Automation
Sidepanel
See all articlesWhat is the Sidepanel
The Sidepanel brings Tekst to the place where your team already works. While you read a conversation, the Sidepanel s...
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View case information in the Sidepanel
Besides Approval Forms, the Sidepanel can enrich the item you have open with context from Tekst: what your models con...
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Use the Approval Form in the Sidepanel
When an automation includes an Approval Form, it pauses until someone on your team reviews the prepared content and a...
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Set up the Sidepanel as a browser extension
This guide walks you through installing the Sidepanel as a browser extension. The extension opens the Sidepanel next ...
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Troubleshoot the Sidepanel
If the Sidepanel does not load or stays empty, this guide helps you find the cause and the change needed to get it wo...
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Set up the Sidepanel as an Outlook app
This guide walks you through installing the Sidepanel as an Outlook app (add-in), so your team can work with Tekst di...
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Blocks
See all articlesUse a code step in an automation
A code step lets you run a small piece of custom logic directly inside an automation flow, alongside your actions, co...
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Automations
See all articlesCreate a flow from a template
Templates are ready-made automation flows that you can use as a starting point instead of building a flow from scratc...
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Build and use a Custom Action
Custom Actions let you extend your automations with your own logic. When the standard blocks do not cover a use case,...
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Using the filter block in automations
The filter block lets you control automation flow based on conditions. When a condition is met, the automation contin...
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What are automations?
This article gives an overview of automations and how they help our customers define both simple and complex business...
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Create your first automation flow
This article outlines all the steps required to setup your first flow.
The basic overview of flows is described in th...
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Add an Approval Form to an automation
This guide goes over the steps to add an Approval Form to an automation and explains its functionality. An Approval F...
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Api
See all articlesAPI settings
This article explains the API settings section available on the Tekst platform.
Navigating
To access the API settings...
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Authentication
This article explains how to authenticate requests to the Tekst API.
To authenticate against an endpoint, you need a ...
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S3 integration API
This article provides an overview and access information for resources linked to the S3 API.
Available S3 APIs
There ...
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Accessing Additional APIs
For access to other APIs not covered in this documentation, please contact your Tekst representative. They will provi...
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