Going Live

For finished documents

Matt Sagen avatar Tim Darbyshire avatar Will Rowland avatar
13 articles in this collection
Written by Matt Sagen, Tim Darbyshire, and Will Rowland

Customise Bot Email Notifications

How to have only certain team members receive notifications for a specific bot
Will Rowland avatar
Written by Will Rowland
Updated over a week ago

Withhold your bots document

Set up your bot so that you receive the document and your clients don't
Tim Darbyshire avatar
Written by Tim Darbyshire
Updated over a week ago

How you, your team and your clients get notifications

Control who gets the organisation notifications to serve your clients efficiently
Tim Darbyshire avatar
Written by Tim Darbyshire
Updated over a week ago

Embedding a bot on your website

How to add a bot to your site to engage your visitors and convert them to clients
Tim Darbyshire avatar
Written by Tim Darbyshire
Updated over a week ago

Add a logo to your document

How to add the perfect logo
Tim Darbyshire avatar
Written by Tim Darbyshire
Updated over a week ago

How to disable notifications to your clients

Disable customer notifications to control your user's journey
Tim Darbyshire avatar
Written by Tim Darbyshire
Updated over a week ago

How to set or update your bots price

Set or update your bots price to ensure your clients are paying the correct price
Tim Darbyshire avatar
Written by Tim Darbyshire
Updated over a week ago

Add or Remove Comments from a Document

Learn how to highlight your users answers for easy reviewing
Tim Darbyshire avatar
Written by Tim Darbyshire
Updated over a week ago

Share a bot directly to your client

Have your clients complete an Interview to quickly collect their information
Tim Darbyshire avatar
Written by Tim Darbyshire
Updated over a week ago

How to Name Your Bot and More!

How to name a bot, add a description and choose cover art
Tim Darbyshire avatar
Written by Tim Darbyshire
Updated yesterday

Publish to the Marketplace

Now that you've written your bot, let's get that baby published!
Matt Sagen avatar
Written by Matt Sagen
Updated yesterday

Link to your Flow

Direct Links to get your users right where they need to be!
Matt Sagen avatar
Written by Matt Sagen
Updated over a week ago

How to add a sample document to your Bot

Add a preview to your Bot so clients can see what they are buying.
Tim Darbyshire avatar
Written by Tim Darbyshire
Updated over a week ago