This customizable workflow template adds a button to export a ticket to JSON from its profile page. Useful for feeding conversations into an LLM, testing API integrations with real data, or keeping a self-contained backup of critical support threads.
Cerb 11.1.7 is a maintenance update with 14 improvements, including a new |xml_encode scripting filter, better mail routing wildcard matching, updated LLM models for AWS Bedrock & Anthropic, bug fixes for automations & snippet editors, and two security dependency updates. #cerb #releaseNotes
The Cerb 11.1.4 update was released with 11 improvements from community feedback, including:
☑️ SMTP auth PLAIN support
☑️ Fixed search query optimization issues
☑️ Improved merging for decimal/currency fields
☑️ Better email handling for HTML secure links & reply subjects
#cerb #releaseNotes
Integrate Cerb with Google Gemini AI models for text generation, classification, and other AI-powered automation tasks. #Cerb #Gemini #AI #LLM
The Cerb 11.1.3 maintenance update was released with 9 improvements from community feedback. New LLM chat command, Google Gemini provider, Docker Model Runner provider, and two minor fixes to toolbar interactions. #cerb #releaseNotes #gemini #docker
In this quick tutorial, you’ll learn how to bind your own automations directly to toolbars in Cerb, so your time-saving shortcuts are just a click away.
Plus, a complete list of toolbar types, where to find them, and how they can boost your productivity.
#Cerb #Automation #Productivity #AI
This page provides an example of using interactive sheets to page through a large set of records in a Cerb automation. #cerb #automation
Check out the full documentation for more advanced export options and available placeholders for your specific record types: cerb.ai/docs/records...
Learn how to export your Cerb worklist data for machine learning projects. In this quick tutorial, we'll show you how to use Cerb's Export KATA feature to create custom JSONL exports perfect for NLP tools like Hugging Face.
#Cerb #MachineLearning #HuggingFace #JSONL #NLP #Automation
We use KATA dialects everywhere in Cerb: automations, workflows, dashboard widgets, mail routing rules, etc.
cerb.ai/docs/kata/
#YAML should never be written by human hands. In designing KATA, we kept the good parts of YAML and tossed the rest.
Text values don't change into random data types, and you never need to escape anything with quotes or slashes. Tag a key with one or more annotations to set the type of its value.
Integrate with the Pinecone API from Cerb automations for text embeddings, inference, and high-volume, multi-tenant vector databases. Index your docs and FAQs to add knowledge to AI agents. #cerb #pinecone #agents #automation
Create a Telegram bot and integrate with its text, voice, and video messaging APIs from Cerb automations. Register a bot webhook with a Cerb automation and build your an automated assistant that can respond to text and voice messages from the Telegram mobile app. #cerb #telegram #automation #agents
Use the `|qp_encode` filter and `email.parse:` command to parse email messages from automations. This is useful in AI agents and interactions (e.g. contact forms) to instantly create new tickets as if they were received in a mailbox.
Integrate with the Linkup web search API from Cerb automations. Add real-time knowledge to AI agents. #cerb #linkup #integration #automation
Send and receive email in Cerb using a Microsoft Exchange Online mailbox with modern XOAUTH authentication. #cerb #office365 #exchange #email
Need to quickly take action for a team member in Cerb without dictating directions on a Zoom call? Use Impersonate Mode as an admin to view the platform from their perspective -- perfect for troubleshooting, setup, and training.
#Cerb #CustomerService #Helpdesk
Integrate with the Salesforce API from Cerb automations. Sync leads, contacts, and accounts data. Salesforce logins can also be used for worker single sign-on (SSO). #cerb #salesforce #sso #automation
It adapts in real-time to your own custom fields and record types.
The next step is a dashboard agent that cooperates with this agent to create reports and visualizations using Cerb's worklist and chart widgets.
This demo agent and its tools were created in a few minutes. One tool looks up filters for any record type, which can be nested (e.g. ticket → message → sender → org → country). Another tool tests a proposed query and gives feedback to the agent to fix mistakes.
Guide: cerb.ai/guides/ai-ag...
For two decades we've been building a platform for this moment. AI agents can generate search queries and automated workflows using Cerb's browser-based scripting language KATA.
Users describe the data they want in natural language and search results pop up.
#cerb #claude #ai #agents #tools #crm
AI agents can generate graph search queries using Cerb's filtering language. Users describe the data they want in natural language and a search popup opens filtered by the generated query. It adapts in real-time to your own custom fields and record types. #cerb #claude #agents #tools #crm
Integrate with semantic search and business data APIs from Exa in Cerb automations. #cerb #exa #integration #automation
Learn how to securely connect your Microsoft 365 mailbox to Cerb using XOAuth2 authentication. This step-by-step tutorial covers everything from setting up your app registration in Entra Admin Center to configuring IMAP settings in Cerb.
#Microsoft365 #Cerb #OAuth2 #XOAuth2 #Email
Efficiently process an uploaded CSV file using a worker interaction in Cerb. This automation reads and processes the file in chunks to avoid memory and timeout issues. We include examples for creating tasks and sending email in bulk. #cerb #automation #workflows
Use the `|qp_encode` filter in automation scripting to encode a message using the quoted-printable format. This is particularly useful when creating email messages from an interaction or AI agent that contain emoji. Combine this w/ email.parse to create tickets from AI agents & contact forms.
