Jump to Content
Documentation
Product Updates
Documentation
Jump to Content
Documentation
Product Updates
Custom Dashboard
All
Pages
Start typing to search…
Getting Started
Welcome to Leena AI
Contact Us
AI Colleagues Studio
Getting Started
Build your first AI Colleague
Understanding AOP type
Referencing AOPs, Skills in AOP Instructions
AOP Creator
Skills Mapped to an AI Colleague
Skills
Overview
Default Skills
Custom Skills
Understanding Skill Execution Scope
Writing Effective Skill Descriptions
MCP
Understanding AOP format
Workbench
Overview
Setting up schedules
Manage schedules
Run history
Run Execution Details
Knowledge Management
User Guide
Lifecycle of knowledge articles in Leena KM
Lifecycle of user query in Leena KM
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)
Implementation Guide
Uploading Articles in KM
Best practices for structuring 'Knowledge Articles'
KM Requirement Gathering
Integrations
Sharepoint
Confluence
Box
Zendesk
Google Drive
SFTP
Web
Interact
ServiceNow
Unily
REST
Workday-Beta
Model Security
Mitigating Harmful Content in LLM Response
Preventing Harmful Content in Model Training
Model Validation & Red Teaming
'Training Data' Collection Process
Training Data Inventory
WORKFLOWS STUDIO
Understanding transactions
Create Application
How to create a new application
App creation config: Associated Audience
App creation config: Web-view configurations
App creation config: Enable 'Save as Draft' option
App creation config: Timezone
App creation config: Withdraw Request
App Identifier
App creation config: Hide 'Pending submissions' banner
Forms
Create a form
Form Components & Supported fields
Field property: Grouping
User component overview
User component > Render option filters
Form Settings > Conditional autofill
Pre-defined dynamic dropdown
Application Workflow
Overview
Input Node
Approval Node
Decision Node
Function Node
Action Node
Merge & Branch Nodes
End Flow Node
Async Callback Node
Delay Node
Update Data Node
For Each Loop Node
While Loop Node
Mapper Node
Purge Node
Triggers/Workflow Initiation
Form order (Input/Approval/Initiator Input)
Reports
Reports/Analytics
Pending submissions
Custom reports
Versioning
Create a Draft version & Publish App
App versions
Change logs
Web-views/Bot views
Workflows primary web-view
Applications
My-tasks
My-items
Draft Requests/Pending Submissions
Web-view Configurations (Admin)
Settings (Dashboard)
Overview
Web-view Configurations
Reminders
General configurations
Report configurations
App Permissions
Overview
How to configure permissions
Field Array permissions
App Settings
Global Constants
Scheduled report for failed requests
App Cloning & Migration
App 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
Action Node
Time-out
Re-try
Report Actions
Nudge
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
AI-Assisted Documentation
Integrations
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
HRMS
Workday
UKG Pro WFM
UKG Pro HCM
SAP SuccessFactors
Bamboo HR
UKG Ready
Dayforce (REST API)
Technology
SFTP
SOAP
Browser Run
REST API
GenAI
Gemini
Claude
Open AI
Communication
Twilio
Slack
CRM
Zendesk
Salesforce
HubSpot
Endpoint & Identity Management
Okta
ManageEngine Endpoint Central
Jamf
CrowdStrike
JumpCloud
Zscaler
Workplace Tools
Confluence
Jira
Asana
Cloud
NocoDB
Snowflake
AWS
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
Channels
Desktop App
Mobile App
Widget
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
Email Ticketing
Customize Columns on Helpdesk
Key Features
Case Summary & Wrap Up
Email Settings and Automation rules
Unread Ticket Indicator
Self-Service Email Reports
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
Live Chat
FAQs
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
ADMIN DASHBOARD
Global Settings
Dashboard User
Authentication
Channel Setup
Slack Setup
Google Chat Setup
Audience
Bot User
Email Templates
Letter Templates
Utilities
Email Logs
Audit Logs
Privacy Policy
Capability discovery
Orchestrator settings
User feedback
Employee information Sync
Azure AD (Entra) Integration
Employee sync via API
Configuring Office 365 Email
Analytics
Bot Analytics
Introduction
Benefits of Bot Analytics
Data Drill-downs
Glossary
FAQs
Helpdesk Analytics
Ticket Volume Trend
CM Performance
Agent Performance
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
LEGACY
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)
Analytics
Custom Dashboard
Watch the tutorial
Updated 13 days ago
Exports
Reports
Ask AI
