Tutorial Overview

Introduction

For our tutorial, we will be working with a make-believe situation. In this scenario, Cotalker closed a contract with a new financial company, Ruanda. Its digitalization process will undertake different company aspects: eliminating paperwork, reducing work time, and organizing information in one place.

For this new company, configuring the app will progress from basic to advanced settings. Each step of the tutorial will introduce new company requirements that will help you progressively discover how to use all of Cotalker's functions and abilities.

The processes covered in the following sections will range from human resources to the management of different company areas. The tutorial will guide you on creating a company chat, welcoming a new employee, making a task manager for the cybersecurity department, and configuring an approval manager for supervisors.

Basic

Basic standalone settings for the new company, Ruanda.

• Configure Company
• Create User
• Create Access Role
• Create Collection
• Create Group
• Create Survey
• Create Bot
• Create Workflow
• Task View

Intermediate

Intermediate standalone settings that allow complex configurations and workflows with many basic elements.

• Create Survey-Triggered Bot
• Create Command-Triggerd Bot
• Create Survey that starts up a Workflow
• Dynamic Survey
• Setup SLAs
• Create scheduled routine

Advanced

Advanced tutorials are workflows with many settings and complex interactions.

• Implement Custom Bot
• Workflow: Project Manager
• Workflow: Approval Flow

tip

At first glance, configuring Cotalker might seem overwhelming. But as you go through the tutorial, you'll discover that it's quite intuitive and easy to follow. We hope you have fun learning how to use Cotalker!