Deploy processes

Automation Co-Pilot for Business Users on the web interface provides a dedicated workspace to organize processes, create requests, and run and view tasks. An Co-Pilot Manager can create new teams and manage team roles and deployment of tasks.

You can access Automation Co-Pilot from the Automation 360 home page by clicking the Automation Co-Pilot link in the Quick links section which provides a shortcut to Automation Co-Pilot for Business Users on the web interface.

The checked-in processes are available in Automation Co-Pilot for Business Users on the web interface and can be assigned to the teams so that the team members can create requests and complete tasks.

The three main components involved in deploying a process are as follows:

Deployment workflow

The following workflow describes the steps involved in deploying a process:

  1. Create a team and assign roles to team members.
  2. Assign a team to a process.
  3. Create a request and complete a task.

Other tasks

Depending on the requirement, you can also perform the following tasks:

  • As an Co-Pilot Manager, you can either assign or unassign tasks to your team members.

    Assign or unassign a task.

  • To clear the memory space, as an Co-Pilot User, Co-Pilot Manager, or Co-Pilot Admin, you can delete the requests that are no longer required.

    Delete a request.

  • To make process selection easier at the time of request creation, as an Co-Pilot User or Co-Pilot Manager, you can view, pin, or search for your assigned processes.

    View and search for a process.

  • As an Co-Pilot User, to quickly search for a specific request created, you can filter and search for that request.

    Filter and search for a request.

  • As an Co-Pilot User, when you have many tasks created from multiple requests, you can filter and search for a specific task.

    Filter and search for a task.

  • You can edit your process in the Process page of the web interface.

    Configure a process

  • As an Co-Pilot Admin, you can edit bots to set parameters, enable virtual window, and assign teams to bots.

    Configure a bot