Implementing Front Office Automation using Automation Anywhere Robotic

Interface (AARI): Step List

User Management

Introduction
This demo will help you to learn how to create users and assign required AARI roles.

Prerequisite
You need access to the Automation Anywhere Enterprise Edition.
1. Create users for AARI and assign the required licenses.

a. Create the AARI admin user and assign the required licenses.
i. Login to Enterprise A2019 as a Control Room administrator and navigate to All users
page by clicking ADMINISTRATION > Users.
ii. Click Create user icon.
iii. In General Details section, ensure that Enable user checkbox is checked.
iv. Enter the details such as Username, Description, First and Last name, Password and
Email.
v. Select the AAE_Robotic Interface Admin role from the Available roles panel and click
the Right arrow.
vi. Select None under the Allocate a device license to this user? section.
vii. Click Create user.
viii. Click the Refresh icon in the All user page. The newly created user is displayed in the
users list.

b. Create the AARI manager user and assign the required licenses.
i. In the All users page, click Create user icon.
ii. In General Details section, ensure that Enable user checkbox is checked.
iii. Enter the details such as Username, Description, First and Last name, Password and
Email.
iv. Select AAE_Robotic Interface Manager role from the Available roles panel and click
the Right arrow.
v. Select None under the Allocate a device license to this user? section.
vi. Check the AARI user checkbox from the AUTOMATION ANYWHERE ROBOTIC
INTERFACE (AARI) LICENSES section.
vii. Click Create user.
viii. Click the Refresh icon in the All user page. The newly created user is displayed in the
users list.

c. Create the AARI user and assign the required licenses.

i. In the All users page, click Create user icon.
ii. In General Details section, ensure that Enable user checkbox is checked.
iii. Enter the details such as Username, Description, First and Last name, Password and
Email.
ix. Select AAE_Robotic Interface User role from the Available roles panel and click the
Right arrow.
iv. Select None under the Allocate a device license to this user? section.
v. Check the AARI user checkbox from the AUTOMATION ANYWHERE ROBOTIC
INTERFACE (AARI) LICENSES section.
vi. Click Create user.
vii. Click the Refresh icon in the All user page. The newly created user is displayed in the
users list.

Congratulations! You have now successfully created users and assigned the required licenses for
AARI Web.

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 Create Bot Runners and Device Pools

Introduction
This demo will help you to learn how to set up a bot runner along with a device pool as a user with
control room permissions for device management.

Prerequisite
You need access to the Automation Anywhere Enterprise Edition.

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1. Create a bot runner along with a device pool as a user with control room
permissions for device management.

a. Create multiple bot runner users and assign required licenses.

i. Login to Enterprise A2019 as a Control Room administrator and navigate to All users
page by clicking ADMINISTRATION > Users.
ii. In the All users page, click Create user icon.
iii. In General Details section, ensure that Enable user checkbox is checked.
iv. Enter the details under such as Username, Description, First and Last name, Password
and Email.
v. Select AAE_Basic role from the Available roles panel and click the Right arrow.
vi. Select Unattended bot runner license under the Allocate a device license to this user?
section.
vii. Click Create user and add another from the Create user drop down list.
v. Click Create user.
vi. Repeat the steps iii to vii to create a second bot runner.
vii. Click the Refresh icon in the All user page. The newly created users are displayed in the
users list.

b. Create AARI scheduler user and assign required licenses.

i. In the All users page, click Create user icon.
ii. In General Details section, ensure that Enable user checkbox is checked.
iii. Enter the details such as Username, Description, First and Last name, Password and
Email.
iii. Select AAE_Basic role from the Available roles panel and click the Right arrow.
iv. Select None under the Allocate a device license to this user? section.
v. Click Create user.
vi. Click the Refresh icon in the All user page. The newly created user is displayed in the
users list.

c. Create scheduler role and assign required licenses.

i. Navigate to All roles page by clicking ADMINISTRATION > Roles.
ii. Click the Create role icon.
iii. Enter the respective details on the FEATURES tab in the Create role page such as Role
name and Role description.
iv. Select View my bots and Run my bots permissions under the Bots section.
v. Click BOTS tab or Next button.
vi. Select Run and View content permissions for the Bots folder.
vii. Click RUN AS tab or Next button.
viii. In the Available bot runners panel, select the bot runner users that you created earlier
and then click the Right arrow.
ix. Click the USERS tab or Next button.
x. In the Available users panel, select the AARI scheduler user that you created earlier
and then, click the Right arrow.
xi. Click the Create role button.
xii. Click the Refresh icon in the All roles page. The newly created role is displayed in the
role list.

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 d. Create device pool
i. Login to the Control Room as the AARI Administrator user.
ii. Navigate to My devices page by clicking DEVICES > My Devices.
iii. In the My devices page, ensure that the devices are in connected state.
iv. Click My device pools in the Navigation page.
v. Click Create device pool.
vi. Enter the respective details in the Create device pool page such as Name and
description.
vii. Select the bot runner device from the Available bot runners panel and then click the
Right arrow.
viii. Click CONSUMERS tab.
ix. Select the AARI scheduler role from the Available roles section and click the Right
arrow.
x. Click Create device pool.

e. Establish a secure connection between AARI Web and Enterprise Control Room
i. Navigate to AARI settings page in the AARI Web application.
ii. Select the Password radio button.
iii. Enter the Username and Password in the AARI settings page.
iv. Click Authorize.

Congratulations! You have now successfully created a bot runner along with a device pool as a user
with control room permissions for device management.

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 Use Case: Inbound Call Process

Introduction
This demo will help you to learn how to create the bots, the forms and the process for the use case.
Prerequisite
You need access to the Automation Anywhere Enterprise Edition:

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1. Create the task bots with required variables for the use case.

a. Create the task bot with variables for the User case.
i. Login to the Enterprise Control Room as a bot creator User.
ii. Click Create a bot in the Dashboard page.
iii. Enter the Name and Description for the Task Bot in the Create Task Bot popup.
iv. Click Create & edit icon.
v. Create a variable for email
v.1 In the Bot Editor, click + sign in the Variables palette.
v.2 Enter the Name as email. Optionally enter a Description for the variable.
v.3 Check Use as input checkbox.
v.4 In the Type field select the String variable type.
Note: String is the default variable type.
v.5 Optionally enter the Default value.
v.6 Click Create.
vi. Repeat step v to create first_name variable of String type.
vii. Repeat step v to create last_name variable of String type.
viii. Create a variable for offers_purchased
viii.1. In the Bot Editor, click + sign in the Variables palette.
viii.2. Enter the Name as offers_purchased. Optionally enter a Description for the
variable.
viii.3. Check Use as output checkbox.
viii.4. In the Type field select the String variable type.
Note: String is the default variable type.
viii.5. Optionally enter the Default value.
viii.6. Click Create.
ix. Click Save.
x. Add a Delay
x.1 From the Actions palette, drag and drop the Delay action to the canvas.
x.2 In the Actions detail pane, enter the number of seconds in the Delay field.
x.3 Select Seconds in Time unit section.
xi. Click Save and close the bot.
xii. Click Create a bot in the My bots page.
xiii. Repeat step iii to v to create a bot with email variable
xiv. Repeat step v to create new_offer variable
xv. Repeat step viii to create order_ID variable.
xvi. Click Save and close the bot.

Congratulations! You have now successfully created the task bots with required variables for the use
case.

2. Create a form

a. Create a form to accept the customer email id

i. In the My Bots page, click Create a form icon.
ii. Enter the Name and Description for the form in the Create form popup.
iii. Click Create & edit.

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 iv. In the canvas, select the default row. Click vertical ellipsis (three dots) and select
Delete row.
v. Click Yes, delete.
vi. From the Elements palette, drag and drop the Text Box element into the canvas.
vii. In the Properties pane, enter “Please provide the customer Email” in the Element label
field.
viii. Click Save.
ix. Click Close.

b. Create the second form that will display the customer details.
i. In the My Bots page, click Create a form icon.
ii. Enter the Name and Description for the form in the Create form popup.
iii. Click Create & edit.
iv. In the canvas, select the default row. Click vertical ellipsis (three dots) and select
Delete row.
v. Click Yes, delete.
vi. From the Elements palette, drag and drop the Label element into the canvas.
vii. In the Properties pane, enter “Customer Details” in the Element label field.
viii. From the Layout palette, drag and drop the Column layout.
ix. Create two text boxes in each cell of the column.
ix.1. From the Elements palette, drag and drop the Text Box element into the
canvas.
ix.2. In the Properties pane, enter the Element label as “First Name”.
ix.3. Check the Make field uneditable checkbox in Advance behavior section.
x. Repeat step ix to add “Last Name” text box.
xi. Repeat step ix to add “Email” text box.
xii. Repeat step ix to add “Offers purchased” text box.
xiii. From the Elements palette, drag and drop the Dropdown element into the canvas.
xiv. In the Properties pane, enter the Element label as “New offer to upsell”.
xv. Enter “Hulu, Disney+, ESPN+, Netflix, Starz” in the Enter list items separated by
commas field.
xvi. Click Save and close the form.

c. Create a third form to display the order id

i. In the My Bots page, click Create a form icon.
ii. Enter the Name and Description for the form in the Create form popup.
iii. Click Create & edit.
iv. In the canvas, select the default row. Click vertical ellipsis (three dots) and select
Delete row.
v. Click Yes, delete.
vi. From the Elements palette, drag and drop the Text Box element into the canvas.
vii. In the Properties pane, enter the Element label as “OrderID”.
viii. Check the Make field uneditable checkbox in Advance behavior section.
ix. Click Save and close the form.

Congratulations! You have now successfully created the forms required for the use case.

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3. Create the process

a. Create the process for the Inbound Call processing

i. In the My Bots page, click Create a process icon.
ii. Enter the Name and Description for the process in the Create process popup.
iii. Click Create & edit.
iv. Click Start in the canvas.
v. In the Element details pane, click Browse under Select initial data form field.
vi. In the Pick a file popup, select Input_Customer_Form under Files and folders section.
vii. Click Confirm.
viii. Click Insert a variable icon in Request display name field.
ix. In the Insert a variable popup, click Process task dropdown and select intialData.
x. Click Variable dropdown and select the required input from the list.
xi. Click Add.
xii. Optionally, append any required text in Request display name field.
xiii. Click Apply.

b. Invoke the Bot Task that will take the input value from the form and return the customer
details.
i. From the Task palette, drag and drop Bot Task below the Start element in the canvas.
ii. Enter Element name and Task display name.
iii. In the Element details pane, click Browse under Select initial data form field.
iv. In the Pick a file popup, select Get_Customer_Bot under Files and folders section.
v. Click Confirm.
vi. Check email Checkbox in Input values section.
vii. Click Insert a variable icon in email field.
viii. In the Insert a variable popup, click Process task dropdown and select intialData.
ix. Click Variable dropdown and select the required variable from the list.
x. Click Add.
xi. Click Apply.

c. Invoke the Human Task element to display the customer details

i. From the Task palette, drag and drop the Human Task in the canvas.
ii. In the Element details pane, enter Element name and Task display name.
iii. Click Browse under Select initial data form field.
iv. In the Pick a file popup, select Display_Customer_Form under Files and folders
section.
v. Click Confirm.
vi. Add form element in process
vi.1 Click Add form element under Feed data into form section.
vi.2 In the Add form element popup, select First Name text box in the Form element
field.
vi.3 Select GetCustomerBot from the dropdown under Process task field.
vi.4 Select Output from the dropdown under Variable type section.
vi.5 Select GetCustomerBot.first_name from the dropdown under variable section.
vi.6 Click Add.
vii. Repeat steps vi to add the Last name form element with related values.
viii. Repeat steps vi to add the Offer purchased form element with related values.
ix. Repeat steps vi to add the Email form element with related values.

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 x. Add form buttons to the process
x.1 Click Add button under the Add form button section.
x.2 Enter “Upsell” in the Button label field and set as Primary in Button style.
x.3 Enter “End” in the Button label field and set as Secondary in Button style.
xi. Click Save.

Congratulations! You have now successfully created the process for the use case.

4. Define the actions for each buttons in the process

a. Define If/Else pair condition

i. From the Condition palette, drag and drop If/Else pair condition in the canvas.
ii. Select Failed in the canvas.
iii. In the Condition detail pane, select Cancelled in End process status field.
iv. Optionally enter the Message text in Display message field.
v. Click Apply.

b. Add Bot Task in If condition branch

i. From the Task palette, drag and drop Bot Task below the If element in the canvas.
ii. In the Element details pane, enter Element name and Task display name.
iii. Click Browse under Select initial data form field.
iv. In the Pick a file popup, select Update_Customer_Bot under Files and folders section.
v. Click Confirm.
vi. In the Element details pane, enter Element name as UpdateCustomerBot under Task:
Bot task section.
vii. Enter Task display name as Customer Order.
viii. Click Browse under the Select Task Bot section.
ix. In the Pick a file popup, select Update_Customer_Bot under Files and folders section.
x. Click Confirm.
xi. Check email Checkbox in Input values section.
xii. Click Insert a variable icon in email field.
xiii. In the Insert a variable popup, click Process task dropdown and select intialData.
xiv. Click Variable dropdown and select the required variable from the list.
xv. Click Add.
xvi. Check new_offer Checkbox in Input values section.
xvii. Click Insert a variable icon in new_offfer field.
xviii. In the Insert a variable popup, click Process task dropdown and select intialData.
xix. Click Variable dropdown and select the required variable from the list.
xx. Click Add.
xxi. Click Apply.

c. Define Human Task condition

i. From the Task palette, drag and drop the Human Task in the canvas under the Bot
Task in the If branch.
ii. In the Element details pane, enter Element name and Task display name.
iii. Click Browse under Select initial data form field.
iv. In the Pick a file popup, select Display_OrderID_Form under Files and folders section.
v. Click Confirm.

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 vi. Add form element in process
vi.1 Click Add form element under Feed data into form section.
vi.2 In the Add form element popup, select OrderID text box in the Form element
field.
vi.3 Select UpdateCustomerBot from the dropdown under Process task field.
vi.4 Select Output from the dropdown under Variable type section.
vi.5 Select UpdateCustomerBot.Order_ID from the dropdown under variable section.
vi.6 Click Add.
vii. Add buttons to the process
vii.1 Click Add button under the Add form button section.
vii.2 Enter as “End” in Button label and set as Primary in Button style.
viii. Click Save.

d. Define the condition for If condition branch

i. Click If branch in the canvas.
ii. In the Condition: If pane, select String condition from the Condition dropdown.
iii. Click Insert a variable icon.
iv. Select DisplayCustomerForm from the dropdown under Process task field.
v. Select Meta from the dropdown under Variable type section.
vi. Select Status from the dropdown under variable section.
vii. Click Add.
viii. Select Equals to(=) from the Operator dropdown list.
ix. Enter Upsell under Target value (optional) field.
x. Click Apply
xi. Select Completed in the Canvas and updated the completion message in Display
message (optional).
xii. Click Apply.
xiii. Click Save.
xiv. Click Close.

Congratulations! You have now successfully defined the actions for each button in the process.

5. Check in the Process to make it available for users

a. Check in the Process to make the process available for the AARI-Admin in the AARI Web
Interface.
i. In the My Bots page, select inbound_Call_Process process in the Files and Folders
section.
ii. Click Check in process.
iii. In the Check in Process page, enter the Comment and ensure that the bots and forms
are displayed in the Selected Dependencies section
iv. Click Check in.
v. The checked in process and the dependent forms and bots are displayed in the Public
folder.

Congratulations! You have now successfully checked in process.

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 AARI Process Creation and Assignment

Introduction
This demo will help you to learn how process creation and assignment happens in AARI Web.

Prerequisite
You need access to the Automation Anywhere Enterprise Edition:
https://aa-aau.my.automationanywhere.digital/

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1. Create a Process in AARI Web and assign the process to a team in AARI Web

a. Create a process in AARI Web and add manager to the process

i. Login to AARI Web as the AARI Administrator.
ii. In the My Assistant page, click the Processes icon.
iii. Select the required process from the list.
Note: Ensure you have checked in the process in the Enterprise Control Room to make
it available for other users.
iv. In the Process details pane page, click the + sign.
v. Click Add managers.
vi. In the Add managers popup, search and select the AARI Manager in Add managers
field.
vii. Click Add.
viii. Click Save.

b. Create a team and add members to the team in AARI Web.

i. Login to AARI Web as the AARI Manager user.
ii. In the My Assistant page, click the Teams icon.
iii. Click Create new team.
iv. Enter the Team Name and Description.
v. In the Members section, click the + sign.
vi. Click Add members.
vii. In the Add members to Inbound Call Processing Team popup, search and select the
required user.
viii. Click Apply.
ix. In the Assigned Processes section, click the + sign.
x. Click Add processes.
xi. In the Assign Processes page, select the required process.
xii. Click Assign to team.
xiii. click Save.

Congratulations! You have now successfully created a process and assigned the process to a
team in AARI Web.

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 AARI Process Create Request

Introduction
This demo will help you to learn how to create a request in AARI Web.

Prerequisite
You need access to the Automation Anywhere Enterprise Edition:

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1. Create a Request

a. Create a request in AARI Web

i. Login to AARI Web as the AARI user.
ii. In the My Assistant page, click Create request.
iii. In the Select a process page, search and select the required process from the available
list.
Note: View the process details by clicking the Tag and Description icon in the process.
iv. Click Incoming Offer Call process.
v. In the Incoming Offer Call page, enter user’s email in the Please provide the Customer
Email field.
vi. Click Submit.
vii. In the Unassigned field, select and assign a user from the dropdown.
viii. Select the Offer from the dropdown under New offer to upsell section
ix. Click Upsell.
x. In the Unassigned field, select and assign a user from the dropdown.
xi. Select the required User from the dropdown under Unassigned section.
xii. Copy the OrderID of reference.
xiii. Click End.
xiv. Close the Request page.

Congratulations! You have now successfully created a request in AARI Web.

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