Automations | eCourtDate Help Center

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