Automation 360 v.33 Release Notes

Release date: 17 June 2024

Review the top features in this release and view other new features and exciting enhancements for Automation 360 v.33 release.

  • Build 23234: Automation 360 (On-Premises) and IQ Bot (On-Premises)
  • Build 23228: Automation 360 (Cloud)
  • Build 23228: Automation 360 (Cloud-Sandbox)

We have released the updated Cloud Build 23228 (previously Build 23207), Cloud-Sandbox Build 23228 (previously Build 23207), and On-Premises Build 23234 (previously Build 23186). For information about the updates, see Release updates.

Highlights of this release

Here are the top features in the v.33 release:

AI Agent Studio
Customers can now build AI Agents for the Enterprise, the next-gen building block for complex enterprise automation. AI Agents are able to adapt and learn from company data, make appropriate decisions, and responsibly take action across any system. This enables AI Agents to take on complex cognitive tasks, like deciding on the best replacement product for an out-of-stock item or intelligently routing incoming customer service tickets to the appropriate service rep. AI Agents make it possible to automate more of a complex enterprise process, enabling business teams to focus on higher-value work.

To make it fast for all of your developers to quickly create AI Agents, we launched AI Agent Studio to easily build, manage, and govern custom AI Agents completely tailored to an enterprise’s specific use cases.

  • AI Skills: AI Agents can do what they do thanks to the specialized generative AI capabilities they are equipped with. We call these AI Skills. AI Agents can have multiple AI Skills tailored for whatever is needed for them to do their job. Each skill is built with any foundational model, connected to enterprise data, and packaged with a tuned prompt. AI skills can be reused across automations and empower any automation developer to harness the power of generative AI models without any prior experience.
  • Model connection: allows customers to select from a wide range of models across all the major Cloud platforms, such as AWS Bedrock, MSFT Azure OpenAI, and Google Vertex AI. Customers can also evaluate the performance of individual models as they create and fine-tune AI prompts or skills.
  • Enrich enterprise context: improve underlying model output and mitigate hallucinations with our native RAG (Retrieval Augmented Generation) capability or integrations to RAG services provided by our Cloud partners (e.g., AWS, GCP, OpenAI Enterprise).
  • AI security & governance controls: drive stronger AI governance by ensuring only approved models are used in automations to meet compliance and regulatory requirements while getting better insights into the prompts and responses exchanged with these foundational models through audit and real-time monitoring.
    Note: This feature is only available to Automation 360 Cloud customers and requires the Enterprise Platform license.

AI Agent Studio overview

See AI Agent Studio.

Autopilot

Autopilot is now GA, enabling our customers to use generative AI to quickly transform process maps into automation. This means automation teams can accelerate the automation lifecycle from months to days and deliver business ROI faster. Process Discovery outputs (PDD) get transformed into a stub of process workflow with code and guidance that quickly enables the developer to complete with Automation Co-pilot for Automators.

Autopilot increases your organization’s speed to discover and deploy automations and deliver ROI faster.

Note: This feature is only available to cloud customers and requires the Automator AI Platform Base license.

Autopilot benefits description

See Autopilot.

Enhanced automation templates
Simplify, accelerate, and scale automation development with process templates. Get a head start on building robust and scalable process automations across your organization through our predefined process templates. Reduce the time to build using these templates with built-in best practices, leading to enhanced automation quality and reliability.
Process template example
You can create and reuse templates to capture repetitive patterns seen in automations, further optimizing developer productivity.
A sample of the templates in this release include:
  • Create an insurance quote in Salesforce – Quickly build process automation to generate a property insurance quote inside Salesforce with email confirmation generated using an AI agent.
  • Handle a warehouse goods receipt shipment in SAP – Automate the goods receipts against a purchase order process in SAP with approvals for over or under-shipped item quantities done in Microsoft Teams.
  • Leverage AI Agents for the auto loan pre-approval process – Automate the auto loan pre-approval for a dealer from a bank with the help of multiple AI agents to make recommendations combining data from LLMs and enterprise knowledgebases.

See Create a template from a process and Build an automation from a process template.

Advanced debugging
Accelerate developer productivity by simplifying the debugging of complex, multi-level automations. Quickly move through and troubleshoot nested automations, use the call stack to track and navigate automation sequences, and adjust variables on the fly to pinpoint and fix issues faster.

Advanced debugging

See Debugging your automations.

Enhanced data security, compliance, and scalability
  • Secure recording: Improved compliance through auto-deletion of UI element details not used for automation, ensuring that personally identifiable information (PII) is not accidentally stored in the automation.

    See Recorder package.

  • Expanded automation coverage: Support object-based automation of end-to-end processes that require a combination of varying application-level access within the same automation workflow. For example, non-admin users can perform record creation and validation and admin users can now provide approvals within the same process automation.
    Note: This capability is supported for automation of web applications.

    See Recorder package.

  • Delete unused package versions: Automation 360 on-prem customers can now delete unused package versions. This helps customers delete package versions that do not meet their security policies. Removing old package versions that are not used in any of the automations also saves storage costs and simplifies infrastructure.

    See Removing unused package versions.

  • Repository partitioning: This powerful new feature is designed to preserve performance standards and ensure seamless scalability. By segmenting high-transaction folders into separate Git repositories, Repository Partitioning maintains fast and reliable check-ins, check-outs, exports, imports, and other operations, even as your repository size expands. This guarantees operations remain within Service Level Agreements (SLAs) regardless of the repository's scale.
    Note: This feature is only available to cloud customers and requires the Enterprise Platform license.

    See Understanding repository partitioning.

  • Certificate-based OAuth authentication: Adhere to industry best practices using a more secure mode of authentication to connect to business applications from your automations.

    See OAuth support for Microsoft Entra using Private Key JWT.

Release updates

Date Update
5 September 2024 Build 23234 (On-Premises) includes the following:
  • Includes July and August 2024 packages updates. See July 2024 and August 2024.
  • Fix for an issue where users were logged out of Automation Co-Pilot integrated in third-party applications before the session timeout expired.
  • Fix for an issue where the selected data was not displayed correctly as the input, instead of the element’s label when a user submitted a form that included data for any element.
  • Fix for an issue where field rules were not applied when there were multiple field rules involving replace and regex extract actions.
  • Fix for an issue where Control Room installation or update failed when installing or updating it using Microsoft SQL Server 2014 (Service Cloud Case ID: 02141056).
  • Fix for an issue in the Assign action of the Dictionary package where an error was displayed when the source directory was set to Dictionary, the dictionary type was set to Datetime, and the dictionary value was set to Datetime (Service Cloud Case ID: 02143704).
  • Fix for an issue where bots were not imported to a repository hosted on network-attached storage (NAS) (Service Cloud Case ID: 02131238, 02137797).
  • Fix for an issue where Control Room was intermittently not accessible when it was accessed for long durations (Service Cloud Case ID: 02127105, 02139317, 02142026).
  • Fix for an issue where automations were taking longer time to execute when they were executed in elevated mode (Service Cloud Case ID: 02121706).
  • Fix for an issue where Automation Co-Pilot requests were not displayed in certain scenarios (Service Cloud Case ID: 02146434).
  • Fix for an issue where parameters, such as sessions and variables, configured in actions of packages that were updated as part of the bulk package update were missing after the bulk package update (Service Cloud Case ID: 02145412, 02148841).
  • Fix for an issue where the status of some of the Automation Co-Pilot tasks on the read-only steps were incorrectly displayed as pending though the tasks were completed (Service Cloud Case ID: 02145713, 02143999).
  • Fix for an issue where Bot Agent devices were disconnected from the Control Room intermittently due to websocket connect issues (Service Cloud Case ID: 02132374, 02143561).
  • Fix for an issue where users were logged out of the Control Room when multiple Control Room sessions were active (Service Cloud Case ID: 02130715, 02132764, 02139516, 02140009, 02144287, 02136090, 02145743, 02136496, 02146663, 02146696, 02129262, 02132757, 02142038, 02148157, 02138010, 02142153, 02148305).
1 September 2024 Build 23228 (Cloud) includes the following:
  • Fix for an issue where Automation Co-Pilot requests were not displayed in certain scenarios (Service Cloud Case ID: 02146434).
  • Fix for an issue where the status of some of the Automation Co-Pilot tasks on the read-only steps were incorrectly displayed as pending though the tasks were completed (Service Cloud Case ID: 02145713, 02143999).
  • Fix for an issue where parameters, such as sessions and variables, configured in actions of packages that were updated as part of the bulk package update were missing after the bulk package update (Service Cloud Case ID: 02145412, 02148841).
  • Fix for an issue where Bot Agent devices were disconnected from the Control Room intermittently due to websocket connect issues (Service Cloud Case ID: 02132374, 02143561).
  • Fix for an issue where Connector Builder was unable to publish packages in certain scenarios.
29 August 2024 Build 23228 (Cloud-Sandbox) includes the following:
  • Fix for an issue where Automation Co-Pilot requests were not displayed in certain scenarios (Service Cloud Case ID: 02146434).
  • Fix for an issue where the status of some of the Automation Co-Pilot tasks on the read-only steps were incorrectly displayed as pending though the tasks were completed (Service Cloud Case ID: 02145713, 02143999).
  • Fix for an issue where parameters, such as sessions and variables, configured in actions of packages that were updated as part of the bulk package update were missing after the bulk package update (Service Cloud Case ID: 02145412, 02148841).
  • Fix for an issue where Bot Agent devices were disconnected from the Control Room intermittently due to websocket connect issues (Service Cloud Case ID: 02132374, 02143561).
  • Fix for an issue where Connector Builder was unable to publish packages in certain scenarios.
18 August 2024 Build 23207 (Cloud) includes support for API Task on GCP.
12 August 2024 Build 23207 (Cloud) includes the following:
  • Fix for an issue where users were logged out of the Control Room when multiple Control Room sessions were active (Service Cloud Case ID: 02130715, 02132764, 02139516, 02140009, 02144287, 02136090, 02145743, 02136496, 02146663, 02146696, 02129262, 02132757, 02142038, 02148157, 02138010, 02142153, 02148305).
  • Fix for an issue in the Assign action of the Dictionary package where an error was displayed when the source directory was set to Dictionary , the dictionary type was set to Datetime, and the dictionary value was set to Datetime (Service Cloud Case ID: 02143704).
11 August 2024 Build 23207 (Cloud-Sandbox) includes the following:
  • Fix for an issue where users were logged out of the Control Room when multiple Control Room sessions were active (Service Cloud Case ID: 02130715, 02132764, 02139516, 02140009, 02144287, 02136090, 02145743, 02136496, 02146663, 02146696, 02129262, 02132757, 02142038, 02148157, 02138010, 02142153, 02148305).
  • Fix for an issue in the Assign action of the Dictionary package where an error was displayed when the source directory was set to Dictionary , the dictionary type was set to Datetime, and the dictionary value was set to Datetime (Service Cloud Case ID: 02143704).
10 July 2024 Cloud release
4 July 2024 Build 23192 (Cloud-Sandbox) includes the following:
  • Fix for an issue when migrating to the Cloud Control Room failed when the Cloud Migration Utility was used (Service Cloud Case ID: 02124182).
  • Fix for an issue where the company logo was being removed due to changes to the email channel settings.
  • Fix for an issue where the selected data was not displayed correctly as the input instead of the element’s label when a user submitted a form that included data for any element.
  • Fix for an issue where field rules were not applied when there were multiple field rules involving replace and regex extract actions.
  • Fix for an issue where the packages tab was missing on the compare versions page.
26 June 2024 On-Premises release
17 June 2024 Cloud-Sandbox release
Note: For documentation on previous builds of this release, see the PDFs available on this page: Automation 360 Release Notes (build versions).

What's new and changed in each product

Navigate to the following pages for details on all the updates (what's new, changed, fixed, and limitations) in each product:

AI Agent Studio v.33 release
Automator AI v.33 release
Automation Workspace v.33 release
CoE Manager v.33.1 release
Automation Co-Pilot for Business Users v.33 release
Document Automation v.33 release