How-to Guides
Learn Cerb with step-by-step guides.
- API
- Automations
- Bots
- Classifiers
- Developers
- Import/Export
- Installation
- Integrations
- Interactions
- Localization
- Machine Learning
- Packages
- Portals
- Project Boards
- Records
- Scaling
- Security
- SSO
- Webhooks
API
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Configure the REST API plugin
This page provides a detailed guide on configuring the REST API plugin for Cerb.
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Get started with the API using the PHP library
This webpage provides a comprehensive guide on how to get started with the Cerb API using a PHP library.
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Get started with the API using the Python
This webpage provides a comprehensive guide on how to get started with the Cerb API using Python.
Automations
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Create recurring tasks with automations
This page provides a guide on creating recurring tasks in Cerb using automation timers and the records API.
Bots
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Detect automated messages
This page provides a comprehensive guide on detecting automated messages in Cerb to prevent unnecessary auto-replies and potential mail loops.
Classifiers
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Build a yes/no classifier
This webpage provides a comprehensive guide on building a yes/no classifier using natural language processing to enhance automation in conversational bots.
Developers
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OAuth2 Token Generator
This page explains how to use the OAuth2 Token Generator to create tokens.
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Share secure access to a local development environment with ngrok
This page provides a comprehensive guide on using ngrok to share secure access to a local development environment.
Import/Export
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Export data to JSON
This guide provides instructions on exporting data from Cerb to a neutral JSON format.
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Export worklist records with a custom schema
Export record fields to JSONL or CSV using a custom schema and scripting.
Installation
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Install Cerb on Debian Linux 9.6
This guide will walk you through preparing an Debian Linux 9.6 server for installing Cerb, including Nginx, PHP-FPM, and MySQL.
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Install Cerb on Microsoft Windows Server 2022
This guide will walk you through preparing a Microsoft Windows Server 2022 server for installing Cerb, including IIS, PHP, and MySQL.
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Install Cerb on Ubuntu Linux 24.04
This guide will walk you through preparing an Ubuntu 24.04 server for installing Cerb, including Nginx, PHP-FPM, and MySQL.
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Launch EC2 instances in Amazon Web Services
This webpage provides a comprehensive guide on launching and configuring Amazon EC2 instances in preparation for installing Cerb.
Integrations
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Authenticate a Gmail mailbox using IMAP and XOAUTH2
This page provides a detailed guide on how to authenticate a Gmail mailbox using IMAP and XOAUTH2 in Cerb.
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Authenticate an Office365 mailbox using XOAUTH2
This page provides a comprehensive guide on how to authenticate an Office365 mailbox using XOAUTH2 in Cerb.
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Authenticate worker logins with an LDAP corporate directory
A step-by-step guide for configuring Cerb's LDAP plugin
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Give Cerb bots the power of speech with Amazon Polly
This page provides a comprehensive guide on integrating Amazon Polly with Cerb to enable text-to-speech capabilities for bots.
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Run AWS Lambda functions from a Cerb bot
This page provides a comprehensive guide on how to run AWS Lambda functions from a Cerb bot, enabling the automation of workflows that require external services beyond Cerb's built-in capabilities.
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Send JotForm responses to Cerb bots using webhooks
This webpage provides a comprehensive guide on integrating JotForm with Cerb using webhooks.
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Send commands to a Cerb bot using Slack
This page provides a detailed guide on integrating Cerb with Slack using Slack's slash commands feature.
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Synchronize Cerb ticket data to Salesforce objects
This webpage provides a comprehensive guide on synchronizing Cerb ticket data with Salesforce objects.
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Synchronize Salesforce accounts to Cerb organizations
This webpage provides a comprehensive guide for integrating Salesforce with Cerb to synchronize account changes with Cerb organization records.
Interactions
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Add an interactive bot to any website
This webpage provides a comprehensive guide on integrating a conversational bot into any website using Cerb.
Localization
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Import a translation language pack
This page provides a comprehensive guide on importing a translation language pack into Cerb.
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Translate Cerb to a new language
This page provides a comprehensive guide on translating Cerb's user interface into new languages using the Translation Editor plugin.
Machine Learning
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Build a question answering chat bot with Cerb and ChatGPT
This webpage provides a comprehensive guide on building a question-answering chatbot using Cerb and ChatGPT, focusing on semantic search and retrieval-augmented generation.
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Create profile images with Stable Diffusion
This webpage provides a comprehensive guide on using Stable Diffusion to create profile images within Cerb, requiring version 10.4.2 or later.
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Block email tracking pixels and beacons
Protect your team's privacy by blocking marketing trackers in your email.
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Decrypt messages in your browser with Mailvelope
This guide describes how to use Mailvelope and Cerb together to communicate more securely through email by delegating decryption to only authorized workers.
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Generate a PGP key-pair for encryption
This page provides a comprehensive guide on generating and managing PGP key-pairs for encryption within Cerb.
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Respond to messages from an external email client
This page provides detailed information on how Cerb's email relay feature allows workers to respond to messages using external email clients like Gmail, Outlook, or mobile phones, while maintaining the benefits of Cerb's platform such as shared history and privacy protection.
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Send email on company letterhead
In this example we'll create a letterhead mail template and demonstrate how to use it when sending mail from the browser or using bots.
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Send encrypted email using OpenPGP
This page provides a comprehensive guide on sending encrypted emails using OpenPGP in Cerb.
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Test mail deliverability
Send a test mail to check for proper deliverability.
Packages
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Build a new package
This webpage provides a comprehensive guide on building packages in Cerb, which are blueprints for importing pre-configured records like workspaces, dashboards, and bots.
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Create a reusable set of related records in a single package
This page provides a comprehensive guide on creating reusable packages of related records in Cerb.
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Import a package
This page provides a comprehensive guide on importing packages into Cerb, detailing what packages are and how they function as blueprints for importing pre-configured records like workspaces, dashboards, and bots.
Portals
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Create a new Support Center community portal
This page provides a comprehensive guide on setting up a new Support Center community portal in Cerb.
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Host community portals using Nginx
This page provides a detailed guide on hosting community portals using Nginx, specifically for Cerb users.
Project Boards
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Configure project boards
This webpage provides a comprehensive guide on configuring project boards in Cerb, focusing on the kanban methodology for visualizing and organizing workflows.
Records
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Create custom records
This webpage provides a comprehensive guide on creating custom records in Cerb, focusing on the fundamental concept of record keeping and its evolution within the platform.
Scaling
Security
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Configure two-factor authentication
A step-by-step guide for configuring two-factor authentication to improve the security of Cerb worker accounts.
SSO
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Authenticate worker single sign-on (SSO) from G Suite using SAML
This webpage provides a comprehensive guide on setting up single sign-on (SSO) for Cerb using G Suite accounts through the SAML (Security Assertion Markup Language) protocol.
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Authenticate worker single sign-on (SSO) from Microsoft Azure AD using OpenID Connect
This page provides a comprehensive guide on setting up single sign-on (SSO) for Cerb using Microsoft Azure Active Directory (AD) through the OpenID Connect (OIDC) standard.
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Authenticate worker single sign-on (SSO) from Okta using OpenID Connect
This page provides a comprehensive guide on setting up single sign-on (SSO) for Cerb workers using Okta as an identity provider through the OpenID Connect (OIDC) standard.
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Authenticate worker single sign-on (SSO) from Salesforce using OpenID Connect
This webpage provides a comprehensive guide on setting up single sign-on (SSO) for Cerb workers using Salesforce as an identity provider through the OpenID Connect (OIDC) standard.
Webhooks
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Build and authenticate a custom API using webhook portals
This webpage provides a comprehensive guide on building and authenticating a custom API using webhook portals in Cerb.
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Configure webhooks
This page provides a comprehensive guide on configuring webhooks in Cerb.
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Generate an RSS feed for any worklist
This page provides a detailed guide on generating an RSS feed for any worklist in Cerb using a bot and webhook listener.
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Submit web forms directly to bots in Cerb
This page provides a detailed guide on how to submit web forms directly to bot behaviors in Cerb using custom webhook URLs.