Use a Grounded by Aisera Model connection to run AI Skills that query content from an Aisera channel (RAG). By grounding the model in specific, relevant information, RAG ensures that AI-generated responses are accurate, up-to-date, and aligned with your organization's unique needs.

Use this task to integrate Aisera’s grounded intelligence into your automation workflows. By connecting to an Aisera channel, your AI Skills can move beyond general knowledge and provide answers based on your organization's proprietary articles, documentation, and indexed content. This ensures that generated outputs are contextually relevant and verifiable through document links and snippets.

Automation 360 Grounded by Aisera

Prerequisites

Ensure you have the following roles and permissions to create and manage Model connections in Automation 360:
  • Role: AAE_Basicand a custom 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.
  • Aisera Configuration: The Automation Anywhere Product Integration feature flag must be enabled within your Aisera tenant configuration to allow the connection to retrieve grounded data from AiseraGPT. For more information, see Feature Flags - Aisera.

See Roles and permissions 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
    1. Model connection name: Provide a name for easy identification.
    2. Description (optional): Add a short description defining the connection's purpose.
    3. Choose a vendor: Select Automation Anywhere from the drop-down list.
    4. Choose a type: Select Grounded by Aisera.
    5. Click Next to proceed to Authentication details.
  3. Enter the Authentication details for your Aisera deployment. These values are required to securely connect Automation 360 to your specific Aisera knowledge sources.
    1. Aisera Channel API Key: This key is generated immediately upon the successful creation of a new channel. You must copy and save this token at the time of creation, as it is only displayed once. For more details, refer to the Channel API token section in the Aisera documentation.
    2. Aisera Tenant URL: Enter the base URL of your Aisera instance using the format (e.g., https://<your_company>.chatbot.aisera.cloud)
    3. Aisera Channel Token: If your configuration requires a persistent channel token, navigate to the Channel Details page of your specific channel. This token is listed in the right-hand sidebar under the Type and AiseraGPT sections. For more information, refer to the Channels overview in the Aisera documentation.
  4. Click Test connection to verify the configuration.
    • If successful, a system success message appears.
    • If the test fails, review the error message and correct the authentication values.
      Note: The connection will not be saved if the test is unsuccessful or left incomplete.
  5. Click Next to proceed to Invite roles and assign the connection to custom roles.
  6. Click Create model connection to finish.

    The Pro Developer can now use this connection in an AI Skill.

    When the skill runs, it returns grounded answers and citations including document links and snippets.

Next steps

Use the Model connection in an AI Skill

After creating the connection, a developer can use it to power an AI Skill.

  • In AI Skills, open or create a skill.
  • Select your Grounded by Aisera Model connection.
  • Confirm the connection details (Vendor, Type, and Channel ID) are displayed correctly.
  • Enter the Metadata (optional)

    The Metadata field allows you to filter the responses returned by the Aisera knowledge base. When you provide metadata, Aisera uses it to match against the metadata tags on indexed articles and documents, returning only content that aligns with the attributes you specify.

    This field accepts key-value pairs in JSON format. For example:

    {
  "domain": "HR",
  "product": "hr management"
}

    In this example, the AI Skill returns responses grounded only in knowledge base content tagged with the matching domain and product attributes.

    Note: To use metadata filtering, your Aisera administrator must enable the Enable Access Management flag in Settings > Configuration > Access Management in the Aisera management portal. Contact your Aisera administrator to confirm the required access attributes are configured before using this field.
  • Run the skill with a prompt to validate the output.
    Note: The request conversation size for an Aisera Model connection is limited to 5000 characters. This limit applies when running an AI Skill or an automation that uses this connection. If the request exceeds this limit, the connection returns an error asking you to rephrase the request. Ensure your prompts are concise to avoid exceeding this limit.

    If no metadata is provided, the AI Skill queries across all available content in the Aisera knowledge base without filtering.

Expected Behavior
  • The skill returns a response grounded in the Aisera knowledge base.
  • When applicable, the response includes citations featuring the document title, link/preview, and specific references or snippets.
  • If a failure occurs, the system returns relevant error or HTTP status information.