Invite

The Invite feature allows you to collaborate with team members and share your bot with external users. You can control access levels and make your bot publicly available for testing and collaboration.

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Accessing the Invite Panel

To invite collaborators or share your bot:

1. Open your bot in the Flow editor
2. Click the Invite button (share icon) in the top toolbar
3. The invite panel will open as a dropdown, showing current collaborators and sharing options

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Collaboration Types

QuickBot offers three levels of collaboration access:

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View Access

• Can view the bot flow and structure
• Can preview the bot and test functionality
• Cannot modify blocks, settings, or bot configuration
• Cannot access results or analytics
• Ideal for: Stakeholders, reviewers, or clients who need to see the bot but not edit it

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Edit Access

• Can view and edit the bot flow and all blocks
• Can modify bot settings, theme, and configuration
• Can access results and analytics
• Can preview and test the bot
• Cannot manage collaborators or delete the bot
• Ideal for: Team members, developers, or content creators

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Full Access

• All Edit permissions plus administrative controls
• Can manage collaborators (invite, remove, change permissions)
• Can delete the bot
• Can change workspace and billing settings related to the bot
• Automatic for: Workspace owners and admins

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Inviting Collaborators

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Individual Invitations

To invite specific people to collaborate:

1. Click the Invite button in your bot’s toolbar
2. Enter the email address of the person you want to invite
3. Select the collaboration type (View or Edit) from the dropdown
4. Click “Invite” to send the invitation
5. The invitee will receive an email with instructions to access the bot

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Workspace Team Access

All members of your workspace automatically have access based on their workspace role:

• Workspace Owners/Admins: Full access to all bots
• Workspace Members: Can be granted specific access per bot
• Workspace Guests: Limited access based on individual invitations

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Managing Existing Collaborators

In the collaborators list, you can:

• Change permission levels by clicking the role dropdown next to each collaborator
• Remove collaborators by clicking the delete icon
• View pending invitations and their status
• Resend invitations if needed

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Public Sharing

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Make Bot Publicly Available

For broader sharing without requiring individual invitations:

1. Open the Invite panel
2. Toggle “Make the flow publicly available”
3. Copy the generated public URL
4. Share the URL with anyone you want to access the bot

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Public Access Features

When a bot is publicly shared:

• No authentication required to access the bot
• Anyone with the link can view the flow
• Visitors can test the bot in preview mode
• Full flow visibility including all blocks and connections
• Read-only access - no editing capabilities
• Ideal for: Client presentations, public demos, or team reviews

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Security Considerations

• Public links are not indexed by search engines but are accessible to anyone with the URL
• No sensitive data should be included in publicly shared bots
• Results and analytics are never accessible through public sharing
• You can disable public sharing at any time

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Billing and Limits

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Guest Collaboration Limits

Collaboration features may be restricted based on your billing plan:

• Free plans: Limited number of collaborators
• Paid plans: Increased or unlimited collaborations
• Enterprise plans: Advanced permission controls

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Workspace Integration

• Collaborator invitations count toward your workspace member limits
• Guest access may be restricted on certain billing plans
• Check your billing page for specific collaboration limits

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Best Practices

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Permission Management

• Use View access for stakeholders who only need to review
• Grant Edit access to active team members and content creators
• Reserve Full access for trusted administrators
• Regularly review collaborator lists and remove unused access

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Public Sharing

• Disable public sharing when not needed for security
• Use descriptive bot names since they appear in public URLs
• Test public links before sharing to ensure proper functionality
• Monitor usage if sharing broadly

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Team Collaboration

• Establish clear roles for different team members
• Use workspace organization to manage multiple bot projects
• Communicate changes when modifying shared bots
• Document bot purpose for new collaborators

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Troubleshooting

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Invitation Issues

Invitations not received:

• Check spam/junk folders
• Verify email address spelling
• Ensure recipient has a QuickBot account or can create one
• Resend invitation if needed

Collaborator cannot access bot:

• Verify their permission level
• Check if they’re accessing the correct workspace
• Ensure bot sharing settings are enabled
• Confirm their workspace membership status

Public sharing not working:

• Ensure “Make the flow publicly available” is enabled
• Verify the public URL is copied correctly
• Check if bot has any configuration errors
• Test the public link in an incognito browser