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Frequently Asked Questions
Quick Start
Installing iDialogue
Enabling CRM Content
Configure Document Template Library
Configuring CX Rooms
Adding Lightning Component to Page
Security and Access
Granting Account Login Access (Support)
AI Assistant
AI Overview
AI Quick Start
Conversational Chat AI
Prompt Engineering
Limits and Considerations
AI Security
Apex
Document Generation
Template Tags
Formatting
Sections
Mapping Tags to Objects and Fields
Table Rows
Checkboxes and Forms
Images
Generating Test Records
Dynamic Formula Tags
Digital Signatures
Adding eSign to Documents
Mapping eSign Tags
eSign Portal
Managing Signers
Signing Documents
Signing Ad Hoc Documents
Customer Experience (CX)
CX Overview
Create a New CX Room
Adding Plugins to Pages
Configuring Document Plugin
Configuring Action Buttons
Configuring Text Plugin
Configuring Payment Method Plugin
Document Rooms
Rooms Component Overview
Add Rooms to Page Layouts
Selecting Rooms
Generate Documents
Upload Documents
Add Members to Room
Read Receipts and Activity
Dynamic Emails
Email Overview
Setup
Email API
Adding Tables
SPAM Check
Flow Builder
Flows Overview
Generate Document Action
Send Document Action
Create Room Action
Invite Room Member Action
Room Screen Flows
Checklists
Overview
Templates
Operations
Custom Buttons
Doc Gen Custom Button
Rollup Summary Fields and Flow Action
HOWTO Configure
Image Generation
Generate QR Codes
Stripe Payments
Connect
Payment Form
Payment Methods and Charges
Credit Card Screen Flow
Stripe Console
Batch Document Generation
Overview
Batch Definition
Report Data Source
Running Batches
Reviewing Batch Results
Emailing Batch Documents
NPSP Settings
Product Configurators
Overview
Data Model
Lifecycle
API and SDK
Flows
Project Timeline
Platform Events
Overview
Types
Room Reminders
Apex API
Slack Channels
Dialogue Script
Overview
Query Records
Update Records
Settings
Custom Labels
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