How to Use Logic

Start for Free

Your journey with our platform begins by clicking the 'Start for Free' button prominently displayed on our homepage. This action will lead you to our registration page, where creating your account is quick and straightforward. Make sure to enter a valid email address since all further communication and verification will occur through this address.

Create an Account

On the registration page, you will encounter several fields that require your input, including your email address and a secure password. It is imperative to create a password that combines uppercase letters, lowercase letters, numbers, and special characters to enhance security. Use this opportunity to choose a password that you will remember, as you will need it to access your account in the future.

Verify Your Email

After submitting your registration details, check your email inbox for a verification message from us. This may take a few moments to arrive. Click the verification link enclosed within the email to confirm your account. Without verifying your email, you won’t be able to access the platform fully. Be sure to check your spam folder if the email does not appear in your main inbox.

Set Up Your Profile

Once you have verified your account, log in with your email and password. The first thing you should do is navigate to your profile settings. This area allows you to personalize your account. Fill out your profile by entering your name, company name, and preferred methods of communication. Completing your profile ensures that you receive important notifications and updates tailored to your preferences.

Explore Features

Before diving into your work, take the time to explore the platform's features thoroughly. We recommend that newcomers utilize any guided tour options available or watch our tutorial videos. Familiarizing yourself with features like 'Automate Recurring Decisions' will help you understand how they function and how they can significantly improve your operational efficiency.

Describe Your Decision Process

To tailor the platform to your specific needs, it's essential to take advantage of the 'Describe It' feature. Here, you can outline your recurring decision or review processes clearly. The more detailed your description, the better Logic's AI will be at applying your decision-making consistently. Start with a simple explanation and include any relevant documents, if available, to enhance the AI's understanding.

Configure Automation

After detailing your decision-making process, navigate to the automation settings to customize various parameters. This step is crucial as it allows you to set configurable thresholds for risk assessments. Define how the automation should handle different scenarios, including how disputes should be triaged and which criteria govern decision-making processes.

Test Your Automation

Before fully implementing your automation in a live environment, testing is a fundamental step. Run several scenarios through your automation to observe how it evaluates payment disputes and how it assigns risk scores (ranging from 0-100), considering factors such as transaction amount, customer history, and merchant reputation. Adjust configurations based on the outcome of your tests to ensure greater accuracy and reliability.

Monitor Performance

Once your automation is live, utilize the dashboard provided to monitor its performance continually. This dashboard will give you insights into how well your automation is functioning, enabling you to identify specific areas where adjustments may be necessary. Pay attention to any unusual patterns that could indicate a need for further refinement.

Get Support

If you encounter any challenges or have additional questions, our 'Resources' section is an excellent place to find comprehensive documentation. Additionally, if you prefer more personal assistance, consider scheduling a demo with our team, who can provide one-on-one guidance tailored to your needs. Remember, our customer support services are also available to address any urgent concerns you may have during your journey.