What are Scopes?
Scopes are settings that help manage chatbot interactions within your organization. They influence two key aspects: (a) determining which users can access the information within a specific chatbot, and (b) controlling the range of information a chatbot can access from other chatbots. By configuring scopes, you can effectively manage information flow and maintain data security across your organization's chatbot network.
How to use Scopes?
Scopes are easy to configure. You can find the scope configurations for your bot by clicking on the settings icon in the manage your bot field. This short section will take you through the different kind of Scopes and what they do.
Type - Shared vs Isolation
An isolated bot won't ever share its knowledge with other bots in your organisation. A shared bot will be available to share it's knowledge with other bots in your organisation.
Levels
Bots with assigned levels determine their access to information within an organization. For example, a Level 5 Bot can access information from Bots at Levels 1 to 5, while a Level 3 Bot can only access information from Bots at Levels 1 to 3, but not from higher levels like Level 5.
This system ensures a hierarchy of information access and maintains data security within the organization.
Groups
Groups in Personified allow you to connect your chatbot with the knowledge of other bots, to enhance their knowledge base. Be aware that lower level bots within a group are not granted access to information from higher level bots within the same group. While Bots may be within the same group, the levels hierarchy for access to information still applies meaning, a Level 3 Bot can only access information from Bots at Levels 1 to 3, but not from higher levels like Level 5.
Slack Channels/Members
Every channel in Slack has a unique channel ID that can be found in the channel settings. Individual conversations in Slack such as your private communications with the Personified App also have this unique ID.
Using the Slack Channel scope we can assign one specific bot to answer questions that come from this channel. The knowledge this bot has and also has access to will be used to answer questions it receives. Please note that if you assign the Slack channel ID to more than one bot, the bot with the higher level scope will be used for answering questions.
Teams
Every Teams channel in Microsoft Teams has a unique channel ID or link that can be found in the teams channel settings.
Using the Team scope we can assign one specific bot to answer questions that come from this channel. The knowledge this bot has and also has access to will be used to answer questions it receives. Please note that if you assign the Slack channel ID to more than one bot, the bot with the higher level scope will be used for answering questions.
