Search Documentation and Receive Notices from Inside the Platform

Use natural language in the chatbot to search documentation. Furthermore, receive platform-specific notices from ProcessMaker regarding new versions and upgrades.


Use ProcessMaker Platform to more easily do the following:

Search Documentation from a Chatbot Using Natural Language

Use the in-platform chatbot to ask questions regarding ProcessMaker Platform functionality from any location in the platform. The chatbot displays in the same language as that user's profile setting for ProcessMaker Platform.
Follow these steps to search documentation using the chatbot:
  1. 1.
    Log on to ProcessMaker Platform.
  2. 2.
    Click the chatbot from any location in ProcessMaker Platform.
  3. 3.
    Enter your question using English or a non-English natural language. Right-to-left languages like Arabic have limited support on mobile devices.
  4. 4.
    Press Enter. The chatbot searches against documentation to provide a response.

Explore New ProcessMaker Platform Features

Explore new ProcessMaker Platform features in the following ways:

See "New" Badges That Indicate a New Feature

Look for the following green-colored badges that indicate a new platform feature:
  • Features with text labels: New features with text labels display the following badge:
  • Features with icons: New features accessible from an icon display the following badge:
These badges display only until you initially click on that feature.

Explore Changes in Existing Features Via Walk-Through Call Outs

Look for walk-throughs to updates of existing features to see call-outs for what's new in them.

Receive Platform-Specific Notices from ProcessMaker

ProcessMaker may send notices to your user account, or to all members in your organization, to inform you of platform-specific information. This may include, but not limited to, new ProcessMaker releases and dates in which those releases are scheduled to be generally available and/or deployed.
Platform-specific notices display as a banner at the bottom of every ProcessMaker Platform page until you close it by clicking the Close icon.
Platform-specific notices display in English language.
Last modified 1mo ago