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Documentation
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Documentation
Jump to Content
Documentation
Product Updates
Workflow creation configs
Getting Started
Welcome to Leena AI
Bot & Unified Dashboard
Understanding Environments
Building stages
Stage 1 — SCOPE (Requirement Gathering)
Stage 2 — BUILD (Building in Staging)
Stage 3 — VALIDATE (Planning UAT)
Stage 4 — OPERATE (Monitoring in Production)
AI Colleagues Studio
Getting Started
Role Based Access Controls
Build your first AI Colleague
Understanding AOP type
Referencing AOPs, Tools in AOP Instructions
AOP Creator
Tools Mapped to an AI Colleague
Tools
Overview
Built-in Tools
Custom Tools
Understanding Tool Execution Details
Writing Effective Tool Names & Descriptions
MCP
Understanding AOP format
Guardrails
Evals
Workbench
Overview
Setting up schedules
Manage schedules
Invoking AOPs & Tools via Virtual Assistant
Run history
Run Execution Details
Debugging console
AOP Migration
Migrating AI Colleagues
External AOP API — Authentication & Usage Guide (Beta)
MCP & A2A server
Overview
Setup in Microsoft Copilot Studio
Setup in IBM watsonx Orchestrate
Knowledge Management
User Guide
Knowledge Management Dashboard Overview
Home -> Kanban View
User Roles in KM
Approval Matrix in Knowledge Management
Article Status in Knowledge Management
Response Personalization
Autocomplete or Follow Up suggestions
Folder Level Audience Management
Connector Sync Frequency Configuration
Global Search in KM Dashboard
Global Search in Webview
Audience Reports in KM
Bot Settings in KM
KM Sync Logs
Debugging KM Sync Logs
Debug Console in KM
Smart Testing in KM
Move Folders within KM
Pinning KM Articles in Policy Hub
Option to 'Pull from UAT' in KM
Managing Multiple Instances of a Connector
Visibility of Reason for Failure of Connectors
Health Dashboard in Knowledge Management
Configure Bot Response and Search Pipeline
Conflict Analysis within KM
Path-Based Access Control (Connector Filters)
Policy Hub: Managerial View & Enhanced Search
Environments in KM (Production vs UAT vs Staging)
Content visibility and Permission Management in Knowledge Management
Implementation Guide
Uploading Articles in KM
Best Practices in Knowledge Management
Best practices for structuring 'Knowledge Articles'
KM Requirement Gathering
Integrations
Confluence
Box
Zendesk
Google Drive
SFTP
Web
Interact
ServiceNow
Unily
Salesforce
REST API Connector
Workday
SharePoint
WORKFLOWS STUDIO
Understanding transactions
Create Workflow
Generate Workflows with AI
How to create a new Workflow
Create Workflows via Templates
Workflow creation configs
Hide 'Pending submissions' banner
Workflow Identifier
Withdraw Request
Timezone
Web-view configurations
Enable 'Save as Draft' option
Associated Audience
Tool configuration
Forms
Create a form
Form Components & Supported fields
Date V2
Field Array
Attachments
Advanced field properties
Pre-filling form fields
Field property: Grouping
User component overview
User component > Render option filters
Form Settings > Conditional autofill
Pre-defined dynamic dropdown
Workflow Canvas
Overview
Sync Block Node
Input Node
Approval Node
Decision Node
Function Node
Action Node
Overview
Time-out
Re-try
Merge & Branch Nodes
End Nodes
Async Callback Node
Delay Node
Update Data Node
For Each Loop Node
While Loop Node
Mapper Node
Purge Node
Triggers/Workflow Initiation
End-user OAuth on connections
Form order (Input/Approval/Initiator Input)
Clone, Restore & Test nodes
Contextual Note
Reports
Reports/Analytics
Pending submissions
Custom reports
Admin Action
Versioning
Create a Draft version & Publish App
App versions
Change logs
Update old version
Web-views/Bot views
Workflows primary web-view
Applications
My-tasks
Task Delegation
My-items
Draft Requests/Pending Submissions
Web-view Configurations (Admin)
Automatically Reassign Tasks on Assignee Termination
Settings (Dashboard)
Overview
Web-view Configurations
Reminders
General configurations
Report configurations
Workflow Permissions
Overview
How to configure permissions
Field Array permissions
Workflow Settings
Global Constants
Scheduled report for failed requests
Workflow Cloning & Migration
Workflow Migrate & Clone options
Migration > Target bot selection
Migration > Potential Warnings
Migration > Configuration mapping
Migration > Complete migration
Migration > Migration History
Clone > Clone App process
Permissions (RBAC)
Overview
Agent selection to configure permissions
Configure permissions for an agent
Permission logs
Report Actions
Nudge
Retrigger & recovery
Initiate workflow via API
Introduction
Configure Workflow
API call to initiate a workflow
Utility applications
Async Utility Apps (Dynamic Dropdown)
User Sync Utility Apps
DMS Utility Apps
List Views
Overview
Getting Started
Customizing Columns
Row Actions
Customizing Appearance
Admin
Overview
Master Tables
DOA Tables (Delegation of Authority)
Data Center
Initiating a Workflow via Virtual Assistant
AI-Assisted Documentation
Integrations
Overview
Google
Google Calendar
Google Gmail
Google Groups
Google Spreadsheet
Google Drive
Microsoft
Microsoft
Power Automate
PowerShell
LDAP (Active Directory)
SharePoint
ITSM
ServiceNow
FreshService
Summit AI
BMC Helix
Zoho
Jira Service Management / Service Desk
ManageEngine ServiceDesk Plus
HRMS
Workday
UKG Pro WFM
UKG Pro HCM
SAP SuccessFactors
Oracle Fusion
UKG Ready
Bamboo HR
Technology
SFTP
SOAP
Browser Run
REST API
Pipedream API
Pipedream MCP
GenAI
Gemini
Claude
Open AI
Communication
Twilio
Slack
CRM
Zendesk
Salesforce
HubSpot
Endpoint & Identity Management
Nexthink
Okta
ManageEngine Endpoint Central
Jamf
CrowdStrike
JumpCloud
Zscaler
Workplace Tools
Confluence
Jira
Asana
Cloud
NocoDB
Snowflake
AWS
MongoDB
Compliance
Surepass
DocuSign
Leena AI
Leena AI Connector
IT Automation (Device Genie)
Leena Signature
Leena Encryption
Leena AI DMS
IT AUTOMATION
User Guide
Introduction
Benefits of IT Automation
Softwares
Scripts
Reports
Intune: Desktop app deployment
VIRTUAL ASSISTANT
Understanding the Interface
Login Screen
Product Tour
Navigation & Menu
Quick Reply Options
Notification Panel
Settings
Key Capabilities
Knowledge Based Queries
Workflows
Raise Tickets
Ticket History
Employee Directory
My Profile
Enhanced interface for viewing sources
Voice Call
Chats
Streaming & Thinking State (BETA)
Channels
Desktop App
Mobile App
Widget
Phone Call
Related Articles
Google SSO Config
Azure AD SSO Config
AD SSO Config
HELPDESK
Product Overview
Agent Dashboard
Ticket Details Page
Admin Settings
User Creation
User Groups
Ticket Schema
Departments
Category & Subcategory
Status Schema
SLA Policies
Canned Responses
Setup Email Forwarding
Report Configuration
Email Ticketing
Customize Columns on Helpdesk
Email Notification
SLA Policies (V2)
Virtual Assistant Preferences
Key Features
Case Summary & Wrap Up
Email Settings and Automation rules
Unread Ticket Indicator
Configure your Ticket Rating System
Make Comments Mandatory for Ticket Reassignment
Customize your Quick Filters
Configure your Email Ticketing & Email Automation
Ticket Schema Configurations
Editing and Deleting Comments/Notes
Bulk Status Update
Overview Dashboard
Live Chat
FAQs
Language Configurations
HELPDESK INSIGHTS
What is Helpdesk Insights?
Data Flow
Data Sets
Clusters & Cluster Snapshots
Analytics
Knowledge Article
Key Features
Multi Filter based Article Generation
Ticket Clustering and Classification
Cluster Analysis and Exploration
Knowledge Article Generation and Management
Open Ticket Notification and Impact Measurement
Advanced Analytics and Reporting
Connecting Your Ticketing System with Helpdesk Insights
FAQs
ONBOARDING & OFFBOARDING
User Guide
Overview
Add a candidate
Flows/Activities
Admin Level Actions
Forms Level Action
Activity/Task Level Actions
Saving Filters on Dashboard
Onboarding Workflow integration
Permissions
Implementation Guide
Forms
Sections
Actions
Filters
Dropdown Lists
Smart Fields
Tasks
Tasks Creation
Task Journey
Reports
Checklist
Additional settings
ADMIN DASHBOARD
Global Settings
Dashboard User
Dashboard Authentication
Channel Setup
Slack Setup
Google Chat Setup
Microsoft Teams (Tab App) Setup
Whatsapp Setup
Group Chat Agent for Slack
Audience
Time-based Audiences
Bot User
Email Templates
Letter Templates
WhatsApp Templates
Utilities
Email Logs
Audit Logs
Audit Logs External API — Authentication & Usage Guide (Beta)
Privacy Policy
Capability discovery
Branding Customization
Orchestrator settings
Overview
User feedback
Quick Replies
Disclaimer
Voice Settings
Employee information Sync
Setup Employee Sync
Microsoft Entra (aka Azure AD) Integration
Integrations
Alerts
Email Settings
Configuring Office 365 Email
Mailgun Domain Authentication
SendGrid Domain Authentication
Analytics
Bot Analytics
Introduction
Benefits of Bot Analytics
Data Drill-downs
Glossary
FAQs
Helpdesk Analytics
Ticket Volume Trend
CM Performance
Agent Performance
AI Colleagues
Searches and Filters
Exports
Custom Dashboard
Reports
Onboarding & Offboarding Analytics
Overview
Performance Metrics
Candidate Metrics
NOTIFICATIONs
User Guide
Notification Dashboard - Overview
Notification Dashboard Roles
Types of Notifications
Audience
Creating Notifications
Save as Draft
Reporting and Analytics
FAQs
Behind the scenes (Architecture)
Lifecycle of knowledge articles in Leena KM
Lifecycle of user query in Leena KM
Voice Architecture
Security & Privacy
Works Council (Betriebsrat) Engagement Guide
Data Visibility for Leena AI Microsoft Teams Tab App
Leena LMS Training
Accessing Your Sandbox Environment
AI Colleague Center of Excellence (COE) Model
LEGACY
REST
Workday-Beta
Engage
Rounding Logic for Percentages
Survey Launch Communication as per User Timezone
Adhoc Surveys
ERM
Overview Page
Employee Page
Adding Notes & Tags
Creating Actions
Sending Notifications
Linking Notes & Actions
Document Management (DMS)
WORKFLOWS STUDIO
Create Workflow
Workflow creation configs
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