How-to Guides

Learn Cerb with step-by-step guides.

API

Automations

automation.timer

Create recurring tasks with automations

interaction.worker

Parse and visualize DMARC report email attachments

interaction.worker.explore

Scalable automatic ticket assignment without worklists

Bots

Conversational Bots

Mail

Scripting

Load arbitrary records into a behavior variable

UI Customization

Change how dates are displayed in worklists using bots

Workflow Automation

Classifiers

Build a yes/no classifier

Dashboards

Bot-powered Widgets

Display currently active workers as a dashboard widget

Developers

Tools

Share secure access to a local development environment with ngrok

Import/Export

Export data to JSON

Installation

Integrations

Amazon Web Services

Dropbox

Integrate with Dropbox

Facebook

Integrate with Facebook

GitHub

Integrate with GitHub

GitLab

Integrate with GitLab

Google

Ipstack

Integrate with ipstack

JotForm

Send JotForm responses to Cerb bots using webhooks

LDAP

Authenticate worker logins with an LDAP corporate directory

LinkedIn

Integrate with LinkedIn

Microsoft Azure

Nest

Integrate with Nest

Okta

Authenticate worker single sign-on (SSO) from Okta using OpenID Connect

Salesforce

Slack

Smartsheet

Integrate with Smartsheet

Stripe

Integrate with Stripe

Twilio

Integrate with Twilio

Localization

Machine Learning

Image Generation

Create profile images with Stable Diffusion

Question Answering

Build a question answering chat bot with Cerb and ChatGPT

Mail

Respond to messages from an external email client

Encryption

Layout

Send email on company letterhead

Privacy

Block email tracking pixels and beacons

Packages

Portals

Project Boards

Configure project boards

Records

Create custom records

Security

Configure two-factor authentication

Webhooks