Xakia

Josef’s Xakia integration enables you to send your bot’s messages and documents to Xakia to:

create a new legal help request
create a new matter

This article will show what Xakia workflows are available and how you can enable the integration for your bot(s).

Available workflows

Workflow 1 - Create a new legal help request in Xakia

Your Josef bot can automatically create a new legal help request in Xakia each time an interaction is completed. This new Xakia matter will be populated with the relevant data from your Josef bot.

For the data to flow correctly, we’ll map your Josef messages to the Xakia fields in your Xakia account. Please create a legal intake form in Xakia and follow these naming conventions for your bot’s messages to be automatically mapped:

Josef message name	Xakia field	The user's response will...
XK_contactName	Internal Contact	Populate the Internal Contact field in Xakia
XK_contactEmail	Request Email	Populate the Request Email field in Xakia
XK_requestName	Matter Name	Populate the Matter Name field in Xakia
XK_required	Date Required	Populate the Date Required field in Xakia
XK_description	Description	Populate the Description field in Xakia
XK_document	Document Link	Populate the Document link field in Xakia

Once you’ve created your Xakia legal intake form, save the URL and share this with us along with the details outlined below in How to enable your Xakia integration.

Workflow 2 - Create a new matter in Xakia

Your Josef bot can automatically create a new matter in Xakia. This new Xakia matter will be populated with the relevant data from your Josef bot.

For the data to flow correctly, we’ll map your Josef messages to the Xakia fields in your Xakia account. Please follow these naming conventions for your bot’s messages to be mapped:

Josef message name	Xakia field	The user’s response will...
XK_name	Name	Populate the matter name in Xakia
XK_dateRequired	Date required	Populate the date the matter is required to be completed in Xakia
XK_description	Description	Populate the Description field in Xakia
XK_document	Description	Populate the link to the document in the Description field in Xakia

How to enable your Xakia integration

If you would like to enable your Xakia integration, please reach out to us at support@joseflegal.com with the following:

The workflow you wish to enable
Name of your bot(s)
The account email address your bot(s) sit in
Your Xakia authentication details which can be found in the ‘Developers’ section in your Xakia account:
1. Client ID
2. Client Secret (either Secret 1 or Secret 2)
3. Request header “x-xa-tenant”
4. Request header “x-xa-location”
5. Xakia legal intake URL (only applicable for Workflow 1)

Our team will help you enable the integration and let you know as soon as it’s ready for testing.