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User Manual

Form.one is a system that lets you create, implement and monitor chatbots for the legal industry. You can use Form.one to create bots for all kinds of standard procedures like client data collection and processing, form filling, consultations, and preparing legal opinions. The system allows you to minimize personnel expenses and automate work with clients in four simple steps: 1. Give your team access to the system under the "Users" section. 2. Develop a conversation with a client scenario and create a layout for it in the "Bots" section. 3. Send the link to the bot to your client and install the bot on your website. 4. Collect client conversation data and download attachments using the "Conversations" section.

1. User Profile

  • 1.1 Signing up and Logging in
  • 1.2 Logging out of the system
  • 1.3 Resetting your password
  • 1.4 Changing account details
  • 1.5 Changing your password
  • 1.6 Switching system language

2. User Management

  • 2.1 Viewing and editing the list of users
  • 2.2 Inviting new users
  • 2.3 Resending invitations
  • 2.4 Cancelling invitations
  • 2.5 Setting up user roles
  • 2.6 Blocking accounts
See all 8 articles

3. Creating bots

  • 3.1 Creating bot layout
  • 3.2 Types of blocks
  • 3.3 Adding and editing the «Message» block
  • 3.4 Adding and editing the «Selection» block
  • 3.5 Adding and editing a «Go To» block
  • 3.6 Adding and editing the «Pick Data» block
See all 16 articles

4. Publishing bots

  • 4.1 Publishing a bot with access via a URL
  • 4.2 Publishing bots using website embed
  • 4.3 Updating a published bot
  • 4.4 Unpublishing a bot

5. Working with Existing Bots

  • 5.1 Viewing the list of bots
  • 5.2 Renaming bots
  • 5.3 Zoom in/out
  • 5.4 Deleting bots

6. Working with Conversations

  • 6.1 Viewing the list of all conversations
  • 6.2 Viewing chats
  • 6.3 Viewing conversation data
  • 6.4 Downloading attachments
  • 6.5 Sending messages to clients from the chat page
  • 6.6 /goto command

7. Integration with Doc.one

  • 7.1 Enabling Doc.one
  • 7.2 Disabling Doc.one
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