Set up your first process – Tekst

This article walks you through creating your first process, from naming it to the moment Tekst starts analyzing your conversations. If you are new to the feature, read the "What is process mining?" article first.

Prerequisites

Before you begin, make sure you have:

Access to the Processes section of the Tekst platform.
At least one connected inbox with conversations to analyze.
A clear idea of the workflow you want to understand (for example order handling or ticket resolution).

Step 1: Open the create dialog

Go to the Processes section.
Select Add process.

Step 2: Name and describe the process

Enter a Process name (for example "Order process").
Optionally add a short description so your team knows what the process covers.

Step 3: Choose how to track the process

Under Track by, choose what counts as a single case:

Conversation - each conversation (thread) is one case. This is the most common choice.
Entity - each business entity extracted from your messages is one case. If you choose this, you also select the entity to track.

Choose carefully: the tracking method cannot be changed after the process is created.

Step 4: Set the scope

Choose the inboxes the process should draw from. By default it uses all of your inboxes, or you can narrow it to specific ones.
Optionally choose topics to focus the process on conversations your models have labeled in a particular way.

Step 5: Create the draft

Select Add process. Tekst creates the process as a draft and begins analyzing a sample of your conversations to discover its activities and paths. You will see an "Analyzing messages" indicator while this runs; it may take a little while.

What happens next

When the analysis finishes, the draft opens on the process map so you can review what was discovered. From here you will clean up the activities and then publish the process to make it live. See:

The "Review and clean up a discovered process" article.
The "Publish a process" article.

If the analysis reports that no cases were found, widen the scope (more inboxes, fewer topic restrictions) and try again.