AI & automation

The AI assistant and automatic rules for recurring workflows.

8 articles

Actions in an automation (email, task, field, assignment)Create, configure and reorder the actions of an automation rule.Configuring a rule's triggers & conditionsPick a trigger from the catalog for an automation rule and add conditions so the rule only fires in the cases that match.Reviewing a rule's run history & errorsYou can open the history of an automation rule, read each run's status, and trace error messages.Automations: Basics & your first ruleAfter this article you'll understand how triggers, conditions, and actions work together, and you'll have created your first automation rule.Review & confirm AI actionsLearn how the AI assistant asks you to approve write actions through a confirmation card, and how to recognize tools that are running.AI Assistant: chatting with UniventsOpen the in-app chat assistant, ask questions about your events and team, and get tasks done using natural language.AI Answers with Source Citations (Knowledge Base)Understand where the Univents Assistant pulls its answers from and how to verify every statement using the source badges.Using the AI Assistant with Voice InputAfter this article, you'll dictate your question to the Univents Assistant by microphone instead of typing it.