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Using Josef

Building bots, creating documents, testing, editing, branding, launching and reporting.

Building Bots

  • Create a new bot
  • Create a conversation flow
  • Create messages
  • Message types
  • Response types
  • Duplicate, cut or copy a message
See all 10 articles

Document creation

  • Things to know about document automation
  • Creating a new document
  • Creating a document in the Word editor
  • Export & re-upload documents
  • Using the format painter in the Word editor
  • File upload: resizing your uploaded image
See all 10 articles

Notifications

  • 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

  • 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
  • Dazychain
  • DocuSign
  • Google Analytics
  • iManage
  • Salesforce
See all 12 articles
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