I am a Congifirm administrator

Dashboard

How do I open my Dashboard?

You access your Dashboard in your browser, where you will find it as a plug.in in the browser bar.

How do I create a new process?

You create a new process by clicking on the Create new process tab in the top menu.

How do I create a new source in my process?

The sources in your process are the pages that you have saved in your browser. See this movie that shows how to create a new page.

How do I delete a source?

You click on the “x” in the source if you would like to delete it. You can only delete sources that are not a part of a process.

How does the source mapping work?

The source mapping works by letting you select the fields from the source to the destination page. Your mapping will decide how the content will be transferred between the two pages.

What is Nudge business logic?

In the Nudge setup, you notify the users by displaying a pop-up with recommendations to transfer data to a new system. This choice is great if you prefer that your users make the decision to make the data transfer when they need to do so or if they need to modify the data in the receiving system to finish the process.

What does batched business logic mean?

You can let the system collect data on an ongoing basis and then deliver it to the recipient system when a given threshold is reached. Like every 20 customers, you create. This choice is great if you prefer just to work in one system and then have other systems populated with data automatically.

How do I monitor the process usage?

You can access the statistics section in your Dashboard if you would like to keep track of how much your processes are used.

How do I add a new user to the system?

You access the user tab in the menu and select “Create” on the page.

How do I change or delete a process?

You can click on a process in the “Process Management” section. This will enable you to modify the process flow. It is also possible to delete a process in this section of the Dashboard

How do I change the avatar branding?

You can select your logo and naming of the avatar. You can manage this on the Branding section in your Dashboard.

Select pages and content

What is the idea behind selecting pages and content?

The first step in creating your processes is to select the pages that are in play. You need to select a page where you would like to start the process from and select one or more pages where your data must be copied into.

What is Save Page mode?

Save page mode lets you, as an administrator, select the pages that you would like to work with. You turn on “select mode” in your Cognifirm plug-in that is located in your browser bar.

What are fields?

Fields are the content components that you wish to paste into different systems. You need to select and name them to be able to work with them.

What is an Action bottom?

Your Cognifirm Assistant collects data from webpages that contain web formulas. On all such pages, you will find a “save” or “next” button that lets you tell the system that you have selected the correct data and that you are ready to proceed with your process. In Cognifirm terms, such a button is called an “Action bottom.”

How do I select fields?

Cognifirm places a visual layer on the page that you are working with. This layer detects all fields one the page. This enables you to select any field that you would like to work with. You need to name every field that you would like to work with. The name is used to map the field against other pages fields in the process creation process. So it is crucial that you name the field in a way that makes you understand its purpose when you will create your processes.

How do I select the Action button?

Once you have selected the fields, your press “next” in the Cognifirm Save page assistant, this guides you to the “select action button mode” You can now click on the button on the page that must function as your action button. A common action button name on a page would be “save” or “next.”

I am a Congifirm user

What can the system do for me?

The system helps you finish your small tasks and processes faster. It does this by helping you pasting data into multiple sites automatically.

How do I know if a process is running?

You will see a small icon on the pages that is a part of a running process.

How do I know when a new process is created?

You will get an e-mail notification when a new process becomes available for you.

How can I create a proces?

You need to have an admin profile to be able to create processes. Your current admin user (who created your profile) can help you to upgrade your profile.

Why do I need to log in?

The plug-in works as long as you are logged in. You need to log-in to ensure that the processes that are relevant to you are displayed to you.

Does the system record my online actions and browsing history?

No. None of your actions are saved or recorded. The system has bookmarked a specific set of pages that are a part of your processes. It only activates itself when you start interacting with your process pages. The system ignores all other browsing actions.

Technical questions

What are the technical requirements?

Cognifirn runs as a plug-in in your browser. It does not require any other integration with your technical systems. It means that it is as easy to install Cognifirm as installing an App on your Smartphone.

Which browsers are supported?

Cognifirm runs on Google Chrome and on Microsoft edge.

Is Cognifirm an RPA solution?

Cognifirm is a Robot Process Automation tool, but it is not similar to any other product on the market. We are the only tool that do process automation on the user side (in a browser). The conventional way is to do the automation between systems. Cognifirm do not do that. It means that Cognifirm can automate different kind of processes, and in that way, it complements any regular RPA tool.

Is Cognifirm a Software As A Service product?

Yes, it is. This means, among other things, that you always will have access to the newest software versions and that you do not have any responsibility for running the application.

Video tutorials

See how to work with Cognifirm