# 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:
1. **Navigate to Settings**:
* From the Dashboard, go to **Settings**.
* Select **Document Processing** and then choose **Module**.
2. **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**](/advanced-functions-and-tools/docbits-operator/prompt-writing-guide.md).
### **2. Sidebar Navigation**
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.
#### **Save Prompt Popup Fields**
* **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**](/advanced-functions-and-tools/docbits-operator/prompt-writing-guide.md#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.
### 5. Operator Detail View
Once a prompt is started, an additional button becomes available that allows users to switch to a **detailed execution view**. 
* **Open Detail View:** This button takes you to a dedicated view that shows, step-by-step, what the operator is doing in real time.
In the detail view, users can:
* Monitor each action being performed (e.g., clicks, inputs, waits).
* See which step is currently active.
* Identify where issues occur if the prompt encounters problems.
* Use the same **Pause**, **Resume**, **Cancel**, and **Take Control** actions.
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