Build, operate and secure your BOT workspace.
Step-by-step guidance for owners, teams, integrations, AI usage and production launch.
29 guidesUpdated for Phase 18
Getting started
Set up your BOT workspace
Create your company profile, choose modules and prepare the workspace for your team.
Getting started
Invite team members safely
Invite users by email and apply role-based permissions without sharing owner credentials.
CRM
Import customers from Excel or CSV
Validate columns, detect duplicates and preview records before importing them into CRM.
Sales
Create and approve a quotation
Build a quotation, apply commercial terms and convert approved work into an order or invoice.
Marketing
Build an email campaign
Import a consent-aware audience, render placeholders, preview recipients and schedule delivery.
AI and credits
Understand BOT Credits
Learn how estimates, reservations, actual model usage and failed-request refunds work.
Billing
Activate SWICH after merchant approval
Move from safe simulation to sandbox verification and then production checkout.
Launch
Final production launch runbook
Coordinate domains, Supabase, providers, monitoring, backup verification and the final go/no-go decision.
Commercial
Run a prospect-tailored sales demo
Reset a safe demo snapshot, tailor the industry context and follow a value-led walkthrough.
Commercial
Prepare investor metrics with evidence
Separate simulation, manual, verified and audited metrics before sharing an investor update.
Security
Production security checklist
Review authentication, tenant isolation, API security, file controls, backups and incident readiness.
Global platform
Activate a country configuration safely
Review locale, pricing, tax, payment and data-region evidence before enabling a new market.
AI and governance
Approve an autonomous workflow
Review evidence, credit estimate, risk and every planned action before AI execution.
AI workforce
Create a governed AI employee
Define identity, skills, knowledge, budgets, permissions and escalation before activation.
AI workforce
Connect WhatsApp and voice AI safely
Understand provider approval, consent, disclosure, templates and human escalation requirements.
AI workforce
Review AI workforce actions
Use evidence, risk, credit estimates and role authority to approve or reject an AI proposal.
ByteOS
Activate an industry edition safely
Review fields, workflows, modules and copilots before applying a reversible edition snapshot.
ByteOS
Manage client and supplier portal access
Invite external users with expiring access, least privilege and clear data boundaries.
ByteOS
Review Byte Intelligence recommendations
Use source evidence, confidence, impact and human accountability before acting on AI insights.
Strategy
Use the ByteOperations product portfolio
Understand Byte Core, Growth, AI, Connect and Enterprise as one connected platform portfolio.
Strategy
Review the three-year roadmap
Sequence Pakistan validation, regional expansion and global platform maturity through evidence gates.
Strategy
Run an executive strategy review
Replace assumptions with evidence and choose the few priorities that matter for the next quarter.
Launch execution
Run the first 90-day launch plan
Move from internal alpha to closed beta and commercial validation through evidence gates.
Launch execution
Operate the founding customer beta
Select, onboard and support a controlled beta cohort without publishing unverified traction.
Launch execution
Run a 30-minute industry demo
Connect the prospect's current tools and pain to one end-to-end ByteOperations workflow.
Launch execution
Turn customer feedback into roadmap evidence
Score customer evidence by impact and frequency before moving work into research and delivery.
Founder OS
Run the founder daily briefing
Review the few verified signals that require a decision or accountable action today.
Founder OS
Run the weekly founder review
Review business, product, team and strategy evidence and select no more than three priorities.
Founder OS
Prepare an evidence-safe investor update
Reconcile revenue, customers, costs and product claims before sharing a monthly company update.