Automation 360

Co-Pilot for Automators FAQs

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Automation 360
Features, licenses, and deployment
- Platform licenses
  - Enterprise Platform
  - Automator AI Platform Base
- Deployment models
- Cloud licensing FAQ
Release Notes
- Automation 360 Release Notes
- Community Edition Release Notes
- Sandbox environment
- Package updates overview
- Previous Package SDK Release Notes
- Process Discovery Release Notes
- Browser extensions for Automation 360
- Automation 360 feature comparison matrix
- Automation 360 IQ Bot feature comparison matrix
- Automation 360 IQ Bot version compatibility
Automation 360 Cloud
- Automation 360 FAQ
- Automation 360 architecture and resiliency
- Automation 360 Cloud FAQ
- Automation 360 software lifecycle policy
- Automation resiliency
  - Managing unexpected pop-ups
    - Configure pop-up handling
  - Record automation execution
    - Configure automation recording
    - Manage automation recording
- Upcoming feature deprecations
- In-product user assistance
Automation and generative AI
- AI Agent Studio
- Automator AI
- Data security for generative AI - FAQ
Set up Automation 360
- Get started with Automation 360 Cloud
  - Automation 360 Cloud prerequisites
- Installing Control Room On-Premises
- Set up Community Edition
  - Community Edition capabilities
- Get started with Bot Agent
- Naming guidelines for Control Room URLs
- Post-installation user management
- Update Automation 360 to latest version
  - Update Automation 360 on Microsoft Windows Server using scripts
- Install and update Automation 360 IQ Bot
- Log in to Automation Anywhere Control Room
- Create your first bot
- Run your first bot
- Moving from Automation 360 On-Premises to Cloud
  - Moving data using Control Room operations
  - Migrate using Control Room APIs
- Migrate to Automation 360
Configure Automation 360
- Users
- Roles
- Manage licenses
  - View license details
  - Installing additional licenses
- Create your users and assign their licensed roles
- Configure Settings
- Edit My settings
  - Edit profile settings
- Set up your bot repository
- Working with repositories, credentials and roles
  - Manage user credentials
- Credentials and lockers in the Credential Vault
Manage Automation 360
- Devices
  - About multi-user devices
    - Configure RDP-based deployment for multi-user devices
    - Convert an existing device to a multi-user device
  - Edit multiple devices simultaneously
- About device pools
- Add queue, Bot Runner, and device pool
- Configure Active Directory in Control Room
- Configure OAuth connections in Control Room
- Packages
- External key vaults for Automation 360
- Workload management
- Bot Lifecycle Management
Monitor Automation 360
- Automation Command Center
- Automation program lifecycle with CoE Manager
- Activities
- Audit log
  - Audit events list
  - Export audit data to CSV
- Code analysis
- Notifications
- Control Room log files
Build automations
- Process Composer
- Interactive forms
  - Add a form to bot
- API Task
- Connector Builder
- Recorders
  - Universal Recorder for object-based automation
  - AISense for recording tasks from remote applications
- Task Bots
- Templates
- Bot Store
- Advanced bots and packages
- Troubleshooting and debugging
Automation Co-Pilot
Automation Co-Pilot for Business Users
- Embed automations in your application using Automation Co-Pilot
- Using Automation Co-Pilot for Business Users on desktop
- Automation Co-Pilot for Business Users on the web interface
- Approvals in Automation Co-Pilot
  - Using and sorting the Tasks view
- Automation Co-Pilot status and notifications
Users and roles for Automation Co-Pilot
- Create users for Automation Co-Pilot
- Create a team and assign roles to team members
- Manage roles and teams for Automation Co-Pilot
- Scheduler users and device pools in Automation Co-Pilot
- Configure deployment type for bots
Automation scenarios
- Scenario: Generating insurance quote with Automation Co-Pilot and Process Composer
- Scenario: Developing and using templates in an automation
Document Automation
- Document Automation processing workflow
- Document Automation FAQ
- Intelligent document processing solutions - feature comparison matrix
- Set up your Document Automation environment
- Create a learning instance in Document Automation
- Improve extraction accuracy through validation
  - Improve table data extraction
  - Lock the validation feedback
- Connect learning instance
  - Extracting data from check boxes
- Integrate third-party parser in learning instance
  - Create a parser and configure with learning instance
    - Sample codes for parser contracts
    - Sample SDK Project: AWS Textract
- Publish the learning instance to production
  - Build a bot to upload documents to Document Automation
  - Deploy the learning instance assets
- Validating documents through Automation Co-Pilot validator
  - Validate documents as Validator user
- Export or Import learning instances
  - Incorporating validation feedback in export/import of learning instances
- Create custom models in Document Automation using Standard Forms
- Document Automation support for Google Custom Document Extractor (CDE)
- Document Automation - Data extraction using generative AI
- Languages supported in Document Automation
  - Language support matrix and OCR engines
- Document Automation Community Edition
  - Create a learning instance in Community Edition
  - Process documents in Community Edition
Automation 360 IQ Bot
- IQ Bot architecture diagram
- Using Automation 360 IQ Bot On-Premises
- Using Automation 360 IQ Bot Cloud
- IQ Bot user personas and roles
  - Defining a custom role for IQ Bot
  - Creating a user with an IQ Bot specific role
- Languages supported in Automation 360 IQ Bot
- About the Classifier
  - Create a new document group
- Create a learning instance
- Train a learning instance
- Manage learning instances
- Rotate the external key
- Use the IQ Bot Validator
- Review the dashboard
  - Performance report page
  - Performance report details
- Custom domains in IQ Bot
- Using IQ Bot for standard forms
Process Discovery
- Overview of Process Discovery
  - Options to reduce exposure of sensitive data
- Process Discovery user roles
- Create Process Discovery users and assign roles
- Integrate SAML with SSO for Process Discovery
- Create your event reporting password
- Create a URL and application list
- Configure Observer activity
- Use Process Discovery with Kibana dashboard
  - Access the Kibana dashboard
- Create a cycle
- Classify application screens and create web applications
  - Applications with auto-assigned screen signatures
- Review Events and filter data
- Mining for processes
- Analyze and prioritize processes
- Creating groups for the process and generate a PDD
- Process Discovery - CoE Manager integration
- Getting started with Privacy Enhanced Gateway
- Process Discovery Sensor application
- Process Discovery FAQ
- Process discovery by using Discovery Bot
Bot Insight
- Business analytics through Bot Insight
- Accessing Bot Insight
- Using Bot Insight
  - Business analytics
    - Configuring a task for business analytics
- Using widgets
- Data connector for Power BI
- Configure Tableau web data connector in Bot Insight
API References
- Control Room APIs
- Filtering, pagination, and sorting
- API response codes
- Comparing Automation 360 and Enterprise 11 APIs
- Configure the Control Room
- Roles and permissions
- How to find a migration journalid
- Using Auto registration API
Glossary

Table of Contents

Co-Pilot for Automators FAQs

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Updated: 2024/06/13

Co-Pilot for Automators FAQs

Refer to this FAQ for general queries on the behavior and functionality of building with natural language.

General

What is Co-Pilot for Automators?: It is an on-demand, intelligent automation assistant, accessible from within the Automation Workspace. Developers can describe their automation in English language and have Automation Co-Pilot create or update the automation.

What is the intended use of Co-Pilot for Automators?: It is intended to help developers build their automation quickly and easily. Developers are always in control of building and finalizing their automation.

How do I access Co-Pilot for Automators?: In the Automation Workspace, click Co-Pilot, or Assistant > Co-Pilot. If you are unable to see these options, verify you have sufficient permissions and an Automator AI license for your user account. Contact Support to purchase a license.

How do I build or update a process with Co-Pilot for Automators?: See Co-Pilot for Automators in Process Composer

How do I build or update a bot with Automator AI?: See Co-Pilot for Automators in Bot Editor

Who can use Co-Pilot for Automators?: See Availability

Is Co-Pilot for Automators available in On-Premises installation?: Co-Pilot for Automators is currently a Cloud-only capability and is not available for On-Premises environments.

How is usage of Co-Pilot for Automators tracked?: Each prompt or instruction sent to Automation Co-Pilot is counted as one unit. These units are aggregated for all users across tenants and tracked against the available license capacity.