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
“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
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.
A TestFactors page with the FactorBot chat icon in the bottom-right corner of the viewport.

FactorBot side panel open showing the chat input and welcome message.
Step-by-step: ask your first question
Open the panel
Type a question

Chat input with a question being typed.
Read the answer
You have 18 test cases related to hire flows across 3 categories:Of those, 15 are Active and 3 are still Proposed. Want me to open the Proposed ones for review?
- Hire (12 cases) —
Category: Hire[↗]- Rehire (4 cases) —
Category: Rehire[↗]- Concurrent Hire (2 cases) —
Category: Concurrency[↗]

FactorBot response with inline citations and a follow-up offer.
Follow up
“Yes, show me the proposed ones”FactorBot opens the list in the main pane or directly cites the 3 proposals with links.
Verify a citation if needed
[↗] to open the source (workbook cell, test case, defect, wiki page) in a new tab.
Clicking a citation opens the source test case in a side-by-side view.
What FactorBot is great at
Finding things
Summarizing
Explaining
Comparing
Workbook lookups
Status questions
What FactorBot is less great at
Predicting the future
Strategic decisions
External information
Destructive actions
Tips
Be specific when you can
Don't pre-format your question
Use it for onboarding new team members
Ask for the data, not the conclusion
Click citations
Start a new chat for new topics
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)

FactorBot side panel with conversation history list on the left.
Troubleshooting
FactorBot says 'I don't have access to that information'
FactorBot says 'I don't have access to that information'
- 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.
- 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.
The answer cites the wrong source
The answer cites the wrong source
FactorBot is slow / unresponsive
FactorBot is slow / unresponsive
- Cancel and retry (the Stop button in the chat input)
- Refresh the page
- If it’s still slow, your AI service may be experiencing latency — try again in a few minutes
The answer is too short / lacks detail
The answer is too short / lacks detail
FactorBot doesn't know about a workbook I just uploaded
FactorBot doesn't know about a workbook I just uploaded