Conversational automation supports both action-based and knowledge-based queries. Action-based queries enable you to execute automations and track the status of assigned tasks, allowing you to complete them efficiently. Knowledge-based queries provide access to enterprise documents, allowing you to search and retrieve information from your organization's knowledge base.

To access and use the Assistant tab, you must first meet the following requirements.

  • You must have the Conversational Automation Co-Pilot User license.
  • You must have access to the folder containing the enterprise documents.
  • You must be part of Automation Co-Pilot team.
  • You must have processes assigned to your team.
Once the requirements are met, logging into Automation Co-Pilot, either through the web interface or embedded within your application, will reveal a new Assistant tab. This tab allows you to interact using natural language to perform queries, receive automation suggestions, view and manage assigned tasks, and complete your work efficiently. You can also use it to search for any information needed to support and streamline your daily activities.
assistant tab

You will be greeted with a personalized message along with a set of suggested prompts to help you get started.

  • Recommend automations I can run: Displays up to 10 automations available to you as part of the Automation Co-Pilot team, along with a summary of each. You can either type the name of the automation in the prompt window or use the clickable buttons to run the automations directly from this window.
    automation suggestions
  • Get pending tasks assigned to me: Displays a list of tasks assigned to you from the requests initiated within the conversation. It includes details such as the task name, a clickable link for more information, task status, request ID, and a brief description.
    tasks assigned
Simply enter a prompt in natural language to receive relevant automation suggestions, each accompanied by a brief summary of its functionality. For example, typing increase credit limit will display matching automations. You can then select and run the desired automation to complete your task.
action based query
You can also use knowledge-based queries to retrieve information that helps you complete your tasks. For example, you can ask, “What is the max credit limit increase I can request for a Tier B customer without CFO approval?” The response will be generated based on documents uploaded to Amazon Q that you have permission to access. The source documents used to generate response are also displayed.
knowledge based query

Persistent conversation history

Your conversation history is retained for up to 30 days across login sessions and devices. This enables you to continue your work without losing valuable context, even if you reload the browser, close a tab, or log in from another device. You can easily manage long-running workflows, spend less time redoing work, and keep your business processes running smoothly.

Your conversation history is retained for up to 30 days so you can continue your work without losing context, even across sessions and devices.

  • Page reload: If you refresh the browser, your last conversation is automatically restored so you can continue from where you left off.
  • Close and reopen the browser: When you reopen Automation Co-Pilot, your previous messages are restored automatically.
  • Switch devices: If you log into Automation Co-Pilott from another device, your chat history appears, allowing you to pick up your work without interruption.
  • Quick access: The most recent 20 messages load immediately for quick continuity. Older messages are available on demand when you scroll back.
Note: Conversation history is stored securely and is automatically deleted after 30 days in compliance with Automation Anywhere data retention policy.

The key value proposition lies in combining automation search and deployment with information retrieval. You can easily locate the right automation from a vast repository of options, tailored to your use case. The true value emerges when this is integrated with information gathering, allowing you to query across diverse data sources like PowerPoint or Excel. By leveraging an indexed repository, you can ask questions and receive instant responses, significantly reducing time spent searching for information.

Integrated workflow visibility

Real-time, in-context visibility into workflow progress is essential for delivering a seamless and efficient user experience. Business users struggle when they cannot immediately understand where a process stands or which steps remain. Without integrated visibility, users face uncertainty and must navigate outside the Assistant to find process details, and lose valuable context—slowing down decision-making and reducing trust in automation.

By bringing process step insights directly into the Assistant tab, users can monitor workflow execution without interrupting their conversations. This integrated experience strengthens confidence in automation, accelerates approvals, reduces operational friction, and minimizes support overhead. It ensures that users stay informed, stay productive, and stay within one unified workspace.

The right pane details are contextual. It does not need to be manually opened from a global UI control; instead, it is launched by specific user interactions that require additional context (forms, request details, process flow, or task completion). It ensures the user stays in the Assistant while viewing or acting on the relevant workflow context. The following table lists some user interactions to know exactly when it will appear, what details you will see, and why that context is presented there

User actions When the right pane appears What the right pane shows Why it opens (user benefit)
Start an automation (from search results) → Input form open Immediately after the user starts an automation returned by an action-based search. A run input form prompting for required inputs/parameters needed to start the automation. Starting an automation often requires structured inputs; the right pane enables in-context data capture and validation without leaving the Assistant.
Click Process started notification → Process details or flow opens When the user clicks the notification confirming a process has started. Request details (For example, request name and request ID) and a clickable link to view more details. Provides a direct path from confirmation to visibility; users can verify what started and jump straight into monitoring progress.
Click the request link in the notification → Current process flow opens When the user selects the clickable request link in the Process started notification. The current process flow (What’s running now view), showing the workflow context and progress for that request. Enables workflow visibility without navigating elsewhere; users can quickly understand current state and next steps.
Click a human-task notification → Task form opens When the user receives a notification that a human task requires action and clicks it. The human-task form in the right pane, including required fields and submission controls. Human tasks are meant to be completed directly from the Assistant; the right pane provides a focused workspace to complete and submit the task efficiently.
Ask for request status → Status response link opens the right pane After the user asks the Assistant for status and then clicks the link included in the response. The request’s relevant details view—typically a request summary or process flow context for that request. Converts a conversational status question into a one-click drill-down to the underlying request context, reducing UI exploration and guesswork.