Building Your Own Bot

This section contains information on how to create a bot, and information on advanced features

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54 articles in this collection
Written by Olivia Wensley, Tim Darbyshire, Michelle Moore and 1 other

Identifying the right interview in your history

Create a summary for an interview so you can find them easily

Written by Tim Darbyshire
Updated over a week ago

Put your client to work by adding Tasks after your bot is completed

Learn how to utilise Tasks in your bot to provide guidance on the next steps to solving your client's problems

Written by Tim Darbyshire
Updated over a week ago

Collecting the right information using Answer Types

Learn how to use the different answer types to provide validation on your clients input

Written by Tim Darbyshire
Updated over a week ago

Bot Building Basics Webinar

Here's the help you need to get started

Written by Michelle Moore
Updated over a week ago

Quick Add

Cut down authoring time by creating multiple points using one feature.

Written by Tim Darbyshire
Updated over a week ago

Providing a different description once the interview is completed

Use the description point to give your clients a different description when they complete the interview

Written by Tim Darbyshire
Updated over a week ago

Broken reference questions

What to do when you see answer labels with no question in the interview

Written by Michelle Moore
Updated over a week ago

Customise Fonts

How to select a font that is not listed in Themes

Written by Michelle Moore
Updated over a week ago

Jumps and Re-Target Jumps

Learn how to use Jumps in your flow

Written by Will Rowland
Updated over a week ago

How your see your Clients' answers after they complete an interview

Using the information sheet Output option to receive a transcript of the answers your Client entered into your interview

Written by Tim Darbyshire
Updated over a week ago

Add signature lines to your document

Create the perfect execution block with special tokens.

Written by Tim Darbyshire
Updated over a week ago

Making Good Labels

Follow 3 simple rules: Unique, Standalone, and Human-Readable

Written by Tim Darbyshire
Updated over a week ago

Numbering and Indentation

The Easy Way and the Accurate Way

Written by Tim Darbyshire
Updated over a week ago

Searching in the editor

How to use the search feature to find the correct point in your flow

Written by Tim Darbyshire
Updated over a week ago

Style your table with different borders

Learn how to customise your table's border style with border modes

Written by Tim Darbyshire
Updated over a week ago

Columns

Written by Michelle Moore
Updated yesterday

Interactive Tutorials

Your first Bot: Holiday Planner

A step by step guide to create a simple Bot to help you practice Authoring

Written by Tim Darbyshire
Updated over a week ago

Starting a Bot

Get Started Here

An overview of Automio and the authoring tools

Written by Tim Darbyshire
Updated over a week ago

Get new clients online with a Client Acquisition Bot

Learn how to turn your bot into a client acquisition machine

Written by Tim Darbyshire
Updated over a week ago

Create a New Flow

How to add a new flow and select the owner organisation

Written by Olivia Wensley
Updated over a week ago

Flow Writing Tools

An overview explanation the authoring tools to create a flow

Written by Olivia Wensley
Updated over a week ago

Save time onboarding new clients

Create an information gatherer to get your new clients details fast.

Written by Tim Darbyshire
Updated over a week ago

The Interview

Add Questions and Answers

How to add a question and answers into your Automio Flow

Written by Olivia Wensley
Updated over a week ago

Creating Multi-Choice Questions

How to create multi-choice questions

Written by Tim Darbyshire
Updated over a week ago

Add an Instruction Point

Guide to providing additional information to your customer while they are completing the interview

Written by Olivia Wensley
Updated over a week ago

Include a video or image in your interview

Add a video or image to deliver information in the best format.

Written by Tim Darbyshire
Updated over a week ago

Reference questions

Refer to a question previously asked

Written by Tim Darbyshire
Updated over a week ago

How to add a URL/Hyperlink/Link

How to add a link in 4 easy steps!

Written by Tim Darbyshire
Updated over a week ago

Packs - Collecting Multiple Pieces of Information

What is a Pack?

Explains what a pack is and when to use one

Written by Tim Darbyshire
Updated over a week ago

How to create a Pack

Explains how to create a Pack

Written by Tim Darbyshire
Updated over a week ago

How to use Pack References

How to use the information that you have collected from your Pack in your document

Written by Tim Darbyshire
Updated over a week ago

Questions within Pack References

Making sure you've collected all the info you need

Written by Tim Darbyshire
Updated over a week ago

Grammar in Pack Output

How to use Pack Grammar

Written by Tim Darbyshire
Updated over a week ago

The Document

How to Create a Theme

Set up your first theme to style your document

Written by Tim Darbyshire
Updated over a week ago

Learn how to modify a variables case in your document

How to make variables show in capital letters

Written by Tim Darbyshire
Updated over a week ago

How to use sections to create numbered paragraphs

Learning how to format your output to create numbered blocks of text.

Written by Tim Darbyshire
Updated over a week ago

Section Numbering and Indenting

How to reset numbering and manipulate indentation so it's the way you want it

Written by Tim Darbyshire
Updated over a week ago

Indentation after Headings

When Paragraphs need to stay left!

Written by Tim Darbyshire
Updated over a week ago

Section References

Referencing Clause Numbers Dynamically

Written by Tim Darbyshire
Updated over a week ago

Include Images in Headers and Footers

Learn how to customise headers and footers to include images

Written by Tim Darbyshire
Updated over a week ago

Using a Page Break to push content onto a new page

Adding a Page Break special token

Written by Tim Darbyshire
Updated over a week ago

Custom Clause Numbering

Match your Clause Numbering to your Precedent with ease

Written by Tim Darbyshire
Updated over a week ago

Header from Top, Footer from Bottom

Mastering Theme settings for perfect layouts

Written by Tim Darbyshire
Updated over a week ago

Cover Pages

When the first page should look different from the rest

Written by Tim Darbyshire
Updated over a week ago

Table of Contents

Insert a Table of Contents with ease!

Written by Will Rowland
Updated over a week ago

Keep With Next

Written by Tim Darbyshire
Updated over a week ago

Background Images

Not just Watermarks

Written by Tim Darbyshire
Updated over a week ago

Fonts and Font Sizes

Stretch your Theme in new directions

Written by Tim Darbyshire
Updated over a week ago

Advanced Features

Learn how to duplicate your bot

Create a copy of an existing bot to create multiple versions

Written by Tim Darbyshire
Updated over a week ago

How to Create a Table

Learn how to build a simple table in Automio

Written by Tim Darbyshire
Updated over a week ago

Plural vs Singular text

How to know whether more than one item has been entered in a pack and reference this in the flow

Written by Tim Darbyshire
Updated over a week ago

SPECIAL TOKENS

A handy list and brief explanation of all our Special Tokens

Written by Tim Darbyshire
Updated over a week ago

Merge Table Cells

An Advanced Usage of Special Tokens

Written by Tim Darbyshire
Updated over a week ago

What are tokens?

How to use "he" or "she" and other variables in a document.

Written by Tim Darbyshire
Updated over a week ago