Published Jun 6, 2024

The Celigo AI Knowledge Bot

Laurie Smith

Sr. Product Marketing Manager, Content

Laurie Smith

The Celigo AI Knowledge Bot is an AI-powered chat window integrated directly into the user interface, providing instant, contextual support with information summaries and links to detailed knowledge base articles.

With the Knowledge Bot, there’s no need to search through documentation or external resources. Simply describe a flow you want to build, ask a question, or try a query, and it delivers step-by-step instructions and recommendations directly within the product interface.

Knowledge Bot video demo

Join Tony Curcio, Director of Product Management – Data Integration at Celigo, as he demonstrates how the Knowledge Bot streamlines workflow automation by providing in-product instructions for routing data and configuring error notifications within your flows.

Features and benefits 

Real-time assistance

The Knowledge Bot provides immediate support by answering questions and offering information about the Celigo platform and its functionalities. This prompt assistance minimizes downtime and enhances user satisfaction.

Benefits include:

  • In-product guidance: Provides step-by-step instructions for building flows, adding conditional logic, and more.

Learning and adaptation

Powered by AI, the Knowledge Bot continuously learns from user interactions, refining its responses and improving the quality of assistance over time.

Benefits include:

  • Adaptive learning: Acts as an intelligent assistant, learning user needs to maximize productivity.

Troubleshooting help

The Knowledge Bot delivers detailed troubleshooting guidance, enabling users to resolve complex integration issues efficiently.

Benefits include:

  • Efficient troubleshooting: Facilitates faster issue resolution by setting up flow monitoring and alerts.

Documentation and resources access

The Knowledge Bot swiftly retrieves documentation and other resources, providing accurate information without the need for extensive searches.

Benefits include:

  • Workflow optimization: Surfaces relevant documentation directly within the interface, streamlining processes

In-product guidance 

One of the best things about the Knowledge Bot is how it surfaces information directly where you need it. For example, if you need help setting up a connection in Celigo, you can simply ask the Knowledge Bot your question through the chat interface. It will then respond with detailed instructions on how to set up the connection right within the product. 

With the Celigo Knowledge Bot’s in-product guidance, you can follow instructions to establish connections and integrate systems faster than ever before.

And if you ever get stuck, you can come right back to the Knowledge Bot for recommendations tailored to your specific scenario.

Knowledge Bot in-product guidance

Building conditional logic

If you’re new to building flows and want to know how to route data in different ways, you can ask the Knowledge Bot your question.

Simply ask: “How do I route data in different ways in a flow?”

The Celigo Knowledge Bot then walks us through adding flow branching and conditional logic steps.

By following the recommendations in the above demo, we can easily set up the logic to route leads to the right Salesforce org based on state. The Knowledge Bot makes it simple to handle complex conditional scenarios and ensures automations run properly.

Monitoring flows 

The Knowledge Bot doesn’t just help build flows, it also assists with essential monitoring and management functionality.

For example, say we want to be notified of any errors, just ask: “How can I get an alert on a flow error?”

The Knowledge Bot then walks us through setting up error notifications specifically for that flow. With the Knowledge Bot’s guidance, we can easily configure notifications and monitor our mission-critical automations.


AI-powered monitoring and management 

Get instant support with the Celigo Knowledge Bot

The Celigo Knowledge Bot helps users find information, streamline workflows, and resolve issues quickly. By automating support, it enables users of all skill levels to navigate and utilize our platform more effectively, reducing the learning curve and enhancing productivity significantly. Learn more about the Celigo Knowledge Bot.

With the Celigo Knowledge Bot, you can leverage our platform’s full power faster. We’re excited for the Knowledge Bot to revolutionize how you integrate, automate, and accelerate business growth.

Reimagine automation with Celigo AI →