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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)
  1. WORKFLOWS STUDIO
  2. Application Workflow

Delay Node

Updated 20 days ago


Async Callback Node
Update Data Node
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