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Leena AI Documentation
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Leena AI Documentation
Documentation
DocumentationProduct Updates

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
    • Code Tools
  • Understanding AOP format
  • Forge
  • Evals
  • Workbench
    • Overview
    • Setting up triggers
    • Manage triggers
  • 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)
    • Sending Attachments via the Inbound Webhook
  • Model configuration
    • LLM Model Benchmarks
  • How-to guides
    • Adding a delay to AOP
  • Performance insights
    • Overview
    • Setting up Performance Insights
    • Managing Performance Insights

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 Configuration
    • Global Search in KM Dashboard
    • Global Search in Webview
    • Audience Reports in KM
    • Bot Settings in KM
    • 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
    • Path-Based Access Control (Connector Filters)
    • Policy Hub: Managerial View & Enhanced Search
    • Content visibility and Permission Management in Knowledge Management
    • Dynamic Audience from Connector Metadata
    • KM connector execution logs
    • Credential Expiry Notifications
    • Conflict Analysis (BETA)
    • Environments in KM (Production vs UAT vs Staging)
  • Implementation Guide
    • KM Requirement Gathering
    • Best Practices in Knowledge Management
    • Best practices for structuring 'Knowledge Articles'
    • Uploading Articles in KM
    • Debugging KM Sync Logs
    • Best practices for ServiceNow access & audiences
  • Integrations
    • Confluence
    • Box
    • Zendesk
    • Google Drive
    • SFTP
    • Web
    • Interact
    • ServiceNow
    • Unily
    • Salesforce
    • REST API Connector
    • Workday
    • SharePoint
    • Simpplr

WORKFLOWS STUDIO

  • 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
      • Node Notification Templates
    • Decision Node
    • Function Node
    • Action Node
      • Overview
      • Time-out
      • Re-try
      • Hardcoded employee data checks
    • 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
    • Execution Safeguards
  • 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
  • Automated Testing in Workflows
    • Creating test cases
    • Running test cases & reports
    • Test cases & workflow versions

Integrations

  • Overview
  • Connectors
    • Google
      • Google Calendar
      • Google Gmail
      • Google Groups
      • Google Spreadsheet
      • Google Drive
    • Microsoft
      • Microsoft
      • Power Automate
      • PowerShell
      • LDAP (Active Directory)
      • SharePoint
      • Azure Management
    • 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
      • Dayforce
    • Technology
      • SFTP
      • SOAP
      • Browser Run
      • REST API
      • Javascript
      • Custom MCP
      • Pipedream API
      • Pipedream MCP
      • Ui-Path
      • Automation-anywhere
    • GenAI
      • Gemini
      • Claude
      • Open AI
      • Jev
    • Communication
      • Twilio
      • Slack
    • CRM
      • Zendesk
      • Salesforce
      • HubSpot
    • Endpoint & Identity Management
      • Nexthink
      • Okta
      • ManageEngine Endpoint Central
      • Jamf
      • CrowdStrike
      • JumpCloud
      • Zscaler
      • CyberArk EPM
    • 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
    • MCP
      • Google Gmail MCP
      • Google Drive MCP
      • Atlassian Rovo MCP
      • Hubspot MCP
      • Slack MCP
  • Execution Logs
  • Credential Expiration Logs
  • Alert Logs

IT AUTOMATION (Device Genie)

  • Overview
  • Benefits
  • User Guide
    • Introduction
    • Softwares
    • Scripts
    • Reports
  • Intune: Desktop app deployment

VIRTUAL ASSISTANT

  • Supported Channels
  • Leena Channels Experience
    • Understanding the Leena AI Interface
      • Login Screen
      • Product Tour
      • Navigation & Menu
      • Quick Reply Options
      • Notification Panel
      • Settings
      • Chats
      • Streaming & Thinking State (BETA)
      • Multi-lingual Support
      • Voice Call
    • Desktop App
    • Mobile App
    • Widget
  • External Channels Experience
    • Slack
      • Group Chat Agent for Slack
    • Teams
    • WhatsApp
    • Google chat
    • Workvivo
    • SMS
    • Phone call
  • Key Capabilities
    • Knowledge Based Queries
    • Workflows
    • Raise Tickets
    • Ticket History
    • Employee Directory
    • My Profile
    • Enhanced interface for viewing sources
  • Related Articles
    • Google SSO Config
    • Azure AD SSO Config
    • AD SSO Config
  • Network Requirements for Streaming Responses

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
    • Internal Notes
  • 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 CONSOLE

  • Overview
  • Dashboard settings
    • Dashboard users
    • Setup
    • Authentication
    • Inactive user report
    • Inactive User Management
    • Unavailability Management
  • Bot users
    • Emp sync
    • Audience
    • Bot table (Legacy)
  • Templates
  • Orchestrator
    • Settings
    • Voice
    • MCP server and A2A
    • Capability discovery
    • Guardrails
  • API credentials
  • Leena channels
    • Settings
    • Widget config
    • Language
    • Apps authentication
    • Web authentication
    • Other auth settings
    • SAML apps
  • External channels
    • Google Chat
    • Teams
    • Slack
    • WhatsApp
    • Voice & SMS
    • Workvivo
  • Email settings
    • Sendgrid setup
    • Mailgun setup
    • Office 365 setup
    • Blacklist
  • Logs
    • Web login errors
    • Email logs
    • Whatsapp logs
    • Audit Logs
    • Data subject requests
  • Appendix
    • Setup Leena MCP & A2A in Microsoft Copilot Studio
    • Setup Leena MCP in IBM watsonx Orchestrate
    • Audit Logs External API — Authentication & Usage Guide (Beta)
    • Microsoft Entra (aka Azure AD) Integration

Analytics

  • Bot Analytics
    • Introduction
    • Benefits of Bot Analytics
    • Data Drill-downs
    • Glossary
    • FAQs
    • API documentation - Bot Analytics Export
  • Helpdesk Analytics
    • Ticket Volume Trend
    • CM Performance
    • Agent Performance
    • API documentation - Helpdesk Export
  • 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
  • How Leena AI Minimizes Hallucinations
  • Prompt Injection defence
  • Token Management & Efficiency in the Orchestration Layer
  • How We Benchmark AI Colleagues
  • Session & inactivity timeouts (Virtual Assistant)

Security & Privacy

  • Works Council (Betriebsrat) Engagement Guide
  • Data Visibility for Leena AI Microsoft Teams Tab App
  • Security Configuration & Hardening Guide

Leena LMS Training

  • Accessing Your Sandbox Environment
  • AI Colleague Center of Excellence (COE) Model

LEGACY

  • 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)
  • Deprecated
    • Workday-Beta
  1. WORKFLOWS STUDIO
  2. Create Workflow

Workflow creation configs


Updated 4 months ago


Create Workflows via Templates
Hide 'Pending submissions' banner
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