The grid block in Jestor Docs works like a small table inside the document: just add the block, fill in variables and rows, and use the options menu to insert, move, or rearrange each cell of the comparison. Why use the grid instead of describing things in plain text? Comparing
Jestor Docs offers three permission levels for each document: private (visible only to whoever created it), read for everyone (the team can view it, but not edit), and edit for everyone (anyone on the team can collaborate directly on the text). Why have three different permission levels? Not every document
Yes, a chatbot can be limited by filter. When you set up the agent on a specific table, you can apply a filter — like showing only active opportunities — that restricts exactly which records the chatbot can see and use in its responses. Why does restricting a chatbot's data
To adjust an internal chatbot's tone, edit the prompt field in the agent's settings and describe the personality you want — like "answer in a funny way" or "act like a sales director" — and the responses will automatically follow that style. Why does
For the gauge chart to calculate the sum only for a specific stage, use the calculated value option on the chart and apply a filter for the stage you want — the calculation then only considers records that match that criteria. Why does filtering by stage matter for the calculation? Without
The more advanced model for document reading (attachment vision) improves data extraction by interpreting blurry, long, or more complex documents better — cases that used to require manual classification because the previous model couldn't read them correctly. Why does this update matter for anyone using attachments? Companies that receive
To create an empty folder, turn on builder mode, click the create folder icon, and confirm without adding any item — previously, the system required something to be added right away; now it doesn't anymore. Why is having an empty folder useful? Organizing a system's structure often
Yes, you can resume a previous conversation with the building agent. The conversation history stays saved and accessible, letting you go right back to where you left off to keep editing the same app later. Why does keeping the conversation history matter? Building or adjusting an app with AI is
To ask the AI to add a chart to the dashboard, open Jestor Builder 4.0, make sure the right table or app is selected as context, and describe the chart you want in plain text — the agent creates and inserts the component automatically. Why is describing it in text
Yes, you can use a custom form in the card's connected tab. Instead of keeping the default form pulled from the connected table, you can select your own form — like a specific page — to show up there. Why is customizing this form useful? The default form automatically pulls
To stop following the entire table, turn off the "follow table updates" option — this clears the general tracking. Then manually add only the specific records you want to keep following. Why switch from general to specific tracking? Following an entire table generates notifications for any change made by
Yes, you can collapse a connected table inside a form. Every connected table block has a collapse option, condensing the view and freeing up screen space for the rest of the card's information. Why does collapsing tables help with organization? Forms with several connected tables — like an employee&