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Using Josef

Building, branding, testing, and launching bots; automating documents, bot reporting, and integrations.

Building bots

  • Create a new bot
  • Create a conversation flow
  • Create messages
  • Message types
  • Response types
  • Duplicate, cut or copy a message
See all 11 articles

Document creation

  • Automating documents on Josef: before, during & after
  • Creating a new document
  • Creating a document in the Word editor
  • Export & re-upload documents (beta)
  • Cross references
  • Using the format painter in the Word editor
See all 11 articles

Notifications and workflows

  • Managing bot workflows
  • Send notification emails

Formatting a bot

  • Styling a bot
  • Clearing user responses
  • Changing a bot's text direction

Testing, troubleshooting and editing

  • Edit a bot
  • Edit a document
  • Collaborating on a build
  • Duplicate a bot
  • Testing a bot
  • Troubleshooting
See all 7 articles

Launching

  • Require Single Sign On to access your bots
  • Launching and updating your live bot
  • Submit your bot for approval (for builders)
  • Approve or reject a bot (as an admin)

Reporting

  • Reporting and records
  • Reporting for admins

Integrations

  • Actionstep
  • Airtable
  • Dazychain
  • DocuSign
  • Google Analytics
  • iManage
See all 13 articles
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