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Getting Started With Chatbot

Overview

The Chatbot is an intelligent assistant that helps you manage accounts, passwords, and user operations across multiple platforms including Teams, mobile apps, and web interfaces. It automatically authorizes users and provides an intuitive interface for common administrative tasks.

Quick Start

Initial Setup

  1. Access the Chatbot from your preferred platform (Teams, mobile app, or web interface)
  2. The system will automatically authorize your account
  3. A menu of available options will appear automatically

Getting Help

At any time during your interaction with the Chatbot, you can:

  • Type help to see all available options
  • Type cancel to end the current task and start over
  • Click on any provided button to initiate that specific workflow

Core Features

Voice Commands and Text Input

The Chatbot understands both button clicks and natural language commands. You can interact using either method:

Button Interface: Click on the provided options for guided workflows

Text Commands: Type natural language requests like:

  • "create a person with name nick paul"
  • "change my password"
  • "create a new shared credential"

Available Operations

OperationCommand Examples
Change Password
  • change password
  • change my password
  • change current password
Create Person
  • create a new person
  • create a person with name nick paul
  • new person jack jill, email jack_jill@gmail.com, phone 0984738291
Create Shared Credentials
  • create a new shared credential
  • create an external credential
Activate Management Role
  • request for saasadmin role
Create Vault Secret
  • create a new secret
  • create a new password secret
  • create a credit card secret

Troubleshooting

Authorization Error

Error Message: "Sorry, authorization failed. Please contact your system administrator regarding your Teams account."

Solution:

  1. Contact your system administrator or IT Department
  2. Request that they configure your account to allow Chatbot access from your team's channel
  3. Wait for confirmation that your account has been properly configured
  4. Try accessing the Chatbot again

Bot Not Understanding Commands

If the Chatbot doesn't understand your input:

  1. The bot will automatically prompt you to type help
  2. Use the help command to see all available options
  3. Try rephrasing your request using the example commands provided
  4. Use the button interface instead of text commands

Advanced Features

Ask to See Commands

This feature provides quick access to common queries without opening a web browser. Simply select this option from the main menu to get instant answers to frequently asked questions.

Session Management

  • End Session: Use cancel or click the "Quit or Cancel" button
  • Confirmation: You'll receive a "Ok, Have a nice day!" message when successfully ending a session
  • New Session: After canceling, you can immediately start a new operation

Best Practices

  1. Be Specific: When creating persons or credentials, include all relevant details in your initial command
  2. Use Help Frequently: Don't hesitate to use the help command when unsure about available options
  3. Natural Language: Feel free to use conversational language - the bot is designed to understand context
  4. Error Recovery: If something goes wrong, use cancel to start fresh rather than continuing with errors