Botminds V23
05 July 2024Accelerating Automation with Smarter Experiences and Scalable Data Control
At Botminds, our mission is to remove friction from data-centric automation and empower business users to accomplish more, faster. The V23 release is a major leap in that direction—enhancing the platform with smarter dashboards, intuitive data control, hands-free interactions, and enterprise-grade compliance enhancements.
Whether you’re building complex automation flows, interacting with data on the go, or scaling ingestion at enterprise level, V23 delivers innovations that improve productivity, reduce manual effort, and unlock new possibilities.
Conversational AI Improvements
Chat Experience Enhancement
This update introduces several usability improvements that make chatbot interactions more intuitive, efficient, and role-aware. By addressing common user pain points—like broken conversation continuity and lack of contextual prompts—Chat Experience Enhancements bring clarity and flow to every interaction.
Key capabilities:
- Predefined questions to help users get started quickly
- Clickable follow-up prompts that guide the conversation
- Persistent references that maintain context across queries


How It Works
- Default Questions Displayed
Pre-configured prompts are automatically shown when a chatbot is launched. Configure via:
Process Center → Chat → Default Questions. - Follow-Up Prompts Available
Enable seamless conversations by setting follow-up generation logic in each chatbot prompt. Users can continue with one click. - Reference Persistence Enabled
Context from prior questions is preserved, allowing uninterrupted chat even after a page refresh or during a new query session.
These upgrades reduce manual input, minimize context loss, and improve engagement—especially in multi-bot, multi-department environments. Whether for support, approvals, or information retrieval, users stay in flow and get to answers faster.
This enhancement complements persona-based chat and role-based access controls, reinforcing a streamlined, goal-driven conversational experience for enterprise users.
LLM Imports + Additional LLMs support
Botminds AI now supports seamless import of open-source and in-house LLMs, giving organizations greater control over the models they use in automation workflows.
Whether it’s integrating popular open-source models like DeepSeek, LLaMA, or a custom-trained enterprise LLM, this feature enables teams to:
- Deploy the most relevant LLM for specific business tasks
- Optimize performance, cost, or regulatory requirements
- Accelerate AI adoption while preserving internal IP and infrastructure alignment

Persona based Chat
In large enterprises with multiple chatbots supporting different departments, it’s critical to ensure users engage only with bots relevant to their role. Persona-Based Chat addresses this by enforcing role-based access control for chatbot interactions.
Without access control, users may engage with chatbots outside their functional scope—leading to security risks, information overload, or inefficiencies.
Persona-Based Chat ensures that users only see and interact with chatbots mapped to their role. This improves compliance, streamlines communication, and enhances overall productivity.

- Enhanced Security – Restricts chatbot access based on predefined roles
- Improved Compliance – Limits exposure to sensitive or restricted data
- Efficient Experience – Reduces clutter and ensures focused user workflows
How It Works
- Navigate to Prompt Labs → Edit Prompt → Configure Role
- On the Chat screen, users will only see prompts/chatbots assigned to their role
Whether you're supporting a global finance team, legal users, or customer service agents, Persona-Based Chat keeps communication secure, relevant, and streamlined.
Voice chat
With this release, you can now talk to your data—whether it’s buried in documents, dashboards, or datasets. With Voice Chat, Botminds brings hands-free interaction, making it easier than ever to ask questions, explore insights, and drive action with your voice.
Backed by contextual memory, the AI understands follow-up questions and keeps track of the conversation—just like a human assistant. No need to repeat or reframe—just speak naturally and stay in flow.
Whether you're an SME reviewing a document or a senior executive pulling numbers from dashboards or prepping for a meeting, this feature makes it easy to ask, get answers, and move on—without breaking focus or switching contexts.
This feature is built for speed, convenience, and accessibility.
- Query documents, tables, and visualizations using your voice
- Navigate complex data without typing or clicking
- Improve accessibility and multitasking for all users
Whether you're in a meeting, on the move, or just want to work faster—Voice Chat makes it effortless to extract insights and move forward.
AI Search
LLM powered Ranking
Improve result quality with intelligent ranking driven by LLMs. Results are scored and prioritized based on contextual relevance, not just basic filters—providing users with high-confidence matches.
New Search UX
An upgraded interface brings clarity to the search experience—simplified layout, clear result clustering, and smoother navigation help users focus on what matters.
AI Analytics Improvements
More powerful Dashboard with new widgets
Smart, dynamic, and collaborative—perfect for fast-moving teams and decision-makers.
A “maximize” popup for any dashboard widget—letting users expand charts and tables to full‑screen overlays

- Maximize Widget Popup: Expand any dashboard widget to full-screen for detailed exploration—without disrupting workflow context.
- Filter Chips Toolbar: View and manage active filters as visual chips, reducing complexity and making the dashboard state instantly clear.
Together, these upgrades reduce cognitive load, accelerate data comprehension, and support real-time, insight-driven actions across teams.
Streamline solution development with a no/low-code function builder. Solution engineers can now independently create, configure, and iterate functions directly from Studio > Tool-Builder, eliminating repetitive manual logic and accelerating client project delivery.
How It Works:
- Navigate to Studio → Tool-Builder → Functions → Add New Function
- Select function types and customize options as needed.
Timeseries visualizations
Introducing an interactive chart widget for day, month, and year-based trend analysis. Easily toggle between line and bar graphs, compare multiple periods, and analyze patterns with greater clarity and flexibility.

How It Works:
- Navigate to Dashboard → Create Widget → Select Query Widget
- Select data source → set Group By field = Date Histogram → Save
(Note: Group by field must be date-labeled)
Structured Data Integration enhancements
Infinite Crawling
Traditional crawlers struggle with large datasets. Infinite Crawling introduces chunk-based, resumable ingestion for continuous, fault-tolerant data collection—enabling organizations to scale automation across high-volume document sets effortlessly.

Template Rendering – Custom Document Titles with Dynamic Precision
Tired of scrolling through generic document titles that don’t tell you anything at a glance? With Template Rendering, you can customize how document titles appear—using dynamic placeholders that pull in the exact information you care about.
Whether you need to display a project name, version, or approval status up front, this feature lets you design the format once and see it applied consistently across your document list. No more renaming files manually. No more confusion.

General Improvements
Freeze Project Configurations
Prevent unauthorized configuration changes and ensure workflow stability with configuration locking—critical for regulated environments and client project consistency.

Role-Based Data Masking
In complex document workflows, not all extracted information is relevant to every user. Role-Based Data Masking solves this by dynamically tailoring document summaries based on user roles—ensuring each user sees only the data that matters to them.
Without masking, users are exposed to irrelevant or sensitive data fields, leading to confusion, cluttered interfaces, and reduced efficiency. This feature aligns with modern enterprise needs for personalized, secure, and role-aware experiences.
- Increased Focus – Minimize distractions by hiding non-essential data
- Better Control – Enforce visibility policies across user groups
- Operational Efficiency – Deliver clean, streamlined summaries for faster reviews

Conclusion
V23 is designed to give teams more power and autonomy—whether you’re configuring complex workflows, managing large-scale data ingestion, or enabling non-technical users to interact with AI. With upgrades across the board, Botminds AI continues to help enterprises move from manual effort to intelligent automation—faster, smarter, and at scale. We look forward to seeing how you unlock value with these new capabilities.