Firmsy

A list of bots available to our subscribers

Automio Template List

Kate Nikitina

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

Automate Key Documents

Bot Building Basics Webinar

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

Your first Bot: Holiday Planner

An overview of Automio and the authoring tools

Get Started Here

Learn how to turn your bot into a client acquisition machine

Get new clients online with a Client Acquisition Bot

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

Save time onboarding new clients

Tutorials & Webinars

How to add a new flow and select the owner organisation

Create a New Flow

An overview explanation the authoring tools to create a flow

Flow Writing Tools

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

Making Good Labels

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

Collecting the right information using Answer Types

How to add a question and answers into your Automio Flow

Add Questions and Answers

Creating Multi-Choice Questions

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

Add an Instruction Point

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

Include a video or image in your interview

Reference questions

How to add a URL/Hyperlink/Link

The Interview

Explains what a pack is and when to use one

What is a Pack?

How to create a Pack

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

How to use Pack References

Making sure you've collected all the info you need

Questions within Pack References

Grammar in Pack Output

Packs - Collecting Multiple Pieces of Information

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

Quick Add

Numbering and Indentation

Set up your first theme to style your document

How to Create a Theme

Columns

How to make variables show in capital letters

Learn how to modify a variables case in your document

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

How to use sections to create numbered paragraphs

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

Section Numbering and Indenting

Indentation after Headings

Section References

Learn how to customise headers and footers to include images

Include Images in Headers and Footers

Using a Page Break to push content onto a new page

Match your Clause Numbering to your Precedent with ease

Custom Clause Numbering

Mastering Theme settings for perfect layouts

Header from Top, Footer from Bottom

When the first page should look different from the rest

Cover Pages

Keep With Next

Background Images

Fonts and Font Sizes

The Document

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

Broken reference questions

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

Searching in the editor

Create the perfect execution block with special tokens.

Add signature lines to your document

Jumps and Re-Target Jumps

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

Style your table with different borders

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

Identifying the right interview in your history

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

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

Create a copy of an existing bot to create multiple versions

Learn how to duplicate your bot

Learn how to build a simple table in Automio

How to Create a Table

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

Plural vs Singular text

How to select a font that is not listed in Themes

Customise Fonts

A handy list and brief explanation of all our Special Tokens

SPECIAL TOKENS

Merge Table Cells

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

Providing a different description once the interview is completed

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

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

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

What are tokens?

Advanced Features

Find answers and get help from Intercom Support and Community Experts

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