Create Grounded Model connections with Automation Anywhere Enterprise Knowledge

Use the Automation Anywhere retrieval-augmented generation (RAG) capability to create Grounded by Enterprise Knowledge Model connections to generate accurate and contextually relevant information referenced from Enterprise Knowledge bases. By grounding LLMs in specific, relevant information, RAG ensures that AI-generated responses are accurate, up-to-date, and aligned with an organization's unique needs.

Note: Automation Anywhere Grounded by Enterprise Knowledge Model connections is now available in Automation 360 in Cloud and On-Premises.

Prerequisites

The Automation Admin requires these roles and permissions to create and manage Model connections for their business organization.
  • Role: AAE_Basic, Automation Admin custom role
  • Permission: Attended Bot Runner
  • Settings: AI Data Management must be enabled by the Automation Admin and the check box selected for Allow users to disable logs on AI Skills option.

See Roles and permissions for AI Tools for the Automation Admin custom role permissions.

Procedure

  1. In your Control Room environment, navigate to AI > Model connections > Create model connection.
  2. In the Create Model connection screen configure these Connection settings:

    Model Connection Automation Anywhere Enterprise Knowledge
    1. Model connection name: Provide a name for easy identification of the Model connection.
    2. Description (optional): Add a meaningful short description defining the connection.
    3. Choose a vendor: Choose a foundational model vendor from the supported list of vendors. For creating a Grounded by Enterprise Knowledge Model connection with Automation Anywhere, select Automation Anywhere from the drop-down list.

      The Choose a type defaults to Grounded by Enterprise Knowledge.

    4. Click Next to proceed to the Authentication details section.
  3. Enter the Authentication details. For more information, see Automation Anywhere.
  4. Click Test connection to make sure all connection details have been defined correctly and check if the connection is working.
    This is a desktop operation using a Bot Agent. Use Bot Agent 22.60.10 and later for successful testing.
    • If the connection works as expected, the system will process the request and you will get a system generated success message.
    • If the connection does not work as expected, you will get a system-generated message stating the reason for the connection failure. For example, if you have not downloaded the supported foundational model package to your workspace, you would get an error message. You would have to download the package and then retest the Model connection.
    • If the Model connection testing is unsuccessful or if you leave the task incomplete, the Model connection will not get saved and you will have to restart the process of creating the Model connection.
  5. Click Next to proceed to the Invite roles section to begin assigning custom roles to users.
    The Automation Admin would create custom roles and assign the Model connections to the role, which can then be assigned to users. Only users assigned to this custom role can use this Model connection.
  6. Assign the Model connection to the custom role (using RBAC) so users assigned to the role can access it.
  7. Click Create model connection to complete creating the Model connection.
    After successfully creating the Model connection, the Pro Developer would use it to create an AI Skill.