Automations

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How to create automations for AI-driven workflows and tasks.

Automations

Automations overview

The Automations module in eCourtDate empowers your agency to streamline repetitive tasks with AI-driven workflows, automated document generation, chatbots, and availability templates, so your team can...

6 min read Updated Feb 14
Automations

How to build automated workflows

Automated workflows in eCourtDate let you trigger actions based on events in the platform, such as automatically sending reminders when a court date is created or assigning clients to groups based on...

7 min read Updated Feb 14
Automations

How to Create a Chatbot

Creating a chatbot in eCourtDate gives your agency an AI-powered assistant that can answer client questions, provide case information, and guide visitors through common tasks around the clock.

7 min read Updated Feb 14
Automations

How to create auto docs

Auto Docs in eCourtDate automatically generate documents from templates using client and case data, eliminating the need to manually fill in forms, letters, and notices.

9 min read Updated Feb 15
Automations

How to create availability templates

Availability templates in eCourtDate define when your agency is available for appointments, events, and chatbot responses, ensuring clients only interact with your services during operating hours.

7 min read Updated Feb 14
Automations

How to create chatbots

Creating and managing multiple chatbots in eCourtDate allows your agency to deploy specialized AI assistants for different purposes, such as general help, case inquiries, and payment support.

9 min read Updated Feb 15
Automations

How to create workflows

Workflows in eCourtDate let you automate multi-step processes by chaining together actions like sending messages, creating events, updating statuses, and assigning clients to groups within a visual wo...

10 min read Updated Feb 15
Automations

How to manage automations

The Automations dashboard in eCourtDate gives you a centralized view of all your workflows, auto docs, chatbots, and availability templates, so you can monitor, edit, and control every automation from...

7 min read Updated Feb 14
Automations

How to set up ai chatbots

Setting up AI-powered chatbots with advanced configuration in eCourtDate lets you train chatbots on your agency's knowledge base, connect them to live agents, enable multilingual support, and monitor...

9 min read Updated Feb 14