Dashboard & Navigation

Left Menu Tutorial: Navigate the e! Legal Bot Dashboard

Navigate the e! Left Menu to access your bot library, Clause Manager, Account settings, and Consumer Dashboard — all from one intuitive panel.

Left Menu

Hi again guys! Welcome to a new tutorial, in this case, “Left Menu” is the star of this video, and we’ll walk through how to use the e! Left menu of your Dashboard.

  • All: This is your bot library. All the bots you’ve ever made are stored here, both published and drafts.
  • Published: Here’s where your live bots are. Anything you’ve shared with customers can be found in this section.
  • Draft: This is your work in progress area. Unfinished bots are saved here, ready for you to continue working on them.
  • Add New: Here, you can create a new bot. Click “Add New”, and a blank bot will be ready for you to design your bot tree.
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2) Account section

From this section you can manage your account information, ask for help and Logout from your e! profile. Let’s start exploring all the options here:

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Account

Manage your subscriptions, notifications, and more in this area. Let’s see more in dept.

  • Personal Details: Here, you see your basic profile info. If you’re not the account owner, you can view but not edit these details.
  • Upload Picture: This is where you can add a picture or avatar to your profile. Make it fun and unique!
  • Update Password: This is your password control. Use it to change your account password anytime you need.
  • Custom Branding: In this section, you find your company logo and color scheme. If you want to change them, the account owner must do it.
  • Login Company Link: This is your company’s unique URL. If a client loses their bot invite, you can send them this link.
  • Bot Template: Here, you’ll find the default template for your bots. While the account owner sets the standard, you can modify it for specific bots if you need some extra creativity.
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Support

Just click here if you need assistance. This option is your lifeline to the e! Team. A single click and you’re set to send us an email with any queries or problems. Remember, our team is just an email away!

Logout

When you decide to call it a day, simply hit ‘Logout’ to end your e! session.

3) Knowledgebase section

When you need some help building you bot, just come to this section. Here you will find:

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Tutorials

This will redirect you to our collection of helpful video tutorials. And if you’re searching for something specific, the search bar is there to assist you.

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Demos

This section is a fast track to success, filled with common processes already built in e!. Simply click on ‘Add to Dashboard’ to add a new bot to your workspace. The best part? The structure is already set up. All you need to do is rename the nodes and inputs for your client.

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4) Language

For multilingual users, use this dropdown to switch the entire app to your preferred language.

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5) App Version

It’s essential to keep up-to-date with the latest version of e! Click on the link to land on our Changelog page for all the latest updates or fixes to our tool.

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This is all fellows! Carry on with the next video to continue your journey towards becoming a master bot creator!

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