To configure a business analytics automation task, enable analytics (using the Analyze: Open and Analyze: Close actions) and tag the variables that are of interest for data analysis.

To configure a task for business analytics in an existing bot:

Procedure

  1. Log in to the Control Room.
    Note: Ensure that you have the Bot Creator license assigned to you.
  2. In the Automation pane, select the folder that contains the task for which you want to enable analytics.
    The Actions palette appears in the left-hand side. See Actions to build automations.
  3. Build a bot.
    For more information about building and editing a bot, see Get started building automations.
  4. Insert the Analyze: Open action at the beginning of the transaction.
    Note: The session or transaction name cannot contain angular brackets (< or >).
  5. Insert the Analyze: Close action at the end of the transaction.
    The Analyze: Close menu lists all the variables in the transaction. Select the variables that are tagged in the transaction to process business analytics.
    Note: This feature enables you to deselect variables that might raise potential privacy concerns, such as social security numbers or bank account details.
  6. Click Apply.
    Click Reset to reset the variable selection.
  7. Click Save.
  8. Click Run.
    The Bot Run Successfully message appears.
    The image displays the Edit Task Bot dialog box and the option to tag variable for analytics.
  9. Click Analyze.
    The Bot Insight window appears.
  10. Select a bot from the Select a Dashboard drop-down list.
    Click the arrow to view the list of bots.