Keelvar's Bot Builder is a fully self-service, no-code workflow automation tool that automates your strategic sourcing process without the need for coding. It allows you to digitize and streamline your workflows easily. The tool is highly customizable, enabling you to create powerful automated workflows quickly.
With its flexibility, Bot Builder enables you to launch automated workflows within minutes, providing a quick and efficient solution. It assists sourcing teams in efficiently managing spending while following your organization's sourcing guidelines. You can integrate the tool seamlessly with other systems using Keelvar's APIs.
Create a Bot
This guide outlines the necessary steps to start using your automated workflows successfully.
- Configure the template: Leverage the power, configurations, and settings of Sourcing Optimizer within your Bot. Use an existing Keelvar event, create a new event, or select from a range of Keelvar-curated event templates to get started building your workflow
- Set the Bot information: Name, describe, and define your workflow's color scheme and icon
- Create the intake form: Fully customize the intake form to simplify and streamline the requester experience using Bot Builder's powerful Intake design feature
- Orchestrate the workflow: Define the workflow steps, processes, and paths; configure step settings, assign users, and set notifications
- Define the event information: Set the default event information for each request using intake information to dynamically populate the name, description, and welcome message for each created event
- Publish the workflow: Review and publish your workflow