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.