How-to Guides
AI Agents
Search agent
Search for records in Cerb's graph using natural language queries.
Summarize a ticket conversation
Summarize long ticket conversations into a single detailed paragraph for quick worker...
Update organization contact fields from their website
Find and update organization contact fields from their website using Anthropic Claude....
API
Configure the REST API plugin
This page provides a detailed guide on configuring the REST API plugin...
Get started with the API using the PHP library
This webpage provides a comprehensive guide on how to get started with...
Get started with the API using the Python
This webpage provides a comprehensive guide on how to get started with...
Automations
Create recurring tasks with automations
This page provides a guide on creating recurring tasks in Cerb using...
Process an uploaded CSV file
This automation reads and processes an uploaded CSV file in chunks to...
Bots
Classifiers
Developers
OAuth2 Token Generator
This page explains how to use the OAuth2 Token Generator to create...
Share secure access to a local development environment with ngrok
This page provides a comprehensive guide on using ngrok to share secure...
Test inbound email
Learn how to test email processing using the mail import tool.
Import/Export
Export data to JSON
This guide provides instructions on exporting data from Cerb to a neutral...
Export from SQL to JSONL
Export data to JSONL directly from the database using PHP and SQL....
Export worklist records with a custom schema
Export record fields to JSONL or CSV using a custom schema and...
Installation
Install Cerb on Debian Linux 9.6
This guide will walk you through preparing an Debian Linux 9.6 server...
Install Cerb on Microsoft Windows Server 2022
This guide will walk you through preparing a Microsoft Windows Server 2022...
Install Cerb on Ubuntu Linux 24.04
This guide will walk you through preparing an Ubuntu 24.04 server for...
Launch EC2 instances in Amazon Web Services
This webpage provides a comprehensive guide on launching and configuring Amazon EC2...
Integrations
Authenticate a Gmail mailbox using IMAP and XOAUTH2
This page provides a detailed guide on how to authenticate a Gmail...
Authenticate an Office365 mailbox using XOAUTH2
This page provides a comprehensive guide on how to authenticate an Office365...
Authenticate worker logins with an LDAP corporate directory
A step-by-step guide for configuring Cerb's LDAP plugin
Give Cerb bots the power of speech with Amazon Polly
This page provides a comprehensive guide on integrating Amazon Polly with Cerb...
Run AWS Lambda functions from a Cerb bot
This page provides a comprehensive guide on how to run AWS Lambda...
Send JotForm responses to Cerb bots using webhooks
This webpage provides a comprehensive guide on integrating JotForm with Cerb using...
Send commands to Cerb automations using Slack
This page provides a detailed guide on integrating Cerb with Slack using...
Synchronize Cerb ticket data to Salesforce objects
This webpage provides a comprehensive guide on synchronizing Cerb ticket data with...
Synchronize Salesforce accounts to Cerb organizations
This webpage provides a comprehensive guide for integrating Salesforce with Cerb to...
Interactions
Localization
Import a translation language pack
This page provides a comprehensive guide on importing a translation language pack...
Translate Cerb to a new language
This page provides a comprehensive guide on translating Cerb's user interface into...
Machine Learning
Build a question answering chat bot with Cerb and ChatGPT
This webpage provides a comprehensive guide on building a question-answering chatbot using...
Create profile images with Stable Diffusion
This webpage provides a comprehensive guide on using Stable Diffusion to create...
Block email tracking pixels and beacons
Protect your team's privacy by blocking marketing trackers in your email.
Decrypt messages in your browser with Mailvelope
This guide describes how to use Mailvelope and Cerb together to communicate...
Generate a PGP key-pair for encryption
This page provides a comprehensive guide on generating and managing PGP key-pairs...
Override email header threading
Learn how to control email threading using a `mail.filter` automation.
Respond to messages from an external email client
This page provides detailed information on how Cerb's email relay feature allows...
Send email on company letterhead
In this example we'll create a letterhead mail template and demonstrate how...
Send encrypted email using OpenPGP
This page provides a comprehensive guide on sending encrypted emails using OpenPGP...
Test mail deliverability
Send a test mail to check for proper deliverability.
Packages
Build a new package
This webpage provides a comprehensive guide on building packages in Cerb, which...
Create a reusable set of related records in a single package
This page provides a comprehensive guide on creating reusable packages of related...
Import a package
This page provides a comprehensive guide on importing packages into Cerb, detailing...
Portals
Create a new Support Center community portal
This page provides a comprehensive guide on setting up a new Support...
Host community portals using Cloudflare
This page provides a detailed guide on hosting Cerb community portals using...
Host community portals using Nginx
This page provides a detailed guide on hosting community portals using Nginx,...
Project Boards
Records
Scaling
Memcached
How to set up Memcached caching to improve performance and scalability.
Redis
How to set up Redis caching to improve performance and scalability.
Valkey
How to set up Valkey caching to improve performance and scalability.
Security
Configure two-factor authentication
A step-by-step guide for configuring two-factor authentication to improve the security of...
Proxy outgoing HTTP requests through Squid
Learn how to set up a Squid proxy for outgoing HTTP connections....
SSO
Authenticate worker single sign-on (SSO) from G Suite using SAML
This webpage provides a comprehensive guide on setting up single sign-on (SSO)...
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)...
Authenticate worker single sign-on (SSO) from Okta using OpenID Connect
This page provides a comprehensive guide on setting up single sign-on (SSO)...
Authenticate worker single sign-on (SSO) from Salesforce using OpenID Connect
This webpage provides a comprehensive guide on setting up single sign-on (SSO)...
Webhooks
Build and authenticate a custom API using webhook portals
This webpage provides a comprehensive guide on building and authenticating a custom...
Configure webhooks
This page provides a comprehensive guide on configuring webhooks in Cerb.
Generate an RSS feed for any worklist
This page provides a detailed guide on generating an RSS feed for...
Submit web forms directly to bots in Cerb
This page provides a detailed guide on how to submit web forms...