Use AI Skills in a Task Bot

This is the final step in the process of using a predefined AI Skill in your automation. You created a Model connection, then a AI Skill and connected the two, and finally you would add the AI Skills > Execute action to your automation.

A Citizen Developer, would use the AI Skills made available to them in the AI Skills package, and use them in their automation.
Note: Pro Developer could also perform this task.

Prerequisites

The Citizen Developer would require these roles and permissions to create, edit, and run automations, and also view and access the AI Skills package.
  • Role: AAE_Basic, Citizen Developer Custom role
  • Permission: Bot Creator

Other requirements:

Besides the roles and permissions you would require the following:
  • If you are going to run bots in a different environment than the one you created them in, then as a prerequisite step, you would have to migrate the bots along with the AI Skills dependencies. For details see Exporting an AI Skill.
  • To test a Model connection, you must be connected to a Bot Agent (v22.60.10 and above). As part of the test, you would have to run the bot on your desktop. Hence ensure the Bot Agent is configured to your user. If you have to switch connection to a different Control Room, see: Switch device registration between Control Room instances.

Procedure

  1. Log-in to the Control Room and navigate to Automation > Create new or ‘+’ icon and choose Task Bot. You can also access an existing Task Bot to edit and add the AI Skills > Execute action.
  2. Provide a name and description and click Create & edit to display an automation outline in the Bot editor.
  3. With your assigned roles and permissions, you have access to all relevant packages and actions. In addition, based on your custom role, you would also have access to the AI Skills package. See AI Skills package for package details.
    Use AI Skills packagein a Task Bot
  4. To understand how to build a bot, see: Task Bots
    Note: When you run an automation with the AI Skills > Execute action, in the Bot editor, the success or failure details along with the automation execution and responses can be viewed in Administration > Audit log and Administration > AI governance pages.

    See AI governance.

Next steps

After creating and testing the automation, you might want to move it to the production environment for execution. In this scenario, refer to Bot Lifecycle Management to understand the concept of exporting and importing bots and moving them across environments.
Note: You would have to export the bot along with the AI Skills dependencies. For details see Exporting an AI Skill.