Working with Bots

Bots are the heart of Flexus. They’re AI agents that perform work autonomously, communicate with you via chat, and manage tasks through kanban boards.

Getting Started with Bots

Bot Basics

What is a Bot?

A bot (technically a “Persona”) is an AI agent that:

• Has a specific role (support, sales, marketing, etc.)
• Uses tools to perform actions
• Works autonomously on a schedule
• Communicates through chat

Bot Capabilities

Depending on the bot, it may be able to:

• Chat — Answer questions, have conversations
• Use tools — Search the web, access databases, call APIs
• Manage documents — Read and write policy documents
• Work with integrations — Slack, Discord, email, etc.
• Execute tasks — Via kanban board

Bot States

A bot can be:

• Active — Running and processing work
• Paused — Hired but not processing
• Offline — The bot service isn’t running (self-hosted only)

Workflow Overview

1. HIRE          2. CONFIGURE       3. USE              4. MONITOR
   │                  │                │                   │
   ▼                  ▼                ▼                   ▼
┌──────────┐    ┌──────────┐    ┌──────────────┐    ┌──────────┐
│Marketplace│───►│  Setup   │───►│ Chat / Tasks │───►│  Kanban  │
│   Page   │    │  Dialog  │    │              │    │  Board   │
└──────────┘    └──────────┘    └──────────────┘    └──────────┘

Available Bots

The marketplace includes bots for various business functions:

Key Concepts

Experts

Each bot has one or more “experts” — specialized modes with different:

• System prompts (instructions)
• Available tools
• Behaviors

For example, a support bot might have:

• default — General support conversations
• escalation — Handling complex issues
• knowledge — Updating the knowledge base

Kanban Board

Every bot has a kanban board with columns:

• Inbox — New tasks arrive here
• Todo — Prioritized, ready to work
• In Progress — Currently being processed
• Done — Completed tasks

The bot processes tasks automatically based on its schedule.

Schedule

Bots run on schedules:

• Task Sort — Periodically check inbox and prioritize
• Todo Processing — Pick up tasks from todo and work on them
• Custom — Daily reports, weekly summaries, etc.

Schedules are configured in the bot’s setup.

Tips

1. Start with Frog — It’s designed for learning
2. Check the kanban — See what your bot is working on
3. Read the description — Each bot explains its capabilities
4. Configure integrations — Most bots need API keys or tokens
5. Set budgets — Control how much a bot can spend on AI calls