How to automatically generate documents with the "Create Document" component in wolkvox Studio
Written by Jhon Bairon Figueroa
Updated at April 8th, 2025
Table of Contents
Symptom / Need
Wolkvox Studio users need to automatically generate documents in PDF or JSON formats, using dynamic data collected during customer interactions across various communication channels. This feature is essential for automating the creation of requests, appointments, and other documents required in self-service processes.
Context / Scenarios
Process Automation: Administrators looking to automate document generation to improve operational efficiency.
Document Personalization: Teams that need to create personalized documents using dynamic data collected during customer interactions.
Improving Customer Experience: Companies that want to facilitate self-management of documents for their customers through different communication channels.
Answer (Solution / Recommendation)
To automatically generate documents using the "Create Document" component in Wolkvox Studio, follow these steps:
-
Select output format: In the "Output format" field, select the document format you want to generate.
- PDF: Ideal for visual and professional documents.
- JSON: Useful for integrations with external systems or databases.
-
Write the Petition (Optional):
- If you're not familiar with HTML, you can use the "Compose request" field to describe the content you want to generate.
- For example: Create an HTML document for a purchase receipt. The receipt should include the following information: Header: 'Purchase Receipt'. Purchase Date: $date_purchase . Receipt Number: $numero_receipt . Customer Name: $nombre_customer
- Click the "Generate" button to automatically generate the corresponding HTML code.
-
Write the Content of the Document:
- In the "Content" field, define the structure of the document using HTML.
- You can include dynamic variables using the $ sign to customize the content based on the information collected.
- Example of HTML content:
<!DOCTYPE html>
<html lang="en">
<head>
<meta charset="UTF-8">
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<title>Service Report</title>
</head>
<body>
<h1>Service Report</h1>
<p><strong>Reference:</strong> RS-2024-001</p>
<h2>Client Information</h2>
<p><strong>Client:</strong> $clientname</p>
<p><strong>Email:</strong> $clientemail</p>
<p><strong>Phone:</strong> $clientphone</p>
<h2>Service Details</h2>
<table>
<thead>
<tr>
<th>Description</th>
<th>Status</th>
<th>Date</th>
</tr>
</thead>
<tbody>
<tr>
<td>Initial Diagnosis</td>
<td>Completed</td>
<td>2024-01-31</td>
</tr>
<tr>
<td>Software Configuration</td>
<td>Completed</td>
<td>2024-01-31</td>
</tr>
<tr>
<td>Final Tests</td>
<td>Completed</td>
<td>2024-01-31</td>
</tr>
</tbody>
</table>
<h2>Observations</h2>
<p>The software was successfully configured according to the client's requirements. The system is working correctly, and all necessary tests have been performed.</p>
<p>This document was automatically generated by the system.</p>
<p>For more information, please contact support@wolkvox.com</p>
</body>
</html>
-
Assign a Name to the File:
- In the "File name" field, specify what you want the generated document to be called.
- Example: ServiceReport.pdf.
-
Variable that Contains the Result:
- The $document variable will always be predefined and cannot be edited. This variable will store the generated document for later use in other components.
- Saves changes to the component configuration.
Note: This component is available for all routing point types.
