ Duration: 1 hour ``` ### Event Details When creating an event, you can set: - **Title** - What the event is - **Date & Time** - When it happens - **Duration** - How long it lasts - **Location** - Where (room or video link) - **Attendees** - Who to invite - **Reminder** - When to notify you - **Repeat** - Daily, weekly, monthly ### Calendar Views | View | Shows | Best For | |------|-------|----------| | **Day** | Hour by hour | Detailed daily planning | | **Week** | 7 days | Seeing your week ahead | | **Month** | Full month | Long-term planning | ### Keyboard Navigation | Key | Action | |-----|--------| | `←` `→` | Previous/Next period | | `T` | Jump to Today | | `D` | Day view | | `W` | Week view | | `M` | Month view | --- ## Part VII: Meet - Video Calls ### What Meet Does Meet lets you have video calls with one person or many. Share your screen, record meetings, and get AI transcriptions. ### Starting a Meeting **Start Instant Meeting:** 1. Click **Meet** in Apps menu 2. Click **Start Meeting** 3. Share the link with others **Schedule for Later:** ``` You: Schedule a video call with the team for tomorrow at 10am Bot: Meeting scheduled: 🎥 Team Video Call 📅 Tomorrow at 10:00 AM 🔗 Link: meet.bot/abc-defg-hij Shall I send invites to the team? ``` ### The Meeting Interface ``` ┌─────────────────────────────────────────────────────────────────┐ │ Meeting Room 00:15:32 [👥 3] [💬] │ ├─────────────────────────────────────────────────────────────────┤ │ ┌─────────────────────┐ ┌─────────────────────┐ │ │ │ │ │ │ │ │ │ 👤 You │ │ 👤 John │ │ │ │ │ │ │ │ │ │ (Camera) │ │ (Camera) │ │ │ └─────────────────────┘ └─────────────────────┘ │ │ │ │ ┌─────────────────────┐ │ │ │ 👤 Sarah │ │ │ └─────────────────────┘ │ ├─────────────────────────────────────────────────────────────────┤ │ [🎤 Mute] [📹 Video] [🖥 Share] [🔴 Record] [📞 End] │ └─────────────────────────────────────────────────────────────────┘ ``` ### Meeting Controls | Button | Function | |--------|----------| | 🎤 **Mute** | Turn microphone on/off | | 📹 **Video** | Turn camera on/off | | 🖥 **Share** | Share your screen | | 🔴 **Record** | Record the meeting | | 📝 **Transcribe** | Get live captions | | 💬 **Chat** | Open meeting chat | | 👥 **Participants** | See who's in the call | | 📞 **End** | Leave the meeting | ### Screen Sharing 1. Click **🖥 Share** 2. Choose what to share: - **Entire Screen** - Everything you see - **Window** - One application - **Tab** - One browser tab 3. Click **Share** 4. Click **Stop Sharing** when done ### AI Features in Meetings **Live Transcription:** - Enable with the **📝 Transcribe** button - Words appear as people speak - Great for accessibility and note-taking **Meeting Summary:** After the meeting, ask: ``` You: Summarize today's project meeting Bot: Meeting Summary: Duration: 45 minutes Participants: You, John, Sarah Key Points: • Project deadline moved to April 15 • John will handle client communication • Sarah completing design by Friday Action Items: • [You] Review budget proposal • [John] Send client update • [Sarah] Share design mockups ``` --- ## Part VIII: Paper - AI Writing ### What Paper Does Paper is your writing space with AI assistance. Write documents, notes, reports - and let AI help you write better. ### The Paper Interface ``` ┌────────────────┬────────────────────────────────────────────────┐ │ │ [B] [I] [U] H1 H2 • ― 🔗 📷 [AI ✨] │ │ 📄 Notes ├────────────────────────────────────────────────┤ │ ──────────── │ │ │ Meeting Notes │ Project Proposal │ │ Project Plan │ ════════════════ │ │ Ideas │ │ │ │ Introduction │ │ ──────────── │ ──────────── │ │ Quick Start │ │ │ [📄 Blank] │ This document outlines our proposal for │ │ [📋 Meeting] │ the upcoming project. We aim to... │ │ [✓ To-Do] │ │ │ [🔬 Research] │ | │ │ │ │ └────────────────┴────────────────────────────────────────────────┘ ``` ### Creating a Document 1. Click **+ New** in the sidebar 2. Choose a template: - **Blank** - Start fresh - **Meeting Notes** - Pre-formatted for meetings - **To-Do List** - Checkbox format - **Research** - Sections for sources ### Formatting Toolbar | Button | Function | Shortcut | |--------|----------|----------| | **B** | Bold | `Ctrl+B` | | **I** | Italic | `Ctrl+I` | | **U** | Underline | `Ctrl+U` | | **H1** | Heading 1 | `Ctrl+1` | | **H2** | Heading 2 | `Ctrl+2` | | **•** | Bullet list | `Ctrl+Shift+8` | | **―** | Numbered list | `Ctrl+Shift+7` | | **🔗** | Insert link | `Ctrl+K` | | **📷** | Insert image | - | ### AI Writing Assistant ✨ Click the **AI ✨** button or type `/ai` for AI help: **Commands:** ``` /ai improve → Make the text better /ai shorter → Make it more concise /ai longer → Expand with more detail /ai formal → Make it professional /ai friendly → Make it casual /ai translate → Translate to another language /ai summarize → Create a summary ``` **Example:** ``` You wrote: "The thing we need to do is make the stuff better" /ai formal AI suggests: "Our objective is to enhance the quality of our deliverables to meet higher standards." ``` ### Auto-Save Paper saves automatically as you type. Look for: - **"Saving..."** - Currently saving - **"Saved"** - All changes saved - **"Offline"** - Will save when connected --- ## Part IX: Research - AI Search ### What Research Does Research is like having a research assistant. Search the web, your documents, and knowledge bases - then get AI-synthesized answers. ### The Research Interface ``` ┌────────────────┬────────────────────────────────────────────────┐ │ │ │ │ 🔍 Research │ ┌────────────────────────────────────────┐ │ │ │ │ What are the best practices for... │ │ │ ──────────── │ └────────────────────────────────────────┘ │ │ Focus: │ │ │ [🌐 All] │ AI Answer: │ │ [📚 Academic] │ ══════════ │ │ [💻 Code] │ Based on multiple sources, here are the │ │ [🏠 Internal] │ key best practices: │ │ │ │ │ Collections: │ 1. Start with clear requirements │ │ 📁 Project A │ 2. Use iterative development │ │ 📁 References │ 3. Test early and often │ │ │ │ │ Recent: │ Sources: │ │ • market size │ [1] industry-guide.com │ │ • competitors │ [2] techblog.dev │ │ │ [3] your-docs/guidelines.pdf │ └────────────────┴────────────────────────────────────────────────┘ ``` ### Search Modes | Mode | Icon | Searches | |------|------|----------| | **All** | 🌐 | Everything | | **Academic** | 📚 | Research papers, journals | | **Code** | 💻 | Documentation, code examples | | **Internal** | 🏠 | Your company's knowledge base | ### Using Research 1. Type your question in the search box 2. Select a focus mode (optional) 3. Press Enter 4. Read the AI-synthesized answer 5. Click sources to see original content ### Collections Save important searches and sources: 1. Click **+ New Collection** 2. Name it (e.g., "Q1 Project Research") 3. Add sources by clicking **Save to Collection** 4. Access anytime from the sidebar ### Pro Tips **Be specific:** - ❌ "marketing" - ✅ "B2B SaaS marketing strategies for startups under 50 employees" **Use follow-up questions:** ``` Search: What is machine learning? Follow-up: How is it different from deep learning? Follow-up: What are practical business applications? ``` --- ## Part X: Analytics - Reports & Insights ### What Analytics Does Analytics shows you reports about usage, conversations, and performance. Understand how the bot is being used and what's working. ### The Analytics Interface ``` ┌─────────────────────────────────────────────────────────────────┐ │ 📊 Analytics Dashboard [Last 24h ▼] [⟳ Refresh] │ ├─────────────────────────────────────────────────────────────────┤ │ ┌──────────┐ ┌──────────┐ ┌──────────┐ ┌──────────┐ │ │ │ 1,234 │ │ 89% │ │ 2.3s │ │ 45 │ │ │ │ Messages │ │ Success │ │ Avg Time │ │ Users │ │ │ │ +12% │ │ Rate │ │ Response │ │ Today │ │ │ └──────────┘ └──────────┘ └──────────┘ └──────────┘ │ ├─────────────────────────────────────────────────────────────────┤ │ │ │ Messages Over Time Top Questions │ │ ┌─────────────────────────┐ ┌─────────────────────────┐ │ │ │ ╭─╮ │ │ 1. How do I reset... │ │ │ │ ╭╯ ╰╮ ╭─╮ │ │ 2. What is the status...│ │ │ │ ╭╯ ╰────╯ ╰╮ │ │ 3. Where can I find... │ │ │ │ ─╯ ╰── │ │ 4. Help with login │ │ │ └─────────────────────────┘ └─────────────────────────┘ │ └─────────────────────────────────────────────────────────────────┘ ``` ### Key Metrics | Metric | What It Means | |--------|---------------| | **Messages** | Total conversations | | **Success Rate** | % of questions answered well | | **Avg Response Time** | How fast the bot replies | | **Users** | Number of people using the bot | | **Popular Topics** | What people ask about most | ### Time Ranges Select different periods to analyze: - Last Hour - Last 6 Hours - Last 24 Hours - Last 7 Days - Last 30 Days - Custom Range ### Exporting Data Click **Export** to download reports as: - **CSV** - For spreadsheets - **PDF** - For sharing - **JSON** - For developers --- ## Part XI: Designer - Visual Dialog Builder ### What Designer Does Designer lets you create bot conversations visually - like VB6 form designer, but for conversations. Drag and drop blocks to build dialogs without coding. ### The Designer Interface ``` ┌──────────────┬──────────────────────────────────────┬──────────┐ │ Toolbox │ Canvas │Properties│ ├──────────────┼──────────────────────────────────────┼──────────┤ │ │ │ │ │ 💬 TALK │ ┌─────────┐ │ Node: │ │ 👂 HEAR │ │💬 TALK │ │ TALK │ │ 📝 SET │ │"Hello!" │───┐ │ │ │ │ └─────────┘ │ │ Message: │ │ ───────── │ ▼ │ [Hello!] │ │ │ ┌─────────┐ ┌─────────┐ │ │ │ 🔀 IF │ │👂 HEAR │──▶│🔀 IF │ │ │ │ 🔄 FOR │ │ name │ │name="Jo"│ │ │ │ 🔃 SWITCH │ └─────────┘ └────┬────┘ │ │ │ │ ┌───┴───┐ │ │ │ ───────── │ Yes No │ │ │ │ │ │ │ │ │ 📞 CALL │ ┌────┴──┐ ┌──┴────┐ │ │ │ 📧 SEND │ │💬TALK │ │💬TALK │ │ │ │ 💾 SAVE │ │"Hi Jo"│ │"Hello"│ │ │ │ │ └───────┘ └───────┘ │ │ └──────────────┴──────────────────────────────────────┴──────────┘ ``` ### Building a Dialog **Step 1: Drag Blocks** - Drag from Toolbox to Canvas - Blocks snap to grid **Step 2: Connect Blocks** - Drag from output port (●) to input port - Lines show conversation flow **Step 3: Configure Properties** - Click a block - Edit settings in Properties panel **Step 4: Export** - Click **Export to .bas** - Save your dialog file ### Block Types | Block | Icon | Purpose | Example | |-------|------|---------|---------| | **TALK** | 💬 | Bot speaks | "Welcome! How can I help?" | | **HEAR** | 👂 | Wait for user input | Store response in `name` | | **SET** | 📝 | Set a variable | `total = price * quantity` | | **IF** | 🔀 | Make decisions | If age > 18 then... | | **FOR** | 🔄 | Repeat for items | For each item in cart... | | **SWITCH** | 🔃 | Multiple choices | Switch on category... | | **CALL** | 📞 | Call another dialog | Call "checkout" | | **SEND MAIL** | 📧 | Send email | Send confirmation | | **SAVE** | 💾 | Save data | Save to database | | **WAIT** | ⏱ | Pause | Wait 5 seconds | ### Example: Simple Greeting Dialog ``` ┌─────────────────┐ │ 💬 TALK │ │ "What's your │ │ name?" │ └────────┬────────┘ │ ▼ ┌─────────────────┐ │ 👂 HEAR │ │ as: name │ │ type: STRING │ └────────┬────────┘ │ ▼ ┌─────────────────┐ │ 💬 TALK │ │ "Nice to meet │ │ you, {name}!" │ └─────────────────┘ ``` **Generated Code:** ```basic TALK "What's your name?" HEAR name AS STRING TALK "Nice to meet you, " + name + "!" ``` ### Keyboard Shortcuts in Designer | Shortcut | Action | |----------|--------| | `Ctrl+S` | Save | | `Ctrl+O` | Open file | | `Ctrl+Z` | Undo | | `Ctrl+Y` | Redo | | `Ctrl+C` | Copy block | | `Ctrl+V` | Paste block | | `Delete` | Delete selected | | `Escape` | Deselect | --- ## Part XII: Sources - Prompts & Templates ### What Sources Does Sources is your library of prompts, templates, tools, and AI models. Find and use pre-built components to extend your bot. ### The Sources Interface ``` ┌─────────────────────────────────────────────────────────────────┐ │ Sources 🔍 Search... │ ├─────────────────────────────────────────────────────────────────┤ │ [Prompts] [Templates] [MCP Servers] [LLM Tools] [Models] │ ├──────────────┬──────────────────────────────────────────────────┤ │ │ │ │ Categories │ ⭐ Featured │ │ ─────────── │ ┌────────────┐ ┌────────────┐ │ │ 📝 Writing │ │ Customer │ │ Sales │ │ │ 📊 Analysis │ │ Service │ │ Assistant │ │ │ 💼 Business │ │ ──────────│ │ ──────────│ │ │ 💻 Code │ │ Handle │ │ Qualify │ │ │ 🎨 Creative │ │ support │ │ leads and │ │ │ │ │ inquiries │ │ schedule │ │ │ │ │ [Use] │ │ [Use] │ │ │ │ └────────────┘ └────────────┘ │ └──────────────┴──────────────────────────────────────────────────┘ ``` ### Tabs Explained | Tab | Contains | Use For | |-----|----------|---------| | **Prompts** | Pre-written AI instructions | Starting conversations | | **Templates** | Complete bot packages | Full solutions | | **MCP Servers** | External tool connections | Integrations | | **LLM Tools** | AI functions | Extending capabilities | | **Models** | AI model options | Choosing AI provider | ### Using a Prompt 1. Browse or search prompts 2. Click on a prompt card 3. Click **Use** to apply it 4. Customize if needed ### Installing a Template 1. Go to **Templates** tab 2. Find a template (e.g., "CRM Contacts") 3. Click **Install** 4. Configure settings 5. Template is now active ### Available Models | Model | Provider | Best For | |-------|----------|----------| | GPT-4o | OpenAI | General tasks, vision | | Claude 3.5 | Anthropic | Analysis, coding | | Gemini 1.5 | Google | Long documents | | Llama 3.1 | Meta | Open source, privacy | --- ## Part XIII: Tools - System Utilities ### Compliance Scanner Check your bot dialogs for security issues: ``` ┌─────────────────────────────────────────────────────────────────┐ │ 🛡 Compliance Scanner [Scan] [Export] │ ├─────────────────────────────────────────────────────────────────┤ │ ┌──────┐ ┌──────┐ ┌──────┐ ┌──────┐ ┌──────┐ │ │ │ 2 │ │ 5 │ │ 3 │ │ 1 │ │ 0 │ │ │ │🔴Crit│ │🟠High│ │🟡Med │ │🟢Low │ │ℹInfo│ │ │ └──────┘ └──────┘ └──────┘ └──────┘ └──────┘ │ ├─────────────────────────────────────────────────────────────────┤ │ Severity │ Issue │ File │ Action │ │ ───────────────────────────────────────────────────────────── │ │ 🔴 Critical│ Hardcoded password │ start.bas:15 │ [Fix] │ │ 🔴 Critical│ API key exposed │ api.bas:42 │ [Fix] │ │ 🟠 High │ SQL injection risk │ data.bas:28 │ [Review] │ └─────────────────────────────────────────────────────────────────┘ ``` **What It Checks:** - Hardcoded passwords - Exposed API keys - SQL injection risks - Deprecated keywords - Security best practices --- ## Part XIV: Settings ### Accessing Settings 1. Click your **avatar** (top right) 2. Select **Settings** ### Setting Categories **Profile:** - Display name - Avatar image - Email address - Language preference **Notifications:** - Email notifications - Desktop alerts - Sound preferences **Appearance:** - Theme (Light/Dark/Auto) - Accent color - Font size **Privacy:** - Data retention - Conversation history - Usage analytics **Connections:** - Email accounts - Calendar sync - Cloud storage --- ## Part XV: Keyboard Shortcuts Reference ### Global Shortcuts | Shortcut | Action | |----------|--------| | `Alt+1` | Open Chat | | `Alt+2` | Open Drive | | `Alt+3` | Open Tasks | | `Alt+4` | Open Mail | | `Alt+5` | Open Calendar | | `Escape` | Close dialog/menu | | `/` | Focus search | | `Ctrl+K` | Command palette | ### Common Shortcuts | Shortcut | Action | |----------|--------| | `Ctrl+S` | Save | | `Ctrl+Z` | Undo | | `Ctrl+Y` | Redo | | `Ctrl+C` | Copy | | `Ctrl+V` | Paste | | `Ctrl+A` | Select all | | `Ctrl+F` | Find | --- ## Part XVI: Tips & Best Practices ### Daily Workflow **Morning:** 1. Open Suite 2. Check Chat for overnight messages 3. Review Tasks for the day 4. Check Calendar for meetings **During Work:** - Use Chat for quick questions - Upload files to Drive - Update Tasks as you complete them - Take notes in Paper **End of Day:** - Mark completed tasks done - Archive old emails - Review tomorrow's calendar ### Productivity Tips **In Chat:** - Be specific in your questions - Use follow-up questions - Say "summarize" for long responses **In Drive:** - Use folders to organize - Star important files - Use search instead of browsing **In Tasks:** - Break big tasks into smaller ones - Set realistic due dates - Use categories to organize **In Mail:** - Process emails once - Archive instead of delete - Use AI for drafting ### Getting Help **Ask the Bot:** ``` You: How do I upload a file? You: What keyboard shortcuts are there? You: Help me with tasks ``` **Resources:** - This manual - In-app help (click ?) - Support team --- ## Appendix A: Troubleshooting ### Common Issues **Suite won't load:** - Refresh the page (`F5` or `Ctrl+R`) - Clear browser cache - Try a different browser **Files won't upload:** - Check file size (max 100MB) - Check internet connection - Try a smaller file first **Bot not responding:** - Wait a few seconds - Refresh the page - Check internet connection **Video/audio not working:** - Allow camera/microphone in browser - Check device permissions - Try different browser ### Error Messages | Message | Solution | |---------|----------| | "Connection lost" | Check internet, refresh page | | "File too large" | Reduce file size | | "Permission denied" | Contact administrator | | "Session expired" | Log in again | --- ## Appendix B: Glossary | Term | Definition | |------|------------| | **Bot** | AI assistant that responds to your messages | | **Dialog** | A conversation flow or script | | **HTMX** | Technology that makes pages interactive | | **KB** | Knowledge Base - stored information | | **MCP** | Model Context Protocol - tool connections | | **Suite** | The complete workspace application | | **Template** | Pre-built bot configuration | --- ## Appendix C: Version History | Version | Date | Changes | |---------|------|---------| | 1.0 | March 2024 | Initial release with Chat, Drive, Tasks, Mail | | 1.1 | April 2024 | Added Meet, Paper, Research | | 1.2 | May 2024 | Added Designer, Sources, Compliance | --- *© General Bots - Built with ❤️ and AI* *For the latest documentation, visit the [online manual](../chapter-04-gbui/README.md)*