Frequently asked questions

Quick answers on autonomy, integrations, governance, billing, security, and support. For a full walkthrough, open the User guide.

User guide Sign in Docs hub botpm.ai /faq

What is BotPM?

Who is BotPM for?

How is BotPM different from a chatbot?

What do Assist, Operate, and Lead mean?

Which autonomy level should we start with?

Why does my URL include `organization_id`?

How do I switch organizations?

Why can't I see a project?

What is the difference between super admin, admin, company admin, PM, executive, and viewer?

Who can elevate or downgrade a user's access?

How do I add a new user?

How do I remove access when someone leaves?

What is the governance inbox for?

How do I approve or reject a proposal?

Why can't I approve a governance item?

Why isn’t a bot or action running?

How do I assign a bot to a project?

What should I do if a bot generates the wrong recommendation?

How do I create a project?

How does File Extraction work?

How should I use Charters & SOW?

Where do schedule, budget, and EVM fit?

How do I manage risks, issues, actions, and decisions?

How do I manage stakeholders?

How do reports work?

Can I export data?

How do I close out a project?

Why is my dashboard empty or wrong?

What is the difference between Settings and “admin” pages in the product?

Where do I manage billing or trial status?

What happens when usage or quota is exceeded?

How do I control notifications?

What are webhooks used for?

How do integrations work?

How is our data protected?

Does BotPM support SSO?

How do password resets work?

Why am I asked to verify email?

Can we integrate with our own systems?

What is the difference between the User guide and Docs?

Who can change autonomy or PMO policy?

Why is a feature hidden or disabled?

My role changed. Why did navigation not update?

What happens when I use the support chat or contact form?

What information should I include in a support request?

Should I refresh or clear cache when something looks stale?

Can I use BotPM on mobile?

How do I get help or report a problem?

Still stuck? Open the Docs hub or the site user guide (botpm.ai).