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RPA Design Overview

Uniphore Robotic Processing Automation (RPA) greatly enhances the power of your Flows by:

  • providing intelligent, real-time assistance to agents; and

  • transparently automating tasks for any desktop app or backoffice procedure.

You can add RPA automation to any Flow in the X-Designer, like most other X‑Platform capabilities.

Note

Before you can begin using Uniphore's RPA capabilities, RPA needs to be enabled for your account. In addition, you need to assign application coverage for the Uniphore JBot.

Uniphore RPA provides a variety of components that enable you to design automations quickly and intuitively:

Application Add-Ons

Add Covered Application components that are pre-built according to your specific requirements, or obtained from a library.

RPA-UI-ResourcesOverview_260421.png

Step Sequence Recording

Record your clicks and keypresses while actually using an application and add these sequences to your Flow.

RPA-UI-RecorderOverview_140822.png

Manual Sequences

Specify automated actions in your Flow by explicitly dragging them from the desired Application onto the Flow Map.

RPA-UI-SequenceOverview_260421.png

Resource Capture

Manually select and add a specific Resource using the live UI element capture mechanism.

RPA-UI-Capture2Overview_280621.png

Variable Capture

Capture specific variable values which will be assigned by the Allocator during the automation.

RPA-UI-CapturerOverview_260421.png

Table Capture and Parsing

Capture and parse complete tables, specific columns or selected values from HTML-formatted tables in a Covered Application.

RPA-UI-TableCaptureOverview_121022.png

RPA Variables

Access and use the Variables created for RPA activities in other X-Designer elements and Flows, whenever you need.

RPA-UI-RPAVariableOverview_150822.png

Live Listener

Use built-in 'listening' to automatically capture and update runtime value changes to Covered Application elements.

RPA-UI-ListeningOverview_210823.png

You can add Uniphore RPA components with great flexibility, in any order, and without the need to write any code.

Basic RPA Sequence Design Workflow

  1. Ensure that coverage exists for the application(s) you want to automate.

  2. In your X-Designer Flow, add RPA automation using any the built-in sequence recording, object capture or manual creation methods described above.

  3. Optionally add attended event triggers to automatically invoke a selected RPA service whenever a specific event occurs.

  4. Choose the RPA listening mode that JBot will use to automatically capture and update runtime value changes to Covered Application elements.

  5. During runtime, according to your Flow logic and event triggers, RPA sends commands to Uniphore's JBot to execute the automation.

  6. Monitor and review RPA execution details using the RPA Monitor in the X-Console.

In this section: