Once your practice bot is ready for use, you can assign participants directly from the Bot builder. Assigned participants will receive access to the bot and their results will appear in your performance reports.
Step 1: Open the Bot builder
From the left navigation menu, click Bot builder. You’ll see a list of all your practice bots.
Step 2: Select your bot
Click on the bot you want to assign people to. This opens the bot’s detail page, where you can see the Share link, Embed link, and Participants sections.
Step 3: Open the Assign participants panel
Scroll down to the Participants section and click the Manage button on the right. This opens the Assign or invite participants dialog.
Step 4: Find the people you want to assign
You have two ways to find participants:
• Search by name or email — Type a name or email address into the search bar at the top of the dialog. Matching results will appear under “People.” Click on a result to select that person.
• Browse by group — The dialog lists your organisation’s groups and regions (e.g. Default Group, Germany, United Kingdom, APAC, EMEA, North America). Click the arrow next to any group to expand it and see its sub-groups. Check the box next to a group or individual to select them.
Tip: Use the View, Region, Sub-Region, and Group filter dropdowns at the top of the dialog to narrow down the list. The Sort by option lets you sort alphabetically.
Step 5: Review your selection
As you make selections, a summary appears below the “Select all” checkbox showing how many sub-regions, groups, and members are selected
(e.g. “Selected: 1 Sub-Regions · 1 Groups · 1 Members”).
Step 6: Assign the participants
Once you’re happy with your selection, click the Assign selected button in the bottom-right corner of the dialog.
The button will briefly show “Assigning…” while the request is processed.
You’ll see two confirmation messages appear at the top of the screen:
• 1 people successfully assigned
• Participants assigned successfully!
Step 7: Confirm the update
The dialog will remain open so you can make further changes if needed. When you’re done, close the dialog. Back on the bot’s detail page, the Participants section will now show the updated participant count (e.g. “5 participants”).
Inviting someone who isn’t in the system yet
If the person you want to assign doesn’t appear in search results, click the Invite someone button at the bottom of the dialog. This lets you send an invitation to someone who doesn’t yet have an account.
What happens next
Assigned participants will be able to access the practice bot. Once they complete a session, their results will appear in the Performance report.