Primary bot
Primary bot
Your primary bot looks out for you. Once a day it reads what your other bots have been doing and, if it finds work it could take off your plate, posts a suggestion in its chat. It never starts that work on its own.
Choose it
Your first bot is primary at first, and shows a star (★) by its avatar. To pick another:
- Web and desktop: right-click the bot in the sidebar and choose Make primary.
- iPhone: touch and hold the bot in the inbox, then choose Make primary.
- Android: open the bot's organize sheet and choose Make primary.
You have one primary bot at a time. A bot that another bot created can't be primary.
What a check-in reads
- Your other bots' recent reports, and anything blocked or failed.
- Changed tickets, open to-do items and upcoming routines.
- How you answered its earlier suggestions.
- With a connected app, a read-only look at the next three weeks of your calendar, email and tasks.
It reads only your own bots in the space, never another member's. Text copied from those chats is treated as information, not as instructions.
What it never does
A check-in can only look and propose. It can't send, change or run anything, and it can't ask you a question. It posts at most three suggestions, and when nothing is worth your time it stays silent: no message, no unread mark, no notification. A check-in that fails shows as failed in Activity at the top of the bot list, also without a notification.
Suggestions
Each card says what the bot would do, why now, and its plan.
- Do it sends "Do it" to the bot as a normal message, so the work runs like any other request and approvals still apply. If the bot is waiting on a question from you, or is already working, "Do it" is handled as if you had typed it there, so it may answer that question.
- Not now dismisses the card. The bot sees what you dismissed and aims differently.
Cards you don't answer expire after 7 days.
Turn it off
Open the primary bot's settings and, under Advanced, turn off Suggest work in Permissions. Only the primary bot has this setting. Turn it on again and the next check-in is the following 8:00.
What it costs
At most one check-in runs a day, at 8:00 in your timezone (set in Settings → General). It is skipped, with no model call, when nothing is new since the last one. A message you send the primary bot counts as new, and with any app connected a check-in runs at least every 3 days to look ahead. A check-in whose suggestions you dismiss or leave to expire pushes the next one back a day, up to a week; accepting one resets that.