Chatbot User guide help

Create Report

1. Users can create a new expense report in chatbot by saying to ‘Create new expense’ in the chatbot.
   
   
   
   
2. Chatbot may ask for the report name you wish to create, report description and any other fields based on the settings defined by your company administrator.
   
   
   
   
3. Users can enter the report name to create a new report or enter ‘Reset’ to reset the chat history at any point in the chatbot.
   
   
   
   
4. Once users provide a name for the expense report, the chatbot will create a new expense report.
   
   
   
   
   

See Also How to Attach receipt in chatbot