AI & automation
The AI assistant and automatic rules for recurring workflows.
15 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.Branching, Testing a Rule & AI Rule DraftHow a rule gets several paths, how to test it before switching it on, and how to draft one from a single sentence with AI.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.AI actions: what the assistant does itselfLearn which actions the AI assistant carries out itself, why it writes emails but never sends them, 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 assistant in the staff portal and the customer portalWhat your crew and your customers get from the AI assistant in the portals, which rules are stricter in the customer portal, and how you set it up, test it, and stop it.AI Answers with Source Citations (Knowledge Base)Understand how the Univents Assistant backs up its answers with numbered source citations right in the text, when it honestly says it doesn't know, and how to verify every statement with a click.Using the AI Assistant with Voice InputAfter this article, you'll dictate your question to the Univents Assistant by microphone instead of typing it.What does AI usage cost in Univents?How the cost of AI features in Univents is calculated, how the credit principle works, and what happens when your credit balance runs out.AI credit and usageWhat AI credit is, where to see your balance, which AI features spend credit, how to top up, and what happens when your balance runs out.Newsletter: campaigns & automatic emailsAfter this article you can send newsletter campaigns to reachable contacts, invite contacts via double opt-in, and activate automatic emails (birthday, win-back).Generate product images with AIHow to generate a product photo with AI in the product editor, what an image costs, how to use it and why it is labelled “AI generated” everywhere.Knowledge base: share documents and write your own articlesUpload files, write your own articles, and share either one with your crew, with customers who have a portal link, or with anyone on your booking pages — plus channel switches, monthly caps, and the emergency stop.
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