Get started with Discovery Bot

Discovery Bot enables organizations to accelerate the automation of business processes from process discovery to bot creation.

Prerequisites

Ensure the system requirements are met.
Prerequisites for Discovery Bot
Install and configure Discovery Bot for users in your organization.
Installing Control Room On-Premises

Set up users and assign Discovery Bot roles.
Assign Automation 360 users with the relevant Discovery Bot permissions and associated licenses.
- Discovery Bot users
- Supported licenses for Discovery Bot
- Create users for Discovery Bot
  - Create multi-role users for Discovery Bot
  - Create a custom role for Discovery Bot
  - Assign the Discovery Bot custom role to a user
Set up the business process within your organization.
Create a placeholder for collecting all of the recordings associated for a given process. Invite one or more users through email notification to a Discovery Bot process recording session.
Create a Discovery Bot process
Record the process.
Business users record their work for the associated processes, annotate their steps, and submit for review a proposed automation work flow.
- Supported applications and browsers for Discovery Bot
- Record a Discovery Bot business process
- Record a Discovery Bot process using Automation Co-Pilot Desktop Assistant
Analyze the process.
The relevant business users (subject matter experts (SMEs), RPM or business analysts (BA)) review the recording data and opportunities associated with the process for specific usage patterns.
Analyzing opportunities for automation
Create opportunities. Merge specific recordings or steps as required. Prioritize opportunities and generate bots automatically.
- Review opportunities, convert to bot, and generate PDD
- Using the Filter and Toggle frequency counter options