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ProtoBots Support Center

Hello there! This guide is designed to help you navigate your way around ProtoBots and answer some frequently asked questions. If you need more help, feel free to reach out to us at support@xopol.is

ProtoBots Build Org Roles Task Automation FAQs Contact Us

How to use ProtoBots

We've got a range of Task and Chatbots ready for you to use!

  1. Visit the ProtoBots.ai website and log into your account.
  2. Once you're in, you'll see your ProtoBots Catalog with a list of Taskbots and Chatbots available for you to use.
  3. Click on “Launch” to start using the bot you need!

Your access to Public, Organizational, or Private Bots depends on your role within your organization.

Building Your Own ProtoBots

You can create your own bot using our Bot Builder, a straightforward 5-step no-code process. This feature is only available to subscribers of the ProtoBots Builder plan. If you're a ProtoBots Builder, you'll see a link to “Bot Builder” at the top right of your screen. Click on it to unlock endless possibilities! Here's a quick guide to building your own ProtoBots.

Quick Start Guide to Using the Bot Builder

  1. Under "Step 1. What do you need done?" give a short description of the task you want to complete or the chatbot you want to create.
    • Example 1: "Create a Financial Health Report"
    • Example 2: "A specialized chatbot that guides users through preparing necessary documents for the grant."
    • Example 3: "A Q&A bot for users to ask questions about Life Insurance Products offered."
  2. Click on "Add" / or "Select Documents" to include relevant files for your project.
    • Example 1: "Balance Sheet"; "Cash Flows"; "P&L Statement"
    • Example 2: "Grant application guidelines"; "Grant eligibility criteria"
    • Example 3: "Life Insurance Products Offered with Descriptions"
  3. Click on "Auto-generate Prompt Instructions" and we'll create the best instructions for you.
  4. Review and edit the instructions. Make sure they're clear and accurately reflect what you want the bot to do. Then click "Generate" to produce your response.
  5. Finally, click "Export Your ProtoBot" to export the project to your ProtoBots Catalog. You'll be given options to select either a TaskBot or a ChatBot and you can name and describe your bot accordingly.
    Bonus: Save or Export Your Work. Save the generated content to your Library by clicking the "Add to Library" icon at the top right of the Result window. Export your content as a PDF, Word Doc, or Text file by selecting the Export icon at the top right of the Result window.

Managing Settings When Exporting a ProtoBot

When exporting a project in the Bot Builder as a TaskBot or a ProtoBot, the settings for each bot work as follows:

  • TaskBots – The documents in your Library are automatically imported as inputs for your TaskBot. Here you can add a brief description for each file for your end users. Each input file has 3 settings:
    1. Static setting means the document is attached to the prompt and not accessible to your end user. Use this setting for documents containing information essential to your bot’s functionality, such as writing guides, evaluation frameworks, or raw data.
    2. Text setting allows your end user to add their own document or text as input instead of the file originally in your Library. This setting is most suitable when your end users need to enter information or provide a write up.
    3. File setting allows your end user to upload a file directly from their drive into the ProtoBot. These files can be in pdf, docx, m4a, .mp4, .wav or csv and this setting is most suitable for medium to large file sizes.
  • ChatBots – The documents in your Library when creating a ChatBot are imported as fixed inputs and serve as the reference material for the Chatbot.

Note that the “Static” setting here means the end user will not be able to access this file, whereas “Text” and “File” lets your end user add text input or upload a file to your TaskBot.

Understanding ProtoBots Sharing and Organizational Roles

  • Public Bots are available to users on free trial and all paid subscribers of ProtoBots, and are a great way to get started. When using any Public ProtoBots, your usage is charged to your own account.
  • Private Bots are only available to subscribers of the ProtoBots Builder plan and are only accessible to the account that created them with token usage billed directly to the owner’s account. Users on a free trail have access to build and save Private bots, but they will lose access to their private bots if the subscription ends. However, users will be able to access their private bots when their subscription is active again.
  • Organizational Bots are shared assets within an organization and organization Roles determine an account holder’s access to different bots. All organizational Bot usage is charged to the Owner of the organization account. The 3 organizational Roles are:
    1. Owners – this account has complete access to manage all bots and members linked to the organization. Owners are billed for all usage of organizational and private bots linked to their account. Owners can invite other individuals to the organization either as Contributors or end Users. If you need to transfer an Owner account, please contact us at support@xopol.is
    2. Contributors – these accounts can only be created by invitation from the Owner of an organizational account after purchasing seats on an Enterprise plan. Contributors have complete access to the Bot Builder as well as their organization’s catalog, however they can only edit or delete bots that they have created. Contributors can invite users to consume the ProtoBots they build. If a contributor’s account is closed, their ProtoBots are transferred to the Owner’s account.
    3. Users - these accounts can only be created by invitation from an Owner or Contributor in an organization and automatically have access to the ProtBots that organization shares with them. Their usage on any organizational ProtoBots is billed to the Owner of the organization.

A Quick Start to Writing Task Automation

  1. Visit the ProtoBots.ai website and log into your account.
  2. Under "Step 1. What do you need done?" give a short description of the task you want to complete or the chatbot you want to create.
    • Example 1: "Create a Financial Health Report"
    • Example 2: "A specialized chatbot that guides users through preparing necessary documents for a grant."
    • Example 3: "A Q&A bot for users to ask questions about Life Insurance Products offered."
  3. Click on "Add" / or "Select Documents" to include relevant files for your project.
    • Example 1: "Balance Sheet"; "Cash Flows"; "P&L Statement"
    • Example 2: "Grant application guidelines"; "Grant eligibility criteria"
    • Example 3: "Life Insurance Products Offered with Descriptions"
  4. Click on "Auto-generate Prompt Instructions" and we'll create the best instructions for you.
  5. Review and edit the instructions. Make sure they're clear and accurately reflect what you want the bot to do. Then click "Generate" to produce your response.
  6. Review your output. Make any necessary edits or adjustments to perfect your creation. If needed, clear the library or select new relevant documents, and provide new instructions to ProtoBots to update the document.

FAQs

Frequently Asked Questions

Got questions? We've got answers!

Check out our FAQ section for the lowdown on all your queries.

What is ProtoBots.ai? +
ProtoBots.ai is a generative AI solution developed by Xopolis Inc that helps automate writing tasks to improve productivity in the office. The ProtoBots automations assist in various writing, research, and analysis tasks such as financial analysis, reporting, planning, and strategy formulation, and many more.
How does ProtoBots work? +

In simple terms, ProtoBots includes a variety of pre-built task and chat bots that help users quickly and easily complete complex tasks. For example;

  • Have a lengthy compliance document you want to ask questions? From your catalog, launch the “Document Q&A” ProtoBot from the ProtoBots Catalog, drop in your document, and ask your question.
  • Want to integrate new information in a long write up while maintaining consistency? From your catalog, launch the “Add Information to a Section” ProtoBot.
What are the key features of ProtoBots? +

The key features of ProtoBots are:

  • Data privacy: we value your privacy, and no information that you use in ProtoBots will be made public or used for future training, unless for your own projects.
  • Automated prompt engineering: ProtoBots takes the prompt engineering out of your AI tasks so you can make the most out of gen-AI without needing to learn to prompt.
  • Bot Builder: build your own ProtoBots with no-code. Here too, we automate the prompt engineering so you can stay focused on your expertise.
  • Auto-selection of LLMs: It’s hard to keep up with the fast-evolving AI technology space. Our Bot Builder automatically matches you to the best LLM from OpenAI, Anthropic, and Microsoft, including Xopolis’ own in-house models so you always have the best-in-class model to build your automations.
  • User-friendly interface: ProtoBots is designed for a non-technical professional audience with ease-of-use as a priority to drive learning and adoption.
  • Organization roles: For our enterprise customers, organizational roles allow for better management of accounts, bots, and token consumption.
  • Share your creations! As a Bot Builder, you can share your creations with your organization or publicly with the ProtoBots community. You can even make your creations available to your clients and people outside of your organization.
How can ProtoBots benefit my business? +
ProtoBots can benefit your business by boosting your team productivity and encouraging innovation across the workforce. Your organization’s catalog of ProtoBots is a resource for team members to input raw information from meeting transcripts, emails, or even data, to produce structured and standardized outputs. ProtoBots are also a great way to in-house new capabilities at a much lower cost, such as building your own customer service bots, or managing more regular marketing and communication tasks.
What are the technical requirements for using ProtoBots? +
ProtoBots is a web-based app served through your web browser. It can be accessed through your desktop or mobile device.
How is ProtoBots priced? +

Learn more about our plans here. ProtoBots offers a Base plan that is free and three paid plans:

  • ProtoBots Plan: 100k tokens/month + ProtoBots Catalog
  • ProtoBots Builder Plan: 500k tokens/month + ProtoBots Catalog + Bot Builder
  • ProtoBots Enterprise Plan: seat based pricing

All ProtoBot plans charge a monthly base fee that includes a monthly token quota, and usage above the quota is billed separately. Please email us at support@xopol.is for further questions about our pricing.

What kind of support services does ProtoBots offer? +
ProtoBots offers an hour of onboarding and up to 2 additional hours for Bot Builder training to our Enterprise clients. For additional requests, please email us at support@xopol.is
What are the use cases for ProtoBots in finance? +
You can explore our Use Cases here.
How can ProtoBots assist in reporting tasks? +
ProtoBots can be a great help in managing reporting tasks. They can generate monthly financial health reports, pull out databases from user logs, fill in tables, and even construct tables that show monthly averages for the entire year. For more information, please check out our Quick Start Guide. If there are report automation idea you have and need help implementing, please reach out to us at support@xopol.is
How can ProtoBots be used for analysis? +
ProtoBots can be used for various analysis tasks such as evaluating startup runways, evaluating business theses using a specific method, evaluating sales and marketing plans, reviewing company compliance guidelines, and reviewing whitepapers. Analysis bots are best accompanied by a clear, well-defined methodology. The ProtoBot Research Assistant is also a great pre-built research assistant that can help in data cleaning, text processing, and even producing code for analysis. If there are report automation ideas you have and need help implementing, please reach out to us at support@xopol.is
How can ProtoBots help in planning? +
ProtoBots can help in planning by drafting sales and marketing plans, drafting scopes of work, guiding the drafting of budget plans for DoD proposals, guiding the process for grant filing, and checking export compliance for products. If there are planning automation ideas you have and need help implementing, please reach out to us at support@xopol.is
How can ProtoBots assist in strategy formulation? +
ProtoBots can assist in strategy formulation by drafting scope of work, extracting requirements from transcripts, and meeting conversations, evaluating sales and marketing plans, addressing ethical issues with project plans, forecasting monthly client metrics, and suggesting customer segments. If there are strategy automation ideas you have and need help implementing, please reach out to us at support@xopol.is
How can ProtoBots save time on regular reporting? +
Our most popular use cases, ProtoBots can save time on regular reporting by automating the process, reducing the time spent on such tasks by upwards of 40%. ProtoBots especially excels for social media communications, project reports, financial reporting, employee performance reports, even structuring notes, and generating descriptive reports from data.
How user-friendly is ProtoBots? +
ProtoBots is designed with a user-friendly interface that is easy to use regardless of your technical expertise. Please let us know if you faced any issues or challenges when trying to accomplish a task.
How does ProtoBots ensure data privacy? +
ProtoBots ensures data privacy by prioritizing the security and confidentiality of your information.
Can I build my own bots with ProtoBots? +
Yes, with ProtoBots Bot Builder, you can craft your own TaskBot or ChatBot in just a few simple steps. We have designed Bot Builder so that you can concentrate on your own expertise without having to become an AI expert.
How can ProtoBots streamline organization access? +
ProtoBots streamlines organization access by allowing you to easily manage your organization’s accounts roles and share your bots with team members. Key organizational roles include Owners, Contributors, and User. You can learn more about organization structure and roles in the section on “Understanding ProtoBots Sharing and Organizational Roles”.
How can ProtoBots transform my business? +
ProtoBots provides a means to codify the best practices of your best employees and share these practices across your business. We followed how the most productive workers in offices managed their tasks and designed a tool that allows them to scale that expertise. In this way, ProtoBots can transform your business by improving efficiency, encouraging innovation, offering versatility, and codify and share best practices.
What are the benefits of the Base plan offered by ProtoBots? +
The Base plan offered by ProtoBots is free for your first month! It includes all features like automated prompting, self-reflective agents, iterative workflows, multi-lingual support, custom libraries, unlimited projects, but is limited to 100k tokens.
What are the benefits of the Enterprise plan offered by ProtoBots? +
The Enterprise plan is built for customers who need multiple seats on the Bot Builder plan and privileges to share automations within their organization and build an organizational Catalog of automation for all your teams. You can learn more about organization structure and roles in the section on “Understanding ProtoBots Sharing and Organizational Roles”.
Does ProtoBots offer a free trial? +
Yes, the ProtoBots Base plan comes with 1 month and 100k tokens free for use with access to all features.
How can ProtoBots help in encouraging innovation in my business? +
ProtoBots provides a means to codify the best practices of your best employees and share these practices across your business. We followed how the most productive workers in offices managed their tasks and designed a tool that allows them to scale that expertise. In this way, ProtoBots can transform your business by improving efficiency, encouraging innovation, offering versatility, and codify and share best practices.
How versatile is ProtoBots in terms of industry and department usage? +
ProtoBots is versatile in terms of industry and department usage as it can be used across various industries and departments. ProtoBots are modular and single task drive, making them ideal for adoption in general purpose as well as specialized workflows.
How can ProtoBots help in monetizing my workflow? +
Our users have used ProtoBots to offer specialized services to their end customers. In the coming months we will release ProtoBots Marketplace so our most creative Bot Builders can directly monetize their creations through our platform.
How does ProtoBots handle multi-lingual support? +
ProtoBots supports over 50 languages including English, Spanish, French, German, Hindi, Chinese, Japanese, and Arabic.
How does ProtoBots handle automated prompting? +
When using any ProtoBot in your catalog, the prompt engineer is already completed and maintained in the source code of the bot so all you need to do is select the appropriate bot and provide it your relevant information. In the Bot Builder, we minimize any prompting needs to only defining the initial task you want to automate. Depending on your task description, we automatically select the best LLM for the task and translate your description into a structured prompt specific to that LLM.
How does ProtoBots handle tokens in its pricing plans? +
Our token pricing is comparable to industry standards. The Base Plan includes 100,000 free tokens for 1 month, while the ProtoBots and Builder plan come with 500k tokens per month tokens used over these limits in a month are charged at a fixed price per 1k tokens. Learn more about our pricing here.