Articles for Automations
How to create automations for AI-driven workflows and tasks.
The Automations page links to six tools: Workflows, Auto Docs, Chatbots, Supervisions, Violations, and Availability Templates.
Plan an automation first, then set one trigger, add ordered steps in the Workflow Builder, test the sequence, and set the status to active.
Create an AI chatbot in eCourtDate, set its persona and knowledge sources, then preview its replies before you add it to a portal.
Auto Docs build PDF documents by placing merge tag fields on a template, then generating and emailing them for the records you choose.
Create availability templates so clients can self-schedule events through your portal using event duration, buffers, limits, and enabled days.
Create AI chatbots in eCourtDate, set a persona, add response templates and skills, then connect each chatbot to a portal, phone, or email.
Build a workflow in eCourtDate by naming it, choosing a trigger, setting the trigger options, and adding steps in the Workflow Builder.
Manage every eCourtDate automation from one dashboard by searching lists, changing status, running bulk actions, and archiving records.
Set up an eCourtDate chatbot's knowledge sources, escalation threshold, and human approval, then review its replies in the chatbot Inbox.