DocBits Operator

Overview

The DocBits Operator is an AI-powered automation assistant designed to simplify repetitive tasks in your workflows. Users create prompts—step-by-step instructions enhanced with variables—that guide the AI to navigate, input data, and click through interfaces automatically. This reduces manual effort and speeds up routine operations.

Enabling the DocBits Operator

To enable the DocBits Operator, follow these steps:

Navigate to Settings:
- From the Dashboard, go to Settings.
- Select Document Processing and then choose Module.
Enable the Feature:
- Scroll down to locate the DocBits Operator option.
- Toggle the slider to enable the DocBits Operator.

Accessing the Interface

Once the feature is enabled, open the DocBits Operator from the main navigation menu.

1. Prompt Input

At the bottom of the screen, there is an input field labeled “Enter your prompt here…”. This is where users write instructions for the operator to follow.

Next to the input field are several control buttons:

Prompt Variables – Opens a popup where you can enter key-value pairs used in the prompt. Variables are written using curly braces, like {invoice_number} or {url}. These values apply only to the current prompt in the input field.
Save Prompt – Saves the current prompt. Choose to save it as either:
- Organization Prompt – Editable within your organization; includes both the prompt and defined variable values.
- Global Prompt – Shared across all tenants; includes only the prompt and variable placeholders (no values are saved).
Clear Chat – Clears the current conversation with the operator, but leaves the prompt in the input field unchanged. Useful when reusing or refining a prompt.

For detailed guidance on how to write effective prompts—including syntax, variables and examples—please see the Prompt Writing Guide.

Use the top-left icon to open or close the sidebar. The sidebar shows saved prompts, organized in two categories:

Organization Prompts: Editable and reusable within your organization.
Global Prompts: Shared across all tenants. These cannot store variables and cannot be edited or deleted.
- A global prompt is still editable and deletable by the organization that created it, where it appears under Organization Prompts.
Search Functionality: a search bar at the top of the sidebar allows users to quickly find saved prompts by name or keyword.
Icon Reference: Each saved prompt has a set of action icons
- Arrow – Start the prompt
- Pen – Edit the prompt (available only for your own organization’s prompts)
- Trashcan – Delete the prompt (available only for your own organization’s prompts)

3. Save Prompt

Clicking the Save Prompt button opens a popup where you can save the current prompt for future use.

Prompt Name: Enter a name to identify the prompt.
Save Prompt Publicly (Checkbox): When checked, the prompt will be saved as a Global Prompt. Global Prompts are shared across all tenants and cannot store variable values (only variable names).
Edit Variables: Opens the Prompt Variables Popup to review or adjust variable definitions before saving.

Actions

Cancel: Closes the popup without saving.
Save: Saves the prompt using the specified name and visibility setting.

4. Prompt Execution Controls

When a prompt is running, users have several control options to manage or intervene in the execution process:

Pause Prompt: Temporarily halts the current execution. Useful if you want to observe the current state or prepare the system for the next steps.
Resume Prompt: Continues execution from the point where it was paused.
Cancel Prompt: Stops the execution entirely and resets the session. This is helpful if the prompt needs to be aborted or restarted due to incorrect behavior or changes in input.
Take Control: Allows the user to manually intervene by interacting directly with the system. This is useful if the operator gets stuck or misinterprets a step. Taking control automatically pauses the prompt and switches to manual mode until you choose to resume or cancel.