How to start
Go to an Admin Panel, which you can find in the upper right corner of the screen.
Go to the "Automation" section in the menu on the left side of the screen and then click "Edit".
Press "NEW AUTOMATION +"
Name and assistant
Name the automation and then select the assistant who will handle it. If you need a dedicated assistant for this automation, you can always create a new one. You can find instructions on this page.
Message configuration
Choose the AI-based message configuration because if you select a custom message, you will not be able to choose the message source.
Source of the data
Select the "Assistant Based" option, then choose the time range and source that interest you.
Automation Frequency
Decide how often and when you want the automation to run.
Prompts
Provide general information about the analyst's work and specify exactly what you want to receive in the report.oooo
Result Display
Choose the format in which you want to receive the message. Remember to press "+" when adding input.
If you want to receive information via Slack or WhatsApp, you must connect these applications beforehand. Here you can find guides on how to do it:
Slack Guide
WhatsApp Guide
More options
Choose the format in which you want to receive the message. Remember to press "+" when adding input.
If you want to receive information via Slack or WhatsApp, you must connect these applications beforehand. Here you can find guides on how to do it:
Slack Guide
WhatsApp Guide
Finally, press the "Launch Automation" button.