Discovery Bot users

Various users are involved in the discovery process, and each user's role and responsibility helps in identifying potential automation opportunities for a business process. The streamlined workflow in Discovery Bot enables various users to collaborate without changing their operations in a major way.

Discovering processes for automation involves the following users:

Control Room administrator
Creates other users, assigns roles to users, and assigns Discovery Bot licenses for users
Discovery Bot administrator
Creates, edits, and deletes processes; also, associates Discovery Bot roles to and disassociates Discovery Bot roles from processes

Users with the Discovery Bot administrator privilege cannot view the recorded data of any process, participate in the recording analysis, or create new opportunities for automation.

Discovery Bot business user
Represents the task force in an organization that will benefit from process automations. The business user performs the following associated tasks for business processes:
  • Performs the steps in the assigned process and records the steps

    The business user is responsible for recording the steps in the process that are being reviewed and evaluated for potential automation candidates. The business user is invited to participate in recording session by the Discovery Bot administrator.

  • Edits the Step description (annotated user text) field for recordings.
    For each recording, the business user can review the recorded screen captures and provide annotations to capture the business context for the analyst to review. The business user can update the Data (keyboard entered) text field if the information should not be shared with the analyst, for example, user ID and password. If the captured steps are not relevant to the process, the business user can delete the steps before submitting the recording for review.
    Note: After a recording has been submitted, it cannot be edited.
  • Controls the recording of processes using the media control symbols on the Discovery Bot recorder.
    Users can start, pause, resume, and stop the recording on demand by using the Discovery Bot recorder to capture the relevant steps for each process.
    Note: After the recorder has been stopped, additional steps cannot be inserted into that recording.
Discovery Bot analyst
This user can also be known by other names in an organization, such as process owner, process analyst, business analyst, or subject matter expert. The Discovery Bot analyst is responsible for reviewing the associated recordings and identifying potential candidates for automation. The analyst can perform the following steps:
  • View all approved recordings from assigned users for a given process.

    The analyst cannot edit the recordings; however, they can merge the necessary variations from multiple recordings and create an aggregate view of the process.

  • Create opportunities from individual recordings and the aggregated view created from multiple recordings, and convert the opportunities into bots.
  • Export a potential opportunity to a Word document for reference.

While it is not a prerequisite for the analyst to be knowledgeable about the processes they are reviewing, it is beneficial because this knowledge helps in easily selecting and analyzing the recordings.