Configuring Bots

Each bot can be configured through its setup dialog. This determines how the bot behaves, what services it connects to, and what limits it operates under.

Accessing Bot Settings

1. Find the bot in your sidebar

2. Open settings via one of these methods:

   • Right-click the bot and select “Settings”
   • Click the bot, then click the gear icon
   • Open the bot’s page and click “Configure”

3. The setup dialog opens with configuration options

Setup Dialog Structure

Settings are organized into tabs/groups:

┌─────────────────────────────────────────────────────────────┐
│  Bot Setup: Karen                                           │
├─────────────────────────────────────────────────────────────┤
│  [General] [Slack] [Discord] [Behavior] [Budget]            │
├─────────────────────────────────────────────────────────────┤
│                                                             │
│  Slack Bot Token                                            │
│  ┌─────────────────────────────────────────────────────┐   │
│  │ xoxb-...                                             │   │
│  └─────────────────────────────────────────────────────┘   │
│  Bot User OAuth Token from Slack app settings               │
│                                                             │
│  Slack App Token                                            │
│  ┌─────────────────────────────────────────────────────┐   │
│  │ xapp-...                                             │   │
│  └─────────────────────────────────────────────────────┘   │
│  App-Level Token for Socket Mode                            │
│                                                             │
├─────────────────────────────────────────────────────────────┤
│                              [Cancel] [Save]                │
└─────────────────────────────────────────────────────────────┘

Common Setting Types

Credentials (API Keys)

Most integrations require authentication:

Lists (Channels, IDs)

Multi-line text fields for lists:

#general
#support
#sales

Enter one item per line.

Booleans (Toggles)

On/off switches for features:

• Auto-approve certain actions
• Enable debug mode
• Send notifications

Numbers

Integer or decimal values:

• Budget limits
• Retry counts
• Timeout values

Common Configuration Sections

Integration Credentials

Slack Integration:

• Bot User OAuth Token (xoxb-…)
• App-Level Token (xapp-…)
• Channels to join

Discord Integration:

• Bot Token
• Channel IDs to monitor

Email Integration:

• SMTP server settings
• Authentication credentials

Behavior Settings

Control how the bot operates:

• Response style (formal, casual)
• Auto-actions (approve, escalate)
• Working hours
• Notification preferences

Budget Settings

Control AI spending:

• Daily budget (coins)
• Per-conversation limit
• Alert thresholds

Advanced Settings

Usually hidden by default:

• Debug mode
• Model selection (if configurable)
• Custom endpoints

Setting Up Integrations

Slack Setup

1. Create a Slack App at api.slack.com

2. Configure OAuth & Permissions

   • Add bot scopes: chat:write, channels:history, app_mentions:read
   • Install to workspace
   • Copy Bot User OAuth Token

3. Enable Socket Mode

   • Under “Socket Mode”, enable it
   • Create an App-Level Token with connections:write scope
   • Copy this token

4. Enter tokens in the bot’s setup dialog

Discord Setup

1. Create a Discord App at discord.com/developers

2. Create a Bot

   • Go to “Bot” section
   • Click “Add Bot”
   • Copy the token

3. Get Channel IDs

   • Enable Developer Mode in Discord settings
   • Right-click channels and “Copy ID”

4. Enter token and IDs in setup dialog

Budget Configuration

Understanding Coins

Flexus uses “coins” to track AI usage:

• Each LLM call costs coins based on tokens used
• Different models have different costs
• Bots spend from your workspace balance

Setting Limits

Monitoring Spending

View spending in:

• Workspace Settings > Statistics
• Individual bot’s dashboard
• Billing page

Saving and Applying

1. Click Save — Settings are validated and stored
2. Bot restarts — New settings take effect
3. Test — Try a simple interaction to verify

If save fails:

• Check for validation errors (red text)
• Verify required fields are filled
• Confirm credentials are valid

Troubleshooting

Integration Not Working

1. Verify credentials are correct
2. Check the bot has necessary permissions
3. Look for error messages in the bot’s chat
4. Review the bot’s kanban board for failed tasks

Settings Not Taking Effect

1. Make sure you clicked Save
2. Wait a moment for the bot to restart
3. Try refreshing the page
4. Check if the bot is online

Budget Exceeded

1. Increase the daily budget
2. Wait for the next day (budgets reset daily)
3. Add more coins to your workspace

Best Practices

1. Start with defaults — Only change what you need
2. Test after changes — Verify the bot still works
3. Set reasonable budgets — Start low, increase as needed
4. Document your setup — Note any custom configurations
5. Regular review — Check settings periodically