Getting Started

Getting Started with Botkeeper

Getting started with Botkeeper is a breeze. After signing on with us, you'll receive a personal email inviting you to your BOS (Botkeeper Operating System) portal.

Beginning Setup

Getting started with Botkeeper is a breeze. After signing on with us, you'll receive a personal email inviting you to your BOS (Botkeeper Operating System) portal. During the account activation process, you'll set your own password and authentication preferences to ensure the security of your data.

 

Your Onboarding Specialist will walk you through all the steps, starting with a kickoff call and linking your accounts.

After you've signed on with Botkeeper, our Onboarding team works with you to get going. They start with a kickoff call and set expectations, ask questions to make sure nothing is getting overlooked, and determine next steps for linking your client accounts and getting you off the ground. Get in touch with a Botkeeper specialist today to learn more!

Logging In

To log in to your portal at any time, simply go to http://(firm name).firm.ai/ and enter your email address and password. If you encounter any login issues, don't worry - just click "Forgot Password?" and follow the instructions to reset your password.

If you've never successfully logged in to the portal before, reach out to your Account Manager for a fresh invitation to the portal. Our Onboarding team will work with you every step of the way to make sure your accounts are linked and you're off the ground in no time. Contact a Botkeeper specialist today to learn more!

Initial Invite and Setup

You’ll receive a personal email inviting you  to your BOS portal. You’ll set your own password and authentication preferences during account activation. 

The next time you’re ready to log in, go to your portal at: http://(firm name).firm.ai/

Type in your email address and password, then click “Login.”

If you have issues logging in, click “Forgot Password?” and follow the instructions to reset your password. 

Note: If you have never successfully logged in to the portal before, contact your Account Manager to get a fresh invitation to the portal.