Use Slickstream Bot for Automating functional behavior assessment Template

Explore a no-code way to create fully-automated functional behavior assessment workflow with Slickstream bot

• To start creating a new automated functional behavior assessment workflow, navigate to the dashboard and click Start. Choose Design workflow and upload your document or create it from scratch.

  

• Once a document is uploaded or imported, you can insert fillable fields to personalize it. Place fields where you need it in a document to make it easier for users to complete.

  

• After you’ve uploaded or created functional behavior assessment, the next step is assigning this document and its fields to recipients.

  

• Next, navigate to the Assign fields dropdown to indicate which document fields are created for which users.

  

• Once done, click Continue at the bottom of the screen.

  

• The final stage of configuring an automated functional behavior assessment workflow is setting up the no-code bots. To add a Slickstream bot to the step, hover over the step you need to automate and select the Add bot to step option.

  

• At this stage, the list of offered bots is limited. Choose All bots in the top left area to find the full list of the bots you can add to the step. Find the Slickstream bot, click Install bot, and configure the bot configurations.

  

• Now that your automated functional behavior assessment workflow is set up, you can:

  • check how it works by selecting Test
  • select Finish later if you plan to return to the workflow setup
  • click Publish to send out your workflow