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FactorBot is the fastest way to get an answer about your project. Faster than searching, faster than asking a colleague, and it cites its sources so you can verify.

What FactorBot does

FactorBot is an AI assistant built into TestFactors that knows everything about your current project:
  • Every uploaded workbook (every sheet, every cell)
  • Every scenario, test case, and script
  • Every defect logged in any cycle
  • Every entry in your project’s knowledge wiki
  • Every membership and permission in your project
You ask in plain English. FactorBot answers with citations — every claim it makes links back to the source it came from. Examples of what you can ask:
“Which scenarios cover hire flows for international employees?” “Show me all defects logged on the Hire wizard this cycle.” “What does Iteration 2 mean on the Position Management sheet?” “Who’s the assigned tester for the Compensation module?” “What’s the difference between Test Cases TC-042 and TC-043?” “Summarize the open defects by severity.” “What workbook changes between v2 and v3 of the FO workbook?”

Who can use FactorBot

RoleCan chatCan see all project dataCan run actions
All project membersYesScoped to what you can see in the UILimited (read-only for now; some safe actions available)
FactorBot respects your permissions. A Tester asking “Show me all members of this organization” will only see members of the projects they belong to.

Where to find FactorBot

The FactorBot chat icon appears in the bottom-right corner of every page when you’re inside a project. Click to open a side panel.
FactorBot icon
FactorBot panel open

Step-by-step: ask your first question

1

Open the panel

Click the FactorBot icon (bottom-right). The chat panel slides in.
2

Type a question

Just write what you want to know in plain English. Don’t worry about phrasing — FactorBot understands typos, partial questions, and conversational tone.Example: “how many test cases for hire”
Typing question
3

Read the answer

FactorBot streams the answer in real time. Every claim has a citation badge — click it to jump to the source.Example response:
You have 18 test cases related to hire flows across 3 categories:
  • Hire (12 cases) — Category: Hire [↗]
  • Rehire (4 cases) — Category: Rehire [↗]
  • Concurrent Hire (2 cases) — Category: Concurrency [↗]
Of those, 15 are Active and 3 are still Proposed. Want me to open the Proposed ones for review?
Bot answer
4

Follow up

Reply to refine. FactorBot keeps the conversation context:
“Yes, show me the proposed ones”
FactorBot opens the list in the main pane or directly cites the 3 proposals with links.
5

Verify a citation if needed

Click any citation badge [↗] to open the source (workbook cell, test case, defect, wiki page) in a new tab.
Citation click
That’s it. Your first question. FactorBot remembers the conversation, so follow-ups feel natural.

What FactorBot is great at

Finding things

“Where’s the defect about the picklist on the Job Code field?” — beats manual searching every time.

Summarizing

“Summarize this cycle’s progress.” / “What are the top 3 risks right now?”

Explaining

“What does the AI mean by ‘high_null_rate’ on this column?” — FactorBot reads the docs so you don’t have to.

Comparing

“How is test case TC-042 different from TC-051?” — diff view in plain English.

Workbook lookups

“What’s the expected behavior for a Position with no manager assigned?” — FactorBot finds the relevant workbook cell.

Status questions

“Who hasn’t started their assignments yet?” — saves you a trip to the dashboard.

What FactorBot is less great at

Predicting the future

“Will we hit the deadline?” — FactorBot can summarize progress and velocity, but human judgment makes the call.

Strategic decisions

“Should we skip regression testing this cycle?” — that’s a call you make.

External information

FactorBot doesn’t browse the internet or know things outside your TestFactors project. For SF help, use SAP’s documentation.

Destructive actions

By design FactorBot won’t delete defects, archive test cases, or remove members on its own — those need explicit human action in the UI.

Tips

Be specific when you can

“Show me Critical defects in EC logged this week” beats “What’s broken?”. Specifics get crisper answers.

Don't pre-format your question

No need for keywords or jargon. Conversational works fine: “i think there’s a defect about the wizard. can you find it?”

Use it for onboarding new team members

“Walk me through this project — what’s the goal of this cycle?” — FactorBot gives a great orientation.

Ask for the data, not the conclusion

“Show me defect counts by severity” gets you a table. “Is the project healthy?” gets you opinion. Pick the right one.

Click citations

Don’t trust the summary — verify the source. FactorBot is right 95% of the time and wrong 5% — knowing which is which matters.

Start a new chat for new topics

Long conversations get muddled. Use the + New chat button to reset context when switching subjects.

Conversation history

FactorBot keeps your chat history per project. The history panel (left side of the chat) shows recent conversations grouped by date.
  • Search history with the input at the top
  • Pin important conversations so they stay at the top
  • Delete conversations you don’t need
  • Share a conversation with a teammate (sends a link they can view)
Chat history

Troubleshooting

Two possible causes:
  1. You don’t have permission to see the data you’re asking about (e.g. defects in a project you’re not a member of). FactorBot respects your permissions — ask your Admin if you should have access.
  2. The data doesn’t exist yet — e.g. asking about scenarios when none have been generated. Use the relevant module to create the data first.
Click the thumbs-down on the response with a one-line note describing what was wrong. This trains the model. The right answer is often one follow-up question away: “That citation looks wrong — can you double-check against the v3 workbook?”
Most responses come within 3–10 seconds. If it’s taking 30+:
  1. Cancel and retry (the Stop button in the chat input)
  2. Refresh the page
  3. If it’s still slow, your AI service may be experiencing latency — try again in a few minutes
Ask a follow-up: “Can you give me more detail on the second point?” or “Show me 10 examples instead of 3.” FactorBot calibrates to what you ask for.
Click the share icon in the chat header. Generates a link that — when opened by a teammate with project access — shows them the full conversation. They can continue the conversation from there.
Workbooks need to finish processing before FactorBot can read them. Check the Workbooks tab — once it says “Ready”, FactorBot will see it within ~30 seconds.

Knowledge Wiki

Add domain knowledge so FactorBot’s answers get smarter over time.

Workbooks

FactorBot’s accuracy depends on clean, processed workbooks.

Defects

Ask FactorBot to find, summarize, or compare defects.

Test Cases

Use FactorBot to find specific test cases when there are too many to scroll through.