Create a bot for a virtual window

In this example for picture in picture, Zoe is an Co-Pilot User with access to the Automation 360 Control Room for creation and check in of bots.

Prerequisites

  • Zoe has the Bot Creator license to create bots in the Control Room.
  • Zoe has the Bot Creator license to check in bots in the Control Room.
  • Zoe has access to the Control Room.
Zoe is a single persona that completes this task in cooperation with other personas to demonstrate the full procedure of the using the virtual window (see link at bottom of page).

Procedure

  1. Log in to the Control Room.
  2. Create a bot.
    Zoe can create any bot without triggers. She, like any developer, can run the bot without checking in.

Next steps

To access this bot, Zoe and her customer success team will need to be assigned to this bot. As an Co-Pilot Admin, Jake can view and manage the bot that Zoe checked in, in Automation Co-Pilot for Business Users.