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Leena AI Documentation
DocumentationProduct Updates
Leena AI Documentation
Documentation
Jump to Content
Leena AI Documentation
DocumentationProduct Updates

Getting Started

  • Welcome to Leena AI
  • Bot & Unified Dashboard
  • Understanding Environments

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 Details
    • Writing Effective Skill Descriptions
    • MCP
  • Understanding AOP format
  • Guardrails
  • Workbench
    • Overview
    • Setting up schedules
    • Manage schedules
  • Invoking AOPs & Skills via Virtual Assistant
  • Run history
  • Run Execution Details
  • Migrating AI Colleagues

Knowledge Management

  • User Guide
    • Knowledge Management Dashboard Overview
    • Lifecycle of knowledge articles in Leena KM
    • Lifecycle of user query in Leena KM
    • 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
    • Best Practices in Knowledge Management
    • Environments in KM (Production vs UAT vs Staging)
    • Content visibility and Permission Management in Knowledge Management
  • 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
    • Salesforce
    • REST API Connector
    • Workday

WORKFLOWS STUDIO

  • Understanding transactions
  • Create Application
    • Generate Workflows with AI
    • 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
    • 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
    • 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)
    • Automatically Reassign Tasks on Assignee Termination
  • 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
  • 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
  • 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
    • Oracle Fusion
  • 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
    • Report Configuration
    • Email Ticketing
    • Customize Columns on Helpdesk
    • Email Notification
  • 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
    • Bulk Status Update
  • 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
      • Tasks Creation
      • Task Journey

ADMIN DASHBOARD

  • Global Settings
  • Dashboard User
  • Authentication
  • Channel Setup
    • Slack Setup
    • Google Chat Setup
    • Microsoft Teams (Tab App) Setup
    • Whatsapp Setup
  • Audience
  • Bot User
  • Email Templates
  • Letter Templates
  • Utilities
    • Email Logs
    • Audit Logs
  • Privacy Policy
  • Capability discovery
  • Branding Customization
  • Orchestrator settings
    • Overview
    • User feedback
    • Quick Replies
    • Disclaimer
  • Voice
  • Employee information Sync
    • Microsoft Entra (aka Azure AD) Integration
    • Employee sync via Workflows
    • Employee sync via Excel
  • Configuring Office 365 Email
  • Integrations
    • Alerts

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

  • 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)

Security & Privacy

  • 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

Leena LMS Training

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

Privacy & Security

  • Works Council (Betriebsrat) Engagement Guide
  1. WORKFLOWS STUDIO
  2. Create Application

Generate Workflows with AI

This feature is currently in beta. The interface and capabilities may evolve based on feedback.

Updated about 22 hours ago


Understanding transactions
How to create a new application
Need help? [email protected]
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