For Business User

Use case 1: Quick navigation

In the top of center, enter the workflow, agent group, agent … what you are looking for in Quick Navigationtab to quickly search results.

Use case 2: Start running bot

1. Modify Asset

(If you don’t need modify assets, please click hereto find the way to run Bot)

S1: To access Asset page, click Asset in the left menu

S2: Find name of asset you want to edit, or quickly search by the Search tab on the top of the page

S3:

Option 1:

Choose Edit button in the Action column

Option 2:

Alternatively, when you click the “eye” icon, details page of asset will appear > select Edit button

S4: You can edit the asset in Value(*) and Save

2. Running Bot

2.1. Run manually

S1: In Automation menu > the Task tab will show up automatically

Option 1:

S2: Click Create New button on the top right of page to create a new task.

S3: A form will pop-up for you to fill in

• Workflow: Select the workflow for the task you want to create

• Search: Enter the name of the agent you want to search

• Agent: Depends on the workflow that you chose, select agents you want to run the task you are creating

• Click Save

Option 2:

B2: Alternatively, you can click “triple dot” icon in Action column next to the task > Then a dropdown list is shown up > choose Clone

B3: A form will show up, feel free to modify it if needed > Click Save

2.2. Run schedule

If you have not set up schedule for bot, you need to create it before run schedule, look up here to know how to create.

In case you already have schedule, you can click in Schedule tab > choose the task you want to run > then click Clone button in the dropdown list

Use case 3: Set up schedule

1. View schedule

Option 1:

S1: In Automation menu, you click the Schedule tab to show all the schedule

S2: Choose workflow that needs to be viewed then click in “eye” icon

Option 2:

 S1: In Monitoring menu, click Productivity tab. You can see all schedule of each agent in a calendar. Or choose agent/ machine in dropdown lists to see schedule of a particular agent/ machine

2. Create/ edit a schedule

S1: To create a schedule, you click Create New button. The system will display the form for you to create a schedule.

Option 1:

S2: When you want to edit the Schedule information, click the Edit button in the Action column.

Option 2:

S2: Alternatively, you can access the Details page of said schedule and select the Edit button.

S3: Now, you need to fill in the pop-up form

• Name (*): Name of the schedule
• Workflow (*): Select the workflow you want to create schedule
• Time Zone (*): Select the time zone you want the schedule will follow
  Trigger tab:
  • Recurrence: Select the cycle for the schedule: Minutes/ Hourly/ Daily/ Weekly/ Monthly/ Advance
  • Start Date (*): select the time at which the schedule will start and
  • End Date: select the time at which the schedule will end
    Execution Target tab: depends on the workflow you chose, tick the suitable agent
    Parameters tab:
    Holiday settings tab: single choice
  • Run continuously (default)
  • Bypass holiday
  • Postpone until the next workday
    Note: (*) is required

If you choose Once

Column label	Description
Start Date	Select the date at which the schedule will start
At	Select the specified time at which the schedule will start

If you choose Minutes

Column label	Description
Start Date	Select the date at which the schedule will start
End Date	Select the date at which the schedule will end
Every	Select the exact cycle for the schedule by minutes

If you choose Hourly

Column label	Description
Start Date	Select the date at which the schedule will start
End Date	Select the date at which the schedule will end
Every … Hours	Select the exact cycle for the schedule by hours

If you choose Daily

Column label	Description
Start Date	Select the date at which the schedule will start
End Date	Select the date at which the schedule will end
At	Select the specified time at which the schedule will start

If you choose Weekly

Column label	Description
Start Date	Select the date at which the schedule will start
End Date	Select the date at which the schedule will End
Everyday At	Select the specified time at which the schedule will start
Monday Tuesday Wednesday Thursday Friday Saturday Sunday	Select the exact cycle for the schedule by hours, minutes and days.

If you choose Monthly

Column label	Description
Start Date	Select the date at which the schedule will start
End Date	Select the date at which the schedule will end
At	Select the specified time at which the schedule will start
On	Select exact day in a month
Of	Choose exact month in a year

If you chose Advance

Column label	Description
Cron Expression	A string comprised of 6 or 7 fields separated by white space allows users to create a CronTrigger to trigger a schedule that recurs based on calendar.

3. Disable schedule

S1: To disable a schedule, click corresponding Action button and then select Disable.

S2: After clicking, the system will ask for your confirmation to switch status , then click OK

S3: When the schedule is disabled, the status of said schedule changes to Disable.

4. Enable schedule

S1: To disable a schedule, click corresponding Action and then select Enable.

Use case 4: Set up holiday settings

S1: To create a new holiday, choose Automation menu > click tab Schedule > then click subtab Holiday settings

S2: Click Create New button on the top right corner of the page > then a form will pop-up

Holiday name: Enter the name of holiday

Date: choose the date you want

Click Save

S3: Assign the holiday setting to the agent you want (find in here)

Use case 5: Check the result of running bot

1. View the result and running time bot

S1: From the Task tab: choose Historical subtab

S2: Once clicking “eye” icon, you will be redirected to the Detail page. Details can be viewed below:

S3: If you want to check running time, check start time - end time.

By seeing “state”, you can check status of bot.

2. Check logbug

S1: From the Task tab: choose Historical subtab

S2: Once clicking “eye” icon, you will be redirected to the Detail page. Details can be viewed below:

S3: To see the logbug > click Log Detail

 

Use case 6: Monitor status of bot

S1: In the left menu, click Agent tab

S2: You can check status of any bot in the column named Status.

Column label	Description
Status	The current status of the Agent. AVAILABLE - the Agent is connected to the Center, not running any process and is free to be used BUSY - the Agent is running a process. DISCONNECTED- the Agent and Center have not communicated in the last 10 seconds.