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The AI document generation system allows your agent to produce clean, crisp, nicely formatted documents and send them over to your end-user.

Creating a Template

The first step in making your AI sales-bot is to create your document template. To do this, you need to access the Document Template tab:

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You should then get a view that looks like this:

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This is the template editor. It is a full HTML and PDF page editor. To add new widgets into the page, press the “+” Icon:

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You will then be presented with a menu with various options that you can drag into the editor.

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If you select an element, such as this newly added 3-Column layout widget, the right side of the editor provides you with the full complement of attributes to edit the HTML of that widget:

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Note that you need to be familiar with HTML CSS attributes in order to adjust the settings here.\

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