Manage bots and report cards

After a few months of regular uploads you have several assistants and a stack of report cards for each. This page covers keeping that organised: what the lists show, how to rename things, and what deleting actually does.

For how often you may add cards and bots, see Upload more data.

The bots list

Your bots list is the first screen after signing in, and it is the only place that shows every assistant at once.

Each row shows:

Opening a card, or the list of cards

Selecting a bot takes you to its list of report cards, where you choose the one you want.

If you only want the latest, hover over the score and it turns into a Card button. That opens the most recent card directly, skipping the list.

Live

Live jumps to the conversations view, showing the last week of conversations. It is the quickest route to what the assistant has been doing recently, independent of any report card.

Live is not available on Starter. See Plans and limits.

One bot per assistant

Create a bot for each assistant you run, and keep its data to that assistant.

Conversations from two different assistants in one bot produce a single score that describes neither of them, issues that mix two products, and a benchmark comparison against one industry for both. There is no way to separate them afterwards.

Renaming a bot

Hover over a row in the bots list and a pencil appears next to the name. Selecting it opens the Edit dialog.

From here you can:

Save changes applies both.

The dialog also shows the industry, which cannot be changed. If you chose the wrong one, the only remedy is to delete the bot and create it again — which means losing its report cards, so it is worth getting right at setup. See Upload your first dataset.

Inside a bot: the card list

Opening a bot shows its industry under the name, the total number of report cards, and the cards themselves. The most recent sits at the top with + New card beneath it; everything older follows below, newest first.

The list scrolls rather than paging, so long histories keep loading as you go.

Cards are never removed automatically and there is no archive. They accumulate, which is the point — the sequence is what shows whether your assistant improved. It does mean the list rewards good names.

Naming cards

A new card is named from the moment it was generated, such as Astronut 20260521122534. Rename it from its own Bot Report Card page, using the pencil next to the title.

Do this every time. A column of timestamps tells you nothing a year later. Something like Q2 2026 or After the June release tells you what you need at a glance, and turns the list into a record of your work rather than a log of uploads.

Deleting a bot

Hover over a row in the bots list and a bin icon appears next to the pencil.

Deleting is permanent and takes everything with it: every report card, every conversation, and all the analysis. Nothing can be recovered afterwards, and there is no undo.

Because of that, the confirmation asks you to type the assistant's (bot's)  name before Yes, delete becomes available. No, do not delete closes the dialog and changes nothing.

Report cards themselves cannot be deleted individually. The only way to remove one is to delete the bot that holds it.

When processing fails

A bot whose analysis did not complete shows a failed state in the list, with a Details link instead of a score. See When processing fails.

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